Q2 2026 · 13F-HR
Peapod Lane Capital LLCholdings as filed
Filed 2026-07-27 · accession 0001941040-26-000455
$148.2M
Reported value
61
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 447324104 | HURC | HURCO CO | $6.1M | 4.09% | 264,792 | Common | SOLE |
| 16208T102 | CLDT | CHATHAM LODGING TR | $6.0M | 4.08% | 457,149 | Common | SOLE |
| 016230104 | ALCO | ALICO INC | $4.9M | 3.28% | 117,439 | Common | SOLE |
| 003881307 | ACTG | ACACIA RESH CORP | $4.6M | 3.13% | 994,770 | Common | SOLE |
| 359664109 | FLGT | FULGENT GENETICS INC | $4.6M | 3.10% | 224,207 | Common | SOLE |
| 18538R103 | CLW | CLEARWATER PAPER CORP | $4.5M | 3.07% | 289,906 | Common | SOLE |
| 532746104 | LMNR | LIMONEIRA CO | $4.5M | 3.02% | 340,880 | Common | SOLE |
| 68554V108 | OSUR | ORASURE TECHNOLOGIES INC | $4.4M | 2.99% | 993,875 | Common | SOLE |
| 89785X101 | TBI | TRUEBLUE INC | $4.2M | 2.83% | 601,005 | Common | SOLE |
| 00810F106 | ASLE | AERSALE CORPORATION | $3.8M | 2.59% | 607,358 | Common | SOLE |
| 04638F108 | ALOT | ASTRONOVA INC | $3.8M | 2.56% | 133,065 | Common | SOLE |
| 85512G106 | STHO | STAR HLDGS | $3.8M | 2.54% | 412,468 | Common | SOLE |
| 817070501 | SENEA | SENECA FOODS CORP NEW | $3.6M | 2.42% | 20,648 | Common | SOLE |
| 439038100 | HOFT | HOOKER FURNISHINGS CORPORATI | $3.5M | 2.35% | 195,224 | Common | SOLE |
| 479167108 | JOUT | JOHNSON OUTDOORS INC | $3.1M | 2.07% | 66,748 | Common | SOLE |
| 812215200 | SEG | SEAPORT ENTMT GROUP INC | $2.9M | 1.97% | 109,851 | Common | SOLE |
| 904677200 | UFI | UNIFI INC | $2.8M | 1.87% | 581,977 | Common | SOLE |
| 591520200 | MEI | METHODE ELECTRS INC | $2.7M | 1.85% | 144,272 | Common | SOLE |
| 92335C106 | VRA | VERA BRADLEY INC | $2.7M | 1.80% | 684,766 | Common | SOLE |
| 56155L108 | TUSK | MAMMOTH ENERGY SVCS INC | $2.6M | 1.77% | 807,804 | Common | SOLE |
| 57777K106 | MXCT | MAXCYTE INC | $2.6M | 1.76% | 2,125,752 | Common | SOLE |
| 149205106 | CATO | CATO CORP NEW | $2.5M | 1.70% | 778,940 | Common | SOLE |
| 482738101 | KVHI | KVH INDS INC | $2.5M | 1.67% | 249,907 | Common | SOLE |
| 488152208 | KELYA | KELLY SVCS INC | $2.4M | 1.59% | 192,461 | Common | SOLE |
| 58470H101 | MED | MEDIFAST INC | $2.4M | 1.59% | 222,576 | Common | SOLE |
| 76122Q105 | RGP | RESOURCES CONNECTION INC | $2.3M | 1.54% | 536,955 | Common | SOLE |
| 088786108 | BCYC | BICYCLE THERAPEUTICS PLC | $2.3M | 1.54% | 537,978 | Common | SOLE |
| 511795106 | LAKE | LAKELAND INDS INC | $2.2M | 1.50% | 207,657 | Common | SOLE |
| 913483103 | UEIC | UNIVERSAL ELECTRS INC | $2.2M | 1.49% | 462,801 | Common | SOLE |
| 070203104 | BSET | BASSETT FURNITURE INDS INC | $2.2M | 1.48% | 123,868 | Common | SOLE |
