Peapod Lane Capital LLC Top Holdings and 13F Report (2026) About Peapod Lane Capital LLCInvestment ActivityPeapod Lane Capital LLC has $121.90 million in total holdings as of March 31, 2026.Peapod Lane Capital LLC owns shares of 62 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 20.65% of the portfolio was purchased this quarter.About 25.89% of the portfolio was sold this quarter.This quarter, Peapod Lane Capital LLC has purchased 59 new stocks and bought additional shares in 32 stocks.Peapod Lane Capital LLC sold shares of 20 stocks and completely divested from 6 stocks this quarter.Largest Holdings Alico $5,500,757Acacia Research $5,259,557KVH Industries $3,698,705Hurco Companies $3,607,754Chatham Lodging Trust $3,531,681 Largest New Holdings this Quarter 812215200 - SEAPORT ENTMT GROUP INC $1,971,300 Holding34385P108 - Standard BioTools $1,861,719 Holding45780L104 - Inogen $1,594,718 Holding56155L108 - Mammoth Energy Services $1,513,348 Holding488152208 - Kelly Services $1,507,018 Holding Largest Purchases this Quarter SEAPORT ENTMT GROUP INC 92,506 shares (about $1.97M)Standard BioTools 2,028,527 shares (about $1.86M)Inogen 258,645 shares (about $1.59M)Mammoth Energy Services 599,805 shares (about $1.51M)Kelly Services 169,949 shares (about $1.51M) Largest Sales this Quarter Alto Ingredients 837,813 shares (about $3.75M)Eliem Therapeutics 457,114 shares (about $3.11M)Seneca Foods 17,231 shares (about $2.61M)AN2 THERAPEUTICS INC 533,542 shares (about $1.84M)Johnson Outdoors 31,735 shares (about $1.48M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPeapod Lane Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorALCOAlico$5,500,757$370 ▼0.0%133,6924.5%Consumer StaplesACTGAcacia Research$5,259,557$1,182,588 ▲29.0%1,091,3364.3%Business ServicesKVHIKVH Industries$3,698,705$36 ▲0.0%414,7383.0%Computer and TechnologyHURCHurco Companies$3,607,754$659,278 ▲22.4%244,8683.0%IndustrialsCLDTChatham Lodging Trust$3,531,681$1,003,249 ▲39.7%450,0212.9%FinanceFLGTFulgent Genetics$3,488,500$867,211 ▲33.1%220,6272.9%MedicalLMNRLimoneira$3,339,039$535,068 ▲19.1%248,3432.7%Consumer StaplesCVGICommercial Vehicle Group$3,126,308$127,731 ▲4.3%927,5302.6%Auto/Tires/TrucksSENEASeneca Foods$3,070,857$2,607,626 ▼-45.9%20,2922.5%Consumer StaplesASLEAerSale$3,067,418$62 ▼0.0%496,8742.5%AerospaceCLWClearwater Paper$3,063,881$1,001,027 ▲48.5%214,5212.5%Basic MaterialsJOUTJohnson Outdoors$3,055,658$1,476,443 ▼-32.6%65,6792.5%Consumer DiscretionarySTHOStar$3,046,674$167,503 ▲5.8%405,9732.5%FinanceOSUROraSure Technologies$3,037,311$18 ▲0.0%1,018,4762.5%MedicalNNDMNano Dimension$2,963,788$45 ▲0.0%1,760,5432.4%Computer and TechnologyVRAVera Bradley$2,614,332$130,969 ▼-4.8%834,1072.1%Retail/WholesaleHOFTHooker Furnishings$2,470,147$79,416 ▲3.3%192,1602.0%Consumer DiscretionaryTBITrueBlue$2,447,303$1,353,781 ▲123.8%640,0102.0%Business ServicesSGASaga Communications$2,428,617$407,235 ▲20.1%206,5522.0%Consumer DiscretionaryMEDMedifast$2,213,788$1,187,381 ▲115.7%219,0631.8%Consumer StaplesFDMT4D Molecular Therapeutics$2,209,564$242,880 ▼-9.9%241,4801.8%MedicalCATOCato$2,155,584$197,760 ▲10.1%766,8251.8%Retail/WholesaleFONRFonar$2,109,675$163,206 ▲8.4%113,6621.7%MedicalUFIUnifi$2,042,932$429,021 ▲26.6%572,8031.7%IndustrialsSGOViShares 0-3 Month Treasury Bond ETF$2,013,130$358,319 ▲21.7%20,0011.7%ETFIPIIntrepid Potash$2,000,1380.0%46,0861.6%Basic MaterialsARQ INC$1,971,533$1,390,348 ▲239.2%775,3491.6%COMSEAPORT ENTMT GROUP INC$1,971,300$1,971,300 ▲New Holding92,5061.6%COMMON STOCKRGPResources Connection$1,963,265$629,603 ▲47.2%528,4111.6%Business ServicesUEICUniversal Electronics$1,878,141$214 ▼0.0%455,4911.5%Computer and TechnologyLABStandard BioTools$1,861,719$1,861,719 ▲New Holding2,028,5271.5%MedicalALTOAlto Ingredients$1,819,368$3,750,852 ▼-67.3%406,3851.5%Consumer DiscretionaryGAIAGaia$1,739,238$124 ▼0.0%630,7951.4%Consumer DiscretionaryTWINTwin Disc$1,622,568$458,117 ▼-22.0%108,1071.3%IndustrialsINGNInogen$1,594,718$1,594,718 ▲New Holding258,6451.3%MedicalPLRXPliant Therapeutics$1,589,284$496,063 ▲45.4%1,288,5781.3%MedicalTUSKMammoth Energy Services$1,513,348$1,513,348 ▲New Holding599,8051.2%EnergyKELYAKelly Services$1,507,018$1,507,018 ▲New Holding169,9491.2%Business ServicesAVIRAtea Pharmaceuticals$1,442,958$857,884 ▼-37.3%272,8201.2%MedicalCLARClarus$1,432,150$177,182 ▲14.1%530,8711.2%Consumer DiscretionaryNKTXNkarta$1,407,095$27 ▲0.0%676,2121.2%MedicalHOYNE BANCORP INC$1,395,455$378,032 ▲37.2%96,6881.1%COMINVEIdentiv$1,382,716$15 ▼0.0%376,7301.1%Computer and TechnologyWHGWestwood Holdings Group$1,295,320$161,318 ▼-11.1%78,8591.1%FinanceAXRAMREP$1,280,948$56 ▼0.0%46,0621.1%FinanceALOTAstroNova$1,210,339$88,665 ▲7.9%130,9781.0%Business ServicesFB BANCORP INC$1,209,982$243,772 ▲25.2%88,1981.0%COMNTICNorthern Technologies International$1,178,625$174 ▲0.0%142,6421.0%Basic MaterialsLAKE SHORE BANCORP INC$1,045,038$318 ▲0.0%68,9430.9%COMLAKELakeland Industries$1,031,019$481,195 ▲87.5%128,1180.8%IndustrialsMXCTMaxCyte$925,817$925,817 ▲New Holding1,332,1930.8%MedicalKEZAR LIFE SCIENCES INC$924,520$51 ▼0.0%126,6920.8%COM NEWZNTLZentalis Pharmaceuticals$834,581$186,524 ▼-18.3%366,8680.7%MedicalMEIMethode Electronics$773,731$773,731 ▲New Holding140,6420.6%Computer and TechnologyELYMEliem Therapeutics$739,799$3,105,976 ▼-80.8%108,8780.6%MedicalSEERSeer$735,885$52 ▼0.0%438,5810.6%MedicalDCGODocGo$697,533$697,533 ▲New Holding1,129,1940.6%MedicalMETAGENOMI THERAPEUTICS INC$682,915$25,252 ▲3.8%516,7610.6%COMFTEKFuel Tech$582,123$144,909 ▲33.1%478,8420.5%IndustrialsBCYCBicycle Therapeutics$550,207$550,207 ▲New Holding121,1060.5%MedicalKYVERNA THERAPEUTICS INC$336,470$1,194,317 ▼-78.0%40,4040.3%COMAN2 THERAPEUTICS INC$206,903$1,844,345 ▼-89.9%59,8540.2%COMIWMiShares Russell 2000 ETF$0$4,863,629 ▼-100.0%00.0%FinanceALTO NEUROSCIENCE INC$0$4,521,058 ▼-100.0%00.0%COM SHSBHBiglari$0$4,121,800 ▼-100.0%00.0%Retail/WholesaleSCHLScholastic$0$810,206 ▼-100.0%00.0%Consumer StaplesGEOSGeospace Technologies$0$639,485 ▼-100.0%00.0%Computer and TechnologyFSPFranklin Street Properties$0$580,943 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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