Filed: 5/4/2026ACC: 0001941040-26-000291
📋 What this filing means
PEAPOD LANE CAPITAL LLC filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $121.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$121.90M
Total AUM (reported)
26.41M
Total Shares
Allocation by class
COM$84.94M69.7%
CL A$11.53M9.5%
COM NEW$6.46M5.3%
ACACIA TCH COM$5.26M4.3%
SHS BEN INT$3.05M2.5%
SPONSORD ADS NEW$2.96M2.4%
CL A NEW$2.43M2.0%
Portfolio Concentration
Top 3$14.46M11.9%
4–10$23.23M19.1%
11–25$37.87M31.1%
Rest$46.33M38.0%
Top 3 weight
11.9%
Top 10 weight
30.9%
Voting Authority Distribution
Total shares with voting rights: 26.41M
Sole
Full voting authority
21.07M
shares
% of voting shares79.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.33M
shares
% of voting shares20.2%
Investment Discretion (by position count)
Sole62
Shared0
Other0
Dominant voting typeSole · 79.8% of voting shares
Institutional Holdings62
Rows:
ALICO INC
SOLEShares133.69K
TypeSH
Market value$5.50M
4.51%
Sole
106.87K
Shared
0.00
None
26.82K
ACACIA RESH CORP
SOLEShares1.09M
TypeSH
Market value$5.26M
4.31%
Sole
870.35K
Shared
0.00
None
220.99K
KVH INDS INC
SOLEShares414.74K
TypeSH
Market value$3.70M
3.03%
Sole
332.19K
Shared
0.00
None
82.55K
HURCO CO
SOLEShares244.87K
TypeSH
Market value$3.61M
2.96%
Sole
194.45K
Shared
0.00
None
50.42K
CHATHAM LODGING TR
SOLEShares450.02K
TypeSH
Market value$3.53M
2.90%
Sole
356.64K
Shared
0.00
None
93.38K
FULGENT GENETICS INC
SOLEShares220.63K
TypeSH
Market value$3.49M
2.86%
Sole
175.64K
Shared
0.00
None
44.99K
LIMONEIRA CO
SOLEShares248.34K
TypeSH
Market value$3.34M
2.74%
Sole
198.59K
Shared
0.00
None
49.76K
COMMERCIAL VEH GROUP INC
SOLEShares927.53K
TypeSH
Market value$3.13M
2.56%
Sole
739.86K
Shared
0.00
None
187.67K
SENECA FOODS CORP NEW
SOLEShares20.29K
TypeSH
Market value$3.07M
2.52%
Sole
16.21K
Shared
0.00
None
4.08K
AERSALE CORPORATION
SOLEShares496.87K
TypeSH
Market value$3.07M
2.52%
Sole
397.09K
Shared
0.00
None
99.78K
CLEARWATER PAPER CORP
SOLEShares214.52K
TypeSH
Market value$3.06M
2.51%
Sole
170.60K
Shared
0.00
None
43.92K
JOHNSON OUTDOORS INC
SOLEShares65.68K
TypeSH
Market value$3.06M
2.51%
Sole
52.47K
Shared
0.00
None
13.21K
STAR HLDGS
SOLEShares405.97K
TypeSH
Market value$3.05M
2.50%
Sole
325.09K
Shared
0.00
None
80.89K
ORASURE TECHNOLOGIES INC
SOLEShares1.02M
TypeSH
Market value$3.04M
2.49%
Sole
812.75K
Shared
0.00
None
205.72K
NANO DIMENSION LTD
SOLEShares1.76M
TypeSH
Market value$2.96M
2.43%
Sole
1.41M
Shared
0.00
None
354.72K
VERA BRADLEY INC
SOLEShares834.11K
TypeSH
Market value$2.61M
2.14%
Sole
663.57K
Shared
0.00
None
170.53K
HOOKER FURNISHINGS CORPORATI
SOLEShares192.16K
TypeSH
Market value$2.47M
2.03%
Sole
153.37K
Shared
0.00
None
38.79K
TRUEBLUE INC
SOLEShares640.01K
TypeSH
Market value$2.45M
2.01%
Sole
510.39K
Shared
0.00
None
129.62K
SAGA COMMUNICATIONS INC
SOLEShares206.55K
TypeSH
Market value$2.43M
1.99%
Sole
164.50K
Shared
0.00
None
42.06K
