Filed: 11/10/2025ACC: 0001941040-25-000603
📋 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 $111.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$111.80M
Total AUM (reported)
22.29M
Total Shares
Allocation by class
COM$71.76M64.2%
CL A$14.41M12.9%
COM NEW$5.62M5.0%
COM STK CL B$3.98M3.6%
SHS BEN INT$3.32M3.0%
SPONSORD ADS NEW$2.41M2.2%
ACACIA TCH COM$2.36M2.1%
Portfolio Concentration
Top 3$12.60M11.3%
4–10$26.22M23.5%
11–25$34.82M31.1%
Rest$38.15M34.1%
Top 3 weight
11.3%
Top 10 weight
34.7%
Voting Authority Distribution
Total shares with voting rights: 22.29M
Sole
Full voting authority
17.76M
shares
% of voting shares79.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.53M
shares
% of voting shares20.3%
Investment Discretion (by position count)
Sole57
Shared0
Other0
Dominant voting typeSole · 79.7% of voting shares
Institutional Holdings57
Rows:
ALICO INC
SOLEShares132.72K
TypeSH
Market value$4.60M
4.11%
Sole
106.37K
Shared
0.00
None
26.35K
SENECA FOODS CORP NEW
SOLEShares37.25K
TypeSH
Market value$4.02M
3.60%
Sole
29.83K
Shared
0.00
None
7.42K
BIGLARI HLDGS INC
SOLEShares12.31K
TypeSH
Market value$3.98M
3.56%
Sole
9.84K
Shared
0.00
None
2.47K
HURCO CO
SOLEShares225.88K
TypeSH
Market value$3.93M
3.52%
Sole
176.34K
Shared
0.00
None
49.53K
JOHNSON OUTDOORS INC
SOLEShares96.71K
TypeSH
Market value$3.91M
3.49%
Sole
77.42K
Shared
0.00
None
19.29K
FRANKLIN STR PPTYS CORP
SOLEShares2.40M
TypeSH
Market value$3.83M
3.43%
Sole
1.87M
Shared
0.00
None
528.86K
FULGENT GENETICS INC
SOLEShares164.58K
TypeSH
Market value$3.72M
3.33%
Sole
131.84K
Shared
0.00
None
32.74K
GAIA INC NEW
SOLEShares626.21K
TypeSH
Market value$3.71M
3.32%
Sole
501.37K
Shared
0.00
None
124.84K
AERSALE CORPORATION
SOLEShares450.93K
TypeSH
Market value$3.69M
3.30%
Sole
361.36K
Shared
0.00
None
89.58K
CLEARWATER PAPER CORP
SOLEShares165.39K
TypeSH
Market value$3.43M
3.07%
Sole
132.30K
Shared
0.00
None
33.09K
STAR HLDGS
SOLEShares403.71K
TypeSH
Market value$3.32M
2.97%
Sole
324.28K
Shared
0.00
None
79.43K
4D MOLECULAR THERAPEUTICS IN
SOLEShares322.08K
TypeSH
Market value$2.80M
2.50%
Sole
257.81K
Shared
0.00
None
64.28K
CATO CORP NEW
SOLEShares659.31K
TypeSH
Market value$2.78M
2.48%
Sole
526.85K
Shared
0.00
None
132.46K
NANO DIMENSION LTD
SOLEShares1.54M
TypeSH
Market value$2.41M
2.16%
Sole
1.23M
Shared
0.00
None
304.70K
ACACIA RESH CORP
SOLEShares726.17K
TypeSH
Market value$2.36M
2.11%
Sole
581.54K
Shared
0.00
None
144.63K
KVH INDS INC
SOLEShares411.68K
TypeSH
Market value$2.31M
2.06%
Sole
329.47K
Shared
0.00
None
82.21K
SAGA COMMUNICATIONS INC
SOLEShares182.56K
TypeSH
Market value$2.27M
2.03%
Sole
141.25K
Shared
0.00
None
41.31K
TRUEBLUE INC
SOLEShares362.45K
TypeSH
Market value$2.22M
1.99%
Sole
290.20K
Shared
0.00
None
72.25K
CHATHAM LODGING TR
SOLEShares324.20K
TypeSH
Market value$2.18M
1.95%
Sole
259.62K
Shared
0.00
None
64.58K
ORASURE TECHNOLOGIES INC
