Peapod Lane Capital LLC

Peapod Lane Capital LLC reported 61 holdings worth US$148M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 27, 2026

Peapod Lane Capital LLC reported 61 holdings worth US$148M as of Jun 30, 2026. Largest: Hurco Companies, Inc., Chatham Lodging Trust (reit) and Alico, Inc. Filed Jul 27, 2026 (Form 13F).

Holdings
61
Value as reported
US$148M

The filing in full

CompanySharesValue as reported% of portfolio
Hurco Companies, Inc.265KUS$6.06M4.1%
Chatham Lodging Trust (reit)457KUS$6.05M4.1%
Alico, Inc.117KUS$4.86M3.3%
Acacia Research Corporation995KUS$4.64M3.1%
Fulgent Genetics, Inc.224KUS$4.6M3.1%
Clearwater Paper Corporation290KUS$4.55M3.1%
Limoneira Co341KUS$4.48M3.0%
Orasure Technologies, Inc.994KUS$4.43M3.0%
Trueblue, Inc.601KUS$4.19M2.8%
Aersale Corporation607KUS$3.84M2.6%
Astronova, Inc.133KUS$3.79M2.6%
Star Holdings - Shares Of Beneficial Interest412KUS$3.77M2.5%
Seneca Foods Corp.20,648US$3.59M2.4%
Hooker Furnishings Corporation195KUS$3.48M2.3%
Johnson Outdoors Inc.66,748US$3.07M2.1%
Seaport Entertainment Group Inc.110KUS$2.92M2.0%
Unifi, Inc. New582KUS$2.76M1.9%
Methode Electronics, Inc.144KUS$2.74M1.8%
Vera Bradley, Inc.685KUS$2.66M1.8%
Mammoth Energy Services, Inc.808KUS$2.63M1.8%
Maxcyte, Inc.2.13MUS$2.61M1.8%
Cato Corporation (the)779KUS$2.52M1.7%
Kvh Industries, Inc.250KUS$2.48M1.7%
Kelly Services, Inc.192KUS$2.36M1.6%
Medifast Inc223KUS$2.36M1.6%
Resources Connection, Inc.537KUS$2.28M1.5%
Lakeland Industries, Inc.208KUS$2.22M1.5%
Universal Electronics Inc.463KUS$2.21M1.5%
Bassett Furniture Industries, Incorporated124KUS$2.19M1.5%
Commercial Vehicle Group, Inc.441KUS$2.04M1.4%
Arq, Inc.788KUS$2.01M1.4%
Pure Cycle Corporation187KUS$2M1.3%
Standard Biotools Inc.2.41MUS$1.98M1.3%
Saga Communications, Inc.210KUS$1.9M1.3%
Fuel Tech, Inc.821KUS$1.81M1.2%
Inogen, Inc263KUS$1.69M1.1%
Hoyne Bancorp, Inc.98,232US$1.64M1.1%
Nkarta, Inc.550KUS$1.56M1.1%
Westwood Holdings Group Inc80,120US$1.54M1.0%
Intrepid Potash, Inc46,173US$1.51M1.0%
Northern Technologies International Corporation176KUS$1.51M1.0%
Alto Ingredients, Inc.263KUS$1.5M1.0%
Playstudios, Inc.3MUS$1.5M1.0%
Pliant Therapeutics, Inc.1.31MUS$1.49M1.0%
Identiv, Inc.587KUS$1.48M1.00%
Outset Medical, Inc.332KUS$1.43M0.97%
Fb Bancorp, Inc.89,599US$1.35M0.91%
Gaia, Inc.641KUS$1.35M0.91%
Docgo Inc.2.5MUS$1.29M0.87%
Lake Shore Bancorp, Inc.70,039US$1.25M0.84%
Amrep Corporation46,763US$1.18M0.80%
Fulcrum Therapeutics, Inc.286KUS$1.05M0.71%
Zentalis Pharmaceuticals, Inc.203KUS$984K0.66%
Seer, Inc.445KUS$739K0.50%
Clarus Corporation210KUS$663K0.45%
Metagenomi Therapeutics, Inc.525KUS$625K0.42%
Virco Manufacturing Corporation62,507US$384K0.26%
An2 Therapeutics, Inc.0US$00.00%
Atea Pharmaceuticals, Inc.0US$00.00%
Climb Bio, Inc.0US$00.00%
Fonar Corporation0US$00.00%
Kezar Life Sciences, Inc.0US$00.00%
Kyverna Therapeutics, Inc.0US$00.00%
Twin Disc, Incorporated0US$00.00%
4d Molecular Therapeutics, Inc.0US$00.00%

Source

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