MEDIFAST INC
SOLEShares219.06K
TypeSH
Market value$2.21M
1.82%
Sole
173.97K
Shared
0.00
None
45.09K
4D MOLECULAR THERAPEUTICS IN
SOLEShares241.48K
TypeSH
Market value$2.21M
1.81%
Sole
192.32K
Shared
0.00
None
49.16K
CATO CORP NEW
SOLEShares766.83K
TypeSH
Market value$2.16M
1.77%
Sole
610.98K
Shared
0.00
None
155.85K
FONAR CORP
SOLEShares113.66K
TypeSH
Market value$2.11M
1.73%
Sole
90.64K
Shared
0.00
None
23.03K
UNIFI INC
SOLEShares572.80K
TypeSH
Market value$2.04M
1.68%
Sole
457.13K
Shared
0.00
None
115.67K
ISHARES TR
SOLEShares20K
TypeSH
Market value$2.01M
1.65%
Sole
19.93K
Shared
0.00
None
70.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALICO INCSOLE | COM | 133.69K | SH | $5.50M 4.51% | 106.87K | 0.00 | 26.82K |
ACACIA RESH CORPSOLE | ACACIA TCH COM | 1.09M | SH | $5.26M 4.31% | 870.35K | 0.00 | 220.99K |
KVH INDS INCSOLE | COM | 414.74K | SH | $3.70M 3.03% | 332.19K | 0.00 | 82.55K |
HURCO COSOLE | COM | 244.87K | SH | $3.61M 2.96% | 194.45K | 0.00 | 50.42K |
CHATHAM LODGING TRSOLE | COM | 450.02K | SH | $3.53M 2.90% | 356.64K | 0.00 | 93.38K |
FULGENT GENETICS INCSOLE | COM | 220.63K | SH | $3.49M 2.86% | 175.64K | 0.00 | 44.99K |
LIMONEIRA COSOLE | COM | 248.34K | SH | $3.34M 2.74% | 198.59K | 0.00 | 49.76K |
COMMERCIAL VEH GROUP INCSOLE | COM | 927.53K | SH | $3.13M 2.56% | 739.86K | 0.00 | 187.67K |
SENECA FOODS CORP NEWSOLE | CL A | 20.29K | SH | $3.07M 2.52% | 16.21K | 0.00 | 4.08K |
AERSALE CORPORATIONSOLE | COM | 496.87K | SH | $3.07M 2.52% | 397.09K | 0.00 | 99.78K |
CLEARWATER PAPER CORPSOLE | COM | 214.52K | SH | $3.06M 2.51% | 170.60K | 0.00 | 43.92K |
JOHNSON OUTDOORS INCSOLE | CL A | 65.68K | SH | $3.06M 2.51% | 52.47K | 0.00 | 13.21K |
STAR HLDGSSOLE | SHS BEN INT | 405.97K | SH | $3.05M 2.50% | 325.09K | 0.00 | 80.89K |
ORASURE TECHNOLOGIES INCSOLE | COM | 1.02M | SH | $3.04M 2.49% | 812.75K | 0.00 | 205.72K |
NANO DIMENSION LTDSOLE | SPONSORD ADS NEW | 1.76M | SH | $2.96M 2.43% | 1.41M | 0.00 | 354.72K |
VERA BRADLEY INCSOLE | COM | 834.11K | SH | $2.61M 2.14% | 663.57K | 0.00 | 170.53K |
HOOKER FURNISHINGS CORPORATISOLE | COM | 192.16K | SH | $2.47M 2.03% | 153.37K | 0.00 | 38.79K |
TRUEBLUE INCSOLE | COM | 640.01K | SH | $2.45M 2.01% | 510.39K | 0.00 | 129.62K |
SAGA COMMUNICATIONS INCSOLE | CL A NEW | 206.55K | SH | $2.43M 1.99% | 164.50K | 0.00 | 42.06K |
MEDIFAST INCSOLE | COM | 219.06K | SH | $2.21M 1.82% | 173.97K | 0.00 | 45.09K |
4D MOLECULAR THERAPEUTICS INSOLE | COM | 241.48K | SH | $2.21M 1.81% | 192.32K | 0.00 | 49.16K |
CATO CORP NEWSOLE | CL A | 766.83K | SH | $2.16M 1.77% | 610.98K | 0.00 | 155.85K |
FONAR CORPSOLE | COM NEW | 113.66K | SH | $2.11M 1.73% | 90.64K | 0.00 | 23.03K |
UNIFI INCSOLE | COM NEW | 572.80K | SH | $2.04M 1.68% | 457.13K | 0.00 | 115.67K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 20K | SH | $2.01M 1.65% | 19.93K | 0.00 | 70.00 |
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