Peapod Lane Capital LLC

Bedford Hills, NY · CIK 2050979 · 13F filing filed 2026-07-27

SEC-registered investment adviser since 2024 · limited liability company

Assets managed$108.2m
Staff3 · 2 in investment roles
Main clients (by assets)State and local governments 68%, High net worth individuals 30%, Individuals 2%
Websitepeapodlane.com
Form ADV · 2026-03-04SEC adviser record

Legal entityPeapod Lane Capital LLC (US)

Kindinstitutions
Others nearbyBedford Hills, NY

$148.2m reported value +21.6% vs Q1 2026

61positions

32.2%in top 10

7 new 42 added 12 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	HURCO CO COM HURC	HURC	264,792	$6.1m4.09%	4.09%	Added +19.9k	+19,924 8.1%
2	CHATHAM LODGING TR COM CLDT	CLDT	457,149	$6.0m4.08%	4.08%	Added +7.1k	+7,128 1.6%
3	ALICO INC COM ALCO	ALCO	117,439	$4.9m3.28%	3.28%	Reduced -16.3k	-16,253 -12.2%
4	ACACIA RESH CORP ACACIA TCH COM ACTG	ACTG	994,770	$4.6m3.13%	3.13%	Reduced -96.6k	-96,566 -8.8%
5	FULGENT GENETICS INC COM FLGT	FLGT	224,207	$4.6m3.10%	3.10%	Added +3.6k	+3,580 1.6%
6	CLEARWATER PAPER CORP COM CLW	CLW	289,906	$4.5m3.07%	3.07%	Added +75.4k	+75,385 35.1%
7	LIMONEIRA CO COM LMNR	LMNR	340,880	$4.5m3.02%	3.02%	Added +92.5k	+92,537 37.3%
8	ORASURE TECHNOLOGIES INC COM OSUR	OSUR	993,875	$4.4m2.99%	2.99%	Reduced -24.6k	-24,601 -2.4%
9	TRUEBLUE INC COM TBI	TBI	601,005	$4.2m2.83%	2.83%	Reduced -39.0k	-39,005 -6.1%
10	AERSALE CORPORATION COM ASLE	ASLE	607,358	$3.8m2.59%	2.59%	Added +110.5k	+110,484 22.2%
11	ASTRONOVA INC COM ALOT	ALOT	133,065	$3.8m2.56%	2.56%	Added +2.1k	+2,087 1.6%
12	STAR HLDGS SHS BEN INT STHO	STHO	412,468	$3.8m2.54%	2.54%	Added +6.5k	+6,495 1.6%
13	SENECA FOODS CORP NEW CL A SENEA	SENEA	20,648	$3.6m2.42%	2.42%	Added +356	+356 1.8%
14	HOOKER FURNISHINGS CORPORATI COM HOFT	HOFT	195,224	$3.5m2.35%	2.35%	Added +3.1k	+3,064 1.6%
15	JOHNSON OUTDOORS INC CL A JOUT	JOUT	66,748	$3.1m2.07%	2.07%	Added +1.1k	+1,069 1.6%
16	SEAPORT ENTMT GROUP INC COMMON STOCK SEG	SEG	109,851	$2.9m1.97%	1.97%	Added +17.3k	+17,345 18.8%
17	UNIFI INC COM NEW UFI	UFI	581,977	$2.8m1.87%	1.87%	Added +9.2k	+9,174 1.6%
18	METHODE ELECTRS INC COM MEI	MEI	144,272	$2.7m1.85%	1.85%	Added +3.6k	+3,630 2.6%
19	VERA BRADLEY INC COM VRA	VRA	684,766	$2.7m1.80%	1.80%	Reduced -149.3k	-149,341 -17.9%
20	MAMMOTH ENERGY SVCS INC COM TUSK	TUSK	807,804	$2.6m1.77%	1.77%	Added +208.0k	+207,999 34.7%
21	MAXCYTE INC COM MXCT	MXCT	2,125,752	$2.6m1.76%	1.76%	Added +793.6k	+793,559 59.6%
22	CATO CORP NEW CL A CATO	CATO	778,940	$2.5m1.70%	1.70%	Added +12.1k	+12,115 1.6%
23	KVH INDS INC COM KVHI	KVHI	249,907	$2.5m1.67%	1.67%	Reduced -164.8k	-164,831 -39.7%
24	KELLY SVCS INC CL A KELYA	KELYA	192,461	$2.4m1.59%	1.59%	Added +22.5k	+22,512 13.2%
25	MEDIFAST INC COM MED	MED	222,576	$2.4m1.59%	1.59%	Added +3.5k	+3,513 1.6%
26	RESOURCES CONNECTION INC COM RGP	RGP	536,955	$2.3m1.54%	1.54%	Added +8.5k	+8,544 1.6%
27	BICYCLE THERAPEUTICS PLC SPONSORED ADS BCYC	BCYC	537,978	$2.3m1.54%	1.54%	Added +416.9k	+416,872 344.2%
28	LAKELAND INDS INC COM LAKE	LAKE	207,657	$2.2m1.50%	1.50%	Added +79.5k	+79,539 62.1%
29	UNIVERSAL ELECTRS INC COM UEIC	UEIC	462,801	$2.2m1.49%	1.49%	Added +7.3k	+7,310 1.6%
