Q1 2026 · 13F-HR
Peapod Lane Capital LLCholdings as filed
Filed 2026-05-04 · accession 0001941040-26-000291
$121.9M
Reported value
62
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 016230104 | ALCO | ALICO INC | $5.5M | 4.51% | 133,692 | Common | SOLE |
| 003881307 | ACTG | ACACIA RESH CORP | $5.3M | 4.31% | 1,091,336 | Common | SOLE |
| 482738101 | KVHI | KVH INDS INC | $3.7M | 3.03% | 414,738 | Common | SOLE |
| 447324104 | HURC | HURCO CO | $3.6M | 2.96% | 244,868 | Common | SOLE |
| 16208T102 | CLDT | CHATHAM LODGING TR | $3.5M | 2.90% | 450,021 | Common | SOLE |
| 359664109 | FLGT | FULGENT GENETICS INC | $3.5M | 2.86% | 220,627 | Common | SOLE |
| 532746104 | LMNR | LIMONEIRA CO | $3.3M | 2.74% | 248,343 | Common | SOLE |
| 202608105 | CVGI | COMMERCIAL VEH GROUP INC | $3.1M | 2.56% | 927,530 | Common | SOLE |
| 817070501 | SENEA | SENECA FOODS CORP NEW | $3.1M | 2.52% | 20,292 | Common | SOLE |
| 00810F106 | ASLE | AERSALE CORPORATION | $3.1M | 2.52% | 496,874 | Common | SOLE |
| 18538R103 | CLW | CLEARWATER PAPER CORP | $3.1M | 2.51% | 214,521 | Common | SOLE |
| 479167108 | JOUT | JOHNSON OUTDOORS INC | $3.1M | 2.51% | 65,679 | Common | SOLE |
| 85512G106 | STHO | STAR HLDGS | $3.0M | 2.50% | 405,973 | Common | SOLE |
| 68554V108 | OSUR | ORASURE TECHNOLOGIES INC | $3.0M | 2.49% | 1,018,476 | Common | SOLE |
| 63008G203 | NNDM | NANO DIMENSION LTD | $3.0M | 2.43% | 1,760,543 | Common | SOLE |
| 92335C106 | VRA | VERA BRADLEY INC | $2.6M | 2.14% | 834,107 | Common | SOLE |
| 439038100 | HOFT | HOOKER FURNISHINGS CORPORATI | $2.5M | 2.03% | 192,160 | Common | SOLE |
| 89785X101 | TBI | TRUEBLUE INC | $2.4M | 2.01% | 640,010 | Common | SOLE |
| 786598300 | SGA | SAGA COMMUNICATIONS INC | $2.4M | 1.99% | 206,552 | Common | SOLE |
| 58470H101 | MED | MEDIFAST INC | $2.2M | 1.82% | 219,063 | Common | SOLE |
| 35104E100 | FDMT | 4D MOLECULAR THERAPEUTICS IN | $2.2M | 1.81% | 241,480 | Common | SOLE |
| 149205106 | CATO | CATO CORP NEW | $2.2M | 1.77% | 766,825 | Common | SOLE |
| 344437405 | FONR | FONAR CORP | $2.1M | 1.73% | 113,662 | Common | SOLE |
| 904677200 | UFI | UNIFI INC | $2.0M | 1.68% | 572,803 | Common | SOLE |
| 46436E718 | SGOV | ISHARES TR | $2.0M | 1.65% | 20,001 | Common | SOLE |
| 46121Y201 | IPI | INTREPID POTASH INC | $2.0M | 1.64% | 46,086 | Common | SOLE |
| 00770C101 | ARQ | ARQ INC | $2.0M | 1.62% | 775,349 | Common | SOLE |
| 812215200 | SEG | SEAPORT ENTMT GROUP INC | $2.0M | 1.62% | 92,506 | Common | SOLE |
| 76122Q105 | RGP | RESOURCES CONNECTION INC | $2.0M | 1.61% | 528,411 | Common | SOLE |
| 913483103 | UEIC | UNIVERSAL ELECTRS INC | $1.9M | 1.54% | 455,491 | Common | SOLE |
