Peapod Lane Capital as of June 30, 2025
Portfolio Holdings for Peapod Lane Capital
Peapod Lane Capital holds 57 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hurco Companies (HURC) | 4.5 | $4.5M | 240k | 18.90 | |
| Franklin Street Properties (FSP) | 4.3 | $4.3M | 2.6M | 1.64 | |
| Ali (ALCO) | 4.3 | $4.3M | 131k | 32.68 | |
| Biglari Hldgs Com Stk Cl B (BH) | 4.1 | $4.1M | 14k | 292.21 | |
| Seneca Foods Corp Cl A (SENEA) | 3.7 | $3.7M | 37k | 101.43 | |
| Fulgent Genetics (FLGT) | 3.2 | $3.2M | 163k | 19.88 | |
| Star Hldgs Shs Ben Int (STHO) | 3.1 | $3.1M | 399k | 7.81 | |
| Unifi Com New (UFI) | 2.9 | $2.9M | 564k | 5.22 | |
| Johnson Outdoors Cl A (JOUT) | 2.9 | $2.9M | 96k | 30.27 | |
| Gaia Cl A (GAIA) | 2.7 | $2.7M | 619k | 4.39 | |
| Aersale Corp (ASLE) | 2.7 | $2.7M | 446k | 6.01 | |
| Saga Communications Cl A New (SGA) | 2.7 | $2.7M | 204k | 13.00 | |
| Acacia Resh Corp Acacia Tch Com (ACTG) | 2.6 | $2.6M | 718k | 3.58 | |
| TrueBlue (TBI) | 2.3 | $2.3M | 359k | 6.48 | |
| Chatham Lodging Trust (CLDT) | 2.2 | $2.2M | 321k | 6.97 | |
| Fonar Corp Com New (FONR) | 2.1 | $2.1M | 143k | 14.96 | |
| Intrepid Potash (IPI) | 2.1 | $2.1M | 58k | 35.73 | |
| OraSure Technologies (OSUR) | 2.0 | $2.0M | 667k | 3.00 | |
| KVH Industries (KVHI) | 1.9 | $1.9M | 362k | 5.33 | |
| Limoneira Company (LMNR) | 1.9 | $1.9M | 123k | 15.65 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.9 | $1.9M | 19k | 100.69 | |
| Geospace Technologies (GEOS) | 1.8 | $1.8M | 128k | 14.26 | |
| Vera Bradley (VRA) | 1.8 | $1.8M | 805k | 2.21 | |
| Cato Corp Cl A (CATO) | 1.7 | $1.7M | 618k | 2.81 | |
| Iteos Therapeutics | 1.7 | $1.7M | 169k | 9.97 | |
| Clarus Corp (CLAR) | 1.7 | $1.7M | 485k | 3.47 | |
| Fuel Tech (FTEK) | 1.7 | $1.7M | 668k | 2.52 | |
| Atea Pharmaceuticals (AVIR) | 1.6 | $1.6M | 453k | 3.60 | |
| Clearwater Paper (CLW) | 1.6 | $1.6M | 60k | 27.24 | |
| Hooker Furniture Corporation (HOFT) | 1.5 | $1.5M | 146k | 10.58 | |
| Commercial Vehicle (CVGI) | 1.5 | $1.5M | 912k | 1.66 | |
| Astro-Med (ALOT) | 1.4 | $1.4M | 123k | 11.59 | |
| Pacific Ethanol (ALTO) | 1.4 | $1.4M | 1.2M | 1.15 | |
| Westwood Holdings (WHG) | 1.4 | $1.4M | 87k | 15.60 | |
| Medifast (MED) | 1.2 | $1.2M | 87k | 14.05 | |
| Kyverna Therapeutics (KYTX) | 1.2 | $1.2M | 397k | 3.07 | |
| Twin Disc, Incorporated (TWIN) | 1.2 | $1.2M | 136k | 8.83 | |
| 4d Molecular Therapeutics In (FDMT) | 1.2 | $1.2M | 319k | 3.71 | |
| Nano Dimension Sponsord Ads New (NNDM) | 1.2 | $1.1M | 709k | 1.62 | |
| Nkarta (NKTX) | 1.1 | $1.1M | 664k | 1.66 | |
| Pliant Therapeutics (PLRX) | 1.0 | $1.0M | 894k | 1.16 | |
| Identiv Com New (INVE) | 1.0 | $1.0M | 308k | 3.26 | |
| AMREP Corporation (AXR) | 0.9 | $947k | 45k | 20.93 | |
| Seer Com Cl A (SEER) | 0.9 | $922k | 431k | 2.14 | |
| Cargo Therapeutics (CRGX) | 0.9 | $906k | 220k | 4.12 | |
| Universal Electronics (UEIC) | 0.8 | $835k | 126k | 6.62 | |
| Metagenomi (MGX) | 0.8 | $752k | 508k | 1.48 | |
| Eliem Therapeutics (CLYM) | 0.7 | $689k | 556k | 1.24 | |
| Zentalis Pharmaceuticals (ZNTL) | 0.6 | $649k | 559k | 1.16 | |
| An2 Therapeutics (ANTX) | 0.6 | $618k | 583k | 1.06 | |
| Alto Neuroscience Com Shs (ANRO) | 0.6 | $614k | 279k | 2.20 | |
| Scholastic Corporation (SCHL) | 0.6 | $563k | 27k | 20.98 | |
| Kezar Life Sciences Com New (KZR) | 0.5 | $527k | 115k | 4.58 | |
| Northern Technologies International (NTIC) | 0.5 | $486k | 66k | 7.41 | |
| Pmv Pharmaceuticals (PMVP) | 0.5 | $480k | 453k | 1.06 | |
| Aadi Bioscience (WHWK) | 0.5 | $453k | 242k | 1.87 | |
| Oramed Pharmaceuticals Com New (ORMP) | 0.2 | $191k | 85k | 2.25 |
