← Back to Discover
Peapod Lane Capital LLC
Period ended Sep 30, 2026 · Latest filing Oct 22, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $134,076,153
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- CHATHAM LODGING TR · COM · 16208T102 · shares: $5,675,773
- HURCO CO · COM · 447324104 · shares: $5,414,189
- CLEARWATER PAPER CORP · COM · 18538R103 · shares: $5,153,963
- TRUEBLUE INC · COM · 89785X101 · shares: $4,930,620
- FULGENT GENETICS INC · COM · 359664109 · shares: $4,641,442
- AERSALE CORPORATION · COM · 00810F106 · shares: $4,342,000
- ALICO INC · COM · 016230104 · shares: $4,213,637
- ACACIA RESH CORP · ACACIA TCH COM · 003881307 · shares: $4,000,443
- LIMONEIRA CO · COM · 532746104 · shares: $3,800,199
- ORASURE TECHNOLOGIES INC · COM · 68554V108 · shares: $3,640,081
Reported holdings
59 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| CHATHAM LODGING TR | COM | 16208T102 | — | 424,198 shares | $5,675,773 |
| HURCO CO | COM | 447324104 | — | 250,425 shares | $5,414,189 |
| CLEARWATER PAPER CORP | COM | 18538R103 | — | 268,996 shares | $5,153,963 |
| TRUEBLUE INC | COM | 89785X101 | — | 535,937 shares | $4,930,620 |
| FULGENT GENETICS INC | COM | 359664109 | — | 210,783 shares | $4,641,442 |
| AERSALE CORPORATION | COM | 00810F106 | — | 828,626 shares | $4,342,000 |
| ALICO INC | COM | 016230104 | — | 109,218 shares | $4,213,637 |
| ACACIA RESH CORP | ACACIA TCH COM | 003881307 | — | 928,177 shares | $4,000,443 |
| LIMONEIRA CO | COM | 532746104 | — | 319,344 shares | $3,800,199 |
| ORASURE TECHNOLOGIES INC | COM | 68554V108 | — | 928,592 shares | $3,640,081 |
| UNIFI INC | COM NEW | 904677200 | — | 550,713 shares | $3,596,156 |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 34,610 shares | $3,484,535 |
| SENECA FOODS CORP NEW | CL A | 817070501 | — | 19,419 shares | $3,456,582 |
| STAR HLDGS | SHS BEN INT | 85512G106 | — | 391,489 shares | $3,355,061 |
| VERA BRADLEY INC | COM | 92335C106 | — | 639,373 shares | $2,953,903 |
| KELLY SVCS INC | CL A | 488152208 | — | 179,285 shares | $2,906,210 |
| JOHNSON OUTDOORS INC | CL A | 479167108 | — | 62,385 shares | $2,723,085 |
| PURE CYCLE CORP | COM NEW | 746228303 | — | 220,956 shares | $2,439,354 |
| MEDIFAST INC | COM | 58470H101 | — | 207,502 shares | $2,390,423 |
| HOOKER FURNISHINGS CORPORATI | COM | 439038100 | — | 184,151 shares | $2,390,274 |
| SEAPORT ENTMT GROUP INC | COMMON STOCK | 812215200 | — | 102,140 shares | $2,337,985 |
| MAXCYTE INC | COM | 57777K106 | — | 1,980,392 shares | $2,218,039 |
| UNIVERSAL ELECTRS INC | COM | 913483103 | — | 420,801 shares | $2,196,581 |
| MAMMOTH ENERGY SVCS INC | COM | 56155L108 | — | 758,985 shares | $2,155,517 |
| NANO DIMENSION LTD | SPONSORD ADS NEW | 63008G203 | — | 1,372,660 shares | $2,155,076 |
| LAKELAND INDS INC | COM | 511795106 | — | 210,819 shares | $2,082,892 |
| ENGENE THERAPEUTICS INC | COM | 29286X101 | — | 1,038,617 shares | $2,077,234 |
| BASSETT FURNITURE INDS INC | COM | 070203104 | — | 116,954 shares | $2,043,186 |
| ADVANSIX INC | COM | 00773T101 | — | 127,369 shares | $2,027,714 |
| CATO CORP NEW | CL A | 149205106 | — | 826,666 shares | $1,975,732 |
| RESOURCES CONNECTION INC | COM | 76122Q105 | — | 500,763 shares | $1,882,869 |
| METHODE ELECTRS INC | COM | 591520200 | — | 134,637 shares | $1,856,644 |
| BICYCLE THERAPEUTICS PLC | SPONSORED ADS | 088786108 | — | 501,708 shares | $1,846,285 |
| SHOE STA GROUP INC | COM | 824889109 | — | 142,413 shares | $1,821,462 |
| STANDARD BIOTOOLS INC | COM | 34385P108 | — | 2,248,249 shares | $1,665,053 |
| KVH INDS INC | COM | 482738101 | — | 233,406 shares | $1,640,844 |
| SAGA COMMUNICATIONS INC | CL A NEW | 786598300 | — | 196,587 shares | $1,619,874 |
| HOYNE BANCORP INC | COM | 44326H107 | — | 92,436 shares | $1,534,438 |
| ARQ INC | COM | 00770C101 | — | 740,306 shares | $1,462,104 |
| INOGEN INC | COM | 45780L104 | — | 268,144 shares | $1,413,119 |
| WESTWOOD HLDGS GROUP INC | COM | 961765104 | — | 75,133 shares | $1,399,722 |
| INTREPID POTASH INC | COM | 46121Y201 | — | 43,435 shares | $1,393,395 |
| FB BANCORP INC | COM | 31425A109 | — | 83,835 shares | $1,381,601 |
| NKARTA INC | COM | 65487U108 | — | 518,406 shares | $1,358,224 |
| PLAYSTUDIOS INC | CLASS A COM | 72815G108 | — | 2,805,253 shares | $1,332,215 |
| PLIANT THERAPEUTICS INC | COM | 729139105 | — | 1,214,538 shares | $1,311,701 |
| INVE TECHNOLOGIES INC | COM NEW | 45170X205 | — | 546,881 shares | $1,290,639 |
| NORTHERN TECHNOLOGIES INTL C | COM | 665809109 | — | 164,122 shares | $1,276,870 |
| FUEL TECH INC | COM | 359523107 | — | 765,119 shares | $1,239,493 |
| LAKE SHORE BANCORP INC | COM | 510704109 | — | 66,381 shares | $1,205,486 |
| OUTSET MED INC | COM NEW | 690145206 | — | 337,090 shares | $1,011,270 |
| AMREP CORP | COM | 032159105 | — | 44,373 shares | $999,280 |
| FULCRUM THERAPEUTICS INC | COM | 359616109 | — | 266,914 shares | $987,582 |
| SEER INC | COM CL A | 81578P106 | — | 421,484 shares | $939,909 |
| COMMERCIAL VEH GROUP INC | COM | 202608105 | — | 273,553 shares | $801,510 |
| GAIA INC NEW | CL A | 36269P104 | — | 600,130 shares | $792,172 |
| CLARUS CORP NEW | COM | 18270P109 | — | 201,545 shares | $683,237 |
| VIRCO MFG CO | COM | 927651109 | — | 96,751 shares | $630,817 |
| METAGENOMI THERAPEUTICS INC | COM | 59102M104 | — | 490,992 shares | $520,452 |