Peapod Lane Capital LLC Top Holdings and 13F Report (2025) About Peapod Lane Capital LLCInvestment ActivityPeapod Lane Capital LLC has $99.90 million in total holdings as of June 30, 2025.Peapod Lane Capital LLC owns shares of 57 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 14.30% of the portfolio was purchased this quarter.About 12.01% of the portfolio was sold this quarter.This quarter, Peapod Lane Capital LLC has purchased 61 new stocks and bought additional shares in 41 stocks.Peapod Lane Capital LLC sold shares of 11 stocks and completely divested from 9 stocks this quarter.Largest Holdings Hurco Companies $4,534,263Franklin Street Properties $4,300,218Alico $4,289,748Biglari $4,054,697Seneca Foods $3,737,175 Largest New Holdings this Quarter 532746104 - Limoneira $1,927,404 Holding901476101 - Twin Disc $1,202,047 Holding63008G203 - Nano Dimension $1,149,068 Holding02157Q109 - ALTO NEUROSCIENCE INC $613,485 Holding665809109 - Northern Technologies International $486,185 Holding Largest Purchases this Quarter Limoneira 123,158 shares (about $1.93M)Twin Disc 136,132 shares (about $1.20M)Nano Dimension 709,312 shares (about $1.15M)Acacia Research 282,913 shares (about $1.01M)Chatham Lodging Trust 134,285 shares (about $935.97K) Largest Sales this Quarter Geospace Technologies 151,925 shares (about $2.17M)Fuel Tech 313,588 shares (about $790.25K)Westwood Holdings Group 37,686 shares (about $587.90K)Seneca Foods 5,760 shares (about $584.23K)Oramed Pharmaceuticals 167,445 shares (about $376.74K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPeapod Lane Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHURCHurco Companies$4,534,263$32,942 ▼-0.7%239,9104.5%IndustrialsFSPFranklin Street Properties$4,300,218$14,255 ▲0.3%2,622,0834.3%FinanceALCOAlico$4,289,748$14,183 ▲0.3%131,2654.3%Consumer StaplesBHBiglari$4,054,697$13,734 ▲0.3%13,8764.1%Retail/WholesaleSENEASeneca Foods$3,737,175$584,235 ▼-13.5%36,8453.7%Consumer StaplesFLGTFulgent Genetics$3,235,852$10,775 ▲0.3%162,7693.2%MedicalSTHOStar$3,118,073$757,568 ▲32.1%399,2383.1%FinanceUFIUnifi$2,945,916$271,478 ▲10.2%564,3602.9%IndustrialsJOUTJohnson Outdoors$2,895,027$217,034 ▲8.1%95,6412.9%Consumer DiscretionaryGAIAGaia$2,718,366$9,004 ▲0.3%619,2162.7%Consumer DiscretionaryASLEAerSale$2,680,142$287,758 ▲12.0%445,9482.7%AerospaceSGASaga Communications$2,651,443$3,328 ▲0.1%203,9632.7%Consumer DiscretionaryACTGAcacia Research$2,571,122$1,012,826 ▲65.0%718,1922.6%Business ServicesTBITrueBlue$2,322,789$633,085 ▲37.5%358,4542.3%Business ServicesCLDTChatham Lodging Trust$2,234,882$935,972 ▲72.1%320,6412.2%FinanceFONRFonar$2,142,064$1,287 ▲0.1%143,1882.1%MedicalIPIIntrepid Potash$2,082,953$6,824 ▲0.3%58,2972.1%Basic MaterialsOSUROraSure Technologies$1,999,821$286,491 ▲16.7%666,6072.0%MedicalKVHIKVH Industries$1,929,918$138,543 ▲7.7%362,0861.9%Computer and TechnologyLMNRLimoneira$1,927,404$1,927,404 ▲New Holding123,1581.9%Consumer StaplesSGOViShares 0-3 