PLC
Peapod Lane Capital LLC Portfolio
Invests via Peapod Lane Capital LLC | Managed by Erik Conrad
Invests via Peapod Lane Capital LLC
Managed by Erik Conrad
Automatically Tracked
Company Profile
Specialist private investment firm focused on consumer-facing and franchised services, providing growth capital, buyouts and operational support for small- to middle-market companies. Peapod Lane Capital LLC targets revenue-generating businesses with scalable unit economics, often backing founder transitions and roll-up strategies. Investment approach emphasizes hands-on portfolio management, margin expansion and disciplined capital deployment to drive cash-flow improvement and exit optionality.
Specialist private investment firm focused on consumer-facing and franchised services, providing growth capital, buyouts and operational support for small- to middle-market companies. Peapod Lane Capital LLC targets revenue-generating businesses with scalable unit economics, often backing founder transitions and roll-up strategies. Investment approach emphasizes hands-on portfolio management, margin expansion and disciplined capital deployment to drive cash-flow improvement and exit optionality.
Investment Philosophy & Strategy
Specialist private investment firm focused on consumer-facing and franchised services, providing growth capital, buyouts and operational support for small- to middle-market companies. Peapod Lane Capital LLC targets revenue-generating businesses with scalable unit economics, often backing founder transitions and roll-up strategies. Investment approach emphasizes hands-on portfolio management, margin expansion and disciplined capital deployment to drive cash-flow improvement and exit optionality.
Specialist private investment firm focused on consumer-facing and franchised services, providing growth capital, buyouts and operational support for small- to middle-market companies. Peapod Lane Capital LLC targets revenue-generating businesses with scalable unit economics, often backing founder transitions and roll-up strategies. Investment approach emphasizes hands-on portfolio management, margin expansion and disciplined capital deployment to drive cash-flow improvement and exit optionality.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
53.94%
Gain -1.01%
Monthly
2.19%
Yearly
29.78%
Drawdown
19.62%
$149.57M
Equity
Holdings
$149.57M
Investment
$127M
$46.06M
Profit -$1.2M
Realized
$23.49M
Unrealized
$22.58M
Dividends
$1.42M
Goals
Avg. 77.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.01%
Profit
-$1.2M
Win %
64%
This Week
Compared To Last Week
Gain
-1.45%
Profit
-$2.21M
Win %
64%
This Month
Compared to last month
Gain
3.28%
Profit
$4.74M
Win %
64%
This Year
Compared to last year
Gain
2.74%
Profit
$3.98M
Win %
69%
SEER Seer, Inc.
+7.77%
+$71,272 
CVGI Commercial Vehicle Group, Inc.
+4.38%
+$83,725.97 
UFI Unifi Inc.
+4.24%
+$151,314.02 
LAKE Lakeland Industries Inc.
+3.26%
+$74,756.52 
ALTO Alto Ingredients Inc.
+3.03%
+$36,873.62 
CATO Cato Corporation
+2.7%
+$70,104.6 
RGP Resources Connection Inc.
+2.34%
+$53,695.5 
MEI Methode Electronics Inc.
+2.04%
+$40,396.16 
MYPS Playstudios Inc.
+2.02%
+$36,031.04 
OSUR Orasure Technologies Inc.
+2.02%
+$79,510 
TUSK Mammoth Energy Services Inc.
+1.92%
+$40,390.2 
ENGN enGene Therapeutics Inc.
+1.71%
+$33,064.47 
VIRC Virco Mfg. Corporation
+0.83%
+$3,125.35 
ASLE AerSale Corporation
+0.81%
+$30,367.9 
STHO Star Holdings Inc.
+0.54%
+$20,623.4 
NTIC Northern Technologies International Corporation
+0.5%
+$7,044.56 
INGN Inogen Inc.
+0.47%
+$7,883.25 
ACTG Acacia Research Corporation
+0.45%
+$19,895.4 
ALOT Astronova Inc.
