Peapod Lane Capital LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Peapod Lane Capital LLC reported 61 stock positions worth $148.2 million. Its top holding was Hurco Companies (HURC) at 4.1% of the portfolio, followed by Chatham Lodging Trust (CLDT, 4.1%) and Alico (ALCO, 3.3%). Compared with Q1 2026, it opened 7 new positions, sold out of 8, added to 42 and reduced 12. The biggest buy was Astronova (ALOT, shares +2%) and the biggest sale an exit from 4D Molecular Therapeutics (FDMT).
- Most Recent 13F
- Q2 2026
- Location
- Bedford Hills, NY
- CIK
- 0002050979
- Portfolio Value
- $148.2M (Q2 2026)
- SEC Filing
- 0001941040-26-000455 ↗ filed Jul 27, 2026
Holdings Value
Holdings 61 stocks · $148.2M
| HURC Hurco Companies Inc. | 4.09% | 264,792 | $6.1M | Add +8.1% |
| CLDT Chatham Lodging Trust | 4.08% | 457,149 | $6.0M | Add +1.6% |
| ALCO Alico Inc. | 3.28% | 117,439 | $4.9M | Reduce -12.2% |
| ACTG Acacia Research Corp. | 3.13% | 994,770 | $4.6M | Reduce -8.8% |
| FLGT Fulgent Genetics Inc. | 3.10% | 224,207 | $4.6M | Add +1.6% |
| CLW Clearwater Paper Corp. | 3.07% | 289,906 | $4.5M | Add +35.1% |
| LMNR Limoneira Co. | 3.02% | 340,880 | $4.5M | Add +37.3% |
| OSUR Orasure Technologies Inc. | 2.99% | 993,875 | $4.4M | Reduce -2.4% |
| TBI Trueblue Inc. | 2.83% | 601,005 | $4.2M | Reduce -6.1% |
| ASLE Aersale Corp. | 2.59% | 607,358 | $3.8M | Add +22.2% |
| ALOT Astronova Inc. | 2.56% | 133,065 | $3.8M | Add +1.6% |
| STHO Star Holdings filed as STAR HLDGS | 2.54% | 412,468 | $3.8M | Add +1.6% |
| SENEA Seneca Foods Corp. Class A | 2.42% | 20,648 | $3.6M | Add +1.8% |
| HOFT Hooker Furnishings Corp. | 2.35% | 195,224 | $3.5M | Add +1.6% |
| JOUT Johnson Outdoors Inc. Class A | 2.07% | 66,748 | $3.1M | Add +1.6% |
| SEG Seaport Entertainment Group | 1.97% | 109,851 | $2.9M | Add +18.8% |
| UFI Unifi Inc. | 1.87% | 581,977 | $2.8M | Add +1.6% |
| MEI Methode Electronics Inc. | 1.85% | 144,272 | $2.7M | Add +2.6% |
| VRA Vera Bradley Inc. | 1.80% | 684,766 | $2.7M | Reduce -17.9% |
| TUSK Mammoth Energy Services Inc. | 1.77% | 807,804 | $2.6M | Add +34.7% |
| MXCT Maxcyte Inc. | 1.76% | 2,125,752 | $2.6M | Add +59.6% |
| CATO Cato Corp. Class A | 1.70% | 778,940 | $2.5M | Add +1.6% |
| KVHI KVH Industries Inc. | 1.67% | 249,907 | $2.5M | Reduce -39.7% |
| KELYA Kelly Services Inc. Class A | 1.59% | 192,461 | $2.4M | Add +13.3% |
| MED Medifast Inc. | 1.59% | 222,576 | $2.4M | Add +1.6% |
| RGP Resources Connection Inc. | 1.54% | 536,955 | $2.3M | Add +1.6% |
| BCYC Bicycle Therapeutics PLC-ADR | 1.54% | 537,978 | $2.3M | Add +344.2% |
| LAKE Lakeland Industries Inc. | 1.50% | 207,657 | $2.2M | Add +62.1% |
| UEIC Universal Electronics Inc. | 1.49% | 462,801 | $2.2M | Add +1.6% |
| BSET Bassett Furniture Inds | 1.48% | 123,868 | $2.2M | New |
| NNDM Nano Dimension Ltd. - ADR | 1.42% | 1,451,728 | $2.1M | Reduce -17.5% |
| SGOV iShares 0-3 Month Treasury B | 1.42% | 20,900 | $2.1M | Add +4.5% |
| CVGI Commercial Vehicle Group Inc. | 1.37% | 440,663 | $2.0M | Reduce -52.5% |
| ARQ Arq Inc. | 1.36% | 787,880 | $2.0M | Add +1.6% |
| PCYO Pure Cycle Corp. | 1.35% | 186,734 | $2.0M | New |
