Peapod Lane Capital as of March 31, 2026
Portfolio Holdings for Peapod Lane Capital
Peapod Lane Capital holds 62 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ali (ALCO) | 4.5 | $5.5M | 134k | 41.15 | |
| Acacia Resh Corp Acacia Tch Com (ACTG) | 4.3 | $5.3M | 1.1M | 4.82 | |
| KVH Industries (KVHI) | 3.0 | $3.7M | 415k | 8.92 | |
| Hurco Companies (HURC) | 3.0 | $3.6M | 245k | 14.73 | |
| Chatham Lodging Trust (CLDT) | 2.9 | $3.5M | 450k | 7.85 | |
| Fulgent Genetics (FLGT) | 2.9 | $3.5M | 221k | 15.81 | |
| Limoneira Company (LMNR) | 2.7 | $3.3M | 248k | 13.45 | |
| Commercial Vehicle (CVGI) | 2.6 | $3.1M | 928k | 3.37 | |
| Seneca Foods Corp Cl A (SENEA) | 2.5 | $3.1M | 20k | 151.33 | |
| Aersale Corp (ASLE) | 2.5 | $3.1M | 497k | 6.17 | |
| Clearwater Paper (CLW) | 2.5 | $3.1M | 215k | 14.28 | |
| Johnson Outdoors Cl A (JOUT) | 2.5 | $3.1M | 66k | 46.52 | |
| Star Hldgs Shs Ben Int (STHO) | 2.5 | $3.0M | 406k | 7.50 | |
| OraSure Technologies (OSUR) | 2.5 | $3.0M | 1.0M | 2.98 | |
| Nano Dimension Sponsord Ads New (NNDM) | 2.4 | $3.0M | 1.8M | 1.68 | |
| Vera Bradley (VRA) | 2.1 | $2.6M | 834k | 3.13 | |
| Hooker Furniture Corporation (HOFT) | 2.0 | $2.5M | 192k | 12.85 | |
| TrueBlue (TBI) | 2.0 | $2.4M | 640k | 3.82 | |
| Saga Communications Cl A New (SGA) | 2.0 | $2.4M | 207k | 11.76 | |
| Medifast (MED) | 1.8 | $2.2M | 219k | 10.11 | |
| 4d Molecular Therapeutics In (FDMT) | 1.8 | $2.2M | 242k | 9.15 | |
| Cato Corp Cl A (CATO) | 1.8 | $2.2M | 767k | 2.81 | |
| Fonar Corp Com New (FONR) | 1.7 | $2.1M | 114k | 18.56 | |
| Unifi Com New (UFI) | 1.7 | $2.0M | 573k | 3.57 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.7 | $2.0M | 20k | 100.65 | |
| Intrepid Potash (IPI) | 1.6 | $2.0M | 46k | 43.40 | |
| Advanced Emissions (ARQ) | 1.6 | $2.0M | 775k | 2.54 | |
| Seaport Entmt Group Common Stock (SEG) | 1.6 | $2.0M | 93k | 21.31 | |
| Resources Connection (RGP) | 1.6 | $2.0M | 528k | 3.72 | |
| Universal Electronics (UEIC) | 1.5 | $1.9M | 456k | 4.12 | |
| D Fluidigm Corp Del (LAB) | 1.5 | $1.9M | 2.0M | 0.92 | |
| Pacific Ethanol (ALTO) | 1.5 | $1.8M | 406k | 4.48 | |
| Gaia Cl A (GAIA) | 1.4 | $1.7M | 631k | 2.76 | |
| Twin Disc, Incorporated (TWIN) | 1.3 | $1.6M | 108k | 15.01 | |
| Inogen (INGN) | 1.3 | $1.6M | 259k | 6.17 | |
| Pliant Therapeutics (PLRX) | 1.3 | $1.6M | 1.3M | 1.23 | |
| Mammoth Energy Svcs (TUSK) | 1.2 | $1.5M | 600k | 2.52 | |
| Kelly Svcs Cl A (KELYA) | 1.2 | $1.5M | 170k | 8.87 | |
| Atea Pharmaceuticals (AVIR) | 1.2 | $1.4M | 273k | 5.29 | |
| Clarus Corp (CLAR) | 1.2 | $1.4M | 531k | 2.70 | |
| Nkarta (NKTX) | 1.2 | $1.4M | 676k | 2.08 | |
| Hoyne Bancorp (HYNE) | 1.1 | $1.4M | 97k | 14.43 | |
| Identiv Com New (INVE) | 1.1 | $1.4M | 377k | 3.67 | |
| Westwood Holdings (WHG) | 1.1 | $1.3M | 79k | 16.43 | |
| AMREP Corporation (AXR) | 1.1 | $1.3M | 46k | 27.81 | |
| Astro-Med (ALOT) | 1.0 | $1.2M | 131k | 9.24 | |
| Fb Bancorp (FBLA) | 1.0 | $1.2M | 88k | 13.72 | |
| Northern Technologies International (NTIC) | 1.0 | $1.2M | 143k | 8.26 | |
| Lake Shore Bancorp (LSBK) | 0.9 | $1.0M | 69k | 15.16 | |
| Lakeland Industries (LAKE) | 0.8 | $1.0M | 128k | 8.05 | |
| Maxcyte (MXCT) | 0.8 | $926k | 1.3M | 0.69 | |
| Kezar Life Sciences Com New (KZR) | 0.8 | $925k | 127k | 7.30 | |
| Zentalis Pharmaceuticals (ZNTL) | 0.7 | $835k | 367k | 2.27 | |
| Methode Electronics (MEI) | 0.6 | $774k | 141k | 5.50 | |
| Eliem Therapeutics (CLYM) | 0.6 | $740k | 109k | 6.79 | |
| Seer Com Cl A (SEER) | 0.6 | $736k | 439k | 1.68 | |
| Docgo (DCGO) | 0.6 | $698k | 1.1M | 0.62 | |
| Metagenomi (MGX) | 0.6 | $683k | 517k | 1.32 | |
| Fuel Tech (FTEK) | 0.5 | $582k | 479k | 1.22 | |
| Bicycle Therapeutics Sponsored Ads (BCYC) | 0.5 | $550k | 121k | 4.54 | |
| Kyverna Therapeutics (KYTX) | 0.3 | $337k | 40k | 8.33 | |
| An2 Therapeutics (ANTX) | 0.2 | $207k | 60k | 3.46 |
