Peapod Lane Capital LLC

Name: Peapod Lane Capital LLC: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in Bedford Hills, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Jul 27, 2026. SEC CIK 2050979.

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Reported value$148.2m
Positions61

Holdings: 61 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

Peapod Lane Capital LLC, holdings
Issuer	Class	CUSIP	Reported value$k	Weight	Shares	Change on the quarter before
Hurco CoHURC	COM	447324104	6,062	4.1%	264,792	Added+19,924
Chatham Lodging TRCLDT	COM	16208T102	6,048	4.1%	457,149	Added+7,128
Alico IncALCO	COM	016230104	4,858	3.3%	117,439	Reduced−16,253
Acacia Resh CorpACTG	ACACIA TCH COM	003881307	4,636	3.1%	994,770	Reduced−96,566
Fulgent Genetics IncFLGT	COM	359664109	4,601	3.1%	224,207	Added+3,580
Clearwater Paper CorpCLW	COM	18538R103	4,546	3.1%	289,906	Added+75,385
Limoneira CoLMNR	COM	532746104	4,476	3.0%	340,880	Added+92,537
Orasure Technologies IncOSUR	COM	68554V108	4,433	3.0%	993,875	Reduced−24,601
Trueblue IncTBI	COM	89785X101	4,189	2.8%	601,005	Reduced−39,005
Aersale CorporationASLE	COM	00810F106	3,839	2.6%	607,358	Added+110,484
Astronova Inc	COM	04638F108	3,788	2.6%	133,065	Added+2,087
Star HoldingsSTHO	SHS BEN INT	85512G106	3,766	2.5%	412,468	Added+6,495
Seneca Foods Corp NewSENEA	CL A	817070501	3,592	2.4%	20,648	Added+356
Hooker Furnishings CorporatiHOFT	COM	439038100	3,481	2.3%	195,224	Added+3,064
Johnson Outdoors IncJOUT	CL A	479167108	3,073	2.1%	66,748	Added+1,069
Seaport Entmt Group IncSEG	COMMON STOCK	812215200	2,922	2.0%	109,851	Added+17,345
Unifi IncUFI	COM NEW	904677200	2,764	1.9%	581,977	Added+9,174
Methode Electrs IncMEI	COM	591520200	2,737	1.8%	144,272	Added+3,630
Vera Bradley IncVRA	COM	92335C106	2,664	1.8%	684,766	Reduced−149,341
Mammoth Energy SVCS IncTUSK	COM	56155L108	2,625	1.8%	807,804	Added+207,999
Maxcyte IncMXCT	COM	57777K106	2,615	1.8%	2,125,752	Added+793,559
Cato Corp NewCATO	CL A	149205106	2,524	1.7%	778,940	Added+12,115
KVH Inds IncKVHI	COM	482738101	2,477	1.7%	249,907	Reduced−164,831
Kelly SVCS IncKELYA	CL A	488152208	2,363	1.6%	192,461	Added+22,512
Medifast IncMED	COM	58470H101	2,362	1.6%	222,576	Added+3,513
Resources Connection IncRGP	COM	76122Q105	2,282	1.5%	536,955	Added+8,544
Bicycle Therapeutics plcBCYC	SPONSORED ADS	088786108	2,281	1.5%	537,978	Added+416,872
Lakeland Inds IncLAKE	COM	511795106	2,220	1.5%	207,657	Added+79,539
Universal Electrs IncUEIC	COM	913483103	2,208	1.5%	462,801	Added+7,310
Bassett Furniture Inds IncBSET	COM	070203104	2,195	1.5%	123,868	New+123,868
Nano Dimension LtdNNDM	SPONSORD ADS NEW	63008G203	2,105	1.4%	1,451,728	Reduced−308,815
Ishares TR	0-3 MTH TREASURY	46436E718	2,104	1.4%	20,900	Added+899
