Funds › Peapod Lane Capital LLC
Peapod Lane Capital LLC
13F for Q3 2026, filed Oct 22, 2026. 59 positions worth $134.1M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | CLDT Chatham Lodging Trust | 424,198 | $5.7M | 4.2% | -7.2% | 13F ↗ |
| 2 | HURC Hurco Companies, Inc. | 250,425 | $5.4M | 4.0% | -5.4% | 13F ↗ |
| 3 | CLW Clearwater Paper Corporation | 268,996 | $5.2M | 3.8% | -7.2% | 13F ↗ |
| 4 | TBI TrueBlue, Inc. | 535,937 | $4.9M | 3.7% | -10.8% | 13F ↗ |
| 5 | FLGT Fulgent Genetics, Inc. | 210,783 | $4.6M | 3.5% | -6.0% | 13F ↗ |
| 6 | ASLE AerSale Corporation | 828,626 | $4.3M | 3.2% | +36.4% | 13F ↗ |
| 7 | ALCO Alico, Inc. | 109,218 | $4.2M | 3.1% | -7.0% | 13F ↗ |
| 8 | ACTG Acacia Research Corporation · Acacia Tch Com | 928,177 | $4.0M | 3.0% | -6.7% | 13F ↗ |
| 9 | LMNR Limoneira Co | 319,344 | $3.8M | 2.8% | -6.3% | 13F ↗ |
| 10 | OSUR OraSure Technologies, Inc. | 928,592 | $3.6M | 2.7% | -6.6% | 13F ↗ |
| 11 | UFI Unifi, Inc. | 550,713 | $3.6M | 2.7% | -5.4% | 13F ↗ |
| 12 | iShares Tr 0-3 Mth Treasury | 34,610 | $3.5M | 2.6% | +65.6% | 13F ↗ |
| 13 | SENEA Seneca Foods Corp. Class A | 19,419 | $3.5M | 2.6% | -6.0% | 13F ↗ |
| 14 | STHO Star Holdings · Shs Ben Int | 391,489 | $3.4M | 2.5% | -5.1% | 13F ↗ |
| 15 | VRA Vera Bradley, Inc. | 639,373 | $3.0M | 2.2% | -6.6% | 13F ↗ |
| 16 | KELYA Kelly Services, Inc. Class A | 179,285 | $2.9M | 2.2% | -6.8% | 13F ↗ |
| 17 | JOUT Johnson Outdoors Inc. | 62,385 | $2.7M | 2.0% | -6.5% | 13F ↗ |
| 18 | PCYO Pure Cycle Corporation | 220,956 | $2.4M | 1.8% | +18.3% | 13F ↗ |
| 19 | MED Medifast Inc | 207,502 | $2.4M | 1.8% | -6.8% | 13F ↗ |
| 20 | HOFT Hooker Furnishings Corporation | 184,151 | $2.4M | 1.8% | -5.7% | 13F ↗ |
| 21 | SEG Seaport Entertainment Group Inc. | 102,140 | $2.3M | 1.7% | -7.0% | 13F ↗ |
| 22 | MXCT MaxCyte, Inc. | 1.98M | $2.2M | 1.7% | -6.8% | 13F ↗ |
| 23 | UEIC Universal Electronics Inc. | 420,801 | $2.2M | 1.6% | -9.1% | 13F ↗ |
| 24 | TUSK Mammoth Energy Services, Inc. | 758,985 | $2.2M | 1.6% | -6.0% | 13F ↗ |
| 25 | NNDM Nano Dimension Ltd. · ADR | 1.37M | $2.2M | 1.6% | -5.4% | 13F ↗ |
| 26 | LAKE Lakeland Industries, Inc. | 210,819 | $2.1M | 1.6% | +1.5% | 13F ↗ |
| 27 | ENGN enGene Therapeutics Inc. | 1.04M | $2.1M | 1.5% | -5.8% | 13F ↗ |
| 28 | BSET Bassett Furniture Industries, Incorporated | 116,954 | $2.0M | 1.5% | -5.6% | 13F ↗ |
| 29 | ASIX AdvanSix Inc. | 127,369 | $2.0M | 1.5% | New | 13F ↗ |
| 30 | CATO Cato Corporation | 826,666 | $2.0M | 1.5% | +6.1% | 13F ↗ |
| 31 | RGP Resources Connection, Inc. | 500,763 | $1.9M | 1.4% | -6.7% | 13F ↗ |
| 32 | MEI Methode Electronics, Inc. | 134,637 | $1.9M | 1.4% | -6.7% | 13F ↗ |
| 33 | BCYC Bicycle Therapeutics plc · ADR | 501,708 | $1.8M | 1.4% | -6.7% | 13F ↗ |
| 34 | SHOE Shoe Station Group, Inc. | 142,413 | $1.8M | 1.4% | New | 13F ↗ |
| 35 | LAB Standard BioTools Inc. | 2.25M | $1.7M | 1.2% | -6.8% | 13F ↗ |