30	BASSETT FURNITURE INDS INC COM BSET	BSET	123,868	$2.2m1.48%	1.48%	New
31	NANO DIMENSION LTD SPONSORD ADS NEW NNDM	NNDM	1,451,728	$2.1m1.42%	1.42%	Reduced -308.8k	-308,815 -17.5%
32	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	20,900	$2.1m1.42%	1.42%	Added +899	+899 4.5%
33	COMMERCIAL VEH GROUP INC COM CVGI	CVGI	440,663	$2.0m1.37%	1.37%	Reduced -486.9k	-486,867 -52.5%
34	ARQ INC COM ARQ	ARQ	787,880	$2.0m1.36%	1.36%	Added +12.5k	+12,531 1.6%
35	PURE CYCLE CORP COM NEW PCYO	PCYO	186,734	$2.0m1.35%	1.35%	New
36	STANDARD BIOTOOLS INC COM LAB	LAB	2,411,474	$2.0m1.34%	1.34%	Added +382.9k	+382,947 18.9%
37	ENGENE THERAPEUTICS INC COM ENGN	ENGN	1,102,149	$1.9m1.29%	1.29%	New
38	SAGA COMMUNICATIONS INC CL A NEW SGA	SGA	209,865	$1.9m1.28%	1.28%	Added +3.3k	+3,313 1.6%
39	FUEL TECH INC COM FTEK	FTEK	820,592	$1.8m1.22%	1.22%	Added +341.8k	+341,750 71.4%
40	INOGEN INC COM INGN	INGN	262,775	$1.7m1.14%	1.14%	Added +4.1k	+4,130 1.6%
41	HOYNE BANCORP INC COM HYNE	HYNE	98,232	$1.6m1.11%	1.11%	Added +1.5k	+1,544 1.6%
42	NKARTA INC COM NKTX	NKTX	549,923	$1.6m1.05%	1.05%	Reduced -126.3k	-126,289 -18.7%
43	WESTWOOD HLDGS GROUP INC COM WHG	WHG	80,120	$1.5m1.04%	1.04%	Added +1.3k	+1,261 1.6%
44	INTREPID POTASH INC COM IPI	IPI	46,173	$1.5m1.02%	1.02%	Added +87	+87 0.2%
45	NORTHERN TECHNOLOGIES INTL C COM NTIC	NTIC	176,114	$1.5m1.02%	1.02%	Added +33.5k	+33,472 23.5%
46	ALTO INGREDIENTS INC COM ALTO	ALTO	263,383	$1.5m1.01%	1.01%	Reduced -143.0k	-143,002 -35.2%
47	PLAYSTUDIOS INC CLASS A COM MYPS	MYPS	3,002,579	$1.5m1.01%	1.01%	New
48	PLIANT THERAPEUTICS INC COM PLRX	PLRX	1,309,013	$1.5m1.01%	1.01%	Added +20.4k	+20,435 1.6%
49	IDENTIV INC COM NEW INVE	INVE	587,212	$1.5m1.00%	1.00%	Added +210.5k	+210,482 55.9%
50	OUTSET MED INC COM NEW OM	OM	331,951	$1.4m0.97%	0.97%	New
51	FB BANCORP INC COM FBLA	FBLA	89,599	$1.3m0.91%	0.91%	Added +1.4k	+1,401 1.6%
52	GAIA INC NEW CL A GAIA	GAIA	640,797	$1.3m0.91%	0.91%	Added +10.0k	+10,002 1.6%
53	DOCGO INC COM DCGO	DCGO	2,500,118	$1.3m0.87%	0.87%	Added +1.4m	+1,370,924 121.4%
54	LAKE SHORE BANCORP INC COM LSBK	LSBK	70,039	$1.2m0.84%	0.84%	Added +1.1k	+1,096 1.6%
55	AMREP CORP COM AXR	AXR	46,763	$1.2m0.80%	0.80%	Added +701	+701 1.5%
56	FULCRUM THERAPEUTICS INC COM FULC	FULC	285,798	$1.0m0.71%	0.71%	New
57	ZENTALIS PHARMACEUTICALS INC COM ZNTL	ZNTL	202,864	$983.9k0.66%	0.66%	Reduced -164.0k	-164,004 -44.7%
58	SEER INC COM CL A SEER	SEER	445,450	$739.4k0.50%	0.50%	Added +6.9k	+6,869 1.6%
59	CLARUS CORP NEW COM CLAR	CLAR	210,384	$662.7k0.45%	0.45%	Reduced -320.5k	-320,487 -60.4%
60	METAGENOMI INC COM MGX	MGX	525,024	$624.8k0.42%	0.42%	Added +8.3k	+8,263 1.6%
61	VIRCO MFG CO COM VIRC	VIRC	62,507	$383.8k0.26%	0.26%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
4D MOLECULAR THERAPEUTICS IN FDMT	FDMT	241,480	$2.2m241.5k shares
FONAR CORP FONR	FONR	113,662	$2.1m113.7k shares
TWIN DISC INC TWIN	TWIN	108,107	$1.6m108.1k shares
ATEA PHARMACEUTICALS INC AVIR	AVIR	272,820	$1.4m272.8k shares
KEZAR LIFE SCIENCES INC KZR	KZR	126,692	$924.5k126.7k shares
CLIMB BIO INC CLYM	CLYM	108,878	$739.8k108.9k shares
KYVERNA THERAPEUTICS INC KYTX	KYTX	40,404	$336.5k40.4k shares
AN2 THERAPEUTICS INC ANTX	ANTX	59,854	$206.9k59.9k shares