Total reported value
$121.9M
Reporting period: 2026-03-31 · Number of holdings: 62
Peapod Lane Capital LLC disclosed 62 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $121.9M and a quarterly turnover rate of 47.5%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "P"
Add ACTG
+29.0% $2.0M
Trim ALTO
-67.3% -$1.8M
Add CVGI
+4.3% $1.8M
Trim CLYM
-80.8% -$1.5M
Trim KYTX
-78.0% -$1.4M
Add CLDT
+39.7% $1.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ALCO | Alico INC | Stock-Other | 4.51% | +0.37% | -0.01% | |
| 2 | ACTG | Acacia Research CORP | Stock-Other | 4.31% | +1.57% | +29.01% | |
| 3 | KVHI | Kvh Industries INC | Stock-Other | 3.03% | +0.57% | +0.00% | |
| 4 | HURC | Hurco Companies INC | Stock-Other | 2.96% | +0.33% | +22.36% | |
| 5 | CLDT | Chatham Lodging Trust | Stock-Other | 2.90% | +1.03% | +39.68% | |
| 6 | FLGT | Fulgent Genetics INC | Stock-Other | 2.86% | -0.85% | +33.08% | |
| 7 | LMNR | Limoneira Co | Stock-Other | 2.74% | +0.50% | +19.08% | |
| 8 | CVGI | Commercial Vehicle Group INC | Stock-Other | 2.56% | +1.47% | +4.26% | |
| 9 | SENEA | Seneca Foods CORP - Cl A | Stock-Other | 2.52% | -1.01% | -45.92% | |
| 10 | ASLE | Aersale CORP | Stock-Other | 2.52% | -0.49% | -0.00% | |
| 11 | CLW | Clearwater Paper CORP | Stock-Other | 2.51% | +0.37% | +48.53% | |
| 12 | JOUT | Johnson Outdoors Inc-a | Stock-Other | 2.51% | -1.01% | -32.58% | |
| 13 | STHO | Star Holdings | Stock-Other | 2.50% | — | +5.82% | |
| 14 | OSUR | Orasure Technologies INC | Stock-Other | 2.49% | +0.39% | +0.00% | |
| 15 | NNDM | Nano Dimension LTD - Adr | Stock-Other | 2.43% | +0.12% | +0.00% | |
| 16 | VRA | Vera Bradley INC | Stock-Other | 2.14% | +0.34% | -4.77% | |
| 17 | HOFT | Hooker Furnishings CORP | Stock-Other | 2.03% | +0.24% | +3.32% | |
| 18 | TBI | Trueblue INC | Stock-Other | 2.01% | +0.90% | +123.80% | |
| 19 | SGA | Saga Communications Inc-cl A | Stock-Other | 1.99% | +0.32% | +20.15% | |
| 20 | MED | Medifast INC | Stock-Other | 1.82% | +0.90% | +115.68% | |
| 21 | FDMT | 4d Molecular Therapeutics In | Stock-Other | 1.81% | — | -9.90% | |
| 22 | CATO | Cato Corp-class A | Stock-Other | 1.77% | — | +10.10% | |
| 23 | FOA | Fonar CORP | Stock-Other | 1.73% | — | +8.38% | |
| 24 | UFI | Unifi INC | Stock-Other | 1.68% | +0.33% | +26.58% | |
| 25 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.65% | +0.25% | +21.65% | |
| 26 | IPI | Intrepid Potash INC | Stock-Other | 1.64% | +0.55% | — | |
| 27 | ARQ | Arq INC | Stock-Other | 1.62% | +0.98% | +239.23% | |
| 28 | SEG | Seaport Entertainment Group | Stock-Other | 1.62% | +1.62% | NEW | |
| 29 | RGP | Resources Connection INC | Stock-Other | 1.61% | — | +47.21% | |
| 30 | UEIC | Universal Electronics INC | Stock-Other | 1.54% | +0.14% | -0.01% | |
| 31 | LAB | Standard Biotools INC | Stock-Other | 1.53% | +1.53% | NEW | |
| 32 | ALTO | Alto Ingredients INC | Stock-Other | 1.49% | -1.56% | -67.34% | |
| 33 | GAIA | Gaia INC | Stock-Other | 1.43% | -0.52% | -0.01% | |
| 34 | TWIN | Twin Disc INC | Stock-Other | 1.33% | -0.64% | -22.02% | |
| 35 | INGN | Inogen INC | Stock-Other | 1.31% | +1.31% | NEW | |
| 36 | PLRX | Pliant Therapeutics INC | Stock-Other | 1.30% | +0.38% | +45.38% | |
| 37 | TUSK | Mammoth Energy Services INC | Stock-Other | 1.24% | +1.24% | NEW | |
| 38 | KELYA | Kelly Services INC -a | Stock-Other | 1.24% | +1.24% | NEW | |
| 39 | AVIR | Atea Pharmaceuticals INC | Stock-Other | 1.18% | — | -37.29% | |
| 40 | CLAR | Clarus CORP | Stock-Other | 1.17% | — | +14.12% | |
| 41 | NKTX | Nkarta INC | Stock-Other | 1.15% | — | +0.00% | |
| 42 | HYNE | Hoyne Bancorp INC | Stock-Other | 1.14% | +0.27% | +37.16% | |
| 43 | INVE | Identiv INC | Stock-Other | 1.13% | — | -0.00% | |
| 44 | WHG | Westwood Holdings Group INC | Stock-Other | 1.06% | — | -11.07% | |
| 45 | AXR | Amrep CORP | Stock-Other | 1.05% | +0.31% | -0.00% | |
