Filed: 7/27/2026ACC: 0001941040-26-000455
📋 What this filing means
PEAPOD LANE CAPITAL LLC filed this quarterly 13F‑HR report disclosing 61 equity positions with a total reported market value of $148.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$148.20M
Total AUM (reported)
32.71M
Total Shares
Allocation by class
COM$105.67M71.3%
CL A$12.90M8.7%
COM NEW$7.68M5.2%
ACACIA TCH COM$4.64M3.1%
SHS BEN INT$3.77M2.5%
COMMON STOCK$2.92M2.0%
SPONSORED ADS$2.28M1.5%
Portfolio Concentration
Top 3$16.97M11.5%
4–10$30.72M20.7%
11–25$43.75M29.5%
Rest$56.76M38.3%
Top 3 weight
11.5%
Top 10 weight
32.2%
Voting Authority Distribution
Total shares with voting rights: 32.71M
Sole
Full voting authority
26.19M
shares
% of voting shares80.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.52M
shares
% of voting shares19.9%
Investment Discretion (by position count)
Sole61
Shared0
Other0
Dominant voting typeSole · 80.1% of voting shares
Institutional Holdings61
Rows:
HURCO CO
SOLEShares264.79K
TypeSH
Market value$6.06M
4.09%
Sole
211.60K
Shared
0.00
None
53.19K
CHATHAM LODGING TR
SOLEShares457.15K
TypeSH
Market value$6.05M
4.08%
Sole
363.77K
Shared
0.00
None
93.38K
ALICO INC
SOLEShares117.44K
TypeSH
Market value$4.86M
3.28%
Sole
93.92K
Shared
0.00
None
23.52K
ACACIA RESH CORP
SOLEShares994.77K
TypeSH
Market value$4.64M
3.13%
Sole
796.63K
Shared
0.00
None
198.14K
FULGENT GENETICS INC
SOLEShares224.21K
TypeSH
Market value$4.60M
3.10%
Sole
179.21K
Shared
0.00
None
45K
CLEARWATER PAPER CORP
SOLEShares289.91K
TypeSH
Market value$4.55M
3.07%
Sole
231.84K
Shared
0.00
None
58.06K
LIMONEIRA CO
SOLEShares340.88K
TypeSH
Market value$4.48M
3.02%
Sole
273.15K
Shared
0.00
None
67.73K
ORASURE TECHNOLOGIES INC
SOLEShares993.88K
TypeSH
Market value$4.43M
2.99%
Sole
796.79K
Shared
0.00
None
197.09K
TRUEBLUE INC
SOLEShares601K
TypeSH
Market value$4.19M
2.83%
Sole
482.54K
Shared
0.00
None
118.46K
AERSALE CORPORATION
SOLEShares607.36K
TypeSH
Market value$3.84M
2.59%
Sole
486.01K
Shared
0.00
None
121.35K
ASTRONOVA INC
SOLEShares133.06K
TypeSH
Market value$3.79M
2.56%
Sole
106.17K
Shared
0.00
None
26.90K
STAR HLDGS
SOLEShares412.47K
TypeSH
Market value$3.77M
2.54%
Sole
331.58K
Shared
0.00
None
80.89K
SENECA FOODS CORP NEW
SOLEShares20.65K
TypeSH
Market value$3.59M
2.42%
Sole
16.56K
Shared
0.00
None
4.08K
HOOKER FURNISHINGS CORPORATI
SOLEShares195.22K
TypeSH
Market value$3.48M
2.35%
Sole
156.43K
Shared
0.00
None
38.79K
JOHNSON OUTDOORS INC
SOLEShares66.75K
TypeSH
Market value$3.07M
2.07%
Sole
53.54K
Shared
0.00
None
13.21K
SEAPORT ENTMT GROUP INC
SOLEShares109.85K
TypeSH
Market value$2.92M
1.97%
Sole
87.79K
Shared
0.00
None
22.06K
UNIFI INC
SOLEShares581.98K
TypeSH
Market value$2.76M
1.87%
Sole
466.30K
Shared
0.00
None
115.67K
METHODE ELECTRS INC
SOLEShares144.27K
TypeSH
Market value$2.74M
1.85%
Sole
115.44K
Shared
0.00
None
28.84K
VERA BRADLEY INC
SOLEShares684.77K
TypeSH
Market value$2.66M
1.80%
