Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Peapod Lane Capital LLC (CIK 2050979) reported $148.2M across 61 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: HURC ($6.1M, 4.09%), CLDT ($6.0M, 4.08%), ALCO ($4.9M, 3.28%), ACTG ($4.6M, 3.13%), FLGT ($4.6M, 3.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HURC | HURCO CO | $6.1M | 4.09% | 264,792 | Added |
| 2 | CLDT | CHATHAM LODGING TR | $6.0M | 4.08% | 457,149 | Added |
| 3 | ALCO | ALICO INC | $4.9M | 3.28% | 117,439 | Trimmed |
| 4 | ACTG | ACACIA RESH CORP | $4.6M | 3.13% | 994,770 | Trimmed |
| 5 | FLGT | FULGENT GENETICS INC | $4.6M | 3.10% | 224,207 | Added |
| 6 | CLW | CLEARWATER PAPER CORP | $4.5M | 3.07% | 289,906 | Added |
| 7 | LMNR | LIMONEIRA CO | $4.5M | 3.02% | 340,880 | Added |
| 8 | OSUR | ORASURE TECHNOLOGIES INC | $4.4M | 2.99% | 993,875 | Trimmed |
| 9 | TBI | TRUEBLUE INC | $4.2M | 2.83% | 601,005 | Trimmed |
| 10 | ASLE | AERSALE CORPORATION | $3.8M | 2.59% | 607,358 | Added |
| 11 | ALOT | ASTRONOVA INC | $3.8M | 2.56% | 133,065 | Added |
| 12 | STHO | STAR HLDGS | $3.8M | 2.54% | 412,468 | Added |
| 13 | SENEA | SENECA FOODS CORP NEW | $3.6M | 2.42% | 20,648 | Added |
| 14 | HOFT | HOOKER FURNISHINGS CORPORATI | $3.5M | 2.35% | 195,224 | Added |
| 15 | JOUT | JOHNSON OUTDOORS INC | $3.1M | 2.07% | 66,748 | Added |
| 16 | SEG | SEAPORT ENTMT GROUP INC | $2.9M | 1.97% | 109,851 | Added |
| 17 | UFI | UNIFI INC | $2.8M | 1.87% | 581,977 | Added |
| 18 | MEI | METHODE ELECTRS INC | $2.7M | 1.85% | 144,272 | Added |
| 19 | VRA | VERA BRADLEY INC | $2.7M | 1.80% | 684,766 | Trimmed |
| 20 | TUSK | MAMMOTH ENERGY SVCS INC | $2.6M | 1.77% | 807,804 | Added |
| 21 | MXCT | MAXCYTE INC | $2.6M | 1.76% | 2.1M | Added |
| 22 | CATO | CATO CORP NEW | $2.5M | 1.70% | 778,940 | Added |
| 23 | KVHI | KVH INDS INC | $2.5M | 1.67% | 249,907 | Trimmed |
| 24 | KELYA | KELLY SVCS INC | $2.4M | 1.59% | 192,461 | Added |
| 25 | MED | MEDIFAST INC | $2.4M | 1.59% | 222,576 | Added |
Source: SEC Form 13F filings · as of 2026-06-30