Peapod Lane Capital LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002050979

Type: FundHoldings: 61Value: $88.9MLatest: 2025Q1

Peapod Lane Capital LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 61 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NKTR",
  "JOUT",
  "ANTX",
  "SCHL",
  "FLGT",
  "MGX",
  "STHO",
  "THRD",
  "ALTO",
  "AXR",
  "ALOT",
  "CLAR",
  "CLW",
  "FTEK",
  "FSP",
  "KYTX",
  "NXTC",
  "NKTX",
  "PMVP",
  "RFL",
  "SEER",
  "SGA",
  "TBI",
  "UEIC",
  "WHWK",
  "ORMP",
  null,
  "ALCO",
  "FDMT",
  "PLRX",
  "KE",
  "ACTG",
  "ASLE",
  null,
  "FONR",
  "GAIA",
  "HURC",
  "GEOS",
  "IKNA",
  "INVE",
  "HOFT",
  "ITOS",
  "IPI",
  "KVHI",
  "KRON",
  "KOD",
  "KZR",
  "UFI",
  "VRA",
  "WHG",
  "ZNTL",
  "OSUR",
  "SENEA",
  "AVIR",
  "BH",
  "CRGX",
  "CATO",
  null,
  "CLDT",
  "CVGI",
  "MED"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 61
Total Value: 88903021
Accession Number: 0001941040-25-000246
Form Type: 13F-HR
CIK: peapod-lane-capital
Manager Name: Peapod-Lane-Capital

Data Enrichment

95% identified

58 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

61 positions • $88.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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FRANKLIN STREET PROPERTIES CORP /MA/

FSP|35471R106

Shares:2.6M

Value:$4.7M

% of Portfolio:5.2% ($4.7M/$88.9M)

ALICO, INC.

ALCO|016230104

Shares:130.8K

Value:$3.9M

% of Portfolio:4.4% ($3.9M/$88.9M)

Seneca Foods Corp

SENEA|817070501

Shares:42.6K

Value:$3.8M

% of Portfolio:4.3% ($3.8M/$88.9M)

HURCO COMPANIES INC

HURC|447324104

Shares:241.7K

Value:$3.7M

% of Portfolio:4.2% ($3.7M/$88.9M)

16934W106

Shares:419.7K

Value:$3.6M

% of Portfolio:4.0% ($3.6M/$88.9M)

Biglari Holdings Inc.

BH|08986R309

Shares:13.8K

Value:$3.0M

% of Portfolio:3.4% ($3.0M/$88.9M)

AerSale Corp

ASLE|00810F106

Shares:398.1K

Value:$3.0M

% of Portfolio:3.4% ($3.0M/$88.9M)

Fulgent Genetics, Inc.

FLGT|359664109

Shares:162.2K

Value:$2.7M

% of Portfolio:3.1% ($2.7M/$88.9M)

Star Holdings

STHO|85512G106

Shares:302.2K

Value:$2.6M

% of Portfolio:2.9% ($2.6M/$88.9M)

SAGA COMMUNICATIONS INC

SGA|786598300

Shares:203.7K

Value:$2.5M

% of Portfolio:2.9% ($2.5M/$88.9M)

UNIFI INC

UFI|904677200

Shares:512.4K

Value:$2.5M

% of Portfolio:2.8% ($2.5M/$88.9M)

GAIA, INC

GAIA|36269P104

Shares:617.2K

Value:$2.4M

% of Portfolio:2.7% ($2.4M/$88.9M)

JOHNSON OUTDOORS INC

JOUT|479167108

Shares:88.5K

Value:$2.2M

% of Portfolio:2.5% ($2.2M/$88.9M)

CATO CORP

CATO|149205106

Shares:656.7K

Value:$2.2M

% of Portfolio:2.5% ($2.2M/$88.9M)

WESTWOOD HOLDINGS GROUP INC

WHG|961765104

Shares:124.8K

Value:$2.0M

% of Portfolio:2.3% ($2.0M/$88.9M)

GEOSPACE TECHNOLOGIES CORP

GEOS|37364X109

Shares:280.1K

Value:$2.0M

% of Portfolio:2.3% ($2.0M/$88.9M)

FONAR CORP

FONR|344437405

Shares:143.1K

Value:$2.0M

% of Portfolio:2.3% ($2.0M/$88.9M)

Vera Bradley, Inc.

