Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-06-30)

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.

RankTickerCompanyValue% PortfolioSharesAction
1HURCHURCO CO$6.1M4.09%264,792Added
2CLDTCHATHAM LODGING TR$6.0M4.08%457,149Added
3ALCOALICO INC$4.9M3.28%117,439Trimmed
4ACTGACACIA RESH CORP$4.6M3.13%994,770Trimmed
5FLGTFULGENT GENETICS INC$4.6M3.10%224,207Added
6CLWCLEARWATER PAPER CORP$4.5M3.07%289,906Added
7LMNRLIMONEIRA CO$4.5M3.02%340,880Added
8OSURORASURE TECHNOLOGIES INC$4.4M2.99%993,875Trimmed
9TBITRUEBLUE INC$4.2M2.83%601,005Trimmed
10ASLEAERSALE CORPORATION$3.8M2.59%607,358Added
11ALOTASTRONOVA INC$3.8M2.56%133,065Added
12STHOSTAR HLDGS$3.8M2.54%412,468Added
13SENEASENECA FOODS CORP NEW$3.6M2.42%20,648Added
14HOFTHOOKER FURNISHINGS CORPORATI$3.5M2.35%195,224Added
15JOUTJOHNSON OUTDOORS INC$3.1M2.07%66,748Added
16SEGSEAPORT ENTMT GROUP INC$2.9M1.97%109,851Added
17UFIUNIFI INC$2.8M1.87%581,977Added
18MEIMETHODE ELECTRS INC$2.7M1.85%144,272Added
19VRAVERA BRADLEY INC$2.7M1.80%684,766Trimmed
20TUSKMAMMOTH ENERGY SVCS INC$2.6M1.77%807,804Added
21MXCTMAXCYTE INC$2.6M1.76%2.1MAdded
22CATOCATO CORP NEW$2.5M1.70%778,940Added
23KVHIKVH INDS INC$2.5M1.67%249,907Trimmed
24KELYAKELLY SVCS INC$2.4M1.59%192,461Added
25MEDMEDIFAST INC$2.4M1.59%222,576Added

Source: SEC Form 13F filings · as of 2026-06-30