Peapod Lane Capital Llc Portfolio Stock Holdings
Peapod Lane Capital Llc disclosed 62 stock positions valued at approximately $121.9 million in its latest SEC 13F filing. The largest holdings include ALICO INC, ACACIA RESH CORP, and KVH INDS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 4, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 62
- Portfolio Value
- $121.9M
Holdings by Sector
Peapod Lane Capital Llc Portfolio Holdings in Q1 2026
59 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALICO INC | ALCO | Consumer Defensive | 4.51% | 133,692 | -9 | -0.01% | $5,500,757 |
| ACACIA RESH CORP | ACTG | Industrials | 4.31% | 1,091,336 | +245,382 | +29.01% | $5,259,557 |
| KVH INDS INC | KVHI | Technology | 3.03% | 414,738 | +4 | +0.00% | $3,698,705 |
| HURCO CO | HURC | Industrials | 2.96% | 244,868 | +44,747 | +22.36% | $3,607,754 |
| CHATHAM LODGING TR | CLDT | Real Estate | 2.90% | 450,021 | +127,838 | +39.68% | $3,531,681 |
| FULGENT GENETICS INC | FLGT | Healthcare | 2.86% | 220,627 | +54,846 | +33.08% | $3,488,500 |
| LIMONEIRA CO | LMNR | Consumer Defensive | 2.74% | 248,343 | +39,796 | +19.08% | $3,339,039 |
| COMMERCIAL VEH GROUP INC | CVGI | Consumer Cyclical | 2.56% | 927,530 | +37,896 | +4.26% | $3,126,308 |
| SENECA FOODS CORP NEW | SENEA | Consumer Defensive | 2.52% | 20,292 | -17,231 | -45.92% | $3,070,857 |
| AERSALE CORPORATION | ASLE | Industrials | 2.52% | 496,874 | -10 | -0.00% | $3,067,418 |
| CLEARWATER PAPER CORP | CLW | Basic Materials | 2.51% | 214,521 | +70,088 | +48.53% | $3,063,881 |
| JOHNSON OUTDOORS INC | JOUT | Consumer Cyclical | 2.51% | 65,679 | -31,735 | -32.58% | $3,055,658 |
| STAR HLDGS | STHO | Real Estate | 2.50% | 405,973 | +22,320 | +5.82% | $3,046,674 |
| ORASURE TECHNOLOGIES INC | OSUR | Healthcare | 2.49% | 1,018,476 | +6 | +0.00% | $3,037,311 |
| NANO DIMENSION LTD | NNDM | Technology | 2.43% | 1,760,543 | +27 | +0.00% | $2,963,788 |
| VERA BRADLEY INC | VRA | Consumer Cyclical | 2.14% | 834,107 | -41,786 | -4.77% | $2,614,332 |
| HOOKER FURNISHINGS CORPORATI | HOFT | Consumer Cyclical | 2.03% | 192,160 | +6,178 | +3.32% | $2,470,147 |
| TRUEBLUE INC | TBI | Industrials | 2.01% | 640,010 | +354,036 | +123.80% | $2,447,303 |
| SAGA COMMUNICATIONS INC | SGA | Communication Services | 1.99% | 206,552 | +34,635 | +20.15% | $2,428,617 |
| MEDIFAST INC | MED | Consumer Cyclical | 1.82% | 219,063 | +117,496 | +115.68% | $2,213,788 |
| 4D MOLECULAR THERAPEUTICS IN | FDMT | Healthcare | 1.81% | 241,480 | -26,544 | -9.90% | $2,209,564 |
| CATO CORP NEW | CATO | Consumer Cyclical | 1.77% | 766,825 | +70,351 | +10.10% | $2,155,584 |
| FONAR CORP | FONR | Healthcare | 1.73% | 113,662 | +8,793 | +8.38% | $2,109,675 |
| UNIFI INC | UFI | Consumer Cyclical | 1.68% | 572,803 | +120,290 | +26.58% | $2,042,932 |
| ISHARES TR | SGOV | Other | 1.65% | 20,001 | +3,560 | +21.65% | $2,013,130 |
| INTREPID POTASH INC | IPI | Basic Materials | 1.64% | 46,086 | - | - | $2,000,138 |
| ARQ INC | ARQ | Industrials | 1.62% | 775,349 | +546,785 | +239.23% | $1,971,533 |
