Peapod Lane Capital LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Peapod Lane Capital LLC reported 57 stock positions worth $100.9 million. Its top holding was Franklin Street Properties C (FSP) at 4.7% of the portfolio, followed by Hurco Companies (HURC, 4.7%) and Seneca Foods Class A (SENEA, 4.6%).
- Most Recent 13F
- Q2 2026
- Location
- Bedford Hills, NY
- CIK
- 0002050979
- Portfolio Value
- $100.9M (Q4 2024)
- SEC Filing
- 0001941040-25-000040 ↗ filed Jan 29, 2025
Holdings Value
Holdings 57 stocks · $100.9M
| FSP Franklin Street Properties C | 4.75% | 2,617,660 | $4.8M | — |
| HURC Hurco Companies Inc. | 4.67% | 244,032 | $4.7M | — |
| SENEA Seneca Foods Corp. Class A | 4.59% | 58,380 | $4.6M | — |
| BH Biglari Holdings Inc. Class B | 3.67% | 14,571 | $3.7M | — |
| VOXX Voxx International Corp. | 3.60% | 492,124 | $3.6M | — |
| ALCO Alico Inc. | 3.35% | 130,370 | $3.4M | — |
| MCS Marcus Corporation | 3.23% | 151,531 | $3.3M | — |
| UFI Unifi Inc. | 3.16% | 510,558 | $3.2M | — |
| STRT Strattec Security Corp. | 2.91% | 71,214 | $2.9M | — |
| GAIA Gaia Inc. | 2.78% | 624,431 | $2.8M | — |
| CMRX Chimerix Inc. | 2.60% | 754,566 | $2.6M | — |
| GEOS Geospace Technologies Corp. | 2.52% | 253,652 | $2.5M | — |
| WHG Westwood Holdings Group Inc. | 2.51% | 174,546 | $2.5M | — |
| ASLE Aersale Corp. | 2.48% | 396,674 | $2.5M | — |
| CATO Cato Corp. Class A | 2.24% | 578,632 | $2.3M | — |
| FONR Fonar Corp. | 2.14% | 142,601 | $2.2M | — |
| CLAR Clarus Corp. | 2.13% | 477,329 | $2.2M | — |
| FLGT Fulgent Genetics Inc. | 2.00% | 109,459 | $2.0M | — |
| LAKE Lakeland Industries Inc. | 2.00% | 78,964 | $2.0M | — |
| KVHI KVH Industries Inc. | 1.89% | 334,927 | $1.9M | — |
| HOFT Hooker Furnishings Corp. | 1.88% | 135,099 | $1.9M | — |
| VRA Vera Bradley Inc. | 1.81% | 463,823 | $1.8M | — |
| JOUT Johnson Outdoors Inc. Class A | 1.79% | 54,812 | $1.8M | — |
| OSUR Orasure Technologies Inc. | 1.72% | 479,323 | $1.7M | — |
| SGA Saga Communications Inc. Class A | 1.66% | 151,823 | $1.7M | — |
| KOD Kodiak Sciences Inc. | 1.65% | 166,843 | $1.7M | — |
| IVAC Intevac Inc. | 1.55% | 459,450 | $1.6M | — |
| ALOT Astronova Inc. | 1.52% | 127,920 | $1.5M | — |
| ALTO Alto Ingredients Inc. | 1.45% | 939,097 | $1.5M | — |
| STHO Star Holdings filed as STAR HLDGS | 1.41% | 145,846 | $1.4M | — |
| AXR Amrep Corp. | 1.40% | 44,925 | $1.4M | — |
| WHWK Whitehawk Therapeutics Inc. filed as AADI BIOSCIENCE INC | 1.39% | 442,942 | $1.4M | — |
| IPI Intrepid Potash Inc. | 1.26% | 57,904 | $1.3M | — |
| MGX Metagenomi Therapeutics Inc. | 1.26% | 351,213 | $1.3M | — |
| USAP Universal Stainless & Alloy | 1.26% | 28,792 | $1.3M | — |
| UEIC Universal Electronics Inc. | 1.20% | 110,496 | $1.2M | — |
| AVIR Atea Pharmaceuticals Inc. | 1.09% | 328,581 | $1.1M | — |
| NUVB Nuvation Bio Inc. | 1.03% | 391,745 | $1.0M | — |
| ACTG Acacia Research Corp. | 1.02% | 238,011 | $1.0M | — |
| NKTR Nektar Therapeutics | 1.02% | 1,107,516 | $1.0M | — |
| FTEK Fuel Tech Inc. | 1.02% | 977,674 | $1.0M | — |
| ACRS Aclaris Therapeutics Inc. | 0.99% | 404,452 | $1.0M | — |
| GIFI Gulf Island Fabrication Inc. | 0.99% | 146,980 | $1.0M | — |
| ASMB Assembly Biosciences Inc. | 0.98% | 62,970 | $994K | — |
| SEER Seer Inc. | 0.98% | 428,904 | $991K | — |
| ITOS Iteos Therapeutics Inc. | 0.83% | 108,853 | $836K | — |
| KZR Kezar Life Sciences Inc. | 0.83% | 123,994 | $833K | — |
| IKENA ONCOLOGY INC | 0.83% | 507,868 | $833K | — |
| FDMT 4D Molecular Therapeutics Inc. | 0.80% | 144,743 | $806K | — |
| ANTX AN2 Therapeutics Inc. | 0.79% | 578,825 | $799K | — |
| PMVP PMV Pharmaceuticals Inc. | 0.67% | 445,744 | $673K | — |
| RFL Rafael Holdings Inc. Class B | 0.55% | 335,219 | $553K | — |
| ORMP Oramed Pharmaceuticals Inc. | 0.55% | 227,239 | $550K | — |
| KRON Kronos Bio Inc. | 0.53% | 562,620 | $534K | — |
| SGOV iShares 0-3 Month Treasury B | 0.46% | 4,584 | $460K | — |
| NXDT Nexpoint Diversified Real Es | 0.33% | 55,016 | $332K | — |
| NXTC Nextcure Inc. | 0.31% | 403,698 | $311K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 61 | $148.2M | HURC, CLDT, ALCO, ACTG, FLGT |
| Q1 2026 | 62 | $121.9M | ALCO, ACTG, KVHI, HURC, CLDT |
| Q4 2025 | 59 | $117.5M | ALCO, IWM, ANRO, FLGT, SENEA |
| Q3 2025 | 57 | $111.8M | ALCO, SENEA, BH, HURC, JOUT |
| Q2 2025 | 57 | $99.9M | HURC, FSP, ALCO, BH, SENEA |
| Q1 2025 | 61 | $88.9M | FSP, ALCO, SENEA, HURC, CMRX |
| Q4 2024 | 57 | $100.9M | FSP, HURC, SENEA, BH, VOXX |