Peapod Lane Capital LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Peapod Lane Capital LLC reported 62 stock positions worth $121.9 million. Its top holding was Alico (ALCO) at 4.5% of the portfolio, followed by Acacia Research (ACTG, 4.3%) and KVH Industries (KVHI, 3.0%). Compared with Q4 2025, it opened 9 new positions, sold out of 6, added to 32 and reduced 20. The biggest buy was a new position in Seaport Entertainment (SEG) and the biggest sale an exit from iShares Russell 2000 ETF (IWM).
- Most Recent 13F
- Q2 2026
- Location
- Bedford Hills, NY
- CIK
- 0002050979
- Portfolio Value
- $121.9M (Q1 2026)
- SEC Filing
- 0001941040-26-000291 ↗ filed May 4, 2026
Holdings Value
Holdings 62 stocks · $121.9M
| ALCO Alico Inc. | 4.51% | 133,692 | $5.5M | Reduce -0.0% |
| ACTG Acacia Research Corp. | 4.31% | 1,091,336 | $5.3M | Add +29.0% |
| KVHI KVH Industries Inc. | 3.03% | 414,738 | $3.7M | Add +0.0% |
| HURC Hurco Companies Inc. | 2.96% | 244,868 | $3.6M | Add +22.4% |
| CLDT Chatham Lodging Trust | 2.90% | 450,021 | $3.5M | Add +39.7% |
| FLGT Fulgent Genetics Inc. | 2.86% | 220,627 | $3.5M | Add +33.1% |
| LMNR Limoneira Co. | 2.74% | 248,343 | $3.3M | Add +19.1% |
| CVGI Commercial Vehicle Group Inc. | 2.56% | 927,530 | $3.1M | Add +4.3% |
| SENEA Seneca Foods Corp. Class A | 2.52% | 20,292 | $3.1M | Reduce -45.9% |
| ASLE Aersale Corp. | 2.52% | 496,874 | $3.1M | Reduce 0.0% |
| CLW Clearwater Paper Corp. | 2.51% | 214,521 | $3.1M | Add +48.5% |
| JOUT Johnson Outdoors Inc. Class A | 2.51% | 65,679 | $3.1M | Reduce -32.6% |
| STHO Star Holdings filed as STAR HLDGS | 2.50% | 405,973 | $3.0M | Add +5.8% |
| OSUR Orasure Technologies Inc. | 2.49% | 1,018,476 | $3.0M | Add +0.0% |
| NNDM Nano Dimension Ltd. - ADR | 2.43% | 1,760,543 | $3.0M | Add +0.0% |
| VRA Vera Bradley Inc. | 2.14% | 834,107 | $2.6M | Reduce -4.8% |
| HOFT Hooker Furnishings Corp. | 2.03% | 192,160 | $2.5M | Add +3.3% |
| TBI Trueblue Inc. | 2.01% | 640,010 | $2.4M | Add +123.8% |
| SGA Saga Communications Inc. Class A | 1.99% | 206,552 | $2.4M | Add +20.1% |
| MED Medifast Inc. | 1.82% | 219,063 | $2.2M | Add +115.7% |
| FDMT 4D Molecular Therapeutics Inc. | 1.81% | 241,480 | $2.2M | Reduce -9.9% |
| CATO Cato Corp. Class A | 1.77% | 766,825 | $2.2M | Add +10.1% |
| FONR Fonar Corp. | 1.73% | 113,662 | $2.1M | Add +8.4% |
| UFI Unifi Inc. | 1.68% | 572,803 | $2.0M | Add +26.6% |
| SGOV iShares 0-3 Month Treasury B | 1.65% | 20,001 | $2.0M | Add +21.6% |
| IPI Intrepid Potash Inc. | 1.64% | 46,086 | $2.0M | No change |
| ARQ Arq Inc. | 1.62% | 775,349 | $2.0M | Add +239.2% |
| SEG Seaport Entertainment Group | 1.62% | 92,506 | $2.0M | New |
| RGP Resources Connection Inc. | 1.61% | 528,411 | $2.0M | Add +47.2% |
| UEIC Universal Electronics Inc. | 1.54% | 455,491 | $1.9M | Reduce -0.0% |
| LAB Standard Biotools Inc. | 1.53% | 2,028,527 | $1.9M | New |
| ALTO Alto Ingredients Inc. | 1.49% | 406,385 | $1.8M | Reduce -67.3% |
| GAIA Gaia Inc. | 1.43% | 630,795 | $1.7M | Reduce -0.0% |
