Peapod Lane Capital LLC 13F 持仓 · 2026年Q2
Peapod Lane Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 61 只证券，申报市值合计 1.48 亿美元。前几大持仓：HURC（4.09%）、CLDT（4.08%）、ALCO（3.28%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | HURC | HURCO CO | $6.1M | 4.09% | 264,792 | 增持 |
| 2 | CLDT | CHATHAM LODGING TR | $6.0M | 4.08% | 457,149 | 增持 |
| 3 | ALCO | ALICO INC | $4.9M | 3.28% | 117,439 | 减持 |
| 4 | ACTG | ACACIA RESH CORP | $4.6M | 3.13% | 994,770 | 减持 |
| 5 | FLGT | FULGENT GENETICS INC | $4.6M | 3.10% | 224,207 | 增持 |
| 6 | CLW | CLEARWATER PAPER CORP | $4.5M | 3.07% | 289,906 | 增持 |
| 7 | LMNR | LIMONEIRA CO | $4.5M | 3.02% | 340,880 | 增持 |
| 8 | OSUR | ORASURE TECHNOLOGIES INC | $4.4M | 2.99% | 993,875 | 减持 |
| 9 | TBI | TRUEBLUE INC | $4.2M | 2.83% | 601,005 | 减持 |
| 10 | ASLE | AERSALE CORPORATION | $3.8M | 2.59% | 607,358 | 增持 |
| 11 | ALOT | ASTRONOVA INC | $3.8M | 2.56% | 133,065 | 增持 |
| 12 | STHO | STAR HLDGS | $3.8M | 2.54% | 412,468 | 增持 |
| 13 | SENEA | SENECA FOODS CORP NEW | $3.6M | 2.42% | 20,648 | 增持 |
| 14 | HOFT | HOOKER FURNISHINGS CORPORATI | $3.5M | 2.35% | 195,224 | 增持 |
| 15 | JOUT | JOHNSON OUTDOORS INC | $3.1M | 2.07% | 66,748 | 增持 |
| 16 | SEG | SEAPORT ENTMT GROUP INC | $2.9M | 1.97% | 109,851 | 增持 |
| 17 | UFI | UNIFI INC | $2.8M | 1.87% | 581,977 | 增持 |
| 18 | MEI | METHODE ELECTRS INC | $2.7M | 1.85% | 144,272 | 增持 |
| 19 | VRA | VERA BRADLEY INC | $2.7M | 1.80% | 684,766 | 减持 |
| 20 | TUSK | MAMMOTH ENERGY SVCS INC | $2.6M | 1.77% | 807,804 | 增持 |
| 21 | MXCT | MAXCYTE INC | $2.6M | 1.76% | 2.1M | 增持 |
| 22 | CATO | CATO CORP NEW | $2.5M | 1.70% | 778,940 | 增持 |
| 23 | KVHI | KVH INDS INC | $2.5M | 1.67% | 249,907 | 减持 |
| 24 | KELYA | KELLY SVCS INC | $2.4M | 1.59% | 192,461 | 增持 |
| 25 | MED | MEDIFAST INC | $2.4M | 1.59% | 222,576 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR