PEAPOD LANE CAPITAL LLC

PrivateCIK: 2050979

Location

BEDFORD HILLS, NY

Positions

$121.90M

Total AUM (reported)

26.41M

Total Shares

Allocation by class

COM$84.94M69.7%

CL A$11.53M9.5%

COM NEW$6.46M5.3%

ACACIA TCH COM$5.26M4.3%

SHS BEN INT$3.05M2.5%

SPONSORD ADS NEW$2.96M2.4%

CL A NEW$2.43M2.0%

Portfolio Concentration

Top 3$14.46M11.9%

4–10$23.23M19.1%

11–25$37.87M31.1%

Rest$46.33M38.0%

Top 3 weight

11.9%

Top 10 weight

30.9%

Voting Authority Distribution

Total shares with voting rights: 26.41M

Sole

Full voting authority

21.07M

% of voting shares79.8%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.33M

% of voting shares20.2%

Investment Discretion (by position count)

Sole62

Shared0

Other0

Dominant voting typeSole · 79.8% of voting shares

Institutional Holdings62

Rows:

ALICO INC

SOLE

COM

Shares133.69K

TypeSH

Market value$5.50M

4.51%

Sole

106.87K

Shared

0.00

None

26.82K

ACACIA RESH CORP

SOLE

ACACIA TCH COM

Shares1.09M

TypeSH

Market value$5.26M

4.31%

Sole

870.35K

Shared

0.00

None

220.99K

KVH INDS INC

SOLE

COM

Shares414.74K

TypeSH

Market value$3.70M

3.03%

Sole

332.19K

Shared

0.00

None

82.55K

HURCO CO

SOLE

COM

Shares244.87K

TypeSH

Market value$3.61M

2.96%

Sole

194.45K

Shared

0.00

None

50.42K

CHATHAM LODGING TR

SOLE

COM

Shares450.02K

TypeSH

Market value$3.53M

2.90%

Sole

356.64K

Shared

0.00

None

93.38K

FULGENT GENETICS INC

SOLE

COM

Shares220.63K

TypeSH

Market value$3.49M

2.86%

Sole

175.64K

Shared

0.00

None

44.99K

LIMONEIRA CO

SOLE

COM

Shares248.34K

TypeSH

Market value$3.34M

2.74%

Sole

198.59K

Shared

0.00

None

49.76K

COMMERCIAL VEH GROUP INC

SOLE

COM

Shares927.53K

TypeSH

Market value$3.13M

2.56%

Sole

739.86K

Shared

0.00

None

187.67K

SENECA FOODS CORP NEW

SOLE

CL A

Shares20.29K

TypeSH

Market value$3.07M

2.52%

Sole

16.21K

Shared

0.00

None

4.08K

AERSALE CORPORATION

SOLE

COM

Shares496.87K

TypeSH

Market value$3.07M

2.52%

Sole

397.09K

Shared

0.00

None

99.78K

CLEARWATER PAPER CORP

SOLE

COM

Shares214.52K

TypeSH

Market value$3.06M

2.51%

Sole

170.60K

Shared

0.00

None

43.92K

JOHNSON OUTDOORS INC

SOLE

CL A

Shares65.68K

TypeSH

Market value$3.06M

2.51%

Sole

52.47K

Shared

0.00

None

13.21K

STAR HLDGS

SOLE

SHS BEN INT

Shares405.97K

TypeSH

Market value$3.05M

2.50%

Sole

325.09K

Shared

0.00

None

80.89K

ORASURE TECHNOLOGIES INC

SOLE

COM

Shares1.02M

TypeSH

Market value$3.04M

2.49%

Sole

812.75K

Shared

0.00

None

205.72K

NANO DIMENSION LTD

SOLE

SPONSORD ADS NEW

Shares1.76M

TypeSH

Market value$2.96M

2.43%

Sole

1.41M

Shared

0.00

None

354.72K

VERA BRADLEY INC

SOLE

COM

Shares834.11K

TypeSH

Market value$2.61M

2.14%

Sole

663.57K

Shared

0.00

None

170.53K

HOOKER FURNISHINGS CORPORATI

SOLE

