# Peapod Lane Capital LLC: Form 13F holdings

An institutional investment manager in Bedford Hills, NY. SEC CIK 2050979.

- Quarter ended: 2026-06-30
- Filed: 2026-07-27
- Reported value: $148.2m
- Positions: 61 (61 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2050979/000194104026000455/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [HURCO CO (HURC)](/companies/hurc.md) | COM | $6.1m | 4.1% | 264,792 |  | Added +19,924 |
| [CHATHAM LODGING TR (CLDT)](/companies/cldt.md) | COM | $6.0m | 4.1% | 457,149 |  | Added +7,128 |
| [ALICO INC (ALCO)](/companies/alco.md) | COM | $4.9m | 3.3% | 117,439 |  | Reduced −16,253 |
| [ACACIA RESH CORP (ACTG)](/companies/actg.md) | ACACIA TCH COM | $4.6m | 3.1% | 994,770 |  | Reduced −96,566 |
| [FULGENT GENETICS INC (FLGT)](/companies/flgt.md) | COM | $4.6m | 3.1% | 224,207 |  | Added +3,580 |
| [CLEARWATER PAPER CORP (CLW)](/companies/clw.md) | COM | $4.5m | 3.1% | 289,906 |  | Added +75,385 |
| [LIMONEIRA CO (LMNR)](/companies/lmnr.md) | COM | $4.5m | 3.0% | 340,880 |  | Added +92,537 |
| [ORASURE TECHNOLOGIES INC (OSUR)](/companies/osur.md) | COM | $4.4m | 3.0% | 993,875 |  | Reduced −24,601 |
| [TRUEBLUE INC (TBI)](/companies/tbi.md) | COM | $4.2m | 2.8% | 601,005 |  | Reduced −39,005 |
| [AERSALE CORPORATION (ASLE)](/companies/asle.md) | COM | $3.8m | 2.6% | 607,358 |  | Added +110,484 |
| ASTRONOVA INC | COM | $3.8m | 2.6% | 133,065 |  | Added +2,087 |
| [STAR HLDGS (STHO)](/companies/stho.md) | SHS BEN INT | $3.8m | 2.5% | 412,468 |  | Added +6,495 |
| [SENECA FOODS CORP NEW (SENEA)](/companies/senea.md) | CL A | $3.6m | 2.4% | 20,648 |  | Added +356 |
| [HOOKER FURNISHINGS CORPORATI (HOFT)](/companies/hoft.md) | COM | $3.5m | 2.3% | 195,224 |  | Added +3,064 |
| [JOHNSON OUTDOORS INC (JOUT)](/companies/jout.md) | CL A | $3.1m | 2.1% | 66,748 |  | Added +1,069 |
| [SEAPORT ENTMT GROUP INC (SEG)](/companies/seg.md) | COMMON STOCK | $2.9m | 2.0% | 109,851 |  | Added +17,345 |
| [UNIFI INC (UFI)](/companies/ufi.md) | COM NEW | $2.8m | 1.9% | 581,977 |  | Added +9,174 |
| [METHODE ELECTRS INC (MEI)](/companies/mei.md) | COM | $2.7m | 1.8% | 144,272 |  | Added +3,630 |
| [VERA BRADLEY INC (VRA)](/companies/vra.md) | COM | $2.7m | 1.8% | 684,766 |  | Reduced −149,341 |
| [MAMMOTH ENERGY SVCS INC (TUSK)](/companies/tusk.md) | COM | $2.6m | 1.8% | 807,804 |  | Added +207,999 |
| [MAXCYTE INC (MXCT)](/companies/mxct.md) | COM | $2.6m | 1.8% | 2,125,752 |  | Added +793,559 |
| [CATO CORP NEW (CATO)](/companies/cato.md) | CL A | $2.5m | 1.7% | 778,940 |  | Added +12,115 |
| [KVH INDS INC (KVHI)](/companies/kvhi.md) | COM | $2.5m | 1.7% | 249,907 |  | Reduced −164,831 |
| [KELLY SVCS INC (KELYA)](/companies/kelya.md) | CL A | $2.4m | 1.6% | 192,461 |  | Added +22,512 |
| [MEDIFAST INC (MED)](/companies/med.md) | COM | $2.4m | 1.6% | 222,576 |  | Added +3,513 |
| [RESOURCES CONNECTION INC (RGP)](/companies/rgp.md) | COM | $2.3m | 1.5% | 536,955 |  | Added +8,544 |
| [BICYCLE THERAPEUTICS PLC (BCYC)](/companies/bcyc.md) | SPONSORED ADS | $2.3m | 1.5% | 537,978 |  | Added +416,872 |
| [LAKELAND INDS INC (LAKE)](/companies/lake.md) | COM | $2.2m | 1.5% | 207,657 |  | Added +79,539 |
| [UNIVERSAL ELECTRS INC (UEIC)](/companies/ueic.md) | COM | $2.2m | 1.5% | 462,801 |  | Added +7,310 |
| [BASSETT FURNITURE INDS INC (BSET)](/companies/bset.md) | COM | $2.2m | 1.5% | 123,868 |  | New +123,868 |
| [NANO DIMENSION LTD (NNDM)](/companies/nndm.md) | SPONSORD ADS NEW | $2.1m | 1.4% | 1,451,728 |  | Reduced −308,815 |
| ISHARES TR | 0-3 MTH TREASURY | $2.1m | 1.4% | 20,900 |  | Added +899 |
| [COMMERCIAL VEH GROUP INC (CVGI)](/companies/cvgi.md) | COM | $2.0m | 1.4% | 440,663 |  | Reduced −486,867 |
| [ARQ INC (ARQ)](/companies/arq.md) | COM | $2.0m | 1.4% | 787,880 |  | Added +12,531 |
| [PURE CYCLE CORP (PCYO)](/companies/pcyo.md) | COM NEW | $2.0m | 1.3% | 186,734 |  | New +186,734 |
| [STANDARD BIOTOOLS INC (LAB)](/companies/lab.md) | COM | $2.0m | 1.3% | 2,411,474 |  | Added +382,947 |
| [ENGENE THERAPEUTICS INC (ENGN)](/companies/engn.md) | COM | $1.9m | 1.3% | 1,102,149 |  | New +1,102,149 |
| [SAGA COMMUNICATIONS INC (SGA)](/companies/sga.md) | CL A NEW | $1.9m | 1.3% | 209,865 |  | Added +3,313 |
| [FUEL TECH INC (FTEK)](/companies/ftek.md) | COM | $1.8m | 1.2% | 820,592 |  | Added +341,750 |
| [INOGEN INC (INGN)](/companies/ingn.md) | COM | $1.7m | 1.1% | 262,775 |  | Added +4,130 |
| [HOYNE BANCORP INC (HYNE)](/companies/hyne.md) | COM | $1.6m | 1.1% | 98,232 |  | Added +1,544 |
| [NKARTA INC (NKTX)](/companies/nktx.md) | COM | $1.6m | 1.1% | 549,923 |  | Reduced −126,289 |
| [WESTWOOD HLDGS GROUP INC (WHG)](/companies/whg.md) | COM | $1.5m | 1.0% | 80,120 |  | Added +1,261 |
| [INTREPID POTASH INC (IPI)](/companies/ipi.md) | COM | $1.5m | 1.0% | 46,173 |  | Added +87 |
| [NORTHERN TECHNOLOGIES INTL C (NTIC)](/companies/ntic.md) | COM | $1.5m | 1.0% | 176,114 |  | Added +33,472 |
| [ALTO INGREDIENTS INC (ALTO)](/companies/alto.md) | COM | $1.5m | 1.0% | 263,383 |  | Reduced −143,002 |
| PLAYSTUDIOS INC | CLASS A COM | $1.5m | 1.0% | 3,002,579 |  | New +3,002,579 |
| [PLIANT THERAPEUTICS INC (PLRX)](/companies/plrx.md) | COM | $1.5m | 1.0% | 1,309,013 |  | Added +20,435 |
| [IDENTIV INC (INVE)](/companies/inve.md) | COM NEW | $1.5m | 1.0% | 587,212 |  | Added +210,482 |
| [OUTSET MED INC (OM)](/companies/om.md) | COM NEW | $1.4m | 1.0% | 331,951 |  | New +331,951 |
| [FB BANCORP INC (FBLA)](/companies/fbla.md) | COM | $1.3m | 0.9% | 89,599 |  | Added +1,401 |
| [GAIA INC NEW (GAIA)](/companies/gaia.md) | CL A | $1.3m | 0.9% | 640,797 |  | Added +10,002 |
| [DOCGO INC (DCGO)](/companies/dcgo.md) | COM | $1.3m | 0.9% | 2,500,118 |  | Added +1,370,924 |
| [LAKE SHORE BANCORP INC (LSBK)](/companies/lsbk.md) | COM | $1.2m | 0.8% | 70,039 |  | Added +1,096 |
| [AMREP CORP (AXR)](/companies/axr.md) | COM | $1.2m | 0.8% | 46,763 |  | Added +701 |
| [FULCRUM THERAPEUTICS INC (FULC)](/companies/fulc.md) | COM | $1.0m | 0.7% | 285,798 |  | New +285,798 |
| [ZENTALIS PHARMACEUTICALS INC (ZNTL)](/companies/zntl.md) | COM | $983.9k | 0.7% | 202,864 |  | Reduced −164,004 |
| [SEER INC (SEER)](/companies/seer.md) | COM CL A | $739.4k | 0.5% | 445,450 |  | Added +6,869 |
| [CLARUS CORP NEW (CLAR)](/companies/clar.md) | COM | $662.7k | 0.4% | 210,384 |  | Reduced −320,487 |
| [METAGENOMI THERAPEUTICS INC (MGX)](/companies/mgx.md) | COM | $624.8k | 0.4% | 525,024 |  | Added +8,263 |
| [VIRCO MFG CO (VIRC)](/companies/virc.md) | COM | $383.8k | 0.3% | 62,507 |  | New +62,507 |

