Peapod Lane Capital LLC

Est. AUM

$121.90B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALICO INC	COM	$5.50B	133692	4.51%	SOLE
2	ACACIA RESH CORP	ACACIA TCH COM	$5.26B	1091336	4.31%	SOLE
3	KVH INDS INC	COM	$3.70B	414738	3.03%	SOLE
4	HURCO CO	COM	$3.61B	244868	2.96%	SOLE
5	CHATHAM LODGING TR	COM	$3.53B	450021	2.90%	SOLE
6	FULGENT GENETICS INC	COM	$3.49B	220627	2.86%	SOLE
7	LIMONEIRA CO	COM	$3.34B	248343	2.74%	SOLE
8	COMMERCIAL VEH GROUP INC	COM	$3.13B	927530	2.56%	SOLE
9	SENECA FOODS CORP NEW	CL A	$3.07B	20292	2.52%	SOLE
10	AERSALE CORPORATION	COM	$3.07B	496874	2.52%	SOLE
11	CLEARWATER PAPER CORP	COM	$3.06B	214521	2.51%	SOLE
12	JOHNSON OUTDOORS INC	CL A	$3.06B	65679	2.51%	SOLE
13	STAR HLDGS	SHS BEN INT	$3.05B	405973	2.50%	SOLE
14	ORASURE TECHNOLOGIES INC	COM	$3.04B	1018476	2.49%	SOLE
15	NANO DIMENSION LTD	SPONSORD ADS NEW	$2.96B	1760543	2.43%	SOLE
16	VERA BRADLEY INC	COM	$2.61B	834107	2.14%	SOLE
17	HOOKER FURNISHINGS CORPORATI	COM	$2.47B	192160	2.03%	SOLE
18	TRUEBLUE INC	COM	$2.45B	640010	2.01%	SOLE
19	SAGA COMMUNICATIONS INC	CL A NEW	$2.43B	206552	1.99%	SOLE
20	MEDIFAST INC	COM	$2.21B	219063	1.82%	SOLE
21	4D MOLECULAR THERAPEUTICS IN	COM	$2.21B	241480	1.81%	SOLE
22	CATO CORP NEW	CL A	$2.16B	766825	1.77%	SOLE
23	FONAR CORP	COM NEW	$2.11B	113662	1.73%	SOLE
24	UNIFI INC	COM NEW	$2.04B	572803	1.68%	SOLE
25	ISHARES TR	0-3 MNTH TREASRY	$2.01B	20001	1.65%	SOLE
26	INTREPID POTASH INC	COM	$2.00B	46086	1.64%	SOLE
27	ARQ INC	COM	$1.97B	775349	1.62%	SOLE
28	SEAPORT ENTMT GROUP INC	COMMON STOCK	$1.97B	92506	1.62%	SOLE
29	RESOURCES CONNECTION INC	COM	$1.96B	528411	1.61%	SOLE
30	UNIVERSAL ELECTRS INC	COM	$1.88B	455491	1.54%	SOLE
31	STANDARD BIOTOOLS INC	COM	$1.86B	2028527	1.53%	SOLE
32	ALTO INGREDIENTS INC	COM	$1.82B	406385	1.49%	SOLE
33	GAIA INC NEW	CL A	$1.74B	630795	1.43%	SOLE
34	TWIN DISC INC	COM	$1.62B	108107	1.33%	SOLE
35	INOGEN INC	COM	$1.59B	258645	1.31%	SOLE
36	PLIANT THERAPEUTICS INC	COM	$1.59B	1288578	1.30%	SOLE
37	MAMMOTH ENERGY SVCS INC	COM	$1.51B	599805	1.24%	SOLE
38	KELLY SVCS INC	CL A	$1.51B	169949	1.24%	SOLE
39	ATEA PHARMACEUTICALS INC	COM	$1.44B	272820	1.18%	SOLE
40	CLARUS CORP NEW	COM	$1.43B	530871	1.17%	SOLE
41	NKARTA INC	COM	$1.41B	676212	1.15%	SOLE
42	HOYNE BANCORP INC	COM	$1.40B	96688	1.14%	SOLE
43	IDENTIV INC	COM NEW	$1.38B	376730	1.13%	SOLE
44	WESTWOOD HLDGS GROUP INC	COM	$1.30B	78859	1.06%	SOLE
45	AMREP CORP	COM	$1.28B	46062	1.05%	SOLE
46	ASTRONOVA INC	COM	$1.21B	130978	0.99%	SOLE
47	FB BANCORP INC	COM	$1.21B	88198	0.99%	SOLE
48	NORTHERN TECHNOLOGIES INTL C	COM	$1.18B	142642	0.97%	SOLE
49	LAKE SHORE BANCORP INC	COM	$1.05B	68943	0.86%	SOLE
50	LAKELAND INDS INC	COM	$1.03B	128118	0.85%	SOLE

1–50 of 62

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.