Filed: 7/31/2025ACC: 0001941040-25-000388
📋 What this filing means
PEAPOD LANE CAPITAL LLC filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $99.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$99.90M
Total AUM (reported)
21.99M
Total Shares
Allocation by class
COM$65.04M65.1%
CL A$11.09M11.1%
COM NEW$6.81M6.8%
COM STK CL B$4.05M4.1%
SHS BEN INT$3.12M3.1%
CL A NEW$2.65M2.7%
ACACIA TCH COM$2.57M2.6%
Portfolio Concentration
Top 3$13.12M13.1%
4–10$22.71M22.7%
11–25$31.46M31.5%
Rest$32.61M32.6%
Top 3 weight
13.1%
Top 10 weight
35.9%
Voting Authority Distribution
Total shares with voting rights: 21.99M
Sole
Full voting authority
17.52M
shares
% of voting shares79.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.47M
shares
% of voting shares20.3%
Investment Discretion (by position count)
Sole57
Shared0
Other0
Dominant voting typeSole · 79.7% of voting shares
Institutional Holdings57
Rows:
HURCO CO
SOLEShares239.91K
TypeSH
Market value$4.53M
4.54%
Sole
190.38K
Shared
0.00
None
49.53K
FRANKLIN STR PPTYS CORP
SOLEShares2.62M
TypeSH
Market value$4.30M
4.30%
Sole
2.09M
Shared
0.00
None
528.86K
ALICO INC
SOLEShares131.26K
TypeSH
Market value$4.29M
4.29%
Sole
104.92K
Shared
0.00
None
26.35K
BIGLARI HLDGS INC
SOLEShares13.88K
TypeSH
Market value$4.05M
4.06%
Sole
11.06K
Shared
0.00
None
2.81K
SENECA FOODS CORP NEW
SOLEShares36.84K
TypeSH
Market value$3.74M
3.74%
Sole
29.43K
Shared
0.00
None
7.42K
FULGENT GENETICS INC
SOLEShares162.77K
TypeSH
Market value$3.24M
3.24%
Sole
130.03K
Shared
0.00
None
32.74K
STAR HLDGS
SOLEShares399.24K
TypeSH
Market value$3.12M
3.12%
Sole
319.81K
Shared
0.00
None
79.43K
UNIFI INC
SOLEShares564.36K
TypeSH
Market value$2.95M
2.95%
Sole
450.74K
Shared
0.00
None
113.63K
JOHNSON OUTDOORS INC
SOLEShares95.64K
TypeSH
Market value$2.90M
2.90%
Sole
76.35K
Shared
0.00
None
19.29K
GAIA INC NEW
SOLEShares619.22K
TypeSH
Market value$2.72M
2.72%
Sole
494.37K
Shared
0.00
None
124.84K
AERSALE CORPORATION
SOLEShares445.95K
TypeSH
Market value$2.68M
2.68%
Sole
356.37K
Shared
0.00
None
89.58K
SAGA COMMUNICATIONS INC
SOLEShares203.96K
TypeSH
Market value$2.65M
2.65%
Sole
162.65K
Shared
0.00
None
41.31K
ACACIA RESH CORP
SOLEShares718.19K
TypeSH
Market value$2.57M
2.57%
Sole
573.56K
Shared
0.00
None
144.63K
TRUEBLUE INC
SOLEShares358.45K
TypeSH
Market value$2.32M
2.33%
Sole
286.20K
Shared
0.00
None
72.25K
CHATHAM LODGING TR
SOLEShares320.64K
TypeSH
Market value$2.23M
2.24%
Sole
256.06K
Shared
0.00
None
64.58K
FONAR CORP
SOLEShares143.19K
TypeSH
Market value$2.14M
2.14%
Sole
114.47K
Shared
0.00
None
28.72K
INTREPID POTASH INC
SOLEShares58.30K
TypeSH
Market value$2.08M
2.09%
Sole
46.66K
Shared
0.00
None
11.64K
ORASURE TECHNOLOGIES INC
SOLEShares666.61K
TypeSH
Market value$2.00M
2.00%
Sole
532.09K
Shared
0.00
None
134.52K
KVH INDS INC
SOLEShares362.09K
TypeSH
Market value$1.93M
1.93%
Sole
289.80K
Shared
0.00
None
72.29K
LIMONEIRA CO
