Peapod Lane Capital LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Peapod Lane Capital LLC reported 57 stock positions worth $99.9 million. Its top holding was Hurco Companies (HURC) at 4.5% of the portfolio, followed by Franklin Street Properties C (FSP, 4.3%) and Alico (ALCO, 4.3%). Compared with Q1 2025, it opened 5 new positions, sold out of 9, added to 41 and reduced 11. The biggest buy was a new position in Limoneira (LMNR) and the biggest sale an exit from Chimerix (CMRX).
- Most Recent 13F
- Q2 2026
- Location
- Bedford Hills, NY
- CIK
- 0002050979
- Portfolio Value
- $99.9M (Q2 2025)
- SEC Filing
- 0001941040-25-000388 ↗ filed Jul 31, 2025
Holdings Value
Holdings 57 stocks · $99.9M
| HURC Hurco Companies Inc. | 4.54% | 239,910 | $4.5M | Reduce -0.7% |
| FSP Franklin Street Properties C | 4.30% | 2,622,083 | $4.3M | Add +0.3% |
| ALCO Alico Inc. | 4.29% | 131,265 | $4.3M | Add +0.3% |
| BH Biglari Holdings Inc. Class B | 4.06% | 13,876 | $4.1M | Add +0.3% |
| SENEA Seneca Foods Corp. Class A | 3.74% | 36,845 | $3.7M | Reduce -13.5% |
| FLGT Fulgent Genetics Inc. | 3.24% | 162,769 | $3.2M | Add +0.3% |
| STHO Star Holdings filed as STAR HLDGS | 3.12% | 399,238 | $3.1M | Add +32.1% |
| UFI Unifi Inc. | 2.95% | 564,360 | $2.9M | Add +10.2% |
| JOUT Johnson Outdoors Inc. Class A | 2.90% | 95,641 | $2.9M | Add +8.1% |
| GAIA Gaia Inc. | 2.72% | 619,216 | $2.7M | Add +0.3% |
| ASLE Aersale Corp. | 2.68% | 445,948 | $2.7M | Add +12.0% |
| SGA Saga Communications Inc. Class A | 2.65% | 203,963 | $2.7M | Add +0.1% |
| ACTG Acacia Research Corp. | 2.57% | 718,192 | $2.6M | Add +65.0% |
| TBI Trueblue Inc. | 2.33% | 358,454 | $2.3M | Add +37.5% |
| CLDT Chatham Lodging Trust | 2.24% | 320,641 | $2.2M | Add +72.1% |
| FONR Fonar Corp. | 2.14% | 143,188 | $2.1M | Add +0.1% |
| IPI Intrepid Potash Inc. | 2.09% | 58,297 | $2.1M | Add +0.3% |
| OSUR Orasure Technologies Inc. | 2.00% | 666,607 | $2.0M | Add +16.7% |
| KVHI KVH Industries Inc. | 1.93% | 362,086 | $1.9M | Add +7.7% |
| LMNR Limoneira Co. | 1.93% | 123,158 | $1.9M | New |
| SGOV iShares 0-3 Month Treasury B | 1.89% | 18,729 | $1.9M | Add +29.9% |
| GEOS Geospace Technologies Corp. | 1.83% | 128,126 | $1.8M | Reduce -54.3% |
| VRA Vera Bradley Inc. | 1.78% | 805,292 | $1.8M | Reduce -7.5% |
| CATO Cato Corp. Class A | 1.74% | 617,835 | $1.7M | Reduce -5.9% |
| ITOS Iteos Therapeutics Inc. | 1.69% | 169,287 | $1.7M | Add +24.8% |
| CLAR Clarus Corp. | 1.69% | 485,220 | $1.7M | Add +1.3% |
| FTEK Fuel Tech Inc. | 1.68% | 667,514 | $1.7M | Reduce -32.0% |
| AVIR Atea Pharmaceuticals Inc. | 1.63% | 452,468 | $1.6M | Add +0.1% |
| CLW Clearwater Paper Corp. | 1.62% | 59,538 | $1.6M | Add +45.6% |
| HOFT Hooker Furnishings Corp. | 1.54% | 145,876 | $1.5M | Add +70.5% |
| CVGI Commercial Vehicle Group Inc. | 1.52% | 912,050 | $1.5M | Add +61.4% |