| TWIN Twin Disc Inc. | 1.33% | 108,107 | $1.6M | Reduce -22.0% |
| INGN Inogen Inc. | 1.31% | 258,645 | $1.6M | New |
| PLRX Pliant Therapeutics Inc. | 1.30% | 1,288,578 | $1.6M | Add +45.4% |
| TUSK Mammoth Energy Services Inc. | 1.24% | 599,805 | $1.5M | New |
| KELYA Kelly Services Inc. Class A | 1.24% | 169,949 | $1.5M | New |
| AVIR Atea Pharmaceuticals Inc. | 1.18% | 272,820 | $1.4M | Reduce -37.3% |
| CLAR Clarus Corp. | 1.17% | 530,871 | $1.4M | Add +14.1% |
| NKTX Nkarta Inc. | 1.15% | 676,212 | $1.4M | Add +0.0% |
| HYNE Hoyne Bancorp Inc. | 1.14% | 96,688 | $1.4M | Add +37.2% |
| INVE Inve Technologies Inc. filed as IDENTIV INC | 1.13% | 376,730 | $1.4M | Reduce 0.0% |
| WHG Westwood Holdings Group Inc. | 1.06% | 78,859 | $1.3M | Reduce -11.1% |
| AXR Amrep Corp. | 1.05% | 46,062 | $1.3M | Reduce 0.0% |
| ALOT Astronova Inc. | 0.99% | 130,978 | $1.2M | Add +7.9% |
| FBLA FB Bancorp Inc. | 0.99% | 88,198 | $1.2M | Add +25.2% |
| NTIC Northern Technologies Intl | 0.97% | 142,642 | $1.2M | Add +0.0% |
| LSBK Lake Shore Bancorp Inc. | 0.86% | 68,943 | $1.0M | Add +0.0% |
| LAKE Lakeland Industries Inc. | 0.85% | 128,118 | $1.0M | Add +87.5% |
| MXCT Maxcyte Inc. | 0.76% | 1,332,193 | $926K | New |
| KZR Kezar Life Sciences Inc. | 0.76% | 126,692 | $925K | Reduce -0.0% |
| ZNTL Zentalis Pharmaceuticals Inc. | 0.68% | 366,868 | $835K | Reduce -18.3% |
| MEI Methode Electronics Inc. | 0.63% | 140,642 | $774K | New |
| CLYM Climb Bio Inc. | 0.61% | 108,878 | $740K | Reduce -80.8% |
| SEER Seer Inc. | 0.60% | 438,581 | $736K | Reduce -0.0% |
| DCGO Docgo Inc. | 0.57% | 1,129,194 | $698K | New |
| MGX Metagenomi Therapeutics Inc. | 0.56% | 516,761 | $683K | Add +3.8% |
| FTEK Fuel Tech Inc. | 0.48% | 478,842 | $582K | Add +33.1% |
| BCYC Bicycle Therapeutics PLC-ADR | 0.45% | 121,106 | $550K | New |
| KYTX Kyverna Therapeutics Inc. | 0.28% | 40,404 | $336K | Reduce -78.0% |
| ANTX AN2 Therapeutics Inc. | 0.17% | 59,854 | $207K | Reduce -89.9% |
Portfolio Sells Q4 2025 → Q1 2026
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −4.14 |
| ANRO Alto Neuroscience Inc. | Sold out | 0.00% | −3.85 |
| BH Biglari Holdings Inc. Class B | Sold out | 0.00% | −3.51 |
| ALTO Alto Ingredients Inc. | Reduce -67.3% | 1.49% | −1.56 |
| CLYM Climb Bio Inc. | Reduce -80.8% | 0.61% | −1.32 |
| KYTX Kyverna Therapeutics Inc. | Reduce -78.0% | 0.28% | −1.19 |
| SENEA Seneca Foods Corp. Class A | Reduce -45.9% | 2.52% | −1.01 |
| JOUT Johnson Outdoors Inc. Class A | Reduce -32.6% | 2.51% | −1.01 |
| SCHL Scholastic Corp. | Sold out | 0.00% | −0.69 |
| TWIN Twin Disc Inc. | Reduce -22.0% | 1.33% | −0.64 |
| GEOS Geospace Technologies Corp. | Sold out | 0.00% | −0.54 |
| GAIA Gaia Inc. | Reduce -0.0% | 1.43% | −0.52 |
| FSP Franklin Street Properties C | Sold out | 0.00% | −0.49 |
| ASLE Aersale Corp. | Reduce 0.0% | 2.52% | −0.49 |
| ANTX AN2 Therapeutics Inc. | Reduce -89.9% | 0.17% | −0.41 |
| WHG Westwood Holdings Group Inc. | Reduce -11.1% | 1.06% | −0.24 |
