Peapod Lane Capital as of Dec. 31, 2025
Portfolio Holdings for Peapod Lane Capital
Peapod Lane Capital holds 59 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ali (ALCO) | 4.1 | $4.9M | 134k | 36.38 | |
| Ishares Tr Russell 2000 Etf (IWM) | 4.1 | $4.9M | 20k | 246.16 | |
| Alto Neuroscience Com Shs (ANRO) | 3.8 | $4.5M | 254k | 17.80 | |
| Fulgent Genetics (FLGT) | 3.7 | $4.4M | 166k | 26.27 | |
| Seneca Foods Corp Cl A (SENEA) | 3.5 | $4.2M | 38k | 110.63 | |
| Johnson Outdoors Cl A (JOUT) | 3.5 | $4.1M | 97k | 42.45 | |
| Biglari Hldgs Com Stk Cl B (BH) | 3.5 | $4.1M | 12k | 332.43 | |
| Pacific Ethanol (ALTO) | 3.0 | $3.6M | 1.2M | 2.88 | |
| Aersale Corp (ASLE) | 3.0 | $3.5M | 497k | 7.11 | |
| Acacia Resh Corp Acacia Tch Com (ACTG) | 2.7 | $3.2M | 846k | 3.80 | |
| Star Hldgs Shs Ben Int (STHO) | 2.7 | $3.2M | 384k | 8.23 | |
| Hurco Companies (HURC) | 2.6 | $3.1M | 200k | 15.45 | |
| KVH Industries (KVHI) | 2.5 | $2.9M | 415k | 6.97 | |
| Nano Dimension Sponsord Ads New (NNDM) | 2.3 | $2.7M | 1.8M | 1.54 | |
| Limoneira Company (LMNR) | 2.2 | $2.6M | 209k | 12.62 | |
| Clearwater Paper (CLW) | 2.1 | $2.5M | 144k | 17.40 | |
| OraSure Technologies (OSUR) | 2.1 | $2.5M | 1.0M | 2.42 | |
| Twin Disc, Incorporated (TWIN) | 2.0 | $2.3M | 139k | 16.68 | |
| Gaia Cl A (GAIA) | 1.9 | $2.3M | 631k | 3.63 | |
| Eliem Therapeutics (CLYM) | 1.9 | $2.3M | 566k | 4.00 | |
| Chatham Lodging Trust (CLDT) | 1.9 | $2.2M | 322k | 6.81 | |
| Cato Corp Cl A (CATO) | 1.8 | $2.2M | 697k | 3.09 | |
| Vera Bradley (VRA) | 1.8 | $2.1M | 876k | 2.42 | |
| Hooker Furniture Corporation (HOFT) | 1.8 | $2.1M | 186k | 11.29 | |
| 4d Molecular Therapeutics In (FDMT) | 1.7 | $2.0M | 268k | 7.50 | |
| Saga Communications Cl A New (SGA) | 1.7 | $2.0M | 172k | 11.41 | |
| Fonar Corp Com New (FONR) | 1.7 | $1.9M | 105k | 18.56 | |
| Resources Connection (RGP) | 1.5 | $1.8M | 359k | 5.04 | |
| Kyverna Therapeutics (KYTX) | 1.5 | $1.7M | 184k | 9.40 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.4 | $1.7M | 16k | 100.38 | |
| Universal Electronics (UEIC) | 1.4 | $1.6M | 456k | 3.61 | |
| Unifi Com New (UFI) | 1.3 | $1.6M | 453k | 3.50 | |
| Clarus Corp (CLAR) | 1.3 | $1.6M | 465k | 3.35 | |
| Atea Pharmaceuticals (AVIR) | 1.3 | $1.6M | 435k | 3.57 | |
| Westwood Holdings (WHG) | 1.3 | $1.5M | 89k | 17.21 | |
| Identiv Com New (INVE) | 1.2 | $1.4M | 377k | 3.84 | |
| TrueBlue (TBI) | 1.1 | $1.3M | 286k | 4.55 | |
| Commercial Vehicle (CVGI) | 1.1 | $1.3M | 890k | 1.44 | |
| Intrepid Potash (IPI) | 1.1 | $1.3M | 46k | 27.73 | |
| Nkarta (NKTX) | 1.1 | $1.3M | 676k | 1.85 | |
| Northern Technologies International (NTIC) | 1.0 | $1.1M | 143k | 7.83 | |
| Medifast (MED) | 0.9 | $1.1M | 102k | 10.68 | |
| Pliant Therapeutics (PLRX) | 0.9 | $1.1M | 886k | 1.22 | |
| Astro-Med (ALOT) | 0.9 | $1.0M | 121k | 8.65 | |
| Hoyne Bancorp (HYNE) | 0.9 | $1.0M | 71k | 14.49 | |
| Lake Shore Bancorp (LSBK) | 0.9 | $1.0M | 69k | 14.66 | |
| Fb Bancorp (FBLA) | 0.8 | $905k | 70k | 12.85 | |
| AMREP Corporation (AXR) | 0.7 | $866k | 46k | 18.80 | |
| Scholastic Corporation (SCHL) | 0.7 | $810k | 27k | 29.63 | |
| Metagenomi (MGX) | 0.7 | $806k | 498k | 1.62 | |
| Seer Com Cl A (SEER) | 0.7 | $803k | 439k | 1.83 | |
| Kezar Life Sciences Com New (KZR) | 0.7 | $797k | 127k | 6.29 | |
| Advanced Emissions (ARQ) | 0.6 | $747k | 229k | 3.27 | |
| An2 Therapeutics (ANTX) | 0.6 | $677k | 593k | 1.14 | |
| Geospace Technologies (GEOS) | 0.5 | $640k | 38k | 16.91 | |
| Zentalis Pharmaceuticals (ZNTL) | 0.5 | $606k | 449k | 1.35 | |
| Lakeland Industries (LAKE) | 0.5 | $604k | 68k | 8.84 | |
| Franklin Street Properties (FSP) | 0.5 | $581k | 614k | 0.95 | |
| Fuel Tech (FTEK) | 0.5 | $561k | 360k | 1.56 |
