Peapod Lane Capital LLC
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$463.4M
Holdings
62
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ALCO
ALICO INC
Q1 2026: Exited (was 133.7k shares)
4.5%
02
$ACTG
ACACIA RESH CORP
Q1 2026: Exited (was 846.0k shares)
4.3%
03
$KVHI
KVH INDS INC
Q1 2026: Exited (was 414.7k shares)
3.0%
04
$HURC
HURCO CO
Q1 2026: Exited (was 200.1k shares)
3.0%
05
$CLDT
CHATHAM LODGING TR
Q1 2026: Exited (was 322.2k shares)
2.9%
06
$FLGT
FULGENT GENETICS INC
Q1 2026: Exited (was 165.8k shares)
2.9%
07
$LMNR
LIMONEIRA CO
Q1 2026: Exited (was 208.5k shares)
2.7%
08
$CVGI
COMMERCIAL VEH GROUP INC
Q1 2026: Exited (was 889.6k shares)
2.6%
09
$SENEA
SENECA FOODS CORP NEW
Q1 2026: Exited (was 37.5k shares)
2.5%
10
$ASLE
AERSALE CORPORATION
Q1 2026: Exited (was 496.9k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:22 UTC.