| LAB Standard Biotools Inc. | 1.34% | 2,411,474 | $2.0M | Add +18.9% |
| ENGN Engene Therapeutics Inc. | 1.29% | 1,102,149 | $1.9M | New |
| SGA Saga Communications Inc. Class A | 1.28% | 209,865 | $1.9M | Add +1.6% |
| FTEK Fuel Tech Inc. | 1.22% | 820,592 | $1.8M | Add +71.4% |
| INGN Inogen Inc. | 1.14% | 262,775 | $1.7M | Add +1.6% |
| HYNE Hoyne Bancorp Inc. | 1.11% | 98,232 | $1.6M | Add +1.6% |
| NKTX Nkarta Inc. | 1.05% | 549,923 | $1.6M | Reduce -18.7% |
| WHG Westwood Holdings Group Inc. | 1.04% | 80,120 | $1.5M | Add +1.6% |
| IPI Intrepid Potash Inc. | 1.02% | 46,173 | $1.5M | Add +0.2% |
| NTIC Northern Technologies Intl | 1.02% | 176,114 | $1.5M | Add +23.5% |
| ALTO Alto Ingredients Inc. | 1.01% | 263,383 | $1.5M | Reduce -35.2% |
| MYPS Playstudios Inc. | 1.01% | 3,002,579 | $1.5M | New |
| PLRX Pliant Therapeutics Inc. | 1.01% | 1,309,013 | $1.5M | Add +1.6% |
| INVE Inve Technologies Inc. filed as IDENTIV INC | 1.00% | 587,212 | $1.5M | Add +55.9% |
| OM Outset Medical Inc. | 0.97% | 331,951 | $1.4M | New |
| FBLA FB Bancorp Inc. | 0.91% | 89,599 | $1.3M | Add +1.6% |
| GAIA Gaia Inc. | 0.91% | 640,797 | $1.3M | Add +1.6% |
| DCGO Docgo Inc. | 0.87% | 2,500,118 | $1.3M | Add +121.4% |
| LSBK Lake Shore Bancorp Inc. | 0.84% | 70,039 | $1.2M | Add +1.6% |
| AXR Amrep Corp. | 0.80% | 46,763 | $1.2M | Add +1.5% |
| FULC Fulcrum Therapeutics Inc. | 0.71% | 285,798 | $1.0M | New |
| ZNTL Zentalis Pharmaceuticals Inc. | 0.66% | 202,864 | $984K | Reduce -44.7% |
| SEER Seer Inc. | 0.50% | 445,450 | $739K | Add +1.6% |
| CLAR Clarus Corp. | 0.45% | 210,384 | $663K | Reduce -60.4% |
| MGX Metagenomi Therapeutics Inc. | 0.42% | 525,024 | $625K | Add +1.6% |
| VIRC Virco MFG Corporation | 0.26% | 62,507 | $384K | New |
Portfolio Sells Q1 2026 → Q2 2026
| FDMT 4D Molecular Therapeutics Inc. | Sold out | 0.00% | −1.81 |
| FONR Fonar Corp. | Sold out | 0.00% | −1.73 |
| KVHI KVH Industries Inc. | Reduce -39.7% | 1.67% | −1.36 |
| TWIN Twin Disc Inc. | Sold out | 0.00% | −1.33 |
| ALCO Alico Inc. | Reduce -12.2% | 3.28% | −1.23 |
| CVGI Commercial Vehicle Group Inc. | Reduce -52.5% | 1.37% | −1.19 |
| ACTG Acacia Research Corp. | Reduce -8.8% | 3.13% | −1.19 |
| AVIR Atea Pharmaceuticals Inc. | Sold out | 0.00% | −1.18 |
| NNDM Nano Dimension Ltd. - ADR | Reduce -17.5% | 1.42% | −1.01 |
| KZR Kezar Life Sciences Inc. | Sold out | 0.00% | −0.76 |
| CLAR Clarus Corp. | Reduce -60.4% | 0.45% | −0.73 |
| CLYM Climb Bio Inc. | Sold out | 0.00% | −0.61 |
| ALTO Alto Ingredients Inc. | Reduce -35.2% | 1.01% | −0.48 |
| VRA Vera Bradley Inc. | Reduce -17.9% | 1.80% | −0.35 |
| KYTX Kyverna Therapeutics Inc. | Sold out | 0.00% | −0.28 |
| ANTX AN2 Therapeutics Inc. | Sold out | 0.00% | −0.17 |
| NKTX Nkarta Inc. | Reduce -18.7% | 1.05% | −0.10 |
| ZNTL Zentalis Pharmaceuticals Inc. | Reduce -44.7% | 0.66% | −0.02 |
| OSUR Orasure Technologies Inc. | Reduce -2.4% | 2.99% | +0.50 |
| TBI Trueblue Inc. | Reduce -6.1% | 2.83% | +0.82 |
Portfolio Buys Q1 2026 → Q2 2026
| ALOT Astronova Inc. | Add +1.6% | 2.56% | +1.56 |
| BSET Bassett Furniture Inds | New | 1.48% | +1.48 |
