Peapod Lane Capital LLC Top Holdings and 13F Report (2026) About Peapod Lane Capital LLCInvestment ActivityPeapod Lane Capital LLC has $134.08 million in total holdings as of September 30, 2026.Peapod Lane Capital LLC owns shares of 59 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 5.35% of the portfolio was purchased this quarter.About 11.90% of the portfolio was sold this quarter.This quarter, Peapod Lane Capital LLC has purchased 61 new stocks and bought additional shares in 8 stocks.Peapod Lane Capital LLC sold shares of 49 stocks and completely divested from 4 stocks this quarter.Largest Holdings Chatham Lodging Trust $5,675,773Hurco Companies $5,414,189Clearwater Paper $5,153,963TrueBlue $4,930,620Fulgent Genetics $4,641,442 Largest New Holdings this Quarter 00773T101 - AdvanSix $2,027,714 Holding824889109 - SHOE STA GROUP INC $1,821,462 Holding Largest Purchases this Quarter AdvanSix 127,369 shares (about $2.03M)SHOE STA GROUP INC 142,413 shares (about $1.82M)ISHARES TR 13,710 shares (about $1.38M)AerSale 221,268 shares (about $1.16M)Pure Cycle 34,222 shares (about $377.81K) Largest Sales this Quarter TrueBlue 65,068 shares (about $598.63K)Commercial Vehicle Group 167,110 shares (about $489.63K)Chatham Lodging Trust 32,951 shares (about $440.88K)Clearwater Paper 20,910 shares (about $400.64K)Alico 8,221 shares (about $317.17K) 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 PortfolioSectorCLDTChatham Lodging Trust$5,675,773$440,885 ▼-7.2%424,1984.2%Real EstateHURCHurco Companies$5,414,189$310,615 ▼-5.4%250,4254.0%IndustrialsCLWClearwater Paper$5,153,963$400,636 ▼-7.2%268,9963.8%MaterialsTBITrueBlue$4,930,620$598,626 ▼-10.8%535,9373.7%IndustrialsFLGTFulgent Genetics$4,641,442$295,597 ▼-6.0%210,7833.5%HealthcareASLEAerSale$4,342,000$1,159,444 ▲36.4%828,6263.2%IndustrialsALCOAlico$4,213,637$317,167 ▼-7.0%109,2183.1%Consumer StaplesACTGAcacia Research$4,000,443$287,016 ▼-6.7%928,1773.0%FinanceLMNRLimoneira$3,800,199$256,279 ▼-6.3%319,3442.8%Consumer StaplesOSUROraSure Technologies$3,640,081$255,909 ▼-6.6%928,5922.7%HealthcareUFIUnifi$3,596,156$204,154 ▼-5.4%550,7132.7%Consumer DiscretionaryISHARES TR$3,484,535$1,380,323 ▲65.6%34,6102.6%0-3 MTH TREASURYSENEASeneca Foods$3,456,582$218,762 ▼-6.0%19,4192.6%Consumer StaplesSTHOStar$3,355,061$179,790 ▼-5.1%391,4892.5%Real EstateVRAVera Bradley$2,953,903$209,716 ▼-6.6%639,3732.2%Consumer DiscretionaryKELYAKelly Services$2,906,210$213,583 ▼-6.8%179,2852.2%IndustrialsJOUTJohnson Outdoors$2,723,085$190,444 ▼-6.5%62,3852.0%Consumer DiscretionaryPCYOPure Cycle$2,439,354$377,811 ▲18.3%220,9561.8%UtilitiesMEDMedifast$2,390,423$173,652 ▼-6.8%207,5021.8%Consumer StaplesHOFTHooker Furnishings$2,390,274$143,727 ▼-5.7%184,1511.8%Consumer DiscretionarySEAPORT ENTMT GROUP INC$2,337,985$176,505 ▼-7.0%102,1401.7%COMMON STOCKMXCTMaxCyte$2,218,039$162,803 ▼-6.8%1,980,3921.7%HealthcareUEICUniversal Electronics$2,196,581$219,240 ▼-9.1%420,8011.6%Consumer DiscretionaryTUSKMammoth Energy Services$2,155,517$138,646 ▼-6.0%758,9851.6%EnergyNNDMNano Dimension$2,155,076$124,137 ▼-5.4%1,372,6601.6%IndustrialsLAKELakeland Industries$2,082,892$31,241 ▲1.5%210,8191.6%Consumer DiscretionaryENGENE THERAPEUTICS INC$2,077,234$127,064 ▼-5.8%1,038,6171.5%COMBSETBassett Furniture Industries$2,043,186$120,788 ▼-5.6%116,9541.5%Consumer DiscretionaryASIXAdvanSix$2,027,714$2,027,714 ▲New Holding127,3691.5%MaterialsCATOCato$1,975,732$114,065 ▲6.1%826,6661.5%Consumer DiscretionaryRGPResources Connection$1,882,869$136,082 ▼-6.7%500,7631.4%IndustrialsMEIMethode Electronics$1,856,644$132,867 ▼-6.7%134,6371.4%TechnologyBCYCBicycle Therapeutics$1,846,285$133,474 ▼-6.7%501,7081.4%HealthcareSHOE STA GROUP INC$1,821,462$1,821,462 ▲New Holding142,4131.4%COMLABStandard BioTools$1,665,053$120,884 ▼-6.8%2,248,2491.2%HealthcareKVHIKVH Industries$1,640,844$116,002 ▼-6.6%233,4061.2%Communication ServicesSGASaga Communications$1,619,874$109,411 ▼-6.3%196,5871.2%Communication ServicesHOYNE BANCORP INC$1,534,438$96,214 ▼-5.9%92,4361.1%COMARQ INC$1,462,104$93,959 ▼-6.0%740,3061.1%COMINGNInogen$1,413,119$28,295 ▲2.0%268,1441.1%HealthcareWHGWestwood Holdings Group$1,399,722$92,907 ▼-6.2%75,1331.0%FinanceIPIIntrepid Potash$1,393,395$87,835 ▼-5.9%43,4351.0%MaterialsFB BANCORP INC$1,381,601$94,991 ▼-6.4%83,8351.0%COMNKTXNkarta$1,358,224$82,575 ▼-5.7%518,4061.0%HealthcareMYPSPLAYSTUDIOS$1,332,215$93,710 ▼-6.6%2,805,2531.0%Communication ServicesPLRXPliant Therapeutics$1,311,701$102,033 ▼-7.2%1,214,5381.0%HealthcareINVEINVE Technologies$1,290,639$95,181 ▼-6.9%546,8811.0%TechnologyNTICNorthern Technologies International$1,276,870$93,298 ▼-6.8%164,1221.0%MaterialsFTEKFuel Tech$1,239,493$89,866 ▼-6.8%765,1190.9%IndustrialsLAKE SHORE BANCORP INC$1,205,486$66,430 ▼-5.2%66,3810.9%COMOUTSET MED INC$1,011,270$15,417 ▲1.5%337,0900.8%COM NEWAXRAMREP$999,280$53,823 ▼-5.1%44,3730.7%Real EstateFULCFulcrum Therapeutics$987,582$69,871 ▼-6.6%266,9140.7%HealthcareSEERSeer$939,909$53,444 ▼-5.4%421,4840.7%HealthcareCVGICommercial Vehicle Group$801,510$489,632 ▼-37.9%273,5530.6%IndustrialsGAIAGaia$792,172$53,680 ▼-6.3%600,1300.6%Communication ServicesCLARClarus$683,237$29,964 ▼-4.2%201,5450.5%Consumer DiscretionaryVIRCVirco Manufacturing$630,817$223,271 ▲54.8%96,7510.5%IndustrialsMETAGENOMI THERAPEUTICS INC$520,452$36,074 ▼-6.5%490,9920.4%COMALOTAstroNova$0$3,788,361 ▼-100.0%00.0%TechnologyALTOAlto Ingredients$0$1,501,283 ▼-100.0%00.0%EnergyDCGODocGo$0$1,290,311 ▼-100.0%00.0%HealthcareZNTLZentalis Pharmaceuticals$0$983,890 ▼-100.0%00.0%HealthcareShowing largest 100 holdings. 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