+0.38%
+$14,637.15 
LSBK Lake Shore Bancorp, Inc.
+0.23%
+$2,801.56 
WHG Westwood Holdings Group Inc.
+0.1%
+$1,602.4 
FBLA Fb Bancorp Inc.
+0.1%
+$1,343.98 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$418 
CLDT Chatham Lodging Trust
0%
$0 
CLAR Clarus Corporation
0%
$0 
GAIA Gaia, Inc.
0%
$0 
MXCT MaxCyte, Inc.
0%
$0 
FLGT Fulgent Genetics Inc.
-18.11%
-$820,597.62 
ARQ Arq Inc.
-4.37%
-$70,909.2 
IPI Intrepid Potash Inc.
-3.85%
-$62,795.28 
OM Outset Medical Inc.
-3.79%
-$59,751.18 
FULC Fulcrum Therapeutics Inc.
-3.76%
-$40,011.72 
BCYC Bicycle Therapeutics plc American Depositary Receipt
-3.74%
-$80,696.7 
ZNTL Zentalis Pharmaceuticals, Inc.
-3.66%
-$36,515.52 
LAB Standard Biotools Inc.
-3.33%
-$72,344.17 
TBI TrueBlue Inc.
-3.01%
-$132,221.1 
NKTX Nkarta Inc.
-2.79%
-$32,995.38 
NNDM Nano Dimension Ltd.
-2.6%
-$58,069.12 
MGX Metagenomi, Inc.
-2.46%
-$15,750.72 
DCGO DocGo Inc.
-2.4%
-$40,001.84 
VRA Vera Bradley Inc.
-2.29%
-$54,781.28 
LMNR Limoneira Company
-2.26%
-$102,264 
INVE Identiv Inc.
-2.22%
-$35,232.72 
FTEK Fuel Tech Inc.
-2.08%
-$24,617.76 
BSET Bassett Furniture Industries Inc.
-2.06%
-$49,547.2 
PLRX Pliant Therapeutics Inc.
-1.89%
-$26,180.26 
PCYO Pure Cycle Corporation
-1.87%
-$37,346.8 
HURC Hurco Companies, Inc.
-1.7%
-$95,325.12 
KELYA Kelly Services Inc.
-1.2%
-$34,642.98 
ALCO Alico Inc.
-1.1%
-$49,324.38 
SENEA Seneca Foods Corporation Class A
-1.08%
-$37,372.67 
AXR Amrep Corp.
-0.98%
-$10,755.49 
MED Medifast Inc.
-0.81%
-$17,806.08 
SGA Saga Communications Inc.
-0.78%
-$14,690.55 
CLW Clearwater Paper Corporation
-0.57%
-$34,788.43 
HYNE Hoyne Bancorp, Inc.
-0.43%
-$6,876.24 
SEG Seaport Entertainment Group, Inc.
-0.42%
-$12,083.61 
JOUT Johnson Outdoors Inc.
-0.32%
-$10,012.27 
HOFT Hooker Furnishings Corporation
-0.29%
-$7,808.96 
UEIC Universal Electronics Inc.
-0.22%
-$4,628.01 
KVHI KVH Industries Inc.
