Peapod Lane Capital LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Peapod Lane Capital LLC reported 57 stock positions worth $111.8 million. Its top holding was Alico (ALCO) at 4.1% of the portfolio, followed by Seneca Foods Class A (SENEA, 3.6%) and Biglari Class B (BH, 3.6%). Compared with Q2 2025, it opened 3 new positions, sold out of 3, added to 41 and reduced 13. The biggest buy was a new position in iShares Russell 2000 ETF (IWM) and the biggest sale an exit from Iteos Therapeutics (ITOS).
- Most Recent 13F
- Q2 2026
- Location
- Bedford Hills, NY
- CIK
- 0002050979
- Portfolio Value
- $111.8M (Q3 2025)
- SEC Filing
- 0001941040-25-000603 ↗ filed Nov 10, 2025
Holdings Value
Holdings 57 stocks · $111.8M
| ALCO Alico Inc. | 4.11% | 132,718 | $4.6M | Add +1.1% |
| SENEA Seneca Foods Corp. Class A | 3.60% | 37,251 | $4.0M | Add +1.1% |
| BH Biglari Holdings Inc. Class B | 3.56% | 12,309 | $4.0M | Reduce -11.3% |
| HURC Hurco Companies Inc. | 3.52% | 225,878 | $3.9M | Reduce -5.8% |
| JOUT Johnson Outdoors Inc. Class A | 3.49% | 96,707 | $3.9M | Add +1.1% |
| FSP Franklin Street Properties C | 3.43% | 2,395,529 | $3.8M | Reduce -8.6% |
| FLGT Fulgent Genetics Inc. | 3.33% | 164,579 | $3.7M | Add +1.1% |
| GAIA Gaia Inc. | 3.32% | 626,214 | $3.7M | Add +1.1% |
| ASLE Aersale Corp. | 3.30% | 450,934 | $3.7M | Add +1.1% |
| CLW Clearwater Paper Corp. | 3.07% | 165,388 | $3.4M | Add +177.8% |
| STHO Star Holdings filed as STAR HLDGS | 2.97% | 403,707 | $3.3M | Add +1.1% |
| FDMT 4D Molecular Therapeutics Inc. | 2.50% | 322,081 | $2.8M | Add +1.1% |
| CATO Cato Corp. Class A | 2.48% | 659,313 | $2.8M | Add +6.7% |
| NNDM Nano Dimension Ltd. - ADR | 2.16% | 1,535,025 | $2.4M | Add +116.4% |
| ACTG Acacia Research Corp. | 2.11% | 726,171 | $2.4M | Add +1.1% |
| KVHI KVH Industries Inc. | 2.06% | 411,676 | $2.3M | Add +13.7% |
| SGA Saga Communications Inc. Class A | 2.03% | 182,565 | $2.3M | Reduce -10.5% |
| TBI Trueblue Inc. | 1.99% | 362,453 | $2.2M | Add +1.1% |
| CLDT Chatham Lodging Trust | 1.95% | 324,201 | $2.2M | Add +1.1% |
| OSUR Orasure Technologies Inc. | 1.94% | 674,033 | $2.2M | Add +1.1% |
| LMNR Limoneira Co. | 1.92% | 144,369 | $2.1M | Add +17.2% |
| UFI Unifi Inc. | 1.91% | 448,254 | $2.1M | Reduce -20.6% |
| TWIN Twin Disc Inc. | 1.72% | 137,619 | $1.9M | Add +1.1% |
| KYTX Kyverna Therapeutics Inc. | 1.71% | 318,760 | $1.9M | Reduce -19.7% |
| IWM iShares Russell 2000 ETF | 1.71% | 7,895 | $1.9M | New |
| CLAR Clarus Corp. | 1.66% | 530,183 | $1.9M | Add +9.3% |
| HOFT Hooker Furnishings Corp. | 1.61% | 177,083 | $1.8M | Add +21.4% |
| FONR Fonar Corp. | 1.53% | 113,336 | $1.7M | Reduce -20.9% |
| SGOV iShares 0-3 Month Treasury B | 1.49% | 16,585 | $1.7M | Reduce -11.4% |
| PLRX Pliant Therapeutics Inc. | 1.45% | 1,097,028 | $1.6M | Add +22.8% |
| GEOS Geospace Technologies Corp. | 1.44% | 85,004 | $1.6M | Reduce -33.7% |
| CVGI Commercial Vehicle Group Inc. | 1.40% | 922,245 | $1.6M | Add +1.1% |
| VRA Vera Bradley Inc. | 1.38% | 765,408 | $1.5M | Reduce -5.0% |
| WHG Westwood Holdings Group Inc. | 1.30% | 88,038 | $1.5M | Add +1.1% |
| IPI Intrepid Potash Inc. | 1.25% | 45,747 | $1.4M | Reduce -21.5% |
| NKTX Nkarta Inc. | 1.24% | 671,266 | $1.4M | Add +1.1% |
| UEIC Universal Electronics Inc. | 1.21% | 291,164 | $1.4M | Add +130.9% |
| ALOT Astronova Inc. | 1.19% | 130,361 | $1.3M | Add +6.1% |
| ALTO Alto Ingredients Inc. | 1.19% | 1,235,124 | $1.3M | Add +1.1% |
| AVIR Atea Pharmaceuticals Inc. | 1.19% | 457,216 | $1.3M | Add +1.1% |
| INVE Inve Technologies Inc. filed as IDENTIV INC | 1.15% | 373,999 | $1.3M | Add +21.4% |
| MGX Metagenomi Therapeutics Inc. | 1.09% | 513,815 | $1.2M | Add +1.1% |
| MED Medifast Inc. | 1.08% | 88,164 | $1.2M | Add +1.1% |
| ANRO Alto Neuroscience Inc. | 1.02% | 281,963 | $1.1M | Add +1.1% |
| CLYM Climb Bio Inc. | 1.01% | 561,866 | $1.1M | Add +1.1% |
| AXR Amrep Corp. | 0.98% | 45,732 | $1.1M | Add +1.1% |
| FTEK Fuel Tech Inc. | 0.96% | 356,938 | $1.1M | Reduce -46.5% |
| SEER Seer Inc. | 0.85% | 435,421 | $945K | Add +1.1% |
| LSBK Lake Shore Bancorp Inc. | 0.80% | 68,423 | $890K | New |
| ZNTL Zentalis Pharmaceuticals Inc. | 0.76% | 565,371 | $854K | Add +1.1% |
| FBLA FB Bancorp Inc. | 0.75% | 69,913 | $840K | New |
| ANTX AN2 Therapeutics Inc. | 0.67% | 589,216 | $748K | Add +1.1% |
| SCHL Scholastic Corp. | 0.66% | 27,146 | $743K | Add +1.1% |
| NTIC Northern Technologies Intl | 0.60% | 86,634 | $668K | Add +32.0% |
| WHWK Whitehawk Therapeutics Inc. | 0.52% | 303,585 | $577K | Add +25.3% |
| KZR Kezar Life Sciences Inc. | 0.44% | 125,773 | $491K | Add +9.3% |
| PMVP PMV Pharmaceuticals Inc. | 0.25% | 202,784 | $284K | Reduce -55.2% |
Portfolio Sells Q2 2025 → Q3 2025
| ITOS Iteos Therapeutics Inc. | Sold out | 0.00% | −1.69 |
| UFI Unifi Inc. | Reduce -20.6% | 1.91% | −1.04 |
| HURC Hurco Companies Inc. | Reduce -5.8% | 3.52% | −1.02 |
| CRGX Cargo Therapeutics Inc. | Sold out | 0.00% | −0.91 |
| FSP Franklin Street Properties C | Reduce -8.6% | 3.43% | −0.88 |
| IPI Intrepid Potash Inc. | Reduce -21.5% | 1.25% | −0.83 |
| FTEK Fuel Tech Inc. | Reduce -46.5% | 0.96% | −0.73 |
| SGA Saga Communications Inc. Class A | Reduce -10.5% | 2.03% | −0.62 |
| FONR Fonar Corp. | Reduce -20.9% | 1.53% | −0.62 |
| BH Biglari Holdings Inc. Class B | Reduce -11.3% | 3.56% | −0.50 |
| VRA Vera Bradley Inc. | Reduce -5.0% | 1.38% | −0.40 |
| SGOV iShares 0-3 Month Treasury B | Reduce -11.4% | 1.49% | −0.39 |
| GEOS Geospace Technologies Corp. | Reduce -33.7% | 1.44% | −0.39 |
| PMVP PMV Pharmaceuticals Inc. | Reduce -55.2% | 0.25% | −0.23 |
