Peapod Lane Capital LLC Top Holdings and 13F Report (2026) About Peapod Lane Capital LLCInvestment ActivityPeapod Lane Capital LLC has $148.20 million in total holdings as of June 30, 2026.Peapod Lane Capital LLC owns shares of 61 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 15.31% of the portfolio was purchased this quarter.About 12.81% of the portfolio was sold this quarter.This quarter, Peapod Lane Capital LLC has purchased 62 new stocks and bought additional shares in 42 stocks.Peapod Lane Capital LLC sold shares of 12 stocks and completely divested from 8 stocks this quarter.Largest Holdings Hurco Companies $6,062,413Chatham Lodging Trust $6,048,075Alico $4,858,457Acacia Research $4,635,628Fulgent Genetics $4,600,728 Largest New Holdings this Quarter 070203104 - Bassett Furniture Industries $2,194,941 Holding746228303 - Pure Cycle $1,999,921 Holding29286X101 - ENGENE THERAPEUTICS INC $1,906,718 Holding72815G108 - PLAYSTUDIOS $1,498,287 Holding690145206 - OUTSET MED INC $1,434,028 Holding Largest Purchases this Quarter Bassett Furniture Industries 123,868 shares (about $2.19M)Pure Cycle 186,734 shares (about $2.00M)ENGENE THERAPEUTICS INC 1,102,149 shares (about $1.91M)Bicycle Therapeutics 416,872 shares (about $1.77M)PLAYSTUDIOS 3,002,579 shares (about $1.50M) Largest Sales this Quarter Commercial Vehicle Group 486,867 shares (about $2.25M)KVH Industries 164,831 shares (about $1.63M)Clarus 320,487 shares (about $1.01M)Alto Ingredients 143,002 shares (about $815.11K)Zentalis Pharmaceuticals 164,004 shares (about $795.42K) 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 PortfolioSectorHURCHurco Companies$6,062,413$456,160 â–²8.1%264,7924.1%IndustrialsCLDTChatham Lodging Trust$6,048,075$94,303 â–²1.6%457,1494.1%FinanceALCOAlico$4,858,457$672,387 â–¼-12.2%117,4393.3%Consumer StaplesACTGAcacia Research$4,635,628$449,998 â–¼-8.8%994,7703.1%Business ServicesFLGTFulgent Genetics$4,600,728$73,462 â–²1.6%224,2073.1%MedicalCLWClearwater Paper$4,545,726$1,182,037 â–²35.1%289,9063.1%Basic MaterialsLMNRLimoneira$4,475,760$1,215,012 â–²37.3%340,8803.0%Consumer StaplesOSUROraSure Technologies$4,432,683$109,720 â–¼-2.4%993,8753.0%MedicalTBITrueBlue$4,189,005$271,865 â–¼-6.1%601,0052.8%Business ServicesASLEAerSale$3,838,503$698,259 â–²22.2%607,3582.6%AerospaceALOTAstroNova$3,788,361$59,417 â–²1.6%133,0652.6%Business ServicesSTHOStar$3,765,833$59,299 â–²1.6%412,4682.5%FinanceSENEASeneca Foods$3,591,513$61,923 â–²1.8%20,6482.4%Consumer StaplesHOFTHooker Furnishings$3,480,846$54,631 â–²1.6%195,2242.3%Consumer DiscretionaryJOUTJohnson Outdoors$3,073,097$49,217 â–²1.6%66,7482.1%Consumer DiscretionarySEAPORT ENTMT GROUP INC$2,922,037$461,377 â–²18.8%109,8512.0%COMMON STOCKUFIUnifi$2,764,391$43,577 â–²1.6%581,9771.9%IndustrialsMEIMethode Electronics$2,736,840$68,861 â–²2.6%144,2721.8%Computer and TechnologyVRAVera Bradley$2,663,740$580,937 â–¼-17.9%684,7661.8%Retail/WholesaleTUSKMammoth Energy Services$2,625,363$675,997 â–²34.7%807,8041.8%EnergyMXCTMaxCyte$2,614,675$976,078 â–²59.6%2,125,7521.8%MedicalCATOCato$2,523,766$39,253 â–²1.6%778,9401.7%Retail/WholesaleKVHIKVH Industries$2,476,578$1,633,475 â–¼-39.7%249,9071.7%Computer