SOLEShares674.03K
TypeSH
Market value$2.16M
1.94%
Sole
539.51K
Shared
0.00
None
134.52K
LIMONEIRA CO
SOLEShares144.37K
TypeSH
Market value$2.14M
1.92%
Sole
115.83K
Shared
0.00
None
28.54K
UNIFI INC
SOLEShares448.25K
TypeSH
Market value$2.13M
1.91%
Sole
334.63K
Shared
0.00
None
113.63K
TWIN DISC INC
SOLEShares137.62K
TypeSH
Market value$1.92M
1.72%
Sole
110.09K
Shared
0.00
None
27.52K
KYVERNA THERAPEUTICS INC
SOLEShares318.76K
TypeSH
Market value$1.91M
1.71%
Sole
255.31K
Shared
0.00
None
63.45K
ISHARES TR
SOLEShares7.89K
TypeSH
Market value$1.91M
1.71%
Sole
7.89K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALICO INCSOLE | COM | 132.72K | SH | $4.60M 4.11% | 106.37K | 0.00 | 26.35K |
SENECA FOODS CORP NEWSOLE | CL A | 37.25K | SH | $4.02M 3.60% | 29.83K | 0.00 | 7.42K |
BIGLARI HLDGS INCSOLE | COM STK CL B | 12.31K | SH | $3.98M 3.56% | 9.84K | 0.00 | 2.47K |
HURCO COSOLE | COM | 225.88K | SH | $3.93M 3.52% | 176.34K | 0.00 | 49.53K |
JOHNSON OUTDOORS INCSOLE | CL A | 96.71K | SH | $3.91M 3.49% | 77.42K | 0.00 | 19.29K |
FRANKLIN STR PPTYS CORPSOLE | COM | 2.40M | SH | $3.83M 3.43% | 1.87M | 0.00 | 528.86K |
FULGENT GENETICS INCSOLE | COM | 164.58K | SH | $3.72M 3.33% | 131.84K | 0.00 | 32.74K |
GAIA INC NEWSOLE | CL A | 626.21K | SH | $3.71M 3.32% | 501.37K | 0.00 | 124.84K |
AERSALE CORPORATIONSOLE | COM | 450.93K | SH | $3.69M 3.30% | 361.36K | 0.00 | 89.58K |
CLEARWATER PAPER CORPSOLE | COM | 165.39K | SH | $3.43M 3.07% | 132.30K | 0.00 | 33.09K |
STAR HLDGSSOLE | SHS BEN INT | 403.71K | SH | $3.32M 2.97% | 324.28K | 0.00 | 79.43K |
4D MOLECULAR THERAPEUTICS INSOLE | COM | 322.08K | SH | $2.80M 2.50% | 257.81K | 0.00 | 64.28K |
CATO CORP NEWSOLE | CL A | 659.31K | SH | $2.78M 2.48% | 526.85K | 0.00 | 132.46K |
NANO DIMENSION LTDSOLE | SPONSORD ADS NEW | 1.54M | SH | $2.41M 2.16% | 1.23M | 0.00 | 304.70K |
ACACIA RESH CORPSOLE | ACACIA TCH COM | 726.17K | SH | $2.36M 2.11% | 581.54K | 0.00 | 144.63K |
KVH INDS INCSOLE | COM | 411.68K | SH | $2.31M 2.06% | 329.47K | 0.00 | 82.21K |
SAGA COMMUNICATIONS INCSOLE | CL A NEW | 182.56K | SH | $2.27M 2.03% | 141.25K | 0.00 | 41.31K |
TRUEBLUE INCSOLE | COM | 362.45K | SH | $2.22M 1.99% | 290.20K | 0.00 | 72.25K |
CHATHAM LODGING TRSOLE | COM | 324.20K | SH | $2.18M 1.95% | 259.62K | 0.00 | 64.58K |
ORASURE TECHNOLOGIES INCSOLE | COM | 674.03K | SH | $2.16M 1.94% | 539.51K | 0.00 | 134.52K |
LIMONEIRA COSOLE | COM | 144.37K | SH | $2.14M 1.92% | 115.83K | 0.00 | 28.54K |
UNIFI INCSOLE | COM NEW | 448.25K | SH | $2.13M 1.91% | 334.63K | 0.00 | 113.63K |
TWIN DISC INCSOLE | COM | 137.62K | SH | $1.92M 1.72% | 110.09K | 0.00 | 27.52K |
KYVERNA THERAPEUTICS INCSOLE | COM | 318.76K | SH | $1.91M 1.71% | 255.31K | 0.00 | 63.45K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 7.89K | SH | $1.91M 1.71% | 7.89K | 0.00 | 0.00 |
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