## Sold out

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

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [4D MOLECULAR THERAPEUTICS IN (FDMT)](/companies/fdmt.md) | COM | $0 | 0.0% | 0 |  | Sold out −241,480 |
| [AN2 THERAPEUTICS INC (ANTX)](/companies/antx.md) | COM | $0 | 0.0% | 0 |  | Sold out −59,854 |
| [ATEA PHARMACEUTICALS INC (AVIR)](/companies/avir.md) | COM | $0 | 0.0% | 0 |  | Sold out −272,820 |
| [CLIMB BIO INC (CLYM)](/companies/clym.md) | COM | $0 | 0.0% | 0 |  | Sold out −108,878 |
| FONAR CORP | COM NEW | $0 | 0.0% | 0 |  | Sold out −113,662 |
| KEZAR LIFE SCIENCES INC | COM NEW | $0 | 0.0% | 0 |  | Sold out −126,692 |
| [KYVERNA THERAPEUTICS INC (KYTX)](/companies/kytx.md) | COM | $0 | 0.0% | 0 |  | Sold out −40,404 |
| [TWIN DISC INC (TWIN)](/companies/twin.md) | COM | $0 | 0.0% | 0 |  | Sold out −108,107 |

Source: SEC EDGAR, Form 13F-HR, accession 0001941040-26-000455. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.