| ALOT Astronova Inc. | 1.43% | 122,844 | $1.4M | Reduce -4.3% |
| ALTO Alto Ingredients Inc. | 1.41% | 1,221,842 | $1.4M | Add +29.6% |
| WHG Westwood Holdings Group Inc. | 1.36% | 87,068 | $1.4M | Reduce -30.2% |
| MED Medifast Inc. | 1.23% | 87,194 | $1.2M | Add +26.0% |
| KYTX Kyverna Therapeutics Inc. | 1.22% | 396,763 | $1.2M | Add +0.1% |
| TWIN Twin Disc Inc. | 1.20% | 136,132 | $1.2M | New |
| FDMT 4D Molecular Therapeutics Inc. | 1.18% | 318,537 | $1.2M | Add +62.6% |
| NNDM Nano Dimension Ltd. - ADR | 1.15% | 709,312 | $1.1M | New |
| NKTX Nkarta Inc. | 1.10% | 663,850 | $1.1M | Add +11.0% |
| PLRX Pliant Therapeutics Inc. | 1.04% | 893,730 | $1.0M | Add +39.2% |
| INVE Inve Technologies Inc. filed as IDENTIV INC | 1.01% | 308,065 | $1.0M | Add +0.1% |
| AXR Amrep Corp. | 0.95% | 45,229 | $947K | Add +0.3% |
| SEER Seer Inc. | 0.92% | 430,750 | $922K | Add +0.1% |
| CRGX Cargo Therapeutics Inc. | 0.91% | 219,809 | $906K | Add +0.3% |
| UEIC Universal Electronics Inc. | 0.84% | 126,085 | $835K | Add +13.7% |
| MGX Metagenomi Therapeutics Inc. | 0.75% | 508,109 | $752K | Add +44.2% |
| CLYM Climb Bio Inc. | 0.69% | 555,667 | $689K | Add +0.3% |
| ZNTL Zentalis Pharmaceuticals Inc. | 0.65% | 559,213 | $649K | Add +0.1% |
| ANTX AN2 Therapeutics Inc. | 0.62% | 582,770 | $618K | Add +0.3% |
| ANRO Alto Neuroscience Inc. | 0.61% | 278,857 | $613K | New |
| SCHL Scholastic Corp. | 0.56% | 26,848 | $563K | Add +0.3% |
| KZR Kezar Life Sciences Inc. | 0.53% | 115,123 | $527K | Reduce -7.5% |
| NTIC Northern Technologies Intl | 0.49% | 65,611 | $486K | New |
| PMVP PMV Pharmaceuticals Inc. | 0.48% | 452,682 | $480K | Reduce -7.5% |
| WHWK Whitehawk Therapeutics Inc. | 0.45% | 242,210 | $453K | Add +0.3% |
| ORMP Oramed Pharmaceuticals Inc. | 0.19% | 84,779 | $191K | Reduce -66.4% |
Portfolio Sells Q1 2025 → Q2 2025
| CMRX Chimerix Inc. | Sold out | 0.00% | −4.02 |
| WHG Westwood Holdings Group Inc. | Reduce -30.2% | 1.36% | −0.91 |
| THRD Third Harmonic Bio Inc. | Sold out | 0.00% | −0.87 |
| CATO Cato Corp. Class A | Reduce -5.9% | 1.74% | −0.72 |
| RFL Rafael Holdings Inc. Class B | Sold out | 0.00% | −0.71 |
| KE Kimball Electronics Inc. | Sold out | 0.00% | −0.58 |
| SENEA Seneca Foods Corp. Class A | Reduce -13.5% | 3.74% | −0.53 |
| KRON Kronos Bio Inc. | Sold out | 0.00% | −0.52 |
| GEOS Geospace Technologies Corp. | Reduce -54.3% | 1.83% | −0.44 |
| NKTR Nektar Therapeutics | Sold out | 0.00% | −0.44 |
| IKENA ONCOLOGY INC | Sold out | 0.00% | −0.43 |
| VRA Vera Bradley Inc. | Reduce -7.5% | 1.78% | −0.42 |
| ORMP Oramed Pharmaceuticals Inc. | Reduce -66.4% | 0.19% | −0.42 |
| KOD Kodiak Sciences Inc. | Sold out | 0.00% | −0.23 |
| KZR Kezar Life Sciences Inc. | Reduce -7.5% | 0.53% | −0.16 |
| NXTC Nextcure Inc. | Sold out | 0.00% | −0.14 |
| PMVP PMV Pharmaceuticals Inc. | Reduce -7.5% | 0.48% | −0.12 |
| ALOT Astronova Inc. | Reduce -4.3% | 1.43% | +0.10 |