Month Treasury Bond ETF$1,885,751$434,159 ▲29.9%18,7291.9%ETFGEOSGeospace Technologies$1,827,084$2,166,459 ▼-54.2%128,1261.8%Computer and TechnologyVRAVera Bradley$1,779,674$143,348 ▼-7.5%805,2921.8%Retail/WholesaleCATOCato$1,736,086$109,181 ▼-5.9%617,8351.7%Retail/WholesaleITOSiTeos Therapeutics$1,687,792$335,311 ▲24.8%169,2871.7%MedicalCLARClarus$1,683,714$21,566 ▲1.3%485,2201.7%Consumer DiscretionaryFTEKFuel Tech$1,682,151$790,249 ▼-32.0%667,5141.7%IndustrialsAVIRAtea Pharmaceuticals$1,628,885$1,469 ▲0.1%452,4681.6%MedicalCLWClearwater Paper$1,621,811$508,134 ▲45.6%59,5381.6%Basic MaterialsHOFTHooker Furnishings$1,543,386$638,024 ▲70.5%145,8761.5%Consumer DiscretionaryCVGICommercial Vehicle Group$1,513,980$575,945 ▲61.4%912,0501.5%Auto/Tires/TrucksALOTAstroNova$1,423,730$64,126 ▼-4.3%122,8441.4%Business ServicesALTOAlto Ingredients$1,405,118$321,329 ▲29.6%1,221,8421.4%Consumer DiscretionaryWHGWestwood Holdings Group$1,358,252$587,898 ▼-30.2%87,0681.4%FinanceMEDMedifast$1,225,076$252,816 ▲26.0%87,1941.2%Consumer StaplesKYVERNA THERAPEUTICS INC$1,218,092$1,664 ▲0.1%396,7631.2%COMTWINTwin Disc$1,202,047$1,202,047 ▲New Holding136,1321.2%IndustrialsFDMT4D Molecular Therapeutics$1,181,780$455,161 ▲62.6%318,5371.2%MedicalNNDMNano Dimension$1,149,068$1,149,068 ▲New Holding709,3121.2%Computer and TechnologyNKTXNkarta$1,101,991$108,904 ▲11.0%663,8501.1%MedicalPLRXPliant Therapeutics$1,036,793$291,802 ▲39.2%893,7301.0%MedicalINVEIdentiv$1,004,292$897 ▲0.1%308,0651.0%Computer and TechnologyAXRAMREP$946,652$3,098 ▲0.3%45,2290.9%FinanceSEERSeer$921,805$758 ▲0.1%430,7500.9%MedicalCARGO THERAPEUTICS INC$905,618$3,016 ▲0.3%219,8090.9%COMUEICUniversal Electronics$834,639$100,639 ▲13.7%126,0850.8%Computer and TechnologyMETAGENOMI INC$751,990$230,361 ▲44.2%508,1090.8%COMELYMEliem Therapeutics$689,017$2,295 ▲0.3%555,6670.7%MedicalZNTLZentalis Pharmaceuticals$648,728$922 ▲0.1%559,2130.6%MedicalANTX(ANTX)$617,750$2,032 ▲0.3%582,7700.6%MedicalALTO NEUROSCIENCE INC$613,485$613,485 ▲New Holding278,8570.6%COM SHSSCHLScholastic$563,272$1,909 ▲0.3%26,8480.6%Consumer StaplesKEZAR LIFE SCIENCES INC$527,277$42,613 ▼-7.5%115,1230.5%COM NEWNTICNorthern Technologies International$486,185$486,185 ▲New Holding65,6110.5%Basic MaterialsPMVPPMV Pharmaceuticals$479,842$38,889 ▼-7.5%452,6820.5%MedicalAADIAadi Bioscience$452,933$1,509 ▲0.3%242,2100.5%MedicalORMPOramed Pharmaceuticals$190,747$376,740 ▼-66.4%84,7790.2%MedicalCMRXChimerix$0$3,571,613 ▼-100.0%00.0%MedicalTHRDThird Harmonic Bio$0$776,812 ▼-100.0%00.0%MedicalRFLRafael$0$629,055 ▼-100.0%00.0%MedicalKEKimball Electronics$0$519,310 ▼-100.0%00.0%Computer and TechnologyKRONKronos Bio$0$465,772 ▼-100.0%00.0%MedicalNKTRNektar Therapeutics$0$392,522 ▼-100.0%00.0%MedicalIKENA ONCOLOGY INC$0$379,439 ▼-100.0%00.0%COMKODKodiak Sciences$0$200,327 ▼-100.0%00.0%MedicalNXTCNextCure$0$127,492 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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