Peapod Lane Capital as of June 30, 2026
Portfolio Holdings for Peapod Lane Capital
Peapod Lane Capital holds 61 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hurco Companies (HURC) | 4.1 | $6.1M | 265k | 22.89 | |
| Chatham Lodging Trust (CLDT) | 4.1 | $6.0M | 457k | 13.23 | |
| Ali (ALCO) | 3.3 | $4.9M | 117k | 41.37 | |
| Acacia Resh Corp Acacia Tch Com (ACTG) | 3.1 | $4.6M | 995k | 4.66 | |
| Fulgent Genetics (FLGT) | 3.1 | $4.6M | 224k | 20.52 | |
| Clearwater Paper (CLW) | 3.1 | $4.5M | 290k | 15.68 | |
| Limoneira Company (LMNR) | 3.0 | $4.5M | 341k | 13.13 | |
| OraSure Technologies (OSUR) | 3.0 | $4.4M | 994k | 4.46 | |
| TrueBlue (TBI) | 2.8 | $4.2M | 601k | 6.97 | |
| Aersale Corp (ASLE) | 2.6 | $3.8M | 607k | 6.32 | |
| Astro-Med (ALOT) | 2.6 | $3.8M | 133k | 28.47 | |
| Star Hldgs Shs Ben Int (STHO) | 2.5 | $3.8M | 413k | 9.13 | |
| Seneca Foods Corp Cl A (SENEA) | 2.4 | $3.6M | 21k | 173.94 | |
| Hooker Furniture Corporation (HOFT) | 2.3 | $3.5M | 195k | 17.83 | |
| Johnson Outdoors Cl A (JOUT) | 2.1 | $3.1M | 67k | 46.04 | |
| Seaport Entmt Group Common Stock (SEG) | 2.0 | $2.9M | 110k | 26.60 | |
| Unifi Com New (UFI) | 1.9 | $2.8M | 582k | 4.75 | |
| Methode Electronics (MEI) | 1.8 | $2.7M | 144k | 18.97 | |
| Vera Bradley (VRA) | 1.8 | $2.7M | 685k | 3.89 | |
| Mammoth Energy Svcs (TUSK) | 1.8 | $2.6M | 808k | 3.25 | |
| Maxcyte (MXCT) | 1.8 | $2.6M | 2.1M | 1.23 | |
| Cato Corp Cl A (CATO) | 1.7 | $2.5M | 779k | 3.24 | |
| KVH Industries (KVHI) | 1.7 | $2.5M | 250k | 9.91 | |
| Kelly Svcs Cl A (KELYA) | 1.6 | $2.4M | 193k | 12.28 | |
| Medifast (MED) | 1.6 | $2.4M | 223k | 10.61 | |
| Resources Connection (RGP) | 1.5 | $2.3M | 537k | 4.25 | |
| Bicycle Therapeutics Sponsored Ads (BCYC) | 1.5 | $2.3M | 538k | 4.24 | |
| Lakeland Industries (LAKE) | 1.5 | $2.2M | 208k | 10.69 | |
| Universal Electronics (UEIC) | 1.5 | $2.2M | 463k | 4.77 | |
| Bassett Furniture Industries (BSET) | 1.5 | $2.2M | 124k | 17.72 | |
| Nano Dimension Sponsord Ads New (NNDM) | 1.4 | $2.1M | 1.5M | 1.45 | |
| Ishares Tr 0-3 Mth Treasury (SGOV) | 1.4 | $2.1M | 21k | 100.67 | |
| Commercial Vehicle (CVGI) | 1.4 | $2.0M | 441k | 4.62 | |
| Advanced Emissions (ARQ) | 1.4 | $2.0M | 788k | 2.55 | |
| Pure Cycle Corp Com New (PCYO) | 1.3 | $2.0M | 187k | 10.71 | |
| D Fluidigm Corp Del (LAB) | 1.3 | $2.0M | 2.4M | 0.82 | |
| Engene Therapeutics (ENGN) | 1.3 | $1.9M | 1.1M | 1.73 | |
| Saga Communications Cl A New (SGA) | 1.3 | $1.9M | 210k | 9.07 | |
| Fuel Tech (FTEK) | 1.2 | $1.8M | 821k | 2.21 | |
| Inogen (INGN) | 1.1 | $1.7M | 263k | 6.45 | |
| Hoyne Bancorp (HYNE) | 1.1 | $1.6M | 98k | 16.74 | |
| Nkarta (NKTX) | 1.1 | $1.6M | 550k | 2.83 | |
| Westwood Holdings (WHG) | 1.0 | $1.5M | 80k | 19.16 | |
| Intrepid Potash (IPI) | 1.0 | $1.5M | 46k | 32.78 | |
| Northern Technologies International (NTIC) | 1.0 | $1.5M | 176k | 8.56 | |
| Pacific Ethanol (ALTO) | 1.0 | $1.5M | 263k | 5.70 | |
| Playstudios Class A Com (MYPS) | 1.0 | $1.5M | 3.0M | 0.50 | |
| Pliant Therapeutics (PLRX) | 1.0 | $1.5M | 1.3M | 1.14 | |
| Identiv Com New (INVE) | 1.0 | $1.5M | 587k | 2.52 | |
| Outset Med Com New (OM) | 1.0 | $1.4M | 332k | 4.32 | |
| Fb Bancorp (FBLA) | 0.9 | $1.3M | 90k | 15.06 | |
| Gaia Cl A (GAIA) | 0.9 | $1.3M | 641k | 2.10 | |
| Docgo (DCGO) | 0.9 | $1.3M | 2.5M | 0.52 | |
| Lake Shore Bancorp (LSBK) | 0.8 | $1.2M | 70k | 17.81 | |
| AMREP Corporation (AXR) | 0.8 | $1.2M | 47k | 25.22 | |
| Fulcrum Therapeutics (FULC) | 0.7 | $1.0M | 286k | 3.66 | |
| Zentalis Pharmaceuticals (ZNTL) | 0.7 | $984k | 203k | 4.85 | |
| Seer Com Cl A (SEER) | 0.5 | $739k | 446k | 1.66 | |
| Clarus Corp (CLAR) | 0.4 | $663k | 210k | 3.15 | |
| Metagenomi (MGX) | 0.4 | $625k | 525k | 1.19 | |
| Virco Mfg. Corporation (VIRC) | 0.3 | $384k | 63k | 6.14 |