Sole
547.97K
Shared
0.00
None
136.80K
MAMMOTH ENERGY SVCS INC
SOLEShares807.80K
TypeSH
Market value$2.63M
1.77%
Sole
646.46K
Shared
0.00
None
161.34K
MAXCYTE INC
SOLEShares2.13M
TypeSH
Market value$2.61M
1.76%
Sole
1.70M
Shared
0.00
None
429.02K
CATO CORP NEW
SOLEShares778.94K
TypeSH
Market value$2.52M
1.70%
Sole
623.09K
Shared
0.00
None
155.85K
KVH INDS INC
SOLEShares249.91K
TypeSH
Market value$2.48M
1.67%
Sole
200.44K
Shared
0.00
None
49.47K
KELLY SVCS INC
SOLEShares192.46K
TypeSH
Market value$2.36M
1.59%
Sole
153.96K
Shared
0.00
None
38.50K
MEDIFAST INC
SOLEShares222.58K
TypeSH
Market value$2.36M
1.59%
Sole
177.47K
Shared
0.00
None
45.11K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HURCO COSOLE | COM | 264.79K | SH | $6.06M 4.09% | 211.60K | 0.00 | 53.19K |
CHATHAM LODGING TRSOLE | COM | 457.15K | SH | $6.05M 4.08% | 363.77K | 0.00 | 93.38K |
ALICO INCSOLE | COM | 117.44K | SH | $4.86M 3.28% | 93.92K | 0.00 | 23.52K |
ACACIA RESH CORPSOLE | ACACIA TCH COM | 994.77K | SH | $4.64M 3.13% | 796.63K | 0.00 | 198.14K |
FULGENT GENETICS INCSOLE | COM | 224.21K | SH | $4.60M 3.10% | 179.21K | 0.00 | 45K |
CLEARWATER PAPER CORPSOLE | COM | 289.91K | SH | $4.55M 3.07% | 231.84K | 0.00 | 58.06K |
LIMONEIRA COSOLE | COM | 340.88K | SH | $4.48M 3.02% | 273.15K | 0.00 | 67.73K |
ORASURE TECHNOLOGIES INCSOLE | COM | 993.88K | SH | $4.43M 2.99% | 796.79K | 0.00 | 197.09K |
TRUEBLUE INCSOLE | COM | 601K | SH | $4.19M 2.83% | 482.54K | 0.00 | 118.46K |
AERSALE CORPORATIONSOLE | COM | 607.36K | SH | $3.84M 2.59% | 486.01K | 0.00 | 121.35K |
ASTRONOVA INCSOLE | COM | 133.06K | SH | $3.79M 2.56% | 106.17K | 0.00 | 26.90K |
STAR HLDGSSOLE | SHS BEN INT | 412.47K | SH | $3.77M 2.54% | 331.58K | 0.00 | 80.89K |
SENECA FOODS CORP NEWSOLE | CL A | 20.65K | SH | $3.59M 2.42% | 16.56K | 0.00 | 4.08K |
HOOKER FURNISHINGS CORPORATISOLE | COM | 195.22K | SH | $3.48M 2.35% | 156.43K | 0.00 | 38.79K |
JOHNSON OUTDOORS INCSOLE | CL A | 66.75K | SH | $3.07M 2.07% | 53.54K | 0.00 | 13.21K |
SEAPORT ENTMT GROUP INCSOLE | COMMON STOCK | 109.85K | SH | $2.92M 1.97% | 87.79K | 0.00 | 22.06K |
UNIFI INCSOLE | COM NEW | 581.98K | SH | $2.76M 1.87% | 466.30K | 0.00 | 115.67K |
METHODE ELECTRS INCSOLE | COM | 144.27K | SH | $2.74M 1.85% | 115.44K | 0.00 | 28.84K |
VERA BRADLEY INCSOLE | COM | 684.77K | SH | $2.66M 1.80% | 547.97K | 0.00 | 136.80K |
MAMMOTH ENERGY SVCS INCSOLE | COM | 807.80K | SH | $2.63M 1.77% | 646.46K | 0.00 | 161.34K |
MAXCYTE INCSOLE | COM | 2.13M | SH | $2.61M 1.76% | 1.70M | 0.00 | 429.02K |
CATO CORP NEWSOLE | CL A | 778.94K | SH | $2.52M 1.70% | 623.09K | 0.00 | 155.85K |
KVH INDS INCSOLE | COM | 249.91K | SH | $2.48M 1.67% | 200.44K | 0.00 | 49.47K |
KELLY SVCS INCSOLE | CL A | 192.46K | SH | $2.36M 1.59% | 153.96K | 0.00 | 38.50K |
MEDIFAST INCSOLE | COM | 222.58K | SH | $2.36M 1.59% | 177.47K | 0.00 | 45.11K |
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