Peapod Lane Capital LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $99.9 Billion distributed in 57 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Hurco Companies Inc with a value of $4.53B, Franklin Street Properties Corp with a value of $4.3B, Alico, Inc. with a value of $4.29B, Biglari Holdings Inc. with a value of $4.05B, and Seneca Foods Corp with a value of $3.74B.
Examining the 13F form we can see an increase of $11B in the current position value, from $88.9B to 99.9B.
Peapod Lane Capital LLC is based out at Bedford Hills, NY
Below you can find more details about Peapod Lane Capital LLC portfolio as well as his latest detailed transactions.
Portfolio value
$99.9 Billion
Consumer Cyclical: $19.4 Billion
Healthcare: $18 Billion
Industrials: $15 Billion
Consumer Defensive: $9.95 Billion
Real Estate: $7.48 Billion
Communication Services: $5.93 Billion
Basic Materials: $5.6 Billion
Technology: $4.41 Billion
Other: $5.07 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