| 36 | KVHI KVH Industries, Inc. | 233,406 | $1.6M | 1.2% | -6.6% | 13F ↗ |
| 37 | SGA Saga Communications, Inc. | 196,587 | $1.6M | 1.2% | -6.3% | 13F ↗ |
| 38 | HYNE Hoyne Bancorp, Inc. | 92,436 | $1.5M | 1.1% | -5.9% | 13F ↗ |
| 39 | ARQ Arq, Inc. | 740,306 | $1.5M | 1.1% | -6.0% | 13F ↗ |
| 40 | INGN Inogen, Inc | 268,144 | $1.4M | 1.1% | +2.0% | 13F ↗ |
| 41 | WHG Westwood Holdings Group Inc | 75,133 | $1.4M | 1.0% | -6.2% | 13F ↗ |
| 42 | IPI Intrepid Potash, Inc | 43,435 | $1.4M | 1.0% | -5.9% | 13F ↗ |
| 43 | FBLA FB Bancorp, Inc. | 83,835 | $1.4M | 1.0% | -6.4% | 13F ↗ |
| 44 | NKTX Nkarta, Inc. | 518,406 | $1.4M | 1.0% | -5.7% | 13F ↗ |
| 45 | Playstudios Inc | 2.81M | $1.3M | 1.0% | -6.6% | 13F ↗ |
| 46 | PLRX Pliant Therapeutics, Inc. | 1.21M | $1.3M | 1.0% | -7.2% | 13F ↗ |
| 47 | INVE INVE Technologies, Inc. | 546,881 | $1.3M | 1.0% | -6.9% | 13F ↗ |
| 48 | NTIC Northern Technologies International Corporation | 164,122 | $1.3M | 1.0% | -6.8% | 13F ↗ |
| 49 | FTEK Fuel Tech, Inc. | 765,119 | $1.2M | 0.9% | -6.8% | 13F ↗ |
| 50 | LSBK Lake Shore Bancorp, Inc. | 66,381 | $1.2M | 0.9% | -5.2% | 13F ↗ |
Changes since Q2 2026
2 new, 8 added to, 49 trimmed, 4 exited, 0 unchanged. By estimated dollars.
New positions (2)
Added to (8)
| iShares Tr 0-3 Mth Treasury | 34,610 | +65.6% | $1.4M |
| ASLE AerSale Corporation | 828,626 | +36.4% | $1.2M |
| PCYO Pure Cycle Corporation | 220,956 | +18.3% | $377.8K |
| VIRC Virco Manufacturing Corporation | 96,751 | +54.8% | $223.3K |
| CATO Cato Corporation | 826,666 | +6.1% | $114.1K |
| LAKE Lakeland Industries, Inc. | 210,819 | +1.5% | $31.2K |
| INGN Inogen, Inc | 268,144 | +2.0% | $28.3K |
| OM Outset Medical, Inc. | 337,090 | +1.5% | $15.4K |
Trimmed (49)
| TBI TrueBlue, Inc. | 535,937 | -10.8% | -$598.6K |
| CVGI Commercial Vehicle Group, Inc. | 273,553 | -37.9% | -$489.6K |
| CLDT Chatham Lodging Trust | 424,198 | -7.2% | -$440.9K |
| CLW Clearwater Paper Corporation | 268,996 | -7.2% | -$400.6K |
| ALCO Alico, Inc. | 109,218 | -7.0% | -$317.2K |
| HURC Hurco Companies, Inc. | 250,425 | -5.4% | -$310.6K |
| FLGT Fulgent Genetics, Inc. | 210,783 | -6.0% | -$295.6K |
| ACTG Acacia Research Corporation · Acacia Tch Com | 928,177 | -6.7% | -$287.0K |
| LMNR Limoneira Co | 319,344 | -6.3% | -$256.3K |
| OSUR OraSure Technologies, Inc. | 928,592 | -6.6% | -$255.9K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 22, 2026 | 13F-HR | 59 | $134.1M | Current | SEC ↗ |
| Q2 2026 | Jul 27, 2026 | 13F-HR | 61 | $148.2M | Current | SEC ↗ |
| Q1 2026 | May 4, 2026 | 13F-HR | 62 | $121.9M | Current | SEC ↗ |
| Q4 2025 | Jan 28, 2026 | 13F-HR | 59 | $117.5M | Current | SEC ↗ |
| Q3 2025 | Nov 10, 2025 | 13F-HR | 57 | $111.8M | Current | SEC ↗ |
| Q2 2025 | Jul 31, 2025 | 13F-HR | 57 | $99.9M | Current | SEC ↗ |
| Q1 2025 | Apr 30, 2025 | 13F-HR | 61 | $88.9M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer