Filed: 1/28/2026ACC: 0001941040-26-000050
📋 What this filing means
PEAPOD LANE CAPITAL LLC filed this quarterly 13F‑HR report disclosing 59 equity positions with a total reported market value of $117.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$117.53M
Total AUM (reported)
21.08M
Total Shares
Allocation by class
COM$72.03M61.3%
CL A$12.73M10.8%
COM NEW$5.77M4.9%
RUSSELL 2000 ETF$4.86M4.1%
COM SHS$4.52M3.8%
COM STK CL B$4.12M3.5%
ACACIA TCH COM$3.22M2.7%
Portfolio Concentration
Top 3$14.25M12.1%
4–10$27.10M23.1%
11–25$36.90M31.4%
Rest$39.29M33.4%
Top 3 weight
12.1%
Top 10 weight
35.2%
Voting Authority Distribution
Total shares with voting rights: 21.08M
Sole
Full voting authority
16.64M
shares
% of voting shares78.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.44M
shares
% of voting shares21.1%
Investment Discretion (by position count)
Sole59
Shared0
Other0
Dominant voting typeSole · 78.9% of voting shares
Institutional Holdings59
Rows:
ALICO INC
SOLEShares133.70K
TypeSH
Market value$4.86M
4.14%
Sole
106.88K
Shared
0.00
None
26.82K
ISHARES TR
SOLEShares19.76K
TypeSH
Market value$4.86M
4.14%
Sole
19.76K
Shared
0.00
None
0.00
ALTO NEUROSCIENCE INC
SOLEShares253.99K
TypeSH
Market value$4.52M
3.85%
Sole
202.80K
Shared
0.00
None
51.19K
FULGENT GENETICS INC
SOLEShares165.78K
TypeSH
Market value$4.36M
3.71%
Sole
132.45K
Shared
0.00
None
33.33K
SENECA FOODS CORP NEW
SOLEShares37.52K
TypeSH
Market value$4.15M
3.53%
Sole
29.97K
Shared
0.00
None
7.55K
JOHNSON OUTDOORS INC
SOLEShares97.41K
TypeSH
Market value$4.14M
3.52%
Sole
77.78K
Shared
0.00
None
19.64K
BIGLARI HLDGS INC
SOLEShares12.40K
TypeSH
Market value$4.12M
3.51%
Sole
9.89K
Shared
0.00
None
2.51K
ALTO INGREDIENTS INC
SOLEShares1.24M
TypeSH
Market value$3.58M
3.05%
Sole
996.35K
Shared
0.00
None
247.85K
AERSALE CORPORATION
SOLEShares496.88K
TypeSH
Market value$3.53M
3.01%
Sole
397.10K
Shared
0.00
None
99.78K
ACACIA RESH CORP
SOLEShares845.95K
TypeSH
Market value$3.22M
2.74%
Sole
666.51K
Shared
0.00
None
179.45K
STAR HLDGS
SOLEShares383.65K
TypeSH
Market value$3.16M
2.69%
Sole
302.77K
Shared
0.00
None
80.89K
HURCO CO
SOLEShares200.12K
TypeSH
Market value$3.09M
2.63%
Sole
149.70K
Shared
0.00
None
50.42K
KVH INDS INC
SOLEShares414.73K
TypeSH
Market value$2.89M
2.46%
Sole
332.18K
Shared
0.00
None
82.55K
NANO DIMENSION LTD
SOLEShares1.76M
TypeSH
Market value$2.71M
2.31%
Sole
1.41M
Shared
0.00
None
354.72K
LIMONEIRA CO
SOLEShares208.55K
TypeSH
Market value$2.63M
2.24%
Sole
166.66K
Shared
0.00
None
41.89K
CLEARWATER PAPER CORP
SOLEShares144.43K
TypeSH
Market value$2.51M
2.14%
Sole
107.64K
Shared
0.00
None
36.79K
ORASURE TECHNOLOGIES INC
SOLEShares1.02M
TypeSH
Market value$2.46M
2.10%
Sole
812.75K
Shared
0.00
None
205.72K
TWIN DISC INC
SOLEShares138.63K
TypeSH
Market value$2.31M
1.97%
Sole
110.74K
Shared
0.00
None
27.89K
GAIA INC NEW
SOLEShares630.84K
TypeSH
Market value$2.29M
1.95%
Sole
503.75K
Shared
0.00
None
127.09K
CLIMB BIO INC