| AVIR Atea Pharmaceuticals Inc. | Reduce -37.3% | 1.18% | −0.14 |
| INVE Inve Technologies Inc. | Reduce 0.0% | 1.13% | −0.10 |
| SEER Seer Inc. | Reduce -0.0% | 0.60% | −0.08 |
| KZR Kezar Life Sciences Inc. | Reduce -0.0% | 0.76% | +0.08 |
| FDMT 4D Molecular Therapeutics Inc. | Reduce -9.9% | 1.81% | +0.10 |
| UEIC Universal Electronics Inc. | Reduce -0.0% | 1.54% | +0.14 |
| ZNTL Zentalis Pharmaceuticals Inc. | Reduce -18.3% | 0.68% | +0.17 |
| AXR Amrep Corp. | Reduce 0.0% | 1.05% | +0.31 |
| VRA Vera Bradley Inc. | Reduce -4.8% | 2.14% | +0.34 |
| ALCO Alico Inc. | Reduce -0.0% | 4.51% | +0.37 |
Portfolio Buys Q4 2025 → Q1 2026
| SEG Seaport Entertainment Group | New | 1.62% | +1.62 |
| ACTG Acacia Research Corp. | Add +29.0% | 4.31% | +1.58 |
| LAB Standard Biotools Inc. | New | 1.53% | +1.53 |
| CVGI Commercial Vehicle Group Inc. | Add +4.3% | 2.56% | +1.47 |
| INGN Inogen Inc. | New | 1.31% | +1.31 |
| TUSK Mammoth Energy Services Inc. | New | 1.24% | +1.24 |
| KELYA Kelly Services Inc. Class A | New | 1.24% | +1.24 |
| CLDT Chatham Lodging Trust | Add +39.7% | 2.90% | +1.03 |
| ARQ Arq Inc. | Add +239.2% | 1.62% | +0.98 |
| TBI Trueblue Inc. | Add +123.8% | 2.01% | +0.90 |
| MED Medifast Inc. | Add +115.7% | 1.82% | +0.89 |
| MXCT Maxcyte Inc. | New | 0.76% | +0.76 |
| MEI Methode Electronics Inc. | New | 0.63% | +0.63 |
| KVHI KVH Industries Inc. | Add +0.0% | 3.03% | +0.57 |
| DCGO Docgo Inc. | New | 0.57% | +0.57 |
| LMNR Limoneira Co. | Add +19.1% | 2.74% | +0.50 |
| BCYC Bicycle Therapeutics PLC-ADR | New | 0.45% | +0.45 |
| OSUR Orasure Technologies Inc. | Add +0.0% | 2.49% | +0.39 |
| PLRX Pliant Therapeutics Inc. | Add +45.4% | 1.30% | +0.38 |
| CLW Clearwater Paper Corp. | Add +48.5% | 2.51% | +0.38 |
| LAKE Lakeland Industries Inc. | Add +87.5% | 0.85% | +0.33 |
| HURC Hurco Companies Inc. | Add +22.4% | 2.96% | +0.33 |
| UFI Unifi Inc. | Add +26.6% | 1.68% | +0.33 |
| SGA Saga Communications Inc. Class A | Add +20.1% | 1.99% | +0.32 |
| HYNE Hoyne Bancorp Inc. | Add +37.2% | 1.14% | +0.28 |
| SGOV iShares 0-3 Month Treasury B | Add +21.6% | 1.65% | +0.25 |
| HOFT Hooker Furnishings Corp. | Add +3.3% | 2.03% | +0.24 |
| FBLA FB Bancorp Inc. | Add +25.2% | 0.99% | +0.22 |
| NNDM Nano Dimension Ltd. - ADR | Add +0.0% | 2.43% | +0.12 |
| ALOT Astronova Inc. | Add +7.9% | 0.99% | +0.10 |
| NKTX Nkarta Inc. | Add +0.0% | 1.15% | +0.09 |
| FONR Fonar Corp. | Add +8.4% | 1.73% | +0.07 |
| RGP Resources Connection Inc. | Add +47.2% | 1.61% | +0.07 |
| NTIC Northern Technologies Intl | Add +0.0% | 0.97% | +0.02 |
| FTEK Fuel Tech Inc. | Add +33.1% | 0.48% | +0.00 |
| LSBK Lake Shore Bancorp Inc. | Add +0.0% | 0.86% | −0.00 |
| CATO Cato Corp. Class A | Add +10.1% | 1.77% | −0.06 |
| MGX Metagenomi Therapeutics Inc. | Add +3.8% | 0.56% | −0.13 |
| CLAR Clarus Corp. | Add +14.1% | 1.17% | −0.15 |
| STHO Star Holdings | Add +5.8% | 2.50% | −0.19 |
| FLGT Fulgent Genetics Inc. | Add +33.1% | 2.86% | −0.84 |
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 |