| 46 | ALOT | Astronova INC | Stock-Other | 0.99% | — | +7.90% | |
| 47 | FBLA | Fb Bancorp INC | Stock-Other | 0.99% | +0.22% | +25.23% | |
| 48 | NTIC | Northern Technologies Intl | Stock-Other | 0.97% | — | +0.01% | |
| 49 | LSBK | Lake Shore Bancorp Inc/md | Stock-Other | 0.86% | — | +0.03% | |
| 50 | LAKE | Lakeland Industries INC | Stock-Other | 0.85% | +0.34% | +87.52% |
Performance for Q3 2026
+9.3%
Performance Last 4 Quarters
+48.1%
Based on 74% of reported portfolio value with available pricing
Not enough sector-mapped data yet
Peapod Lane Capital LLC's most significant position changes for 2026-03-31: Sold out: Ishares Russell 2000 ETF (IWM); Sold out: Alto Neuroscience INC (ANRO); Sold out: Biglari Holdings Inc-b (BH); New buy: Seaport Entertainment Group (SEG); New buy: Standard Biotools INC (LAB).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACTG | Acacia Research CORP | +1.6% | +29.01% | Add |
| 2 | CVGI | Commercial Vehicle Group INC | +1.5% | +4.26% | Add |
| 3 | CLDT | Chatham Lodging Trust | +1% | +39.68% | Add |
| 4 | ARQ | Arq INC | +1% | +239.23% | Add |
| 5 | TBI | Trueblue INC | +0.9% | +123.80% | Add |
| 6 | MED | Medifast INC | +0.9% | +115.68% | Add |
| 7 | KVHI | Kvh Industries INC | +0.6% | +0.00% | Add |
| 8 | IPI | Intrepid Potash INC | +0.6% | — | Unchanged |
| 9 | LMNR | Limoneira Co | +0.5% | +19.08% | Add |
| 10 | OSUR | Orasure Technologies INC | +0.4% | +0.00% | Add |
| 11 | PLRX | Pliant Therapeutics INC | +0.4% | +45.38% | Add |
| 12 | ALCO | Alico INC | +0.4% | -0.01% | Trim |
| 13 | CLW | Clearwater Paper CORP | +0.4% | +48.53% | Add |
| 14 | VRA | Vera Bradley INC | +0.3% | -4.77% | Trim |
| 15 | LAKE | Lakeland Industries INC | +0.3% | +87.52% | Add |
| 16 | HURC | Hurco Companies INC | +0.3% | +22.36% | Add |
| 17 | UFI | Unifi INC | +0.3% | +26.58% | Add |
| 18 | SGA | Saga Communications Inc-cl A | +0.3% | +20.15% | Add |
| 19 | AXR | Amrep CORP | +0.3% | -0.00% | Trim |
| 20 | HYNE | Hoyne Bancorp INC | +0.3% | +37.16% | Add |
| 21 | SGOV | Ishares 0-3 Month Treasury B | +0.3% | +21.65% | Add |
| 22 | HOFT | Hooker Furnishings CORP | +0.2% | +3.32% | Add |
| 23 | FBLA | Fb Bancorp INC | +0.2% | +25.23% | Add |
| 24 | UEIC | Universal Electronics INC | +0.1% | -0.01% | Trim |
| 25 | NNDM | Nano Dimension LTD - Adr | +0.1% | +0.00% | Add |
| 26 | ANTX | An2 Therapeutics INC | -0.4% | -89.91% | Trim |
| 27 | ASLE | Aersale CORP | -0.5% | -0.00% | Trim |
| 28 | GAIA | Gaia INC | -0.5% | -0.01% | Trim |
| 29 | TWIN | Twin Disc INC | -0.6% | -22.02% | Trim |
| 30 | FLGT | Fulgent Genetics INC | -0.9% | +33.08% | Add |
| 31 | SENEA | Seneca Foods CORP - Cl A | -1% | -45.92% | Trim |
| 32 | JOUT | Johnson Outdoors Inc-a | -1% | -32.58% | Trim |
| 33 | KYTX | Kyverna Therapeutics INC | -1.2% | -78.02% | Trim |
| 34 | CLYM | Climb Bio INC | -1.3% | -80.76% | Trim |
| 35 | ALTO | Alto Ingredients INC | -1.6% | -67.34% | Trim |
| 36 | IWM | Ishares Russell 2000 ETF | — | EXIT | Sold out |
| 37 | ANRO | Alto Neuroscience INC | — | EXIT | Sold out |
| 38 | BH | Biglari Holdings Inc-b | — | EXIT | Sold out |
| 39 | SEG | Seaport Entertainment Group | — | NEW | New buy |
| 40 | LAB | Standard Biotools INC | — | NEW | New buy |
| 41 | INGN | Inogen INC | — | NEW | New buy |
| 42 | TUSK | Mammoth Energy Services INC | — | NEW | New buy |
| 43 | KELYA | Kelly Services INC -a | — | NEW | New buy |
| 44 | MXCT | Maxcyte INC | — | NEW | New buy |
| 45 | SCHL | Scholastic CORP | — | EXIT | Sold out |
| 46 | MEI | Methode Electronics INC | — | NEW | New buy |
| 47 | DCGO | Docgo INC | — | NEW | New buy |
| 48 | GEOS | Geospace Technologies CORP | — | EXIT | Sold out |
| 49 | FSP | Franklin Street Properties C | — | EXIT | Sold out |
| 50 | BCYC | Bicycle Therapeutics Plc-adr | — | NEW | New buy |
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