| 63008G203 | NNDM | NANO DIMENSION LTD | $2.1M | 1.42% | 1,451,728 | Common | SOLE |
| 46436E718 | SGOV | ISHARES TR | $2.1M | 1.42% | 20,900 | Common | SOLE |
| 202608105 | CVGI | COMMERCIAL VEH GROUP INC | $2.0M | 1.37% | 440,663 | Common | SOLE |
| 00770C101 | ARQ | ARQ INC | $2.0M | 1.36% | 787,880 | Common | SOLE |
| 746228303 | PCYO | PURE CYCLE CORP | $2.0M | 1.35% | 186,734 | Common | SOLE |
| 34385P108 | LAB | STANDARD BIOTOOLS INC | $2.0M | 1.34% | 2,411,474 | Common | SOLE |
| 29286X101 | — | ENGENE THERAPEUTICS INC | $1.9M | 1.29% | 1,102,149 | Common | SOLE |
| 786598300 | SGA | SAGA COMMUNICATIONS INC | $1.9M | 1.28% | 209,865 | Common | SOLE |
| 359523107 | FTEK | FUEL TECH INC | $1.8M | 1.22% | 820,592 | Common | SOLE |
| 45780L104 | INGN | INOGEN INC | $1.7M | 1.14% | 262,775 | Common | SOLE |
| 44326H107 | HYNE | HOYNE BANCORP INC | $1.6M | 1.11% | 98,232 | Common | SOLE |
| 65487U108 | NKTX | NKARTA INC | $1.6M | 1.05% | 549,923 | Common | SOLE |
| 961765104 | WHG | WESTWOOD HLDGS GROUP INC | $1.5M | 1.04% | 80,120 | Common | SOLE |
| 46121Y201 | IPI | INTREPID POTASH INC | $1.5M | 1.02% | 46,173 | Common | SOLE |
| 665809109 | NTIC | NORTHERN TECHNOLOGIES INTL C | $1.5M | 1.02% | 176,114 | Common | SOLE |
| 021513106 | ALTO | ALTO INGREDIENTS INC | $1.5M | 1.01% | 263,383 | Common | SOLE |
| 72815G108 | MYPS | PLAYSTUDIOS INC | $1.5M | 1.01% | 3,002,579 | Common | SOLE |
| 729139105 | PLRX | PLIANT THERAPEUTICS INC | $1.5M | 1.01% | 1,309,013 | Common | SOLE |
| 45170X205 | INVE | IDENTIV INC | $1.5M | 1.00% | 587,212 | Common | SOLE |
| 690145206 | OM | OUTSET MED INC | $1.4M | 0.97% | 331,951 | Common | SOLE |
| 31425A109 | FBLA | FB BANCORP INC | $1.3M | 0.91% | 89,599 | Common | SOLE |
| 36269P104 | GAIA | GAIA INC NEW | $1.3M | 0.91% | 640,797 | Common | SOLE |
| 256086109 | DCGO | DOCGO INC | $1.3M | 0.87% | 2,500,118 | Common | SOLE |
| 510704109 | LSBK | LAKE SHORE BANCORP INC | $1.2M | 0.84% | 70,039 | Common | SOLE |
| 032159105 | AXR | AMREP CORP | $1.2M | 0.80% | 46,763 | Common | SOLE |
| 359616109 | FULC | FULCRUM THERAPEUTICS INC | $1.0M | 0.71% | 285,798 | Common | SOLE |
| 98943L107 | ZNTL | ZENTALIS PHARMACEUTICALS INC | $983,890 | 0.66% | 202,864 | Common | SOLE |
| 81578P106 | SEER | SEER INC | $739,447 | 0.50% | 445,450 | Common | SOLE |
| 18270P109 | CLAR | CLARUS CORP NEW | $662,711 | 0.45% | 210,384 | Common | SOLE |
| 59102M104 | MGX | METAGENOMI THERAPEUTICS INC | $624,779 | 0.42% | 525,024 | Common | SOLE |
| 927651109 | VIRC | VIRCO MFG CO | $383,793 | 0.26% | 62,507 | 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.