Commercial Veh Group IncCVGI	COM	202608105	2,036	1.4%	440,663	Reduced−486,867
ARQ IncARQ	COM	00770C101	2,009	1.4%	787,880	Added+12,531
Pure Cycle CorpPCYO	COM NEW	746228303	2,000	1.3%	186,734	New+186,734
Standard Biotools IncLAB	COM	34385P108	1,984	1.3%	2,411,474	Added+382,947
Engene Therapeutics IncENGN	COM	29286X101	1,907	1.3%	1,102,149	New+1,102,149
Saga Communications IncSGA	CL A NEW	786598300	1,903	1.3%	209,865	Added+3,313
Fuel Tech IncFTEK	COM	359523107	1,814	1.2%	820,592	Added+341,750
Inogen IncINGN	COM	45780L104	1,695	1.1%	262,775	Added+4,130
Hoyne Bancorp IncHYNE	COM	44326H107	1,644	1.1%	98,232	Added+1,544
Nkarta IncNKTX	COM	65487U108	1,556	1.1%	549,923	Reduced−126,289
Westwood Holdings Group IncWHG	COM	961765104	1,535	1.0%	80,120	Added+1,261
Intrepid Potash IncIPI	COM	46121Y201	1,514	1.0%	46,173	Added+87
Northern Technologies International CNTIC	COM	665809109	1,508	1.0%	176,114	Added+33,472
Alto Ingredients IncALTO	COM	021513106	1,501	1.0%	263,383	Reduced−143,002
Playstudios Inc	CLASS A COM	72815G108	1,498	1.0%	3,002,579	New+3,002,579
Pliant Therapeutics IncPLRX	COM	729139105	1,492	1.0%	1,309,013	Added+20,435
Identiv IncINVE	COM NEW	45170X205	1,480	1.0%	587,212	Added+210,482
Outset Med IncOM	COM NEW	690145206	1,434	1.0%	331,951	New+331,951
FB Bancorp IncFBLA	COM	31425A109	1,349	0.9%	89,599	Added+1,401
Gaia Inc NewGAIA	CL A	36269P104	1,346	0.9%	640,797	Added+10,002
Docgo IncDCGO	COM	256086109	1,290	0.9%	2,500,118	Added+1,370,924
Lake Shore Bancorp IncLSBK	COM	510704109	1,247	0.8%	70,039	Added+1,096
Amrep CorpAXR	COM	032159105	1,179	0.8%	46,763	Added+701
Fulcrum Therapeutics IncFULC	COM	359616109	1,046	0.7%	285,798	New+285,798
Zentalis Pharmaceuticals IncZNTL	COM	98943L107	984	0.7%	202,864	Reduced−164,004
Seer IncSEER	COM CL A	81578P106	739	0.5%	445,450	Added+6,869
Clarus Corp NewCLAR	COM	18270P109	663	0.4%	210,384	Reduced−320,487
Metagenomi Therapeutics IncMGX	COM	59102M104	625	0.4%	525,024	Added+8,263
Virco MFG CoVIRC	COM	927651109	384	0.3%	62,507	New+62,507

Sold out: 8 positions

Held at the end of the quarter before and not reported this quarter.

Peapod Lane Capital LLC, positions sold out
Issuer	Class	CUSIP	Weight	Change on the quarter before
4D Molecular Therapeutics inFDMT	COM	35104E100	0.0%	Sold out−241,480
AN2 Therapeutics IncANTX	COM	037326105	0.0%	Sold out−59,854
Atea Pharmaceuticals IncAVIR	COM	04683R106	0.0%	Sold out−272,820
Climb Bio IncCLYM	COM	28658R106	0.0%	Sold out−108,878
Fonar Corp	COM NEW	344437405	0.0%	Sold out−113,662
Kezar Life Sciences Inc	COM NEW	49372L209	0.0%	Sold out−126,692
Kyverna Therapeutics IncKYTX	COM	501976104	0.0%	Sold out−40,404
Twin Disc IncTWIN	COM	901476101	0.0%	Sold out−108,107

Source: SEC EDGAR, Form 13F-HR, accession 0001941040-26-000455 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.