Peapod Lane Capital LLC Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$88.9B
Holdings
61
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (61 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FSPFRANKLIN STR PPTYS CORP | 2,613,391 | $4.7B | 5.23% | |
| 2 | ALCOALICO INC | 130,831 | $3.9B | 4.39% | |
| 3 | SENEASENECA FOODS CORP NEW | 42,605 | $3.8B | 4.27% | |
| 4 | HURCHURCO CO | 241,653 | $3.7B | 4.22% | |
| 5 | CMRXEURCHIMERIX INC | 419,696 | $3.6B | 4.02% | |
| 6 | BHBIGLARI HLDGS INC | 13,829 | $3.0B | 3.37% | |
| 7 | ASLEAERSALE CORPORATION | 398,068 | $3.0B | 3.35% | |
| 8 | FLGTFULGENT GENETICS INC | 162,227 | $2.7B | 3.08% | |
| 9 | STHOSTAR HLDGS | 302,239 | $2.6B | 2.89% | |
| 10 | SGASAGA COMMUNICATIONS INC | 203,707 | $2.5B | 2.86% | |
| 11 | UFIUNIFI INC | 512,352 | $2.5B | 2.77% | |
| 12 | GAIAGAIA INC NEW | 617,165 | $2.4B | 2.67% | |
| 13 | JOUTJOHNSON OUTDOORS INC | 88,471 | $2.2B | 2.47% | |
| 14 | CO2ACATO CORP NEW | 656,690 | $2.2B | 2.46% | |
| 15 | WHGWESTWOOD HLDGS GROUP INC | 124,754 | $2.0B | 2.27% | |
| 16 | GEOSGEOSPACE TECHNOLOGIES CORP | 280,051 | $2.0B | 2.27% | |
| 17 | FONRFONAR CORP | 143,102 | $2.0B | 2.26% | |
| 18 | VRAVERA BRADLEY INC | 870,156 | $2.0B | 2.20% | |
| 19 | EP3ORASURE TECHNOLOGIES INC | 571,110 | $1.9B | 2.16% | |
| 20 | CLARCLARUS CORP NEW | 479,005 | $1.8B | 2.02% | |
| 21 | KVHIKVH INDS INC | 336,093 | $1.8B | 2.00% | |
| 22 | IPIINTREPID POTASH INC | 58,106 | $1.7B | 1.92% | |
| 23 | SGOVISHARES TR | 14,417 | $1.5B | 1.63% | |
| 24 | ACTGACACIA RESH CORP | 435,279 | $1.4B | 1.57% | |
| 25 | TBITRUEBLUE INC | 260,756 | $1.4B | 1.56% | |
| 26 | AVIRATEA PHARMACEUTICALS INC | 452,060 | $1.4B | 1.52% | |
| 27 | CLDTCHATHAM LODGING TR | 186,356 | $1.3B | 1.49% | |
| 28 | ALOTASTRONOVA INC | 128,377 | $1.2B | 1.33% | |
| 29 | NKTXNKARTA INC | 598,245 | $1.1B | 1.24% | |
| 30 | ALTOALTO INGREDIENTS INC | 942,425 | $1.1B | 1.21% | |
| 31 | CLWCLEARWATER PAPER CORP | 40,884 | $1.0B | 1.17% | |
| 32 | FUE1FUEL TECH INC | 981,102 | $1.0B | 1.16% | |
| 33 | INVNIDENTIV INC | 307,790 | $981.9M | 1.10% | |
| 34 | MEDMEDIFAST INC | 69,200 | $932.8M | 1.05% | |
| 35 | AXRAMREP CORP | 45,081 | $903.9M | 1.02% | |
| 36 | CRGXCARGO THERAPEUTICS INC | 219,077 | $891.6M | 1.00% | |
| 37 | ZNTLZENTALIS PHARMACEUTICALS INC | 558,418 | $887.9M | 1.00% | |
| 38 | PLRXPLIANT THERAPEUTICS INC | 642,193 | $867.0M | 0.98% | |
| 39 | HOFTHOOKER FURNISHINGS CORPORATI | 85,572 | $859.1M | 0.97% | |
| 40 | 5E7ITEOS THERAPEUTICS INC | 135,655 | $809.9M | 0.91% | |
| 41 | ANTXAN2 THERAPEUTICS INC | 580,853 | $790.0M | 0.89% | |
| 42 | THRDTHIRD HARMONIC BIO INC | 223,865 | $776.8M | 0.87% | |
| 43 | KYTXKYVERNA THERAPEUTICS INC | 396,221 | $764.7M | 0.86% | |
| 44 | SEERSEER INC | 430,396 | $727.4M | 0.82% | |
| 45 | UEICUNIVERSAL ELECTRS INC | 110,882 | $678.6M | 0.76% | |
| 46 | CLYMCLIMB BIO INC | 553,816 | $675.7M | 0.76% | |
| 47 | CVGICOMMERCIAL VEH GROUP INC | 565,090 | $649.9M | 0.73% | |
| 48 | FDMT4D MOLECULAR THERAPEUTICS IN | 195,853 | $632.6M | 0.71% | |
| 49 | RFLRAFAEL HLDGS INC | 336,393 | $629.1M | 0.71% | |
| 50 | KZRKEZAR LIFE SCIENCES INC | 124,427 | $607.2M | 0.68% | |
| 51 | ORMPORAMED PHARMACEUTICALS INC | 252,224 | $539.8M | 0.61% | |
| 52 | PMVPPMV PHARMACEUTICALS INC | 489,370 | $533.4M | 0.60% | |
| 53 | KEKIMBALL ELECTRONICS INC | 31,569 | $519.3M | 0.58% | |
| 54 | SCHLSCHOLASTIC CORP | 26,757 | $505.2M | 0.57% | |
| 55 | MGXMETAGENOMI INC | 352,457 | $479.3M | 0.54% | |
| 56 | KRON1USDKRONOS BIO INC | 564,572 | $465.8M | 0.52% | |
| 57 | WHWKWHITEHAWK THERAPEUTICS INC | 241,403 | $429.7M | 0.48% | |
| 58 | NKTREURNEKTAR THERAPEUTICS | 577,238 | $392.5M | 0.44% | |
| 59 | —IKENA ONCOLOGY INC | 296,437 | $379.4M | 0.43% | |
| 60 | KODKODIAK SCIENCES INC | 71,418 | $200.3M | 0.23% | |
| 61 | NXTCNEXTCURE INC | 265,442 | $127.5M | 0.14% |