-0.11%
-$2,499.07 Events
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Dividends
Dividend Analysis
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| Trades 413 | Longs Won 251/413 60% | Profit Factor 3.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $461,665.69 |
| Average Win $256,320.58 | Best Trade (Mar 30) $3.91M | Sharpe Ratio -11.37 |
| Average Loss -$112,816.08 | Worst Trade (Aug 12) -$2.01M | Z-Score 2.44 (98.52%) |
| Commissions $0 | Avg. Trade Length 9m 3w 2d | Expectancy $111,526.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,326 | 1,194 | 1,061 | 928 | 796 | 663 | 531 | 398 | 265 | 133 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACTG Acacia Research Corporation | 994,770 | $3.92M | $4.41M | - | $484,972.49 | 12.37% | +0.454% |
| ALCO Alico Inc. | 117,439 | $3.07M | $4.43M | - | $1.36M | 44.31% | -1.1% |
| ALOT Astronova Inc. | 133,065 | $1.59M | $3.85M | - | $2.26M | 142.08% | +0.381% |
| ALTO Alto Ingredients Inc. | 263,383 | $317,659.3 | $1.25M | - | $936,043.78 | 294.67% | +3.03% |
| ARQ Arq Inc. | 787,880 | $2.17M | $1.55M | - | -$617,582.13 | -28.46% | -4.369% |
| ASLE AerSale Corporation | 607,358 | $3.86M | $3.77M | - | -$97,361.7 | -2.52% | +0.813% |
| AXR Amrep Corp. | 46,763 | $1.45M | $1.09M | - | -$365,987.58 | -25.19% | -0.98% |
| BCYC Bicycle Therapeutics plc American Depositary Receipt | 537,978 | $2.32M | $2.08M | - | -$241,149.41 | -10.4% | -3.741% |
| BSET Bassett Furniture Industries Inc. | 123,868 | $2.19M | $2.35M | - | $154,834.96 | 7.05% | -2.065% |
| CATO Cato Corporation | 778,940 | $2.89M | $2.66M | - | -$227,574.36 | -7.87% | +2.703% |
| CLAR Clarus Corporation | 210,384 | $776,637.77 | $675,332.64 | - | -$101,305.13 | -13.04% | 0.0 |
| CLDT Chatham Lodging Trust | 457,149 | $3.37M | $6.09M | - | $2.72M | 80.73% | 0.0 |
| CLW Clearwater Paper Corporation | 289,906 | $5.39M | $6.1M | - | $702,720.72 | 13.03% | -0.567% |
| CVGI Commercial Vehicle Group, Inc. | 440,663 | $773,464.64 | $2M | - | $1.22M | 158.09% | +4.378% |
| DCGO DocGo Inc. | 2.5M | $1.41M | $1.63M | - | $222,510.05 | 15.84% | -2.399% |
| ENGN enGene Therapeutics Inc. | 1.1M | $1.91M | $1.97M | - | $66,128.72 | 3.47% | +1.705% |
| FBLA Fb Bancorp Inc. | 89,599 | $1.11M | $1.38M | - | $274,145.14 | 24.68% | +0.097% |
| FLGT Fulgent Genetics Inc. | 224,207 | $3.94M | $3.71M | - | -$226,795.22 | -5.76% | -18.11% |
| FTEK Fuel Tech Inc. | 820,592 | $1.18M | $1.16M | - | -$26,456.51 | -2.24% | -2.083% |
| FULC Fulcrum Therapeutics Inc. | 285,798 | $1.05M | $1.02M | - | -$22,864.15 | -2.19% | -3.763% |
No Data
Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Peapod Lane Capital LLC?
The largest contributions to the portfolio's profits come from the following stocks: Alto Neuroscience Inc - $4.39M, Chimerix Inc - $3.8M, Alto Ingredients Inc - $3.36M, Climb Biotherapeutics, Inc - $3.14M, and Kyverna Therapeutics, Inc - $2.5M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Franklin Street Properties Corp - $2.06M, Kodiak Sciences Inc - $1.19M, Marcus Corporation - $718,257.44, Whitehawk Therapeutics, Inc - $579,851.52, and Clarus Corporation - $431,794.15. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Peapod Lane Capital LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.42M earned over time. The largest contributors to dividend income include Saga Communications Inc - $280,131.75, Johnson Outdoors Inc - $186,605.76, Chatham Lodging Trust - $152,028.22, Hooker Furnishings Corporation - $148,156.69, and Franklin Street Properties Corp - $108,628.98. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Peapod Lane Capital LLC's monthly returns?
Peapod Lane Capital LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Peapod Lane Capital LLC's strategy be considered aggressive or moderate?
Peapod Lane Capital LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Peapod Lane Capital LLC's strategy?
Peapod Lane Capital LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
