Holders — by stockHoldings — by fund
Peapod Lane Capital LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002050979
$148.2M
disclosed book value
61
positions
4.1%
largest position share
Positions, as of 2026-06-30
top 61 of 61 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | HURCHURCO CO | 264,792 | $6.1M | 4.1% |
| 2 | CLDTCHATHAM LODGING TR | 457,149 | $6.0M | 4.1% |
| 3 | ALCOALICO INC | 117,439 | $4.9M | 3.3% |
| 4 | ACTGACACIA RESH CORP | 994,770 | $4.6M | 3.1% |
| 5 | FLGTFULGENT GENETICS INC | 224,207 | $4.6M | 3.1% |
| 6 | CLWCLEARWATER PAPER CORP | 289,906 | $4.5M | 3.1% |
| 7 | LMNRLIMONEIRA CO | 340,880 | $4.5M | 3% |
| 8 | OSURORASURE TECHNOLOGIES INC | 993,875 | $4.4M | 3% |
| 9 | TBITRUEBLUE INC | 601,005 | $4.2M | 2.8% |
| 10 | ASLEAERSALE CORPORATION | 607,358 | $3.8M | 2.6% |
| 11 | ALOTASTRONOVA INC | 133,065 | $3.8M | 2.6% |
| 12 | STHOSTAR HLDGS | 412,468 | $3.8M | 2.5% |
| 13 | SENEASENECA FOODS CORP NEW | 20,648 | $3.6M | 2.4% |
| 14 | HOFTHOOKER FURNISHINGS CORPORATI | 195,224 | $3.5M | 2.3% |
| 15 | JOUTJOHNSON OUTDOORS INC | 66,748 | $3.1M | 2.1% |
| 16 | SEGSEAPORT ENTMT GROUP INC | 109,851 | $2.9M | 2% |
| 17 | UFIUNIFI INC | 581,977 | $2.8M | 1.9% |
| 18 | MEIMETHODE ELECTRS INC | 144,272 | $2.7M | 1.8% |
| 19 | VRAVERA BRADLEY INC | 684,766 | $2.7M | 1.8% |
| 20 | TUSKMAMMOTH ENERGY SVCS INC | 807,804 | $2.6M | 1.8% |
| 21 | MXCTMAXCYTE INC | 2.1M | $2.6M | 1.8% |
| 22 | CATOCATO CORP NEW | 778,940 | $2.5M | 1.7% |
| 23 | KVHIKVH INDS INC | 249,907 | $2.5M | 1.7% |
| 24 | KELYAKELLY SVCS INC | 192,461 | $2.4M | 1.6% |
| 25 | MEDMEDIFAST INC | 222,576 | $2.4M | 1.6% |
| 26 | RGPRESOURCES CONNECTION INC | 536,955 | $2.3M | 1.5% |
| 27 | BCYCBICYCLE THERAPEUTICS PLC | 537,978 | $2.3M | 1.5% |
| 28 | LAKELAKELAND INDS INC | 207,657 | $2.2M | 1.5% |
| 29 | UEICUNIVERSAL ELECTRS INC | 462,801 | $2.2M | 1.5% |
| 30 | BSETBASSETT FURNITURE INDS INC | 123,868 | $2.2M | 1.5% |
| 31 | NNDMNANO DIMENSION LTD | 1.5M | $2.1M | 1.4% |
| 32 | SGOVISHARES TR | 20,900 | $2.1M | 1.4% |
| 33 | CVGICOMMERCIAL VEH GROUP INC | 440,663 | $2.0M | 1.4% |
| 34 | ARQARQ INC | 787,880 | $2.0M | 1.4% |
| 35 | PCYOPURE CYCLE CORP | 186,734 | $2.0M | 1.3% |
| 36 | LABSTANDARD BIOTOOLS INC | 2.4M | $2.0M | 1.3% |
| 37 | ENGNENGENE THERAPEUTICS INC | 1.1M | $1.9M | 1.3% |
| 38 | SGASAGA COMMUNICATIONS INC | 209,865 | $1.9M | 1.3% |
| 39 | FTEKFUEL TECH INC | 820,592 | $1.8M | 1.2% |
| 40 | INGNINOGEN INC | 262,775 | $1.7M | 1.1% |
| 41 | HYNEHOYNE BANCORP INC | 98,232 | $1.6M | 1.1% |
| 42 | NKTXNKARTA INC | 549,923 | $1.6M | 1.1% |
| 43 | WHGWESTWOOD HLDGS GROUP INC | 80,120 | $1.5M | 1% |
| 44 | IPIINTREPID POTASH INC | 46,173 | $1.5M | 1% |
| 45 | NTICNORTHERN TECHNOLOGIES INTL C | 176,114 | $1.5M | 1% |
| 46 | ALTOALTO INGREDIENTS INC | 263,383 | $1.5M | 1% |
| 47 | MYPSPLAYSTUDIOS INC | 3.0M | $1.5M | 1% |
| 48 | PLRXPLIANT THERAPEUTICS INC | 1.3M | $1.5M | 1% |
| 49 | INVEIDENTIV INC | 587,212 | $1.5M | 1% |
| 50 | OMOUTSET MED INC | 331,951 | $1.4M | 1% |
| 51 | FBLAFB BANCORP INC | 89,599 | $1.3M | 0.9% |
| 52 | GAIAGAIA INC NEW | 640,797 | $1.3M | 0.9% |
| 53 | DCGODOCGO INC | 2.5M | $1.3M | 0.9% |
| 54 | LSBKLAKE SHORE BANCORP INC | 70,039 | $1.2M | 0.8% |
| 55 | AXRAMREP CORP | 46,763 | $1.2M | 0.8% |
| 56 | FULCFULCRUM THERAPEUTICS INC | 285,798 | $1.0M | 0.7% |
| 57 | ZNTLZENTALIS PHARMACEUTICALS INC | 202,864 | $983,890 | 0.7% |
| 58 | SEERSEER INC | 445,450 | $739,447 | 0.5% |
| 59 | CLARCLARUS CORP NEW | 210,384 | $662,711 | 0.4% |
| 60 | MGXMETAGENOMI THERAPEUTICS INC | 525,024 | $624,779 | 0.4% |
| 61 | VIRCVIRCO MFG CO | 62,507 | $383,793 | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.