13F HOLDINGS REPORT
Peapod Lane Capital LLC
Quarter ended Q4 2025 · Filed January 28, 2026 · Accession 0001941040-26-000050
Total Value
$117.5M
Positions
59
Other Managers
0
Confidential Omitted
No
Holdings (59)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALICO INC | ALCO | 133,701 | $4.9M | 4.14% |
| 2 | ISHARES TR | 464287655 | 19,758 | $4.9M | 4.14% |
| 3 | ALTO NEUROSCIENCE INC | ANRO | 253,992 | $4.5M | 3.85% |
| 4 | FULGENT GENETICS INC | FLGT | 165,781 | $4.4M | 3.71% |
| 5 | SENECA FOODS CORP NEW | SENEM | 37,523 | $4.2M | 3.53% |
| 6 | JOHNSON OUTDOORS INC | JOUT | 97,414 | $4.1M | 3.52% |
| 7 | BIGLARI HLDGS INC | BH | 12,399 | $4.1M | 3.51% |
| 8 | ALTO INGREDIENTS INC | ALTO | 1,244,198 | $3.6M | 3.05% |
| 9 | AERSALE CORPORATION | ASLE | 496,884 | $3.5M | 3.01% |
| 10 | ACACIA RESH CORP | 003881307 | 845,954 | $3.2M | 2.74% |
| 11 | STAR HLDGS | STHO | 383,653 | $3.2M | 2.69% |
| 12 | HURCO CO | HURC | 200,121 | $3.1M | 2.63% |
| 13 | KVH INDS INC | 482738101 | 414,734 | $2.9M | 2.46% |
| 14 | NANO DIMENSION LTD | NNDM | 1,760,516 | $2.7M | 2.31% |
| 15 | LIMONEIRA CO | LMNR | 208,547 | $2.6M | 2.24% |
| 16 | CLEARWATER PAPER CORP | CLW | 144,433 | $2.5M | 2.14% |
| 17 | ORASURE TECHNOLOGIES INC | OSUR | 1,018,470 | $2.5M | 2.10% |
| 18 | TWIN DISC INC | TWIN | 138,630 | $2.3M | 1.97% |
| 19 | GAIA INC NEW | GAIA | 630,840 | $2.3M | 1.95% |
| 20 | CLIMB BIO INC | CLYM | 565,992 | $2.3M | 1.93% |
| 21 | CHATHAM LODGING TR | CLDT-PA | 322,183 | $2.2M | 1.87% |
| 22 | CATO CORP NEW | CATO | 696,474 | $2.2M | 1.83% |
| 23 | VERA BRADLEY INC | VRA | 875,893 | $2.1M | 1.80% |
| 24 | HOOKER FURNISHINGS CORPORATI | HOFT | 185,982 | $2.1M | 1.79% |
| 25 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 268,024 | $2.0M | 1.71% |
| 26 | SAGA COMMUNICATIONS INC | SGA | 171,917 | $2.0M | 1.67% |
| 27 | FONAR CORP | FONR | 104,869 | $1.9M | 1.66% |
| 28 | RESOURCES CONNECTION INC | RGP | 358,954 | $1.8M | 1.54% |
| 29 | KYVERNA THERAPEUTICS INC | KYTX | 183,820 | $1.7M | 1.47% |
| 30 | ISHARES TR | 46436E718 | 16,441 | $1.7M | 1.40% |
| 31 | UNIVERSAL ELECTRS INC | 913483103 | 455,543 | $1.6M | 1.40% |
| 32 | UNIFI INC | UFI | 452,513 | $1.6M | 1.35% |
| 33 | CLARUS CORP NEW | CLAR | 465,193 | $1.6M | 1.33% |
| 34 | ATEA PHARMACEUTICALS INC | AVIR | 435,020 | $1.6M | 1.32% |
| 35 | WESTWOOD HLDGS GROUP INC | 961765104 | 88,680 | $1.5M | 1.30% |
| 36 | IDENTIV INC | INVE | 376,734 | $1.4M | 1.23% |
| 37 | TRUEBLUE INC | TBI | 285,974 | $1.3M | 1.11% |
| 38 | COMMERCIAL VEH GROUP INC | 202608105 | 889,634 | $1.3M | 1.09% |
| 39 | INTREPID POTASH INC | IPI | 46,086 | $1.3M | 1.09% |
| 40 | NKARTA INC | NKTX | 676,199 | $1.3M | 1.06% |
| 41 | NORTHERN TECHNOLOGIES INTL C | NTRSO | 142,621 | $1.1M | 0.95% |
| 42 | MEDIFAST INC | MED | 101,567 | $1.1M | 0.92% |
| 43 | PLIANT THERAPEUTICS INC | PLRX | 886,374 | $1.1M | 0.92% |
| 44 | ASTRONOVA INC | ALOT | 121,383 | $1.0M | 0.89% |
| 45 | HOYNE BANCORP INC | HYNE | 70,495 | $1.0M | 0.87% |
| 46 | LAKE SHORE BANCORP INC | LSBK | 68,922 | $1.0M | 0.86% |
| 47 | FB BANCORP INC | FBLA | 70,429 | $905,013 | 0.77% |
| 48 | AMREP CORP | AXR | 46,064 | $866,003 | 0.74% |
| 49 | SCHOLASTIC CORP | SCHL | 27,344 | $810,206 | 0.69% |
| 50 | METAGENOMI INC | MGX | 497,653 | $806,198 | 0.69% |
| 51 | SEER INC | SEER | 438,612 | $802,660 | 0.68% |
| 52 | KEZAR LIFE SCIENCES INC | KZR | 126,699 | $796,937 | 0.68% |
| 53 | ARQ INC | ARQ | 228,564 | $747,404 | 0.64% |
| 54 | AN2 THERAPEUTICS INC | ANTX | 593,396 | $676,471 | 0.58% |
| 55 | GEOSPACE TECHNOLOGIES CORP | GEOS | 37,817 | $639,485 | 0.54% |
| 56 | ZENTALIS PHARMACEUTICALS INC | ZNTL | 448,861 | $605,962 | 0.52% |
| 57 | LAKELAND INDS INC | 511795106 | 68,323 | $603,975 | 0.51% |
| 58 | FRANKLIN STR PPTYS CORP | 35471R106 | 614,235 | $580,943 | 0.49% |
| 59 | FUEL TECH INC | FTEK | 359,643 | $561,043 | 0.48% |