§ 13F · FUND PROFILE
Peapod Lane Capital LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $112M (13F)Positions · 57Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ALCO | ALICO INC | 134K | $6M | 4.5% | ±0% |
| 2 | ACTG | ACACIA RESH CORP | 1.09M | $5M | 4.3% | +29% |
| 3 | KVHI | KVH INDS INC | 415K | $4M | 3.0% | ±0% |
| 4 | HURC | HURCO CO | 245K | $4M | 3.0% | +22% |
| 5 | CLDT | CHATHAM LODGING TR | 450K | $4M | 2.9% | +40% |
| 6 | FLGT | FULGENT GENETICS INC | 221K | $3M | 2.9% | +33% |
| 7 | LMNR | LIMONEIRA CO | 248K | $3M | 2.7% | +19% |
| 8 | CVGI | COMMERCIAL VEH GROUP INC | 928K | $3M | 2.6% | +4% |
| 9 | SENEA | SENECA FOODS CORP NEW | 20K | $3M | 2.5% | −46% |
| 10 | ASLE | AERSALE CORPORATION | 497K | $3M | 2.5% | ±0% |
§ 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 $112 million in assets. The fund runs a portfolio of 57 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed