Peapod Lane Capital Llc Portfolio Stock Holdings
Peapod Lane Capital Llc disclosed 61 stock positions valued at approximately $148.2 million in its latest SEC 13F filing. The largest holdings include HURCO CO, CHATHAM LODGING TR, and ALICO INC. The filing reflects positions held as of June 30, 2026 and was filed on July 27, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 61
- Portfolio Value
- $148.2M
Holdings by Sector
Peapod Lane Capital Llc Portfolio Holdings in Q2 2026
58 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| HURCO CO | HURC | Industrials | 4.09% | 264,792 | +19,924 | +8.14% | $6,062,413 |
| CHATHAM LODGING TR | CLDT | Real Estate | 4.08% | 457,149 | +7,128 | +1.58% | $6,048,075 |
| ALICO INC | ALCO | Consumer Defensive | 3.28% | 117,439 | -16,253 | -12.16% | $4,858,457 |
| ACACIA RESH CORP | ACTG | Industrials | 3.13% | 994,770 | -96,566 | -8.85% | $4,635,628 |
| FULGENT GENETICS INC | FLGT | Healthcare | 3.10% | 224,207 | +3,580 | +1.62% | $4,600,728 |
| CLEARWATER PAPER CORP | CLW | Basic Materials | 3.07% | 289,906 | +75,385 | +35.14% | $4,545,726 |
| LIMONEIRA CO | LMNR | Consumer Defensive | 3.02% | 340,880 | +92,537 | +37.26% | $4,475,760 |
| ORASURE TECHNOLOGIES INC | OSUR | Healthcare | 2.99% | 993,875 | -24,601 | -2.42% | $4,432,683 |
| TRUEBLUE INC | TBI | Industrials | 2.83% | 601,005 | -39,005 | -6.09% | $4,189,005 |
| AERSALE CORPORATION | ASLE | Industrials | 2.59% | 607,358 | +110,484 | +22.24% | $3,838,503 |
| ASTRONOVA INC | ALOT | Technology | 2.56% | 133,065 | +2,087 | +1.59% | $3,788,361 |
| STAR HLDGS | STHO | Real Estate | 2.54% | 412,468 | +6,495 | +1.60% | $3,765,833 |
| SENECA FOODS CORP NEW | SENEA | Consumer Defensive | 2.42% | 20,648 | +356 | +1.75% | $3,591,513 |
| HOOKER FURNISHINGS CORPORATI | HOFT | Consumer Cyclical | 2.35% | 195,224 | +3,064 | +1.59% | $3,480,846 |
| JOHNSON OUTDOORS INC | JOUT | Consumer Cyclical | 2.07% | 66,748 | +1,069 | +1.63% | $3,073,097 |
| SEAPORT ENTMT GROUP INC | SEG | Other | 1.97% | 109,851 | +17,345 | +18.75% | $2,922,037 |
| UNIFI INC | UFI | Consumer Cyclical | 1.87% | 581,977 | +9,174 | +1.60% | $2,764,391 |
| METHODE ELECTRS INC | MEI | Technology | 1.85% | 144,272 | +3,630 | +2.58% | $2,736,840 |
| VERA BRADLEY INC | VRA | Consumer Cyclical | 1.80% | 684,766 | -149,341 | -17.90% | $2,663,740 |
| MAMMOTH ENERGY SVCS INC | TUSK | Industrials | 1.77% | 807,804 | +207,999 | +34.68% | $2,625,363 |
| MAXCYTE INC | MXCT | Healthcare | 1.76% | 2,125,752 | +793,559 | +59.57% | $2,614,675 |
| CATO CORP NEW | CATO | Consumer Cyclical | 1.70% | 778,940 | +12,115 | +1.58% | $2,523,766 |
| KVH INDS INC | KVHI | Technology | 1.67% | 249,907 | -164,831 | -39.74% | $2,476,578 |
| KELLY SVCS INC | KELYA | Industrials | 1.59% | 192,461 | +22,512 | +13.25% | $2,363,421 |
| MEDIFAST INC | MED | Consumer Cyclical | 1.59% | 222,576 | +3,513 | +1.60% | $2,361,531 |
| RESOURCES CONNECTION INC | RGP | Industrials | 1.54% | 536,955 | +8,544 | +1.62% | $2,282,059 |
