Peapod Lane Capital LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Peapod Lane Capital LLC reported 61 stock positions worth $88.9 million. Its top holding was Franklin Street Properties C (FSP) at 5.2% of the portfolio, followed by Alico (ALCO, 4.4%) and Seneca Foods Class A (SENEA, 4.3%). Compared with Q4 2024, it opened 15 new positions, sold out of 11, added to 33 and reduced 13. The biggest buy was a new position in Trueblue (TBI) and the biggest sale an exit from Voxx International (VOXX).
- Most Recent 13F
- Q2 2026
- Location
- Bedford Hills, NY
- CIK
- 0002050979
- Portfolio Value
- $88.9M (Q1 2025)
- SEC Filing
- 0001941040-25-000246 ↗ filed Apr 30, 2025
Holdings Value
Holdings 61 stocks · $88.9M
| FSP Franklin Street Properties C | 5.23% | 2,613,391 | $4.7M | Reduce -0.2% |
| ALCO Alico Inc. | 4.39% | 130,831 | $3.9M | Add +0.3% |
| SENEA Seneca Foods Corp. Class A | 4.27% | 42,605 | $3.8M | Reduce -27.0% |
| HURC Hurco Companies Inc. | 4.22% | 241,653 | $3.7M | Reduce -1.0% |
| CMRX Chimerix Inc. | 4.02% | 419,696 | $3.6M | Reduce -44.4% |
| BH Biglari Holdings Inc. Class B | 3.37% | 13,829 | $3.0M | Reduce -5.1% |
| ASLE Aersale Corp. | 3.35% | 398,068 | $3.0M | Add +0.3% |
| FLGT Fulgent Genetics Inc. | 3.08% | 162,227 | $2.7M | Add +48.2% |
| STHO Star Holdings filed as STAR HLDGS | 2.89% | 302,239 | $2.6M | Add +107.2% |
| SGA Saga Communications Inc. Class A | 2.86% | 203,707 | $2.5M | Add +34.2% |
| UFI Unifi Inc. | 2.77% | 512,352 | $2.5M | Add +0.3% |
| GAIA Gaia Inc. | 2.67% | 617,165 | $2.4M | Reduce -1.2% |
| JOUT Johnson Outdoors Inc. Class A | 2.47% | 88,471 | $2.2M | Add +61.4% |
| CATO Cato Corp. Class A | 2.46% | 656,690 | $2.2M | Add +13.5% |
| WHG Westwood Holdings Group Inc. | 2.27% | 124,754 | $2.0M | Reduce -28.5% |
| GEOS Geospace Technologies Corp. | 2.27% | 280,051 | $2.0M | Add +10.4% |
| FONR Fonar Corp. | 2.26% | 143,102 | $2.0M | Add +0.3% |
| VRA Vera Bradley Inc. | 2.20% | 870,156 | $2.0M | Add +87.6% |
| OSUR Orasure Technologies Inc. | 2.16% | 571,110 | $1.9M | Add +19.1% |
| CLAR Clarus Corp. | 2.02% | 479,005 | $1.8M | Add +0.3% |
| KVHI KVH Industries Inc. | 2.00% | 336,093 | $1.8M | Add +0.3% |
| IPI Intrepid Potash Inc. | 1.92% | 58,106 | $1.7M | Add +0.3% |
| SGOV iShares 0-3 Month Treasury B | 1.63% | 14,417 | $1.5M | Add +214.5% |
| ACTG Acacia Research Corp. | 1.57% | 435,279 | $1.4M | Add +82.9% |
| TBI Trueblue Inc. | 1.56% | 260,756 | $1.4M | New |
| AVIR Atea Pharmaceuticals Inc. | 1.52% | 452,060 | $1.4M | Add +37.6% |
| CLDT Chatham Lodging Trust | 1.49% | 186,356 | $1.3M | New |
| ALOT Astronova Inc. | 1.33% | 128,377 | $1.2M | Add +0.4% |
| NKTX Nkarta Inc. | 1.24% | 598,245 | $1.1M | New |
| ALTO Alto Ingredients Inc. | 1.21% | 942,425 | $1.1M | Add +0.3% |
| CLW Clearwater Paper Corp. | 1.17% | 40,884 | $1.0M | New |
| FTEK Fuel Tech Inc. | 1.16% | 981,102 | $1.0M | Add +0.3% |
| INVE Inve Technologies Inc. filed as IDENTIV INC | 1.10% | 307,790 | $982K | New |
| MED Medifast Inc. | 1.05% | 69,200 | $933K | New |
| AXR Amrep Corp. | 1.02% | 45,081 | $904K | Add +0.3% |
| CRGX Cargo Therapeutics Inc. | 1.00% | 219,077 | $892K | New |
| ZNTL Zentalis Pharmaceuticals Inc. | 1.00% | 558,418 | $888K | New |
| PLRX Pliant Therapeutics Inc. | 0.98% | 642,193 | $867K | New |
| HOFT Hooker Furnishings Corp. | 0.97% | 85,572 | $859K | Reduce -36.7% |
| ITOS Iteos Therapeutics Inc. | 0.91% | 135,655 | $810K | Add +24.6% |
| ANTX AN2 Therapeutics Inc. | 0.89% | 580,853 | $790K | Add +0.3% |
| THRD Third Harmonic Bio Inc. | 0.87% | 223,865 | $777K | New |
| KYTX Kyverna Therapeutics Inc. | 0.86% | 396,221 | $765K | New |
| SEER Seer Inc. | 0.82% | 430,396 | $727K | Add +0.3% |
| UEIC Universal Electronics Inc. | 0.76% | 110,882 | $679K | Add +0.3% |
| CLYM Climb Bio Inc. | 0.76% | 553,816 | $676K | New |
| CVGI Commercial Vehicle Group Inc. | 0.73% | 565,090 | $650K | New |
| FDMT 4D Molecular Therapeutics Inc. | 0.71% | 195,853 | $633K | Add +35.3% |
| RFL Rafael Holdings Inc. Class B | 0.71% | 336,393 | $629K | Add +0.3% |
| KZR Kezar Life Sciences Inc. | 0.68% | 124,427 | $607K | Add +0.3% |
| ORMP Oramed Pharmaceuticals Inc. | 0.61% | 252,224 | $540K | Add +11.0% |
| PMVP PMV Pharmaceuticals Inc. | 0.60% | 489,370 | $533K | Add +9.8% |
| KE Kimball Electronics Inc. | 0.58% | 31,569 | $519K | New |
| SCHL Scholastic Corp. | 0.57% | 26,757 | $505K | New |
| MGX Metagenomi Therapeutics Inc. | 0.54% | 352,457 | $479K | Add +0.3% |
| KRON Kronos Bio Inc. | 0.52% | 564,572 | $466K | Add +0.3% |
| WHWK Whitehawk Therapeutics Inc. | 0.48% | 241,403 | $430K | Reduce -45.5% |
| NKTR Nektar Therapeutics | 0.44% | 577,238 | $393K | Reduce -47.9% |
| IKENA ONCOLOGY INC | 0.43% | 296,437 | $379K | Reduce -41.6% |
| KOD Kodiak Sciences Inc. | 0.23% | 71,418 | $200K | Reduce -57.2% |
| NXTC Nextcure Inc. | 0.14% | 265,442 | $127K | Reduce -34.3% |
Portfolio Sells Q4 2024 → Q1 2025
| VOXX Voxx International Corp. | Sold out | 0.00% | −3.60 |
| MCS Marcus Corporation | Sold out | 0.00% | −3.23 |
| STRT Strattec Security Corp. | Sold out | 0.00% | −2.91 |
| LAKE Lakeland Industries Inc. | Sold out | 0.00% | −2.00 |
| IVAC Intevac Inc. | Sold out | 0.00% | −1.55 |
| KOD Kodiak Sciences Inc. | Reduce -57.2% | 0.23% | −1.42 |
| USAP Universal Stainless & Alloy | Sold out | 0.00% | −1.26 |
| NUVB Nuvation Bio Inc. | Sold out | 0.00% | −1.03 |
| ACRS Aclaris Therapeutics Inc. | Sold out | 0.00% | −0.99 |
| GIFI Gulf Island Fabrication Inc. | Sold out | 0.00% | −0.99 |
| ASMB Assembly Biosciences Inc. | Sold out | 0.00% | −0.98 |
| HOFT Hooker Furnishings Corp. | Reduce -36.7% | 0.97% | −0.91 |
| WHWK Whitehawk Therapeutics Inc. | Reduce -45.5% | 0.48% | −0.90 |
| NKTR Nektar Therapeutics | Reduce -47.9% | 0.44% | −0.58 |
| HURC Hurco Companies Inc. | Reduce -1.0% | 4.22% | −0.45 |
| IKENA ONCOLOGY INC | Reduce -41.6% | 0.43% | −0.40 |
| NXDT Nexpoint Diversified Real Es | Sold out | 0.00% | −0.33 |
| SENEA Seneca Foods Corp. Class A | Reduce -27.0% | 4.27% | −0.32 |
| BH Biglari Holdings Inc. Class B | Reduce -5.1% | 3.37% | −0.30 |
| WHG Westwood Holdings Group Inc. | Reduce -28.5% | 2.27% | −0.24 |