SOLEShares565.99K
TypeSH
Market value$2.26M
1.93%
Sole
452.10K
Shared
0.00
None
113.89K
CHATHAM LODGING TR
SOLEShares322.18K
TypeSH
Market value$2.19M
1.87%
Sole
245.51K
Shared
0.00
None
76.67K
CATO CORP NEW
SOLEShares696.47K
TypeSH
Market value$2.15M
1.83%
Sole
552.47K
Shared
0.00
None
144K
VERA BRADLEY INC
SOLEShares875.89K
TypeSH
Market value$2.12M
1.80%
Sole
696.47K
Shared
0.00
None
179.42K
HOOKER FURNISHINGS CORPORATI
SOLEShares185.98K
TypeSH
Market value$2.10M
1.79%
Sole
147.19K
Shared
0.00
None
38.79K
4D MOLECULAR THERAPEUTICS IN
SOLEShares268.02K
TypeSH
Market value$2.01M
1.71%
Sole
214.31K
Shared
0.00
None
53.72K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALICO INCSOLE | COM | 133.70K | SH | $4.86M 4.14% | 106.88K | 0.00 | 26.82K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 19.76K | SH | $4.86M 4.14% | 19.76K | 0.00 | 0.00 |
ALTO NEUROSCIENCE INCSOLE | COM SHS | 253.99K | SH | $4.52M 3.85% | 202.80K | 0.00 | 51.19K |
FULGENT GENETICS INCSOLE | COM | 165.78K | SH | $4.36M 3.71% | 132.45K | 0.00 | 33.33K |
SENECA FOODS CORP NEWSOLE | CL A | 37.52K | SH | $4.15M 3.53% | 29.97K | 0.00 | 7.55K |
JOHNSON OUTDOORS INCSOLE | CL A | 97.41K | SH | $4.14M 3.52% | 77.78K | 0.00 | 19.64K |
BIGLARI HLDGS INCSOLE | COM STK CL B | 12.40K | SH | $4.12M 3.51% | 9.89K | 0.00 | 2.51K |
ALTO INGREDIENTS INCSOLE | COM | 1.24M | SH | $3.58M 3.05% | 996.35K | 0.00 | 247.85K |
AERSALE CORPORATIONSOLE | COM | 496.88K | SH | $3.53M 3.01% | 397.10K | 0.00 | 99.78K |
ACACIA RESH CORPSOLE | ACACIA TCH COM | 845.95K | SH | $3.22M 2.74% | 666.51K | 0.00 | 179.45K |
STAR HLDGSSOLE | SHS BEN INT | 383.65K | SH | $3.16M 2.69% | 302.77K | 0.00 | 80.89K |
HURCO COSOLE | COM | 200.12K | SH | $3.09M 2.63% | 149.70K | 0.00 | 50.42K |
KVH INDS INCSOLE | COM | 414.73K | SH | $2.89M 2.46% | 332.18K | 0.00 | 82.55K |
NANO DIMENSION LTDSOLE | SPONSORD ADS NEW | 1.76M | SH | $2.71M 2.31% | 1.41M | 0.00 | 354.72K |
LIMONEIRA COSOLE | COM | 208.55K | SH | $2.63M 2.24% | 166.66K | 0.00 | 41.89K |
CLEARWATER PAPER CORPSOLE | COM | 144.43K | SH | $2.51M 2.14% | 107.64K | 0.00 | 36.79K |
ORASURE TECHNOLOGIES INCSOLE | COM | 1.02M | SH | $2.46M 2.10% | 812.75K | 0.00 | 205.72K |
TWIN DISC INCSOLE | COM | 138.63K | SH | $2.31M 1.97% | 110.74K | 0.00 | 27.89K |
GAIA INC NEWSOLE | CL A | 630.84K | SH | $2.29M 1.95% | 503.75K | 0.00 | 127.09K |
CLIMB BIO INCSOLE | COM | 565.99K | SH | $2.26M 1.93% | 452.10K | 0.00 | 113.89K |
CHATHAM LODGING TRSOLE | COM | 322.18K | SH | $2.19M 1.87% | 245.51K | 0.00 | 76.67K |
CATO CORP NEWSOLE | CL A | 696.47K | SH | $2.15M 1.83% | 552.47K | 0.00 | 144K |
VERA BRADLEY INCSOLE | COM | 875.89K | SH | $2.12M 1.80% | 696.47K | 0.00 | 179.42K |
HOOKER FURNISHINGS CORPORATISOLE | COM | 185.98K | SH | $2.10M 1.79% | 147.19K | 0.00 | 38.79K |
4D MOLECULAR THERAPEUTICS INSOLE | COM | 268.02K | SH | $2.01M 1.71% | 214.31K | 0.00 | 53.72K |
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