| BICYCLE THERAPEUTICS PLC | BCYC | Healthcare | 1.54% | 537,978 | +416,872 | +344.22% | $2,281,027 |
| LAKELAND INDS INC | LAKE | Consumer Cyclical | 1.50% | 207,657 | +79,539 | +62.08% | $2,219,853 |
| UNIVERSAL ELECTRS INC | UEIC | Technology | 1.49% | 462,801 | +7,310 | +1.60% | $2,207,561 |
| BASSETT FURNITURE INDS INC | BSET | Consumer Cyclical | 1.48% | 123,868 | +123,868 | +100.00% | $2,194,941 |
| NANO DIMENSION LTD | NNDM | Technology | 1.42% | 1,451,728 | -308,815 | -17.54% | $2,105,006 |
| ISHARES TR | SGOV | Other | 1.42% | 20,900 | +899 | +4.49% | $2,103,989 |
| COMMERCIAL VEH GROUP INC | CVGI | Consumer Cyclical | 1.37% | 440,663 | -486,867 | -52.49% | $2,035,863 |
| ARQ INC | ARQ | Industrials | 1.36% | 787,880 | +12,531 | +1.62% | $2,009,094 |
| PURE CYCLE CORP | PCYO | Utilities | 1.35% | 186,734 | +186,734 | +100.00% | $1,999,921 |
| STANDARD BIOTOOLS INC | LAB | Healthcare | 1.34% | 2,411,474 | +382,947 | +18.88% | $1,983,920 |
| SAGA COMMUNICATIONS INC | SGA | Communication Services | 1.28% | 209,865 | +3,313 | +1.60% | $1,903,472 |
| FUEL TECH INC | FTEK | Industrials | 1.22% | 820,592 | +341,750 | +71.37% | $1,813,508 |
| INOGEN INC | INGN | Healthcare | 1.14% | 262,775 | +4,130 | +1.60% | $1,694,899 |
| NKARTA INC | NKTX | Healthcare | 1.05% | 549,923 | -126,289 | -18.68% | $1,556,282 |
| WESTWOOD HLDGS GROUP INC | WHG | Financial Services | 1.04% | 80,120 | +1,261 | +1.60% | $1,535,090 |
| INTREPID POTASH INC | IPI | Basic Materials | 1.02% | 46,173 | +87 | +0.19% | $1,513,551 |
| NORTHERN TECHNOLOGIES INTL C | NTIC | Basic Materials | 1.02% | 176,114 | +33,472 | +23.47% | $1,507,536 |
| ALTO INGREDIENTS INC | ALTO | Basic Materials | 1.01% | 263,383 | -143,002 | -35.19% | $1,501,283 |
| PLAYSTUDIOS INC | MYPS | Communication Services | 1.01% | 3,002,579 | +3,002,579 | +100.00% | $1,498,287 |
| PLIANT THERAPEUTICS INC | PLRX | Healthcare | 1.01% | 1,309,013 | +20,435 | +1.59% | $1,492,275 |
| IDENTIV INC | INVE | Industrials | 1.00% | 587,212 | +210,482 | +55.87% | $1,479,774 |
| OUTSET MED INC | 690145206 | Other | 0.97% | 331,951 | +331,951 | +100.00% | $1,434,028 |
| FB BANCORP INC | FBLA | Other | 0.91% | 89,599 | +1,401 | +1.59% | $1,349,361 |
| GAIA INC NEW | GAIA | Communication Services | 0.91% | 640,797 | +10,002 | +1.59% | $1,345,674 |
| DOCGO INC | DCGO | Healthcare | 0.87% | 2,500,118 | +1,370,924 | +121.41% | $1,290,311 |
| AMREP CORP | AXR | Real Estate | 0.80% | 46,763 | +701 | +1.52% | $1,179,363 |
| FULCRUM THERAPEUTICS INC | FULC | Healthcare | 0.71% | 285,798 | +285,798 | +100.00% | $1,046,021 |
| ZENTALIS PHARMACEUTICALS INC | ZNTL | Healthcare | 0.66% | 202,864 | -164,004 | -44.70% | $983,890 |
| SEER INC | SEER | Healthcare | 0.50% | 445,450 | +6,869 | +1.57% | $739,447 |
| CLARUS CORP NEW | CLAR | Consumer Cyclical | 0.45% | 210,384 | -320,487 | -60.37% | $662,711 |
| METAGENOMI THERAPEUTICS INC | MGX | Healthcare | 0.42% | 525,024 | +8,263 | +1.60% | $624,779 |
| VIRCO MFG CO | VIRC | Consumer Cyclical | 0.26% | 62,507 | +62,507 | +100.00% | $383,793 |