Peapod Lane Capital LLC 13F holdings
Peapod Lane Capital LLC reported 61 positions with a total reported value of $148.2M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-27. Top holdings by reported value: HURC HURCO CO (4.1%), CLDT CHATHAM LODGING TR (4.1%), ALCO ALICO INC (3.3%), ACACIA RESH CORP (3.1%), FLGT FULGENT GENETICS INC (3.1%). Against 2026-03-31 it opened 7 new positions and exited 8. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
Email me when Peapod Lane Capital LLC files its 13F
A free account follows up to 10 funds. New 13F filings arrive in your daily or weekly digest. No password and no card.
Top holdings
25 largest of 61 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| HURC HURCO CO | 264,792 | $6.1M | 4.1% |
| CLDT CHATHAM LODGING TR | 457,149 | $6.0M | 4.1% |
| ALCO ALICO INC | 117,439 | $4.9M | 3.3% |
| ACACIA RESH CORP | 994,770 | $4.6M | 3.1% |
| FLGT FULGENT GENETICS INC | 224,207 | $4.6M | 3.1% |
| CLW CLEARWATER PAPER CORP | 289,906 | $4.5M | 3.1% |
| LMNR LIMONEIRA CO | 340,880 | $4.5M | 3.0% |
| OSUR ORASURE TECHNOLOGIES INC | 993,875 | $4.4M | 3.0% |
| TBI TRUEBLUE INC | 601,005 | $4.2M | 2.8% |
| ASLE AERSALE CORPORATION | 607,358 | $3.8M | 2.6% |
| ALOT ASTRONOVA INC | 133,065 | $3.8M | 2.6% |
| SGU STAR HLDGS | 412,468 | $3.8M | 2.5% |
| SENEA SENECA FOODS CORP NEW | 20,648 | $3.6M | 2.4% |
| HOFT HOOKER FURNISHINGS CORPORATI | 195,224 | $3.5M | 2.3% |
| JOUT JOHNSON OUTDOORS INC | 66,748 | $3.1M | 2.1% |
| SEAPORT ENTMT GROUP INC | 109,851 | $2.9M | 2.0% |
| UFI UNIFI INC | 581,977 | $2.8M | 1.9% |
| METHODE ELECTRS INC | 144,272 | $2.7M | 1.8% |
| VRA VERA BRADLEY INC | 684,766 | $2.7M | 1.8% |
| TUSK MAMMOTH ENERGY SVCS INC | 807,804 | $2.6M | 1.8% |
| MXCT MAXCYTE INC | 2,125,752 | $2.6M | 1.8% |
| CATO CATO CORP NEW | 778,940 | $2.5M | 1.7% |
| KVH INDS INC | 249,907 | $2.5M | 1.7% |
| KELLY SVCS INC | 192,461 | $2.4M | 1.6% |
| MED MEDIFAST INC | 222,576 | $2.4M | 1.6% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 7 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| BSET BASSETT FURNITURE INDS INC | 123,868 | $2.2M | 1.5% |
| PCYO PURE CYCLE CORP | 186,734 | $2.0M | 1.3% |
| ENGN ENGENE THERAPEUTICS INC | 1,102,149 | $1.9M | 1.3% |
| MYPS PLAYSTUDIOS INC | 3,002,579 | $1.5M | 1.0% |
| OM OUTSET MED INC | 331,951 | $1.4M | 1.0% |
| FULC FULCRUM THERAPEUTICS INC | 285,798 | $1.0M | 0.7% |
| VIRC VIRCO MFG CO | 62,507 | $383.8K | 0.3% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 8 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| FDMT 4D MOLECULAR THERAPEUTICS IN | 241,480 | $2.2M | 1.8% |
| FONAR CORP | 113,662 | $2.1M | 1.7% |
| TWIN TWIN DISC INC | 108,107 | $1.6M | 1.3% |
| AVIR ATEA PHARMACEUTICALS INC | 272,820 | $1.4M | 1.2% |
| KEZAR LIFE SCIENCES INC | 126,692 | $924.5K | 0.8% |
| CLYM CLIMB BIO INC | 108,878 | $739.8K | 0.6% |
| KYTX KYVERNA THERAPEUTICS INC | 40,404 | $336.5K | 0.3% |
| ANTX AN2 THERAPEUTICS INC | 59,854 | $206.9K | 0.2% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| BCYC BICYCLE THERAPEUTICS PLC | 121,106 | 537,978 | +344.2% | $2.3M |
| LMNR LIMONEIRA CO | 248,343 | 340,880 | +37.3% | $4.5M |
| CLW CLEARWATER PAPER CORP | 214,521 | 289,906 | +35.1% | $4.5M |
| MXCT MAXCYTE INC | 1,332,193 | 2,125,752 | +59.6% | $2.6M |
| LAKELAND INDS INC | 128,118 | 207,657 | +62.1% | $2.2M |
| FTEK FUEL TECH INC | 478,842 | 820,592 | +71.4% | $1.8M |
| DCGO DOCGO INC | 1,129,194 | 2,500,118 | +121.4% | $1.3M |
| ASLE AERSALE CORPORATION | 496,874 | 607,358 | +22.2% | $3.8M |
| TUSK MAMMOTH ENERGY SVCS INC | 599,805 | 807,804 | +34.7% | $2.6M |
| IDENTIV INC | 376,730 | 587,212 | +55.9% | $1.5M |
| SEAPORT ENTMT GROUP INC | 92,506 | 109,851 | +18.8% | $2.9M |
| HURC HURCO CO | 244,868 | 264,792 | +8.1% | $6.1M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CVGI COMMERCIAL VEH GROUP INC | 927,530 | 440,663 | -52.5% | $2.0M |
| KVH INDS INC | 414,738 | 249,907 | -39.7% | $2.5M |
| CLAR CLARUS CORP NEW | 530,871 | 210,384 | -60.4% | $662.7K |
| ALTO ALTO INGREDIENTS INC | 406,385 | 263,383 | -35.2% | $1.5M |
| ZNTL ZENTALIS PHARMACEUTICALS INC | 366,868 | 202,864 | -44.7% | $983.9K |
| ALCO ALICO INC | 133,692 | 117,439 | -12.2% | $4.9M |
| VRA VERA BRADLEY INC | 834,107 | 684,766 | -17.9% | $2.7M |
| ACACIA RESH CORP | 1,091,336 | 994,770 | -8.8% | $4.6M |
| NNDM NANO DIMENSION LTD | 1,760,543 | 1,451,728 | -17.5% | $2.1M |
| NKTX NKARTA INC | 676,212 | 549,923 | -18.7% | $1.6M |
| TBI TRUEBLUE INC | 640,010 | 601,005 | -6.1% | $4.2M |
| OSUR ORASURE TECHNOLOGIES INC | 1,018,476 | 993,875 | -2.4% | $4.4M |
CIK 2050979 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