| ORMP Oramed Pharmaceuticals Inc. | Sold out | 0.00% | −0.19 |
| KYTX Kyverna Therapeutics Inc. | Reduce -19.7% | 1.71% | +0.49 |
Portfolio Buys Q2 2025 → Q3 2025
| IWM iShares Russell 2000 ETF | New | 1.71% | +1.71 |
| CLW Clearwater Paper Corp. | Add +177.8% | 3.07% | +1.45 |
| FDMT 4D Molecular Therapeutics Inc. | Add +1.1% | 2.50% | +1.32 |
| NNDM Nano Dimension Ltd. - ADR | Add +116.4% | 2.16% | +1.01 |
| LSBK Lake Shore Bancorp Inc. | New | 0.80% | +0.80 |
| FBLA FB Bancorp Inc. | New | 0.75% | +0.75 |
| CATO Cato Corp. Class A | Add +6.7% | 2.48% | +0.75 |
| ASLE Aersale Corp. | Add +1.1% | 3.30% | +0.62 |
| JOUT Johnson Outdoors Inc. Class A | Add +1.1% | 3.49% | +0.60 |
| GAIA Gaia Inc. | Add +1.1% | 3.32% | +0.59 |
| TWIN Twin Disc Inc. | Add +1.1% | 1.72% | +0.51 |
| PLRX Pliant Therapeutics Inc. | Add +22.8% | 1.45% | +0.41 |
| ANRO Alto Neuroscience Inc. | Add +1.1% | 1.02% | +0.40 |
| UEIC Universal Electronics Inc. | Add +130.9% | 1.21% | +0.38 |
| MGX Metagenomi Therapeutics Inc. | Add +1.1% | 1.09% | +0.34 |
| CLYM Climb Bio Inc. | Add +1.1% | 1.01% | +0.32 |
| INVE Inve Technologies Inc. | Add +21.4% | 1.15% | +0.15 |
| NKTX Nkarta Inc. | Add +1.1% | 1.24% | +0.14 |
| KVHI KVH Industries Inc. | Add +13.7% | 2.06% | +0.13 |
| ZNTL Zentalis Pharmaceuticals Inc. | Add +1.1% | 0.76% | +0.11 |
| NTIC Northern Technologies Intl | Add +32.0% | 0.60% | +0.11 |
| SCHL Scholastic Corp. | Add +1.1% | 0.66% | +0.10 |
| FLGT Fulgent Genetics Inc. | Add +1.1% | 3.33% | +0.09 |
| WHWK Whitehawk Therapeutics Inc. | Add +25.3% | 0.52% | +0.06 |
| HOFT Hooker Furnishings Corp. | Add +21.4% | 1.61% | +0.06 |
| ANTX AN2 Therapeutics Inc. | Add +1.1% | 0.67% | +0.05 |
| AXR Amrep Corp. | Add +1.1% | 0.98% | +0.03 |
| LMNR Limoneira Co. | Add +17.2% | 1.92% | −0.01 |
| CLAR Clarus Corp. | Add +9.3% | 1.66% | −0.03 |
| WHG Westwood Holdings Group Inc. | Add +1.1% | 1.30% | −0.06 |
| OSUR Orasure Technologies Inc. | Add +1.1% | 1.94% | −0.07 |
| SEER Seer Inc. | Add +1.1% | 0.85% | −0.08 |
| KZR Kezar Life Sciences Inc. | Add +9.3% | 0.44% | −0.09 |
| CVGI Commercial Vehicle Group Inc. | Add +1.1% | 1.40% | −0.11 |
| SENEA Seneca Foods Corp. Class A | Add +1.1% | 3.60% | −0.14 |
| MED Medifast Inc. | Add +1.1% | 1.08% | −0.15 |
| STHO Star Holdings | Add +1.1% | 2.97% | −0.15 |
| ALCO Alico Inc. | Add +1.1% | 4.11% | −0.18 |
| ALTO Alto Ingredients Inc. | Add +1.1% | 1.19% | −0.21 |
| ALOT Astronova Inc. | Add +6.1% | 1.19% | −0.23 |
| CLDT Chatham Lodging Trust | Add +1.1% | 1.95% | −0.29 |
| TBI Trueblue Inc. | Add +1.1% | 1.99% | −0.34 |
| AVIR Atea Pharmaceuticals Inc. | Add +1.1% | 1.19% | −0.44 |
| ACTG Acacia Research Corp. | Add +1.1% | 2.11% | −0.46 |
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 |