§ 13F · FUND PROFILE
Peapod Lane Capital LLC.
AUM · $148M (13F)Positions · 61Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | HURC | HURCO CO | 265K | $6M | 4.1% | +8% |
| 2 | CLDT | CHATHAM LODGING TR | 457K | $6M | 4.1% | +2% |
| 3 | ALCO | ALICO INC | 117K | $5M | 3.3% | −12% |
| 4 | ACTG | ACACIA RESH CORP | 995K | $5M | 3.1% | −9% |
| 5 | FLGT | FULGENT GENETICS INC | 224K | $5M | 3.1% | +2% |
| 6 | CLW | CLEARWATER PAPER CORP | 290K | $5M | 3.1% | +35% |
| 7 | LMNR | LIMONEIRA CO | 341K | $4M | 3.0% | +37% |
| 8 | OSUR | ORASURE TECHNOLOGIES INC | 994K | $4M | 3.0% | −2% |
| 9 | TBI | TRUEBLUE INC | 601K | $4M | 2.8% | −6% |
| 10 | ASLE | AERSALE CORPORATION | 607K | $4M | 2.6% | +22% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PEAPOD SIGNAL
AC read
Peapod Lane Capital LLC is a Other fund managing $148 million in assets. The fund runs a portfolio of 61 positions.
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