Peapod Lane Capital as of March 31, 2025
Portfolio Holdings for Peapod Lane Capital
Peapod Lane Capital holds 61 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Franklin Street Properties (FSP) | 5.2 | $4.7M | 2.6M | 1.78 | |
| Ali (ALCO) | 4.4 | $3.9M | 131k | 29.84 | |
| Seneca Foods Corp Cl A (SENEA) | 4.3 | $3.8M | 43k | 89.04 | |
| Hurco Companies (HURC) | 4.2 | $3.7M | 242k | 15.51 | |
| Chimerix (CMRX) | 4.0 | $3.6M | 420k | 8.51 | |
| Biglari Hldgs Com Stk Cl B (BH) | 3.4 | $3.0M | 14k | 216.54 | |
| Aersale Corp (ASLE) | 3.4 | $3.0M | 398k | 7.49 | |
| Fulgent Genetics (FLGT) | 3.1 | $2.7M | 162k | 16.90 | |
| Star Hldgs Shs Ben Int (STHO) | 2.9 | $2.6M | 302k | 8.51 | |
| Saga Communications Cl A New (SGA) | 2.9 | $2.5M | 204k | 12.47 | |
| Unifi Com New (UFI) | 2.8 | $2.5M | 512k | 4.81 | |
| Gaia Cl A (GAIA) | 2.7 | $2.4M | 617k | 3.85 | |
| Johnson Outdoors Cl A (JOUT) | 2.5 | $2.2M | 89k | 24.84 | |
| Cato Corp Cl A (CATO) | 2.5 | $2.2M | 657k | 3.33 | |
| Westwood Holdings (WHG) | 2.3 | $2.0M | 125k | 16.20 | |
| Geospace Technologies (GEOS) | 2.3 | $2.0M | 280k | 7.21 | |
| Fonar Corp Com New (FONR) | 2.3 | $2.0M | 143k | 14.01 | |
| Vera Bradley (VRA) | 2.2 | $2.0M | 870k | 2.25 | |
| OraSure Technologies (OSUR) | 2.2 | $1.9M | 571k | 3.37 | |
| Clarus Corp (CLAR) | 2.0 | $1.8M | 479k | 3.75 | |
| KVH Industries (KVHI) | 2.0 | $1.8M | 336k | 5.29 | |
| Intrepid Potash (IPI) | 1.9 | $1.7M | 58k | 29.39 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.6 | $1.5M | 14k | 100.67 | |
| Acacia Resh Corp Acacia Tch Com (ACTG) | 1.6 | $1.4M | 435k | 3.20 | |
| TrueBlue (TBI) | 1.6 | $1.4M | 261k | 5.31 | |
| Atea Pharmaceuticals (AVIR) | 1.5 | $1.4M | 452k | 2.99 | |
| Chatham Lodging Trust (CLDT) | 1.5 | $1.3M | 186k | 7.13 | |
| Astro-Med (ALOT) | 1.3 | $1.2M | 128k | 9.19 | |
| Nkarta (NKTX) | 1.2 | $1.1M | 598k | 1.84 | |
| Pacific Ethanol (ALTO) | 1.2 | $1.1M | 942k | 1.14 | |
| Clearwater Paper (CLW) | 1.2 | $1.0M | 41k | 25.37 | |
| Fuel Tech (FTEK) | 1.2 | $1.0M | 981k | 1.05 | |
| Identiv Com New (INVE) | 1.1 | $982k | 308k | 3.19 | |
| Medifast (MED) | 1.0 | $933k | 69k | 13.48 | |
| AMREP Corporation (AXR) | 1.0 | $904k | 45k | 20.05 | |
| Cargo Therapeutics (CRGX) | 1.0 | $892k | 219k | 4.07 | |
| Zentalis Pharmaceuticals (ZNTL) | 1.0 | $888k | 558k | 1.59 | |
| Pliant Therapeutics (PLRX) | 1.0 | $867k | 642k | 1.35 | |
| Hooker Furniture Corporation (HOFT) | 1.0 | $859k | 86k | 10.04 | |
| Iteos Therapeutics | 0.9 | $810k | 136k | 5.97 | |
| An2 Therapeutics (ANTX) | 0.9 | $790k | 581k | 1.36 | |
| Third Harmonic Bio (THRD) | 0.9 | $777k | 224k | 3.47 | |
| Kyverna Therapeutics (KYTX) | 0.9 | $765k | 396k | 1.93 | |
| Seer Com Cl A (SEER) | 0.8 | $727k | 430k | 1.69 | |
| Universal Electronics (UEIC) | 0.8 | $679k | 111k | 6.12 | |
| Eliem Therapeutics (CLYM) | 0.8 | $676k | 554k | 1.22 | |
| Commercial Vehicle (CVGI) | 0.7 | $650k | 565k | 1.15 | |
| 4d Molecular Therapeutics In (FDMT) | 0.7 | $633k | 196k | 3.23 | |
| Rafael Hldgs Com Cl B (RFL) | 0.7 | $629k | 336k | 1.87 | |
| Kezar Life Sciences Com New (KZR) | 0.7 | $607k | 124k | 4.88 | |
| Oramed Pharmaceuticals Com New (ORMP) | 0.6 | $540k | 252k | 2.14 | |
| Pmv Pharmaceuticals (PMVP) | 0.6 | $533k | 489k | 1.09 | |
| Kimball Electronics (KE) | 0.6 | $519k | 32k | 16.45 | |
| Scholastic Corporation (SCHL) | 0.6 | $505k | 27k | 18.88 | |
| Metagenomi (MGX) | 0.5 | $479k | 353k | 1.36 | |
| Kronos Bio | 0.5 | $466k | 565k | 0.82 | |
| Aadi Bioscience (WHWK) | 0.5 | $430k | 241k | 1.78 | |
| Nektar Therapeutics | 0.4 | $393k | 577k | 0.68 | |
| Ikena Oncology (IKNA) | 0.4 | $379k | 296k | 1.28 | |
| Kodiak Sciences (KOD) | 0.2 | $200k | 71k | 2.81 | |
| Nextcure (NXTC) | 0.1 | $128k | 265k | 0.48 |