SOLEShares123.16K
TypeSH
Market value$1.93M
1.93%
Sole
98.19K
Shared
0.00
None
24.96K
ISHARES TR
SOLEShares18.73K
TypeSH
Market value$1.89M
1.89%
Sole
18.73K
Shared
0.00
None
0.00
GEOSPACE TECHNOLOGIES CORP
SOLEShares128.13K
TypeSH
Market value$1.83M
1.83%
Sole
102.52K
Shared
0.00
None
25.61K
VERA BRADLEY INC
SOLEShares805.29K
TypeSH
Market value$1.78M
1.78%
Sole
629.04K
Shared
0.00
None
176.25K
CATO CORP NEW
SOLEShares617.84K
TypeSH
Market value$1.74M
1.74%
Sole
485.37K
Shared
0.00
None
132.46K
ITEOS THERAPEUTICS INC
SOLEShares169.29K
TypeSH
Market value$1.69M
1.69%
Sole
135.15K
Shared
0.00
None
34.14K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HURCO COSOLE | COM | 239.91K | SH | $4.53M 4.54% | 190.38K | 0.00 | 49.53K |
FRANKLIN STR PPTYS CORPSOLE | COM | 2.62M | SH | $4.30M 4.30% | 2.09M | 0.00 | 528.86K |
ALICO INCSOLE | COM | 131.26K | SH | $4.29M 4.29% | 104.92K | 0.00 | 26.35K |
BIGLARI HLDGS INCSOLE | COM STK CL B | 13.88K | SH | $4.05M 4.06% | 11.06K | 0.00 | 2.81K |
SENECA FOODS CORP NEWSOLE | CL A | 36.84K | SH | $3.74M 3.74% | 29.43K | 0.00 | 7.42K |
FULGENT GENETICS INCSOLE | COM | 162.77K | SH | $3.24M 3.24% | 130.03K | 0.00 | 32.74K |
STAR HLDGSSOLE | SHS BEN INT | 399.24K | SH | $3.12M 3.12% | 319.81K | 0.00 | 79.43K |
UNIFI INCSOLE | COM NEW | 564.36K | SH | $2.95M 2.95% | 450.74K | 0.00 | 113.63K |
JOHNSON OUTDOORS INCSOLE | CL A | 95.64K | SH | $2.90M 2.90% | 76.35K | 0.00 | 19.29K |
GAIA INC NEWSOLE | CL A | 619.22K | SH | $2.72M 2.72% | 494.37K | 0.00 | 124.84K |
AERSALE CORPORATIONSOLE | COM | 445.95K | SH | $2.68M 2.68% | 356.37K | 0.00 | 89.58K |
SAGA COMMUNICATIONS INCSOLE | CL A NEW | 203.96K | SH | $2.65M 2.65% | 162.65K | 0.00 | 41.31K |
ACACIA RESH CORPSOLE | ACACIA TCH COM | 718.19K | SH | $2.57M 2.57% | 573.56K | 0.00 | 144.63K |
TRUEBLUE INCSOLE | COM | 358.45K | SH | $2.32M 2.33% | 286.20K | 0.00 | 72.25K |
CHATHAM LODGING TRSOLE | COM | 320.64K | SH | $2.23M 2.24% | 256.06K | 0.00 | 64.58K |
FONAR CORPSOLE | COM NEW | 143.19K | SH | $2.14M 2.14% | 114.47K | 0.00 | 28.72K |
INTREPID POTASH INCSOLE | COM | 58.30K | SH | $2.08M 2.09% | 46.66K | 0.00 | 11.64K |
ORASURE TECHNOLOGIES INCSOLE | COM | 666.61K | SH | $2.00M 2.00% | 532.09K | 0.00 | 134.52K |
KVH INDS INCSOLE | COM | 362.09K | SH | $1.93M 1.93% | 289.80K | 0.00 | 72.29K |
LIMONEIRA COSOLE | COM | 123.16K | SH | $1.93M 1.93% | 98.19K | 0.00 | 24.96K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 18.73K | SH | $1.89M 1.89% | 18.73K | 0.00 | 0.00 |
GEOSPACE TECHNOLOGIES CORPSOLE | COM | 128.13K | SH | $1.83M 1.83% | 102.52K | 0.00 | 25.61K |
VERA BRADLEY INCSOLE | COM | 805.29K | SH | $1.78M 1.78% | 629.04K | 0.00 | 176.25K |
CATO CORP NEWSOLE | CL A | 617.84K | SH | $1.74M 1.74% | 485.37K | 0.00 | 132.46K |
ITEOS THERAPEUTICS INCSOLE | COM | 169.29K | SH | $1.69M 1.69% | 135.15K | 0.00 | 34.14K |
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