COM

Shares192.16K

TypeSH

Market value$2.47M

2.03%

Sole

153.37K

Shared

0.00

None

38.79K

TRUEBLUE INC

SOLE

COM

Shares640.01K

TypeSH

Market value$2.45M

2.01%

Sole

510.39K

Shared

0.00

None

129.62K

SAGA COMMUNICATIONS INC

SOLE

CL A NEW

Shares206.55K

TypeSH

Market value$2.43M

1.99%

Sole

164.50K

Shared

0.00

None

42.06K

MEDIFAST INC

SOLE

COM

Shares219.06K

TypeSH

Market value$2.21M

1.82%

Sole

173.97K

Shared

0.00

None

45.09K

4D MOLECULAR THERAPEUTICS IN

SOLE

COM

Shares241.48K

TypeSH

Market value$2.21M

1.81%

Sole

192.32K

Shared

0.00

None

49.16K

CATO CORP NEW

SOLE

CL A

Shares766.83K

TypeSH

Market value$2.16M

1.77%

Sole

610.98K

Shared

0.00

None

155.85K

FONAR CORP

SOLE

COM NEW

Shares113.66K

TypeSH

Market value$2.11M

1.73%

Sole

90.64K

Shared

0.00

None

23.03K

UNIFI INC

SOLE

COM NEW

Shares572.80K

TypeSH

Market value$2.04M

1.68%

Sole

457.13K

Shared

0.00

None

115.67K

ISHARES TR

SOLE

0-3 MNTH TREASRY

Shares20K

TypeSH

Market value$2.01M

1.65%

Sole

19.93K

Shared

0.00

None

70.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ALICO INCSOLE	COM	133.69K	SH	$5.50M 4.51%	106.87K	26.82K
ACACIA RESH CORPSOLE	ACACIA TCH COM	1.09M	SH	$5.26M 4.31%	870.35K	220.99K
KVH INDS INCSOLE	COM	414.74K	SH	$3.70M 3.03%	332.19K	82.55K
HURCO COSOLE	COM	244.87K	SH	$3.61M 2.96%	194.45K	50.42K
CHATHAM LODGING TRSOLE	COM	450.02K	SH	$3.53M 2.90%	356.64K	93.38K
FULGENT GENETICS INCSOLE	COM	220.63K	SH	$3.49M 2.86%	175.64K	44.99K
LIMONEIRA COSOLE	COM	248.34K	SH	$3.34M 2.74%	198.59K	49.76K
COMMERCIAL VEH GROUP INCSOLE	COM	927.53K	SH	$3.13M 2.56%	739.86K	187.67K
SENECA FOODS CORP NEWSOLE	CL A	20.29K	SH	$3.07M 2.52%	16.21K	4.08K
AERSALE CORPORATIONSOLE	COM	496.87K	SH	$3.07M 2.52%	397.09K	99.78K
CLEARWATER PAPER CORPSOLE	COM	214.52K	SH	$3.06M 2.51%	170.60K	43.92K
JOHNSON OUTDOORS INCSOLE	CL A	65.68K	SH	$3.06M 2.51%	52.47K	13.21K
STAR HLDGSSOLE	SHS BEN INT	405.97K	SH	$3.05M 2.50%	325.09K	80.89K
ORASURE TECHNOLOGIES INCSOLE	COM	1.02M	SH	$3.04M 2.49%	812.75K	205.72K
NANO DIMENSION LTDSOLE	SPONSORD ADS NEW	1.76M	SH	$2.96M 2.43%	1.41M	354.72K
VERA BRADLEY INCSOLE	COM	834.11K	SH	$2.61M 2.14%	663.57K	170.53K
HOOKER FURNISHINGS CORPORATISOLE	COM	192.16K	SH	$2.47M 2.03%	153.37K	38.79K
TRUEBLUE INCSOLE	COM	640.01K	SH	$2.45M 2.01%	510.39K	129.62K
SAGA COMMUNICATIONS INCSOLE	CL A NEW	206.55K	SH	$2.43M 1.99%	164.50K	42.06K
MEDIFAST INCSOLE	COM	219.06K	SH	$2.21M 1.82%	173.97K	45.09K
4D MOLECULAR THERAPEUTICS INSOLE	COM	241.48K	SH	$2.21M 1.81%	192.32K	49.16K
CATO CORP NEWSOLE	CL A	766.83K	SH	$2.16M 1.77%	610.98K	155.85K
FONAR CORPSOLE	COM NEW	113.66K	SH	$2.11M 1.73%	90.64K	23.03K
UNIFI INCSOLE	COM NEW	572.80K	SH	$2.04M 1.68%	457.13K	115.67K
ISHARES TRSOLE	0-3 MNTH TREASRY	20K	SH	$2.01M 1.65%	19.93K	70.00

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