Peapod Lane Capital LLC 13F Holdings

CIK 0002050979 · Bedford Hills, NY

As of Sep 30, 2025, Peapod Lane Capital LLC reported 57 positions worth 11.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ALICO INCALCOConsumer Defensive132,718$4.6M4.11%
SENECA FOODS CORP NEWSENEAConsumer Defensive37,251$4.0M3.60%
BIGLARI HOLDINGS INCBHConsumer Cyclical12,309$4.0M3.56%
HURCO COHURCIndustrials225,878$3.9M3.52%
JOHNSON OUTDOORS INCJOUTConsumer Cyclical96,707$3.9M3.49%
FRANKLIN STR PPTYS CORPFSPReal Estate2,395,529$3.8M3.43%
FULGENT GENETICS INCFLGTHealthcare164,579$3.7M3.33%
GAIA INC NEW CL AGAIA—626,214$3.7M3.32%
AERSALE CORPASLEIndustrials450,934$3.7M3.30%
CLEARWATER PAPER CORPCLWBasic Materials165,388$3.4M3.07%
STAR HOLDINGSSTHOReal Estate403,707$3.3M2.97%
4D MOLECULAR THERAPEUTICS INCFDMTHealthcare322,081$2.8M2.50%
CATO CORPCATOConsumer Cyclical659,313$2.8M2.48%
NANO DIMENSION LTDNNDMTechnology1,535,025$2.4M2.16%
ACACIA RESH CORPACTGIndustrials726,171$2.4M2.11%
KVH INDUSTRIES INCKVHITechnology411,676$2.3M2.06%
SAGA COMMUNICATIONS INCSGACommunication Services182,565$2.3M2.03%
TRUEBLUE INCTBIIndustrials362,453$2.2M1.99%
CHATHAM LODGING TRUSTCLDTReal Estate324,201$2.2M1.95%
ORASURE TECHNOLOGIES INCOSURHealthcare674,033$2.2M1.94%
LIMONEIRA COLMNRConsumer Defensive144,369$2.1M1.92%
UNIFI INCUFIConsumer Cyclical448,254$2.1M1.91%
TWIN DISC INCTWINIndustrials137,619 .9M1.72%
KYVERNA THERAPEUTICS INCKYTXHealthcare318,760 .9M1.71%
ISHARES RUSSELL 2000 ETFIWM—7,895 .9M1.71%