| HURC Hurco Companies Inc. | Reduce -0.7% | 4.54% | +0.32 |
| FTEK Fuel Tech Inc. | Reduce -32.0% | 1.68% | +0.53 |
Portfolio Buys Q1 2025 → Q2 2025
| LMNR Limoneira Co. | New | 1.93% | +1.93 |
| TWIN Twin Disc Inc. | New | 1.20% | +1.20 |
| NNDM Nano Dimension Ltd. - ADR | New | 1.15% | +1.15 |
| ACTG Acacia Research Corp. | Add +65.0% | 2.57% | +1.01 |
| CVGI Commercial Vehicle Group Inc. | Add +61.4% | 1.52% | +0.78 |
| ITOS Iteos Therapeutics Inc. | Add +24.8% | 1.69% | +0.78 |
| TBI Trueblue Inc. | Add +37.5% | 2.33% | +0.77 |
| CLDT Chatham Lodging Trust | Add +72.1% | 2.24% | +0.74 |
| BH Biglari Holdings Inc. Class B | Add +0.3% | 4.06% | +0.69 |
| ANRO Alto Neuroscience Inc. | New | 0.61% | +0.61 |
| HOFT Hooker Furnishings Corp. | Add +70.5% | 1.54% | +0.58 |
| NTIC Northern Technologies Intl | New | 0.49% | +0.49 |
| FDMT 4D Molecular Therapeutics Inc. | Add +62.6% | 1.18% | +0.47 |
| CLW Clearwater Paper Corp. | Add +45.6% | 1.62% | +0.46 |
| JOUT Johnson Outdoors Inc. Class A | Add +8.1% | 2.90% | +0.43 |
| KYTX Kyverna Therapeutics Inc. | Add +0.1% | 1.22% | +0.36 |
| SGOV iShares 0-3 Month Treasury B | Add +29.9% | 1.89% | +0.26 |
| STHO Star Holdings | Add +32.1% | 3.12% | +0.23 |
| MGX Metagenomi Therapeutics Inc. | Add +44.2% | 0.75% | +0.21 |
| ALTO Alto Ingredients Inc. | Add +29.6% | 1.41% | +0.20 |
| MED Medifast Inc. | Add +26.0% | 1.23% | +0.18 |
| UFI Unifi Inc. | Add +10.2% | 2.95% | +0.18 |
| IPI Intrepid Potash Inc. | Add +0.3% | 2.09% | +0.16 |
| FLGT Fulgent Genetics Inc. | Add +0.3% | 3.24% | +0.16 |
| AVIR Atea Pharmaceuticals Inc. | Add +0.1% | 1.63% | +0.11 |
| SEER Seer Inc. | Add +0.1% | 0.92% | +0.10 |
| UEIC Universal Electronics Inc. | Add +13.7% | 0.84% | +0.07 |
| PLRX Pliant Therapeutics Inc. | Add +39.2% | 1.04% | +0.06 |
| GAIA Gaia Inc. | Add +0.3% | 2.72% | +0.05 |
| SCHL Scholastic Corp. | Add +0.3% | 0.56% | −0.00 |
| WHWK Whitehawk Therapeutics Inc. | Add +0.3% | 0.45% | −0.03 |
| KVHI KVH Industries Inc. | Add +7.7% | 1.93% | −0.07 |
| AXR Amrep Corp. | Add +0.3% | 0.95% | −0.07 |
| CLYM Climb Bio Inc. | Add +0.3% | 0.69% | −0.07 |
| CRGX Cargo Therapeutics Inc. | Add +0.3% | 0.91% | −0.10 |
| ALCO Alico Inc. | Add +0.3% | 4.29% | −0.10 |
| INVE Inve Technologies Inc. | Add +0.1% | 1.01% | −0.10 |
| FONR Fonar Corp. | Add +0.1% | 2.14% | −0.11 |
| NKTX Nkarta Inc. | Add +11.0% | 1.10% | −0.14 |
| OSUR Orasure Technologies Inc. | Add +16.7% | 2.00% | −0.16 |
| SGA Saga Communications Inc. Class A | Add +0.1% | 2.65% | −0.20 |
| ANTX AN2 Therapeutics Inc. | Add +0.3% | 0.62% | −0.27 |
| CLAR Clarus Corp. | Add +1.3% | 1.69% | −0.34 |
| ZNTL Zentalis Pharmaceuticals Inc. | Add +0.1% | 0.65% | −0.35 |
| ASLE Aersale Corp. | Add +12.0% | 2.68% | −0.67 |
| FSP Franklin Street Properties C | Add +0.3% | 4.30% | −0.93 |
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 |