Peapod Lane Capital as of Sept. 30, 2025
Portfolio Holdings for Peapod Lane Capital
Peapod Lane Capital holds 57 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ali (ALCO) | 4.1 | $4.6M | 133k | 34.66 | |
| Seneca Foods Corp Cl A (SENEA) | 3.6 | $4.0M | 37k | 107.95 | |
| Biglari Hldgs Com Stk Cl B (BH) | 3.6 | $4.0M | 12k | 323.68 | |
| Hurco Companies (HURC) | 3.5 | $3.9M | 226k | 17.40 | |
| Johnson Outdoors Cl A (JOUT) | 3.5 | $3.9M | 97k | 40.40 | |
| Franklin Street Properties (FSP) | 3.4 | $3.8M | 2.4M | 1.60 | |
| Fulgent Genetics (FLGT) | 3.3 | $3.7M | 165k | 22.60 | |
| Gaia Cl A (GAIA) | 3.3 | $3.7M | 626k | 5.92 | |
| Aersale Corp (ASLE) | 3.3 | $3.7M | 451k | 8.19 | |
| Clearwater Paper (CLW) | 3.1 | $3.4M | 165k | 20.76 | |
| Star Hldgs Shs Ben Int (STHO) | 3.0 | $3.3M | 404k | 8.23 | |
| 4d Molecular Therapeutics In (FDMT) | 2.5 | $2.8M | 322k | 8.69 | |
| Cato Corp Cl A (CATO) | 2.5 | $2.8M | 659k | 4.21 | |
| Nano Dimension Sponsord Ads New (NNDM) | 2.2 | $2.4M | 1.5M | 1.57 | |
| Acacia Resh Corp Acacia Tch Com (ACTG) | 2.1 | $2.4M | 726k | 3.25 | |
| KVH Industries (KVHI) | 2.1 | $2.3M | 412k | 5.60 | |
| Saga Communications Cl A New (SGA) | 2.0 | $2.3M | 183k | 12.44 | |
| TrueBlue (TBI) | 2.0 | $2.2M | 363k | 6.13 | |
| Chatham Lodging Trust (CLDT) | 1.9 | $2.2M | 324k | 6.71 | |
| OraSure Technologies (OSUR) | 1.9 | $2.2M | 674k | 3.21 | |
| Limoneira Company (LMNR) | 1.9 | $2.1M | 144k | 14.85 | |
| Unifi Com New (UFI) | 1.9 | $2.1M | 448k | 4.76 | |
| Twin Disc, Incorporated (TWIN) | 1.7 | $1.9M | 138k | 13.94 | |
| Kyverna Therapeutics (KYTX) | 1.7 | $1.9M | 319k | 6.00 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.7 | $1.9M | 7.9k | 241.96 | |
| Clarus Corp (CLAR) | 1.7 | $1.9M | 530k | 3.50 | |
| Hooker Furniture Corporation (HOFT) | 1.6 | $1.8M | 177k | 10.15 | |
| Fonar Corp Com New (FONR) | 1.5 | $1.7M | 113k | 15.06 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.5 | $1.7M | 17k | 100.70 | |
| Pliant Therapeutics (PLRX) | 1.5 | $1.6M | 1.1M | 1.48 | |
| Geospace Technologies (GEOS) | 1.4 | $1.6M | 85k | 18.97 | |
| Commercial Vehicle (CVGI) | 1.4 | $1.6M | 922k | 1.70 | |
| Vera Bradley (VRA) | 1.4 | $1.5M | 765k | 2.01 | |
| Westwood Holdings (WHG) | 1.3 | $1.5M | 88k | 16.49 | |
| Intrepid Potash (IPI) | 1.3 | $1.4M | 46k | 30.58 | |
| Nkarta (NKTX) | 1.2 | $1.4M | 671k | 2.07 | |
| Universal Electronics (UEIC) | 1.2 | $1.4M | 291k | 4.66 | |
| Astro-Med (ALOT) | 1.2 | $1.3M | 130k | 10.24 | |
| Pacific Ethanol (ALTO) | 1.2 | $1.3M | 1.2M | 1.08 | |
| Atea Pharmaceuticals (AVIR) | 1.2 | $1.3M | 457k | 2.90 | |
| Identiv Com New (INVE) | 1.2 | $1.3M | 374k | 3.45 | |
| Metagenomi (MGX) | 1.1 | $1.2M | 514k | 2.37 | |
| Medifast (MED) | 1.1 | $1.2M | 88k | 13.67 | |
| Alto Neuroscience Com Shs (ANRO) | 1.0 | $1.1M | 282k | 4.03 | |
| Eliem Therapeutics (CLYM) | 1.0 | $1.1M | 562k | 2.01 | |
| AMREP Corporation (AXR) | 1.0 | $1.1M | 46k | 23.92 | |
| Fuel Tech (FTEK) | 1.0 | $1.1M | 357k | 3.00 | |
| Seer Com Cl A (SEER) | 0.8 | $945k | 435k | 2.17 | |
| Lake Shore Bancorp (LSBK) | 0.8 | $890k | 68k | 13.00 | |
| Zentalis Pharmaceuticals (ZNTL) | 0.8 | $854k | 565k | 1.51 | |
| Fb Bancorp (FBLA) | 0.8 | $840k | 70k | 12.02 | |
| An2 Therapeutics (ANTX) | 0.7 | $748k | 589k | 1.27 | |
| Scholastic Corporation (SCHL) | 0.7 | $743k | 27k | 27.38 | |
| Northern Technologies International (NTIC) | 0.6 | $668k | 87k | 7.71 | |
| Aadi Bioscience (WHWK) | 0.5 | $577k | 304k | 1.90 | |
| Kezar Life Sciences Com New (KZR) | 0.4 | $491k | 126k | 3.90 | |
| Pmv Pharmaceuticals (PMVP) | 0.3 | $284k | 203k | 1.40 |
