Peapod Lane Capital LLC
Peapod Lane Capital LLC reported 59 US-listed holdings worth $134.1 million in its 13F for the quarter ended 30 September 2026, filed 22 October 2026. Its largest: Chatham Lodging Trust (4.2%), Hurco Co. (4.0%) and Clearwater Paper Corporation (3.8%). Against the quarter before, it opened 2 positions, added to 8, trimmed 49 and sold out of 4.
Reported holdings$134.1M-9.5% on Q2 2026
Positions59-2 on Q2 2026
The largest ten34.2%of its reported holdings
Latest 13FQ3 2026filed 22 October 2026
Added toTrimmed
The 14 largest of its 59 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +65.7% over the 7 quarters to 30 September 2026, against +30.1% for the S&P 500.
Its reported holdingsThe S&P 500
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Opened 2Added 8Trimmed 49Sold out 4
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 2
- Advansix Inc. ASIX$2.0 million
- Shoe Carnival Inc. SHOE$1.8 million
Added to 8
- iShares Trust SGOV+13,710 shares · +66%
- Aersale Corporation ASLE+221,268 shares · +36%
- Pure Cycle Corp. PCYO+34,222 shares · +18%
- Virco MFG Co. VIRC+34,244 shares · +55%
- Cato Corp. New Class A CATO+47,726 shares · +6%
- Lakeland Inds Inc. LAKE+3,162 shares · +2%
- Inogen Inc. INGN+5,369 shares · +2%
- Outset Med Inc. OM+5,139 shares · +2%
Trimmed 49
- Trueblue Inc. TBI-65,068 shares · -11%
- Commercial Veh Group Inc. CVGI-167,110 shares · -38%
- Chatham Lodging Trust CLDT-32,951 shares · -7%
- Clearwater Paper Corporation CLW-20,910 shares · -7%
- Alico Inc. ALCO-8,221 shares · -7%
- Hurco Co. HURC-14,367 shares · -5%
- Fulgent Genetics Inc. FLGT-13,424 shares · -6%
- Acacia Resh Corp. ACTG-66,593 shares · -7%
and 41 more in the table below
Sold out of 4
- Astronova Inc. ALOT$3.8 million last quarter
- Alto Ingredients Inc. ALTO$1.5 million last quarter
- Docgo Inc. DCGO$1.3 million last quarter
- Zentalis Pharmaceuticals Inc. ZNTL$983,890 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Chatham Lodging Trust CLDT | 424.2K | $5.7 million | 4.23% | -33.0K |
| Hurco Co. HURC | 250.4K | $5.4 million | 4.04% | -14.4K |
| Clearwater Paper Corporation CLW | 269.0K | $5.2 million | 3.84% | -20.9K |
| Trueblue Inc. TBI | 535.9K | $4.9 million | 3.68% | -65.1K |
| Fulgent Genetics Inc. FLGT | 210.8K | $4.6 million | 3.46% | -13.4K |
| Aersale Corporation ASLE | 828.6K | $4.3 million | 3.24% | +221.3K |
| Alico Inc. ALCO | 109.2K | $4.2 million | 3.14% | -8.2K |
| Acacia Resh Corp. ACTG | 928.2K | $4.0 million | 2.98% | -66.6K |
| Limoneira Co. LMNR | 319.3K | $3.8 million | 2.83% | -21.5K |
| Orasure Technologies Inc. OSUR | 928.6K | $3.6 million | 2.71% | -65.3K |
| Unifi Inc. UFI | 550.7K | $3.6 million | 2.68% | -31.3K |
| iShares Trust SGOV | 34.6K | $3.5 million | 2.60% | +13.7K |
| Seneca Foods Corp SENEA | 19.4K | $3.5 million | 2.58% | -1.2K |
| Star Hldgs STHO | 391.5K | $3.4 million | 2.50% | -21.0K |
| Vera Bradley Inc. VRA | 639.4K | $3.0 million | 2.20% | -45.4K |
