TowerView LLC’s Seritage Growth Properties SRG Stock Holding History

TowerView LLC’s Portfolio SRG Stock Details SRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.71M	Hold	1,030,000	–	–	1.78%	10
2026 Q1	$2.89M	Buy	1,030,000 +230,000	+29%	+$718K	1.87%	9
2025 Q4	$2.6M	Buy	800,000 +100,000	+14%	+$379K	1.88%	10
2025 Q3	$2.98M	Buy	700,000 +20,000	+3%	+$69.9K	2.16%	9
2025 Q2	$2.09M	Hold	680,000	–	–	1.49%	9
2025 Q1	$2.2M	Hold	680,000	–	–	1.58%	10
2024 Q4	$2.8M	Hold	680,000	–	–	2.01%	10
2024 Q3	$3.16M	Hold	680,000	–	–	2.04%	9
2024 Q2	$3.18M	Hold	680,000	–	–	2.08%	9
2024 Q1	$6.56M	Hold	680,000	–	–	4.35%	5
2023 Q4	$6.36M	Hold	680,000	–	–	3.88%	6
2023 Q3	$5.26M	Buy	680,000 +10,000	+1%	+$83.9K	3.5%	6
2023 Q2	$5.98M	Buy	670,000 +90,000	+16%	+$719K	3.9%	6
2023 Q1	$4.56M	Hold	580,000	–	–	2.96%	7
2022 Q4	$6.86M	Hold	580,000	–	–	4.42%	4
2022 Q3	$5.23M	Buy	580,000 +245,000	+73%	+$2.8M	3.01%	9
2022 Q2	$1.75M	Buy	335,000 +275,000	+458%	+$2.45M	0.93%	19
2022 Q1	$760K	Buy	+60,000	New	+$662K	0.37%	25

Other funds holding SRG

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

YCM

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

KPF

K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.58% 1-Year Est. Return

FCM

FourWorld Capital Management New York $110M AUM 44.07% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

CCM

Clutterbuck Capital Management Cleveland, Ohio $176M AUM

GLF

Groupe la Francaise Paris, France $8.31B AUM 37.53% 1-Year Est. Return

TowerView LLC's SRG Position: Q2 2026 in Review

TowerView LLC held its Seritage Growth Properties (SRG) position steady in Q2 2026 at 1,030,000 shares worth $2.71M. The position accounts for 1.78% of the portfolio, ranked #10.

TowerView LLC first reported a position in SRG in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.86M in Q4 2022. 72 funds tracked by Wall St. Rank hold SRG as of Q2 2026.

TowerView LLC held 1,030,000 shares of Seritage Growth Properties worth $2.71M as of Q2 2026.
TowerView LLC left its Seritage Growth Properties share count unchanged in Q2 2026.
Seritage Growth Properties made up 1.78% of TowerView LLC's portfolio in Q2 2026, its #10 holding.
TowerView LLC first reported a position in Seritage Growth Properties in Q1 2022 and has held it in 18 quarters since.
TowerView LLC's Seritage Growth Properties position peaked at $6.86M in Q4 2022.
72 funds tracked by Wall St. Rank held Seritage Growth Properties as of Q2 2026.

Based on TowerView LLC's 13F filing for Q2 2026, filed 4 Aug 2026.