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 $121.9M across 60 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ALCO ($5.5M, 4.51%), ACTG ($5.3M, 4.31%), KVHI ($3.7M, 3.03%), HURC ($3.6M, 2.96%), CLDT ($3.5M, 2.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ALCO | ALICO INC | $5.5M | 4.51% | 133,692 | Trimmed |
| 2 | ACTG | ACACIA RESH CORP | $5.3M | 4.31% | 1.1M | Added |
| 3 | KVHI | KVH INDS INC | $3.7M | 3.03% | 414,738 | Added |
| 4 | HURC | HURCO CO | $3.6M | 2.96% | 244,868 | Added |
| 5 | CLDT | CHATHAM LODGING TR | $3.5M | 2.90% | 450,021 | Added |
| 6 | FLGT | FULGENT GENETICS INC | $3.5M | 2.86% | 220,627 | Added |
| 7 | LMNR | LIMONEIRA CO | $3.3M | 2.74% | 248,343 | Added |
| 8 | CVGI | COMMERCIAL VEH GROUP INC | $3.1M | 2.56% | 927,530 | Added |
| 9 | SENEA | SENECA FOODS CORP NEW | $3.1M | 2.52% | 20,292 | Trimmed |
| 10 | ASLE | AERSALE CORPORATION | $3.1M | 2.52% | 496,874 | Trimmed |
| 11 | JOUT | JOHNSON OUTDOORS INC | $3.1M | 2.51% | 65,679 | Trimmed |
| 12 | CLW | CLEARWATER PAPER CORP | $3.1M | 2.51% | 214,521 | Added |
| 13 | STHO | STAR HLDGS | $3.0M | 2.50% | 405,973 | Added |
| 14 | OSUR | ORASURE TECHNOLOGIES INC | $3.0M | 2.49% | 1.0M | Added |
| 15 | NNDM | NANO DIMENSION LTD | $3.0M | 2.43% | 1.8M | Added |
| 16 | VRA | VERA BRADLEY INC | $2.6M | 2.14% | 834,107 | Trimmed |
| 17 | HOFT | HOOKER FURNISHINGS CORPORATI | $2.5M | 2.03% | 192,160 | Added |
| 18 | TBI | TRUEBLUE INC | $2.4M | 2.01% | 640,010 | Added |
| 19 | SGA | SAGA COMMUNICATIONS INC | $2.4M | 1.99% | 206,552 | Added |
| 20 | MED | MEDIFAST INC | $2.2M | 1.82% | 219,063 | Added |
| 21 | FDMT | 4D MOLECULAR THERAPEUTICS IN | $2.2M | 1.81% | 241,480 | Trimmed |
| 22 | CATO | CATO CORP NEW | $2.2M | 1.77% | 766,825 | Added |
| 23 | FONR | FONAR CORP | $2.1M | 1.73% | 113,662 | Added |
| 24 | UFI | UNIFI INC | $2.0M | 1.68% | 572,803 | Added |
| 25 | SGOV | ISHARES TR | $2.0M | 1.65% | 20,001 | Added |
Source: SEC Form 13F filings · as of 2026-03-31