| PCYO Pure Cycle Corp. | New | 1.35% | +1.35 |
| ENGN Engene Therapeutics Inc. | New | 1.29% | +1.29 |
| MEI Methode Electronics Inc. | Add +2.6% | 1.85% | +1.21 |
| CLDT Chatham Lodging Trust | Add +1.6% | 4.08% | +1.18 |
| HURC Hurco Companies Inc. | Add +8.1% | 4.09% | +1.13 |
| BCYC Bicycle Therapeutics PLC-ADR | Add +344.2% | 1.54% | +1.09 |
| MYPS Playstudios Inc. | New | 1.01% | +1.01 |
| MXCT Maxcyte Inc. | Add +59.6% | 1.76% | +1.00 |
| OM Outset Medical Inc. | New | 0.97% | +0.97 |
| FTEK Fuel Tech Inc. | Add +71.4% | 1.22% | +0.75 |
| FULC Fulcrum Therapeutics Inc. | New | 0.71% | +0.71 |
| LAKE Lakeland Industries Inc. | Add +62.1% | 1.50% | +0.65 |
| CLW Clearwater Paper Corp. | Add +35.1% | 3.07% | +0.55 |
| TUSK Mammoth Energy Services Inc. | Add +34.7% | 1.77% | +0.53 |
| KELYA Kelly Services Inc. Class A | Add +13.3% | 1.59% | +0.36 |
| SEG Seaport Entertainment Group | Add +18.8% | 1.97% | +0.35 |
| HOFT Hooker Furnishings Corp. | Add +1.6% | 2.35% | +0.32 |
| DCGO Docgo Inc. | Add +121.4% | 0.87% | +0.30 |
| LMNR Limoneira Co. | Add +37.3% | 3.02% | +0.28 |
| VIRC Virco MFG Corporation | New | 0.26% | +0.26 |
| FLGT Fulgent Genetics Inc. | Add +1.6% | 3.10% | +0.24 |
| UFI Unifi Inc. | Add +1.6% | 1.87% | +0.19 |
| ASLE Aersale Corp. | Add +22.2% | 2.59% | +0.07 |
| NTIC Northern Technologies Intl | Add +23.5% | 1.02% | +0.05 |
| STHO Star Holdings | Add +1.6% | 2.54% | +0.04 |
| LSBK Lake Shore Bancorp Inc. | Add +1.6% | 0.84% | −0.02 |
| WHG Westwood Holdings Group Inc. | Add +1.6% | 1.04% | −0.03 |
| HYNE Hoyne Bancorp Inc. | Add +1.6% | 1.11% | −0.04 |
| UEIC Universal Electronics Inc. | Add +1.6% | 1.49% | −0.05 |
| CATO Cato Corp. Class A | Add +1.6% | 1.70% | −0.07 |
| RGP Resources Connection Inc. | Add +1.6% | 1.54% | −0.07 |
| FBLA FB Bancorp Inc. | Add +1.6% | 0.91% | −0.08 |
| SENEA Seneca Foods Corp. Class A | Add +1.8% | 2.42% | −0.10 |
| SEER Seer Inc. | Add +1.6% | 0.50% | −0.10 |
| INVE Inve Technologies Inc. | Add +55.9% | 1.00% | −0.14 |
| MGX Metagenomi Therapeutics Inc. | Add +1.6% | 0.42% | −0.14 |
| INGN Inogen Inc. | Add +1.6% | 1.14% | −0.16 |
| LAB Standard Biotools Inc. | Add +18.9% | 1.34% | −0.19 |
| MED Medifast Inc. | Add +1.6% | 1.59% | −0.22 |
| SGOV iShares 0-3 Month Treasury B | Add +4.5% | 1.42% | −0.23 |
| AXR Amrep Corp. | Add +1.5% | 0.80% | −0.26 |
| ARQ Arq Inc. | Add +1.6% | 1.36% | −0.26 |
| PLRX Pliant Therapeutics Inc. | Add +1.6% | 1.01% | −0.30 |
| JOUT Johnson Outdoors Inc. Class A | Add +1.6% | 2.07% | −0.43 |
| GAIA Gaia Inc. | Add +1.6% | 0.91% | −0.52 |
| IPI Intrepid Potash Inc. | Add +0.2% | 1.02% | −0.62 |
| SGA Saga Communications Inc. Class A | Add +1.6% | 1.28% | −0.71 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 61 | $148.2M | HURC, CLDT, ALCO, ACTG, FLGT |
| Q1 2026 | 62 | $121.9M | ALCO, ACTG, KVHI, HURC, CLDT |
| Q4 2025 | 59 | $117.5M | ALCO, IWM, ANRO, FLGT, SENEA |
| Q3 2025 | 57 | $111.8M | ALCO, SENEA, BH, HURC, JOUT |
| Q2 2025 | 57 | $99.9M | HURC, FSP, ALCO, BH, SENEA |
| Q1 2025 | 61 | $88.9M | FSP, ALCO, SENEA, HURC, CMRX |
| Q4 2024 | 57 | $100.9M | FSP, HURC, SENEA, BH, VOXX |