DOSSIER · 13F-HR · Q2 2026

Peapod Lane Capital LLC

$148M in tracked AUM across 61 positions as of Q2 2026.

PL
CIK 0002050979 · last filed Jun 30, 2026
Total AUM
$148M
as of Q2 2026
Holdings
61
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Peapod Lane Capital LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
HURC
HURCO CO
$6M265K4.1%
02
CLDT
CHATHAM LODGING TR
$6M457K4.1%
03
ALCO
ALICO INC
$5M117K3.3%
04
ACTG
ACACIA RESH CORP
$5M995K3.1%
05
FLGT
FULGENT GENETICS INC
$5M224K3.1%
06
CLW
CLEARWATER PAPER CORP
$5M290K3.1%
07
LMNR
LIMONEIRA CO
$4M341K3.0%
08
OSUR
ORASURE TECHNOLOGIES INC
$4M994K3.0%
09
TBI
TRUEBLUE INC
$4M601K2.8%
10
ASLE
AERSALE CORPORATION
$4M607K2.6%

Filing history

2026Q2Jun 30
$148M 21.6%
61 positionsView →
2026Q1Mar 31
$122M 3.7%
62 positionsView →
2025Q4Dec 31
$118M 5.1%
59 positionsView →
2025Q3Sep 30
$112M 11.9%
57 positionsView →
2025Q2Jun 30
$100M 12.4%
57 positionsLocked
2025Q1Mar 31
$89M 11.9%
61 positionsLocked
2024Q4Dec 31
$101M
57 positionsLocked