and TechnologyKELYAKelly Services$2,363,421$276,447 â–²13.2%192,4611.6%Business ServicesMEDMedifast$2,361,531$37,273 â–²1.6%222,5761.6%Consumer StaplesRGPResources Connection$2,282,059$36,312 â–²1.6%536,9551.5%Business ServicesBCYCBicycle Therapeutics$2,281,027$1,767,537 â–²344.2%537,9781.5%MedicalLAKELakeland Industries$2,219,853$850,272 â–²62.1%207,6571.5%IndustrialsUEICUniversal Electronics$2,207,561$34,869 â–²1.6%462,8011.5%Computer and TechnologyBSETBassett Furniture Industries$2,194,941$2,194,941 â–²New Holding123,8681.5%Consumer DiscretionaryNNDMNano Dimension$2,105,006$447,782 â–¼-17.5%1,451,7281.4%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$2,103,989$90,502 â–²4.5%20,9001.4%ETFCVGICommercial Vehicle Group$2,035,863$2,249,325 â–¼-52.5%440,6631.4%Auto/Tires/TrucksARQ INC$2,009,094$31,954 â–²1.6%787,8801.4%COMPCYOPure Cycle$1,999,921$1,999,921 â–²New Holding186,7341.3%UtilitiesLABStandard BioTools$1,983,920$315,051 â–²18.9%2,411,4741.3%MedicalENGENE THERAPEUTICS INC$1,906,718$1,906,718 â–²New Holding1,102,1491.3%COMSGASaga Communications$1,903,472$30,049 â–²1.6%209,8651.3%Consumer DiscretionaryFTEKFuel Tech$1,813,508$755,267 â–²71.4%820,5921.2%IndustrialsINGNInogen$1,694,899$26,639 â–²1.6%262,7751.1%MedicalHOYNE BANCORP INC$1,644,404$25,847 â–²1.6%98,2321.1%COMNKTXNkarta$1,556,282$357,398 â–¼-18.7%549,9231.1%MedicalWHGWestwood Holdings Group$1,535,090$24,161 â–²1.6%80,1201.0%FinanceIPIIntrepid Potash$1,513,551$2,852 â–²0.2%46,1731.0%Basic MaterialsNTICNorthern Technologies International$1,507,536$286,520 â–²23.5%176,1141.0%Basic MaterialsALTOAlto Ingredients$1,501,283$815,111 â–¼-35.2%263,3831.0%Consumer DiscretionaryMYPSPLAYSTUDIOS$1,498,287$1,498,287 â–²New Holding3,002,5791.0%Consumer DiscretionaryPLRXPliant Therapeutics$1,492,275$23,296 â–²1.6%1,309,0131.0%MedicalINVEIdentiv$1,479,774$530,415 â–²55.9%587,2121.0%Computer and TechnologyOUTSET MED INC$1,434,028$1,434,028 â–²New Holding331,9511.0%COM NEWFB BANCORP INC$1,349,361$21,099 â–²1.6%89,5990.9%COMGAIAGaia$1,345,674$21,004 â–²1.6%640,7970.9%Consumer DiscretionaryDCGODocGo$1,290,311$707,534 â–²121.4%2,500,1180.9%MedicalLAKE SHORE BANCORP INC$1,247,400$19,520 â–²1.6%70,0390.8%COMAXRAMREP$1,179,363$17,679 â–²1.5%46,7630.8%FinanceFULCFulcrum Therapeutics$1,046,021$1,046,021 â–²New Holding285,7980.7%MedicalZNTLZentalis Pharmaceuticals$983,890$795,419 â–¼-44.7%202,8640.7%MedicalSEERSeer$739,447$11,403 â–²1.6%445,4500.5%MedicalCLARClarus$662,711$1,009,536 â–¼-60.4%210,3840.4%Consumer DiscretionaryMETAGENOMI THERAPEUTICS INC$624,779$9,833 â–²1.6%525,0240.4%COMVIRCVirco Manufacturing$383,793$383,793 â–²New Holding62,5070.3%Consumer DiscretionaryFDMT4D Molecular Therapeutics$0$2,209,564 â–¼-100.0%00.0%MedicalFONRFonar$0$2,109,675 â–¼-100.0%00.0%MedicalTWINTwin Disc$0$1,622,568 â–¼-100.0%00.0%IndustrialsAVIRAtea Pharmaceuticals$0$1,442,958 â–¼-100.0%00.0%MedicalKEZAR LIFE SCIENCES INC$0$924,520 â–¼-100.0%00.0%COM NEWELYMEliem Therapeutics$0$739,799 â–¼-100.0%00.0%MedicalKYVERNA THERAPEUTICS INC$0$336,470 â–¼-100.0%00.0%COMAN2 THERAPEUTICS INC$0$206,903 â–¼-100.0%00.0%COMShowing largest 100 holdings. 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