Peapod Lane Capital LLC Portfolio Holdings

Peapod Lane Capital LLC

  • $112 Billion
  • Q3 2025

Peapod Lane Capital LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $112 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alico, Inc. with a value of $4.6B, Seneca Foods Corp with a value of $4.02B, Biglari Holdings Inc. with a value of $3.98B, Hurco Companies Inc with a value of $3.93B, and Johnson Outdoors Inc with a value of $3.91B.

Examining the 13F form we can see an increase of $11.9B in the current position value, from $99.9B to 112B.

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 $112 Billion
Consumer Cyclical: $20.8 Billion
Healthcare: $19.3 Billion
Industrials: $15.2 Billion
Consumer Defensive: $10.8 Billion
Real Estate: $7.1 Billion
Basic Materials: $6.83 Billion
Communication Services: $6.72 Billion
Technology: $6.39 Billion
Other: $6.64 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $112 Billion
  • Prior Value $99.9 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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