| SEAPORT ENTMT GROUP INC | SEG | Other | 1.62% | 92,506 | +92,506 | +100.00% | $1,971,300 |
| RESOURCES CONNECTION INC | RGP | Industrials | 1.61% | 528,411 | +169,457 | +47.21% | $1,963,265 |
| UNIVERSAL ELECTRS INC | UEIC | Technology | 1.54% | 455,491 | -52 | -0.01% | $1,878,141 |
| STANDARD BIOTOOLS INC | LAB | Healthcare | 1.53% | 2,028,527 | +2,028,527 | +100.00% | $1,861,719 |
| ALTO INGREDIENTS INC | ALTO | Basic Materials | 1.49% | 406,385 | -837,813 | -67.34% | $1,819,368 |
| GAIA INC NEW | GAIA | Communication Services | 1.43% | 630,795 | -45 | -0.01% | $1,739,238 |
| TWIN DISC INC | TWIN | Industrials | 1.33% | 108,107 | -30,523 | -22.02% | $1,622,568 |
| INOGEN INC | INGN | Healthcare | 1.31% | 258,645 | +258,645 | +100.00% | $1,594,718 |
| PLIANT THERAPEUTICS INC | PLRX | Healthcare | 1.30% | 1,288,578 | +402,204 | +45.38% | $1,589,284 |
| MAMMOTH ENERGY SVCS INC | TUSK | Industrials | 1.24% | 599,805 | +599,805 | +100.00% | $1,513,348 |
| KELLY SVCS INC | KELYA | Industrials | 1.24% | 169,949 | +169,949 | +100.00% | $1,507,018 |
| ATEA PHARMACEUTICALS INC | AVIR | Healthcare | 1.18% | 272,820 | -162,200 | -37.29% | $1,442,958 |
| CLARUS CORP NEW | CLAR | Consumer Cyclical | 1.17% | 530,871 | +65,678 | +14.12% | $1,432,150 |
| NKARTA INC | NKTX | Healthcare | 1.15% | 676,212 | +13 | +0.00% | $1,407,095 |
| IDENTIV INC | INVE | Industrials | 1.13% | 376,730 | -4 | -0.00% | $1,382,716 |
| WESTWOOD HLDGS GROUP INC | WHG | Financial Services | 1.06% | 78,859 | -9,821 | -11.07% | $1,295,320 |
| AMREP CORP | AXR | Real Estate | 1.05% | 46,062 | -2 | -0.00% | $1,280,948 |
| ASTRONOVA INC | ALOT | Technology | 0.99% | 130,978 | +9,595 | +7.90% | $1,210,339 |
| FB BANCORP INC | FBLA | Other | 0.99% | 88,198 | +17,769 | +25.23% | $1,209,982 |
| NORTHERN TECHNOLOGIES INTL C | NTIC | Basic Materials | 0.97% | 142,642 | +21 | +0.01% | $1,178,625 |
| LAKELAND INDS INC | LAKE | Consumer Cyclical | 0.85% | 128,118 | +59,795 | +87.52% | $1,031,019 |
| MAXCYTE INC | MXCT | Healthcare | 0.76% | 1,332,193 | +1,332,193 | +100.00% | $925,817 |
| ZENTALIS PHARMACEUTICALS INC | ZNTL | Healthcare | 0.68% | 366,868 | -81,993 | -18.27% | $834,581 |
| METHODE ELECTRS INC | MEI | Technology | 0.63% | 140,642 | +140,642 | +100.00% | $773,731 |
| CLIMB BIO INC | ELYM | Other | 0.61% | 108,878 | -457,114 | -80.76% | $739,799 |
| SEER INC | SEER | Healthcare | 0.60% | 438,581 | -31 | -0.01% | $735,885 |
| DOCGO INC | DCGO | Healthcare | 0.57% | 1,129,194 | +1,129,194 | +100.00% | $697,533 |
| METAGENOMI THERAPEUTICS INC | MGX | Healthcare | 0.56% | 516,761 | +19,108 | +3.84% | $682,915 |
| FUEL TECH INC | FTEK | Industrials | 0.48% | 478,842 | +119,199 | +33.14% | $582,123 |
| BICYCLE THERAPEUTICS PLC | BCYC | Healthcare | 0.45% | 121,106 | +121,106 | +100.00% | $550,207 |
| KYVERNA THERAPEUTICS INC | KYTX | Healthcare | 0.28% | 40,404 | -143,416 | -78.02% | $336,470 |
| AN2 THERAPEUTICS INC | ANTX | Healthcare | 0.17% | 59,854 | -533,542 | -89.91% | $206,903 |