Peapod Lane Capital Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$121.9M
Q ending 2026-03-31
Prior quarter
$117.5M
Q ending 2025-12-31
Change
+3.7% QoQ · +37.1% YoY
Positions
62
reported holdings
Largest positions
All 62 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alico Inc | ALCO | Shares | $5.5M | 134K |
| Acacia Resh Corp | ACTG | Shares | $5.3M | 1.1M |
| Kvh Inds Inc | KVHI | Shares | $3.7M | 415K |
| Hurco Co | HURC | Shares | $3.6M | 245K |
| Chatham Lodging Tr | CLDT | Shares | $3.5M | 450K |
| Fulgent Genetics Inc | FLGT | Shares | $3.5M | 221K |
| Limoneira Co | LMNR | Shares | $3.3M | 248K |
| Commercial Veh Group Inc | CVGI | Shares | $3.1M | 928K |
| Seneca Foods Corp New | SENEA | Shares | $3.1M | 20K |
| Aersale Corporation | ASLE | Shares | $3.1M | 497K |
| Clearwater Paper Corp | CLW | Shares | $3.1M | 215K |
| Johnson Outdoors Inc | JOUT | Shares | $3.1M | 66K |
| Star Hldgs | STHO | Shares | $3.0M | 406K |
| Orasure Technologies Inc | OSUR | Shares | $3.0M | 1.0M |
| Nano Dimension Ltd | NNDM | Shares | $3.0M | 1.8M |
| Vera Bradley Inc | VRA | Shares | $2.6M | 834K |
| Hooker Furnishings Corporati | HOFT | Shares | $2.5M | 192K |
| Trueblue Inc | TBI | Shares | $2.4M | 640K |
| Saga Communications Inc | SGA | Shares | $2.4M | 207K |
| Medifast Inc | MED | Shares | $2.2M | 219K |
| 4D Molecular Therapeutics In | FDMT | Shares | $2.2M | 241K |
| Cato Corp New | CATO | Shares | $2.2M | 767K |
| Fonar Corp | FOA | Shares | $2.1M | 114K |
| Unifi Inc | UFI | Shares | $2.0M | 573K |
| Ishares Tr | SGOV | Shares | $2.0M | 20K |
| Intrepid Potash Inc | IPI | Shares | $2.0M | 46K |
| Arq Inc | ARQ | Shares | $2.0M | 775K |
| Seaport Entmt Group Inc | SEG | Shares | $2.0M | 93K |
| Resources Connection Inc | RGP | Shares | $2.0M | 528K |
| Universal Electrs Inc | UEIC | Shares | $1.9M | 455K |
| Standard Biotools Inc | LAB | Shares | $1.9M | 2.0M |
| Alto Ingredients Inc | ALTO | Shares | $1.8M | 406K |
| Gaia Inc New | GAIA | Shares | $1.7M | 631K |
| Twin Disc Inc | TWIN | Shares | $1.6M | 108K |
| Inogen Inc | INGN | Shares | $1.6M | 259K |
| Pliant Therapeutics Inc | PLRX | Shares | $1.6M | 1.3M |
| Mammoth Energy Svcs Inc | TUSK | Shares | $1.5M | 600K |
| Kelly Svcs Inc | KELYA | Shares | $1.5M | 170K |
| Atea Pharmaceuticals Inc | AVIR | Shares | $1.4M | 273K |
| Clarus Corp New | CLAR | Shares | $1.4M | 531K |
| Nkarta Inc | NKTX | Shares | $1.4M | 676K |
| Hoyne Bancorp Inc | HYNE | Shares | $1.4M | 97K |
| Identiv Inc | INVE | Shares | $1.4M | 377K |
| Westwood Hldgs Group Inc | WHG | Shares | $1.3M | 79K |
| Amrep Corp | AXR | Shares | $1.3M | 46K |
| Astronova Inc | ALOT | Shares | $1.2M | 131K |
| Fb Bancorp Inc | FBLA | Shares | $1.2M | 88K |
| Northern Technologies Intl C | NTIC | Shares | $1.2M | 143K |
| Lake Shore Bancorp Inc | LSBK | Shares | $1.0M | 69K |
| Lakeland Inds Inc | LAKE | Shares | $1.0M | 128K |
| Maxcyte Inc | MXCT | Shares | $926K | 1.3M |
| Kezar Life Sciences Inc | 2KZ0 | Shares | $925K | 127K |
| Zentalis Pharmaceuticals Inc | ZNTL | Shares | $835K | 367K |
| Methode Electrs Inc | MEI | Shares | $774K | 141K |
| Climb Bio Inc | CLYM | Shares | $740K | 109K |
| Seer Inc | SEER | Shares | $736K | 439K |
| Docgo Inc | DCGO | Shares | $698K | 1.1M |
| Metagenomi Therapeutics Inc | MGX | Shares | $683K | 517K |
| Fuel Tech Inc | FTEK | Shares | $582K | 479K |
| Bicycle Therapeutics Plc | BCYC | Shares | $550K | 121K |
| Kyverna Therapeutics Inc | KYTX | Shares | $336K | 40K |
| An2 Therapeutics Inc | ANTX | Shares | $207K | 60K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.