VRA|92335C106

Shares:870.2K

Value:$2.0M

% of Portfolio:2.2% ($2.0M/$88.9M)

ORASURE TECHNOLOGIES INC

OSUR|68554V108

Shares:571.1K

Value:$1.9M

% of Portfolio:2.2% ($1.9M/$88.9M)

Clarus Corp

CLAR|18270P109

Shares:479.0K

Value:$1.8M

% of Portfolio:2.0% ($1.8M/$88.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
FRANKLIN STREET PROPERTIES CORP /MA/(FSPcusip35471R106)	2.6M	QoQ -0.16% (-4.3K) YoY-	All Managers (Combined)	$4.7M	5.2% ($4.7M/$88.9M)	QoQ -2.89% (-$138.5K) YoY-
ALICO, INC.(ALCOcusip016230104)	130.8K	QoQ +0.35% (+461) YoY-	All Managers (Combined)	$3.9M	4.4% ($3.9M/$88.9M)	QoQ +15.48% (+$523.5K) YoY-
Seneca Foods Corp(SENEAcusip817070501)	42.6K	QoQ -27.02% (-15.8K) YoY-	All Managers (Combined)	$3.8M	4.3% ($3.8M/$88.9M)	QoQ -18.01% (-$833.6K) YoY-
HURCO COMPANIES INC(HURCcusip447324104)	241.7K	QoQ -0.97% (-2.4K) YoY-	All Managers (Combined)	$3.7M	4.2% ($3.7M/$88.9M)	QoQ -20.37% (-$959.3K) YoY-
(cusip16934W106)✕	419.7K	QoQ -44.37% (-334.9K) YoY-	All Managers (Combined)	$3.6M	4.0% ($3.6M/$88.9M)	QoQ +36.01% (-$945.7K) YoY-
Biglari Holdings Inc.(BHcusip08986R309)	13.8K	QoQ -5.09% (-742) YoY-	All Managers (Combined)	$3.0M	3.4% ($3.0M/$88.9M)	QoQ -19.18% (-$710.7K) YoY-
AerSale Corp(ASLEcusip00810F106)	398.1K	QoQ +0.35% (+1.4K) YoY-	All Managers (Combined)	$3.0M	3.4% ($3.0M/$88.9M)	QoQ +19.30% (+$482.5K) YoY-
Fulgent Genetics, Inc.(FLGTcusip359664109)	162.2K	QoQ +48.20% (+52.8K) YoY-	All Managers (Combined)	$2.7M	3.1% ($2.7M/$88.9M)	QoQ +35.60% (+$719.9K) YoY-
Star Holdings(STHOcusip85512G106)	302.2K	QoQ +107.23% (+156.4K) YoY-	All Managers (Combined)	$2.6M	2.9% ($2.6M/$88.9M)	QoQ +81.24% (+$1.2M) YoY-
SAGA COMMUNICATIONS INC(SGAcusip786598300)	203.7K	QoQ +34.17% (+51.9K) YoY-	All Managers (Combined)	$2.5M	2.9% ($2.5M/$88.9M)	QoQ +51.69% (+$865.6K) YoY-
UNIFI INC(UFIcusip904677200)	512.4K	QoQ +0.35% (-1.8K) YoY-	All Managers (Combined)	$2.5M	2.8% ($2.5M/$88.9M)	QoQ -22.76% (-$726.6K) YoY-
GAIA, INC(GAIAcusip36269P104)	617.2K	QoQ -1.16% (-7.3K) YoY-	All Managers (Combined)	$2.4M	2.7% ($2.4M/$88.9M)	QoQ -15.25% (-$427.6K) YoY-
JOHNSON OUTDOORS INC(JOUTcusip479167108)	88.5K	QoQ +61.40% (+33.7K) YoY-	All Managers (Combined)	$2.2M	2.5% ($2.2M/$88.9M)	QoQ +21.49% (+$388.8K) YoY-
CATO CORP(CATOcusip149205106)	656.7K	QoQ +13.49% (-78.1K) YoY-	All Managers (Combined)	$2.2M	2.5% ($2.2M/$88.9M)	QoQ -3.09% (-$69.9K) YoY-
WESTWOOD HOLDINGS GROUP INC(WHGcusip961765104)	124.8K	QoQ -28.52% (-49.8K) YoY-	All Managers (Combined)	$2.0M	2.3% ($2.0M/$88.9M)	QoQ -20.20% (-$511.6K) YoY-
GEOSPACE TECHNOLOGIES CORP(GEOScusip37364X109)	280.1K	QoQ +10.40% (-26.4K) YoY-	All Managers (Combined)	$2.0M	2.3% ($2.0M/$88.9M)	QoQ -20.55% (-$522.4K) YoY-
FONAR CORP(FONRcusip344437405)	143.1K	QoQ +0.35% (-501) YoY-	All Managers (Combined)	$2.0M	2.3% ($2.0M/$88.9M)	QoQ -7.13% (-$154.1K) YoY-
Vera Bradley, Inc.(VRAcusip92335C106)	870.2K	QoQ +87.60% (+406.3K) YoY-	All Managers (Combined)	$2.0M	2.2% ($2.0M/$88.9M)	QoQ +7.40% (+$135.0K) YoY-
ORASURE TECHNOLOGIES INC(OSURcusip68554V108)	571.1K	QoQ +19.14% (+91.8K) YoY-	All Managers (Combined)	$1.9M	2.2% ($1.9M/$88.9M)	QoQ +11.22% (+$194.3K) YoY-
Clarus Corp(CLARcusip18270P109)	479.0K	QoQ +0.35% (-1.7K) YoY-	All Managers (Combined)	$1.8M	2.0% ($1.8M/$88.9M)	QoQ -16.55% (-$356.5K) YoY-