| 34385P108 | LAB | STANDARD BIOTOOLS INC | $1.9M | 1.53% | 2,028,527 | Common | SOLE |
| 021513106 | ALTO | ALTO INGREDIENTS INC | $1.8M | 1.49% | 406,385 | Common | SOLE |
| 36269P104 | GAIA | GAIA INC NEW | $1.7M | 1.43% | 630,795 | Common | SOLE |
| 901476101 | TWIN | TWIN DISC INC | $1.6M | 1.33% | 108,107 | Common | SOLE |
| 45780L104 | INGN | INOGEN INC | $1.6M | 1.31% | 258,645 | Common | SOLE |
| 729139105 | PLRX | PLIANT THERAPEUTICS INC | $1.6M | 1.30% | 1,288,578 | Common | SOLE |
| 56155L108 | TUSK | MAMMOTH ENERGY SVCS INC | $1.5M | 1.24% | 599,805 | Common | SOLE |
| 488152208 | KELYA | KELLY SVCS INC | $1.5M | 1.24% | 169,949 | Common | SOLE |
| 04683R106 | AVIR | ATEA PHARMACEUTICALS INC | $1.4M | 1.18% | 272,820 | Common | SOLE |
| 18270P109 | CLAR | CLARUS CORP NEW | $1.4M | 1.17% | 530,871 | Common | SOLE |
| 65487U108 | NKTX | NKARTA INC | $1.4M | 1.15% | 676,212 | Common | SOLE |
| 44326H107 | HYNE | HOYNE BANCORP INC | $1.4M | 1.14% | 96,688 | Common | SOLE |
| 45170X205 | INVE | IDENTIV INC | $1.4M | 1.13% | 376,730 | Common | SOLE |
| 961765104 | WHG | WESTWOOD HLDGS GROUP INC | $1.3M | 1.06% | 78,859 | Common | SOLE |
| 032159105 | AXR | AMREP CORP | $1.3M | 1.05% | 46,062 | Common | SOLE |
| 04638F108 | ALOT | ASTRONOVA INC | $1.2M | 0.99% | 130,978 | Common | SOLE |
| 31425A109 | FBLA | FB BANCORP INC | $1.2M | 0.99% | 88,198 | Common | SOLE |
| 665809109 | NTIC | NORTHERN TECHNOLOGIES INTL C | $1.2M | 0.97% | 142,642 | Common | SOLE |
| 510704109 | LSBK | LAKE SHORE BANCORP INC | $1.0M | 0.86% | 68,943 | Common | SOLE |
| 511795106 | LAKE | LAKELAND INDS INC | $1.0M | 0.85% | 128,118 | Common | SOLE |
| 57777K106 | MXCT | MAXCYTE INC | $925,817 | 0.76% | 1,332,193 | Common | SOLE |
| 49372L209 | 2KZ0 | KEZAR LIFE SCIENCES INC | $924,520 | 0.76% | 126,692 | Common | SOLE |
| 98943L107 | ZNTL | ZENTALIS PHARMACEUTICALS INC | $834,581 | 0.68% | 366,868 | Common | SOLE |
| 591520200 | MEI | METHODE ELECTRS INC | $773,731 | 0.63% | 140,642 | Common | SOLE |
| 28658R106 | CLYM | CLIMB BIO INC | $739,799 | 0.61% | 108,878 | Common | SOLE |
| 81578P106 | SEER | SEER INC | $735,885 | 0.60% | 438,581 | Common | SOLE |
| 256086109 | DCGO | DOCGO INC | $697,533 | 0.57% | 1,129,194 | Common | SOLE |
| 59102M104 | MGX | METAGENOMI THERAPEUTICS INC | $682,915 | 0.56% | 516,761 | Common | SOLE |
| 359523107 | FTEK | FUEL TECH INC | $582,123 | 0.48% | 478,842 | Common | SOLE |
| 088786108 | BCYC | BICYCLE THERAPEUTICS PLC | $550,207 | 0.45% | 121,106 | Common | SOLE |
| 501976104 | KYTX | KYVERNA THERAPEUTICS INC | $336,470 | 0.28% | 40,404 | Common | SOLE |
| 037326105 | ANTX | AN2 THERAPEUTICS INC | $206,903 | 0.17% | 59,854 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.