Towerview Llc Buys Walgreens Boots Alliance Inc, StealthGas Inc, Ryder System Inc, Sells iMedia Brands Inc, Sanofi Contingent Value Right (Expiring 12/31/2020, Corteva Inc

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Jun 24, 2020
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New York, NY, based Investment company Towerview Llc (Current Portfolio) buys Walgreens Boots Alliance Inc, StealthGas Inc, Ryder System Inc, DuPont de Nemours Inc, Mack-Cali Realty Corp, sells iMedia Brands Inc, Sanofi Contingent Value Right (Expiring 12/31/2020, Corteva Inc, MediaCo Holding Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Towerview Llc. As of 2020Q1, Towerview Llc owns 20 stocks with a total value of $118 million. These are the details of the buys and sells.

For the details of TOWERVIEW LLC's stock buys and sells, go to https://www.gurufocus.com/guru/towerview+llc/current-portfolio/portfolio

These are the top 5 holdings of TOWERVIEW LLC
  1. Tejon Ranch Co (TRC) - 3,700,000 shares, 44.21% of the total portfolio.
  2. Saga Communications Inc (SGA) - 1,170,000 shares, 27.36% of the total portfolio.
  3. Corning Inc (GLW) - 900,000 shares, 15.71% of the total portfolio.
  4. Lands' End Inc (LE) - 560,718 shares, 2.54% of the total portfolio. Shares added by 1.95%
  5. Alico Inc (ALCO) - 78,000 shares, 2.06% of the total portfolio. Shares reduced by 8.24%
New Purchase: Ryder System Inc (R)

Towerview Llc initiated holding in Ryder System Inc. The purchase prices were between $25.07 and $56, with an estimated average price of $42.48. The stock is now traded at around $35.91. The impact to a portfolio due to this purchase was 0.34%. The holding were 15,000 shares as of .

New Purchase: Mack-Cali Realty Corp (CLI)

Towerview Llc initiated holding in Mack-Cali Realty Corp. The purchase prices were between $14.19 and $23.65, with an estimated average price of $20.56. The stock is now traded at around $15.10. The impact to a portfolio due to this purchase was 0.29%. The holding were 22,500 shares as of .

New Purchase: iMedia Brands Inc (IMBI)

Towerview Llc initiated holding in iMedia Brands Inc. The purchase prices were between $1.57 and $4.48, with an estimated average price of $3.15. The stock is now traded at around $3.30. The impact to a portfolio due to this purchase was 0.14%. The holding were 84,171 shares as of .

New Purchase: XPO Logistics Inc (XPO)

Towerview Llc initiated holding in XPO Logistics Inc. The purchase prices were between $40.69 and $99.11, with an estimated average price of $77.86. The stock is now traded at around $75.51. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,000 shares as of .

Added: Walgreens Boots Alliance Inc (WBA)

Towerview Llc added to a holding in Walgreens Boots Alliance Inc by 75.00%. The purchase prices were between $41.02 and $59.59, with an estimated average price of $50.97. The stock is now traded at around $41.17. The impact to a portfolio due to this purchase was 0.58%. The holding were 35,000 shares as of .

Added: StealthGas Inc (GASS)

Towerview Llc added to a holding in StealthGas Inc by 36.43%. The purchase prices were between $1.73 and $3.5, with an estimated average price of $2.8. The stock is now traded at around $2.50. The impact to a portfolio due to this purchase was 0.43%. The holding were 955,000 shares as of .

Added: DuPont de Nemours Inc (DD)

Towerview Llc added to a holding in DuPont de Nemours Inc by 100.00%. The purchase prices were between $28.46 and $64.2, with an estimated average price of $49.25. The stock is now traded at around $51.54. The impact to a portfolio due to this purchase was 0.29%. The holding were 20,000 shares as of .

Added: Macerich Co (MAC)

Towerview Llc added to a holding in Macerich Co by 50.00%. The purchase prices were between $5.63 and $26.92, with an estimated average price of $20.14. The stock is now traded at around $8.52. The impact to a portfolio due to this purchase was 0.02%. The holding were 15,000 shares as of .

Sold Out: iMedia Brands Inc (VVIA)

Towerview Llc sold out a holding in iMedia Brands Inc. The sale prices were between $1.41 and $4.02, with an estimated average price of $2.85.

Sold Out: Sanofi Contingent Value Right (Expiring 12/31/2020 (GCVRZ)

Towerview Llc sold out a holding in Sanofi Contingent Value Right (Expiring 12/31/2020. The sale prices were between $0.86 and $0.87, with an estimated average price of $0.87.

Sold Out: MediaCo Holding Inc (MDIA)

Towerview Llc sold out a holding in MediaCo Holding Inc. The sale prices were between $1.92 and $9.52, with an estimated average price of $5.65.

Reduced: Corteva Inc (CTVA)

Towerview Llc reduced to a holding in Corteva Inc by 50%. The sale prices were between $20.74 and $31.71, with an estimated average price of $27.59. The stock is now traded at around $26.07. The impact to a portfolio due to this sale was -0.1%. Towerview Llc still held 5,000 shares as of .



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