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Peapod Lane Capital LLC
Peapod Lane Capital LLC is a New York-based independent investment adviser, founded in 2010 by Erik J. Conrad. With a small team of 2 professional investors, the firm manages assets primarily for high net worth individuals and other investment advisers, typically handling accounts focused on value-driven equities and niche opportunities. It is headquartered in Bedford Hills, New York, and serves clients with a taste for deep value, concentrated portfolios and micro- and nano-cap equity exposure.
Investment Strategy
Peapod Lane Capital LLC employs a classic value investing strategy focused on the 'lost art' of buying net-net style stocks—companies trading at substantial discounts to their liquidation or replacement values. The firm emphasizes US-listed micro and nano-cap securities, seeking deeply out-of-favor businesses and targets investments where the market undervalues core assets. Its philosophy prioritizes traditional valuation metrics and a contrarian, independent-minded investment approach, catering to informed clients looking for non-mainstream, underfollowed opportunities.
Latest 13F Filing Activity
Peapod Lane Capital LLC filed their most recent 13F report on Jun 30, 2025 disclosing 56 equity positions with a total 13F market value of $100M. The fund increased holdings in Limoneira Co., Twin Disc Inc., Acacia Resh Corp. among other positions. Peapod Lane Capital LLC reduced exposure to Chimerix Inc., Third Harmonic Bio Inc., Westwood HLDGS Group Inc. among others.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
H HURC | HURCO CO | 4.54% | $4.5M | 239,910 | $19.29 | $18.90 | +$786.2K |
F FSP | FRANKLIN STR PPTYS CORP | 4.30% | $4.3M | 2,622,083 | $1.83 | $1.64 | -$351.6K |
A ALCO | ALICO INC | 4.29% | $4.3M | 131,265 | $25.97 | $32.68 | +$385.8K |
B BH | BIGLARI HLDGS INC | 4.06% | $4.1M | 13,876 | $254.42 | $292.21 | +$1.1M |
| SENECA FOODS CORP NEW | 3.74% | $3.7M | 36,845 | $79.26 | $101.43 | -$56.4K |
Industry Allocation
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