| Kelly Svcs Inc. KELYA | 179.3K | $2.9 million | 2.17% | -13.2K |
| Johnson Outdoors Inc. JOUT | 62.4K | $2.7 million | 2.03% | -4.4K |
| Pure Cycle Corp. PCYO | 221.0K | $2.4 million | 1.82% | +34.2K |
| Medifast, Inc. MED | 207.5K | $2.4 million | 1.78% | -15.1K |
| Hooker Furnishings Corporati HOFT | 184.2K | $2.4 million | 1.78% | -11.1K |
| Seaport Entertainment Group In SEG | 102.1K | $2.3 million | 1.74% | -7.7K |
| Maxcyte Inc. MXCT | 2.0M | $2.2 million | 1.65% | -145.4K |
| Universal Electrs Inc. UEIC | 420.8K | $2.2 million | 1.64% | -42.0K |
| Mammoth Energy Svcs Inc. TUSK | 759.0K | $2.2 million | 1.61% | -48.8K |
| Nano Dimension Ltd NNDM | 1.4M | $2.2 million | 1.61% | -79.1K |
| Lakeland Inds Inc. LAKE | 210.8K | $2.1 million | 1.55% | +3.2K |
| Engene Therapeut ENGN | 1.0M | $2.1 million | 1.55% | -63.5K |
| Bassett Furniture Inds Inc. BSET | 117.0K | $2.0 million | 1.52% | -6.9K |
| Advansix Inc. ASIX | 127.4K | $2.0 million | 1.51% | new |
| Cato Corp. New Class A CATO | 826.7K | $2.0 million | 1.47% | +47.7K |
| Resources Connection Inc. RGP | 500.8K | $1.9 million | 1.40% | -36.2K |
| Methode Electrs Inc. MEI | 134.6K | $1.9 million | 1.38% | -9.6K |
| Bicycle Therapeutics PLC BCYC | 501.7K | $1.8 million | 1.38% | -36.3K |
| Shoe Carnival Inc. SHOE | 142.4K | $1.8 million | 1.36% | new |
| Standard Biotools Inc. LAB | 2.2M | $1.7 million | 1.24% | -163.2K |
| KVH Inds Inc. KVHI | 233.4K | $1.6 million | 1.22% | -16.5K |
| Saga Communications Inc. SGA | 196.6K | $1.6 million | 1.21% | -13.3K |
| Hoyne Bancorp Inc. HYNE | 92.4K | $1.5 million | 1.14% | -5.8K |
| Arq Inc. ARQ | 740.3K | $1.5 million | 1.09% | -47.6K |
| Inogen Inc. INGN | 268.1K | $1.4 million | 1.05% | +5.4K |
| Westwood Hldgs Group Inc. WHG | 75.1K | $1.4 million | 1.04% | -5.0K |
| Intrepid Potash Inc. IPI | 43.4K | $1.4 million | 1.04% | -2.7K |
| FB Bancorp Inc. FBLA | 83.8K | $1.4 million | 1.03% | -5.8K |
| Nkarta Inc. NKTX | 518.4K | $1.4 million | 1.01% | -31.5K |
| Playstudios Inc. MYPS | 2.8M | $1.3 million | 0.99% | -197.3K |
| Pliant Therapeutics Inc. PLRX | 1.2M | $1.3 million | 0.98% | -94.5K |
| Identiv Inc. INVE | 546.9K | $1.3 million | 0.96% | -40.3K |
| Northern Technologies Intl C NTIC | 164.1K | $1.3 million | 0.95% | -12.0K |
| Fuel Tech Inc FTEK | 765.1K | $1.2 million | 0.92% | -55.5K |
| Lake Shore Bancorp Inc LSBK | 66.4K | $1.2 million | 0.90% | -3.7K |
| Outset Med Inc. OM | 337.1K | $1.0 million | 0.75% | +5.1K |
| Amrep Corp. AXR | 44.4K | $999,280 | 0.75% | -2.4K |
| Fulcrum Therapeutics Inc. FULC | 266.9K | $987,582 | 0.74% | -18.9K |
| Seer Inc. SEER | 421.5K | $939,909 | 0.70% | -24.0K |
| Commercial Veh Group Inc. CVGI | 273.6K | $801,510 | 0.60% | -167.1K |
| Gaia Inc. New GAIA | 600.1K | $792,172 | 0.59% | -40.7K |
| Clarus Corp. New CLAR | 201.5K | $683,237 | 0.51% | -8.8K |
| Virco MFG Co. VIRC | 96.8K | $630,817 | 0.47% | +34.2K |
| Metagenomi Inc. MGX | 491.0K | $520,452 | 0.39% | -34.0K |
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.