| NXTC Nextcure Inc. | Reduce -34.3% | 0.14% | −0.17 |
| GAIA Gaia Inc. | Reduce -1.2% | 2.67% | −0.11 |
| FSP Franklin Street Properties C | Reduce -0.2% | 5.23% | +0.48 |
| CMRX Chimerix Inc. | Reduce -44.4% | 4.02% | +1.41 |
Portfolio Buys Q4 2024 → Q1 2025
| TBI Trueblue Inc. | New | 1.56% | +1.56 |
| CLDT Chatham Lodging Trust | New | 1.49% | +1.49 |
| STHO Star Holdings | Add +107.2% | 2.89% | +1.49 |
| NKTX Nkarta Inc. | New | 1.24% | +1.24 |
| SGA Saga Communications Inc. Class A | Add +34.2% | 2.86% | +1.20 |
| SGOV iShares 0-3 Month Treasury B | Add +214.5% | 1.63% | +1.18 |
| CLW Clearwater Paper Corp. | New | 1.17% | +1.17 |
| INVE Inve Technologies Inc. | New | 1.10% | +1.10 |
| FLGT Fulgent Genetics Inc. | Add +48.2% | 3.08% | +1.08 |
| MED Medifast Inc. | New | 1.05% | +1.05 |
| ALCO Alico Inc. | Add +0.3% | 4.39% | +1.04 |
| CRGX Cargo Therapeutics Inc. | New | 1.00% | +1.00 |
| ZNTL Zentalis Pharmaceuticals Inc. | New | 1.00% | +1.00 |
| PLRX Pliant Therapeutics Inc. | New | 0.98% | +0.98 |
| ASLE Aersale Corp. | Add +0.3% | 3.35% | +0.88 |
| THRD Third Harmonic Bio Inc. | New | 0.87% | +0.87 |
| KYTX Kyverna Therapeutics Inc. | New | 0.86% | +0.86 |
| CLYM Climb Bio Inc. | New | 0.76% | +0.76 |
| CVGI Commercial Vehicle Group Inc. | New | 0.73% | +0.73 |
| JOUT Johnson Outdoors Inc. Class A | Add +61.4% | 2.47% | +0.68 |
| IPI Intrepid Potash Inc. | Add +0.3% | 1.92% | +0.66 |
| KE Kimball Electronics Inc. | New | 0.58% | +0.58 |
| SCHL Scholastic Corp. | New | 0.57% | +0.57 |
| ACTG Acacia Research Corp. | Add +82.9% | 1.57% | +0.54 |
| OSUR Orasure Technologies Inc. | Add +19.1% | 2.16% | +0.45 |
| AVIR Atea Pharmaceuticals Inc. | Add +37.6% | 1.52% | +0.43 |
| VRA Vera Bradley Inc. | Add +87.6% | 2.20% | +0.40 |
| CATO Cato Corp. Class A | Add +13.5% | 2.46% | +0.22 |
| RFL Rafael Holdings Inc. Class B | Add +0.3% | 0.71% | +0.16 |
| FTEK Fuel Tech Inc. | Add +0.3% | 1.16% | +0.14 |
| FONR Fonar Corp. | Add +0.3% | 2.26% | +0.12 |
| KVHI KVH Industries Inc. | Add +0.3% | 2.00% | +0.11 |
| ANTX AN2 Therapeutics Inc. | Add +0.3% | 0.89% | +0.10 |
| ITOS Iteos Therapeutics Inc. | Add +24.6% | 0.91% | +0.08 |
| ORMP Oramed Pharmaceuticals Inc. | Add +11.0% | 0.61% | +0.06 |
| KRON Kronos Bio Inc. | Add +0.3% | 0.52% | −0.01 |
| PMVP PMV Pharmaceuticals Inc. | Add +9.8% | 0.60% | −0.07 |
| FDMT 4D Molecular Therapeutics Inc. | Add +35.3% | 0.71% | −0.09 |
| CLAR Clarus Corp. | Add +0.3% | 2.02% | −0.11 |
| KZR Kezar Life Sciences Inc. | Add +0.3% | 0.68% | −0.14 |
| SEER Seer Inc. | Add +0.3% | 0.82% | −0.16 |
| ALOT Astronova Inc. | Add +0.4% | 1.33% | −0.20 |
| ALTO Alto Ingredients Inc. | Add +0.3% | 1.21% | −0.24 |
| GEOS Geospace Technologies Corp. | Add +10.4% | 2.27% | −0.25 |
| AXR Amrep Corp. | Add +0.3% | 1.02% | −0.38 |
| UFI Unifi Inc. | Add +0.3% | 2.77% | −0.39 |
| UEIC Universal Electronics Inc. | Add +0.3% | 0.76% | −0.44 |
| MGX Metagenomi Therapeutics Inc. | Add +0.3% | 0.54% | −0.72 |
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 |