Peapod Lane Capital LLC holds a diversified book of 61 reported positions worth $148.2M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter Engene Therapeutics Inc first appears in 13F filings, a listing rather than a purchase; they opened Bassett Furniture Inds and trimmed Alico Inc. Their largest long position is Hurco Companies Inc at 4% of the reported non-option book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
+4 sectors below the cut, 8% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Peapod Lane Capital LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Gate City Capital Management, LLC | 7 / 61 | $119.7M |
| Rangeley Capital, LLC | 9 / 61 | $10.3M |
| Pacific Ridge Capital Partners, LLC | 7 / 61 | $43.0M |
| Marquette Asset Management, LLC | 60 / 61 | $19.8M |
| Invenomic Capital Management LP | 6 / 61 | $23.3M |
| Essential Partners LLC | 35 / 61 | $3.0M |
| Farther Finance Advisors, LLC | 39 / 61 | $142.2M |
| Bridgeway Capital Management, LLC | 46 / 61 | $60.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Peapod Lane Capital LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Hurco Co COM | $6.1M | 264.8K | 4.1% | ▲+8.1% Added · +20K sh | |
| 2 | Chatham Lodging TR COM | $6.0M | 457.1K | 4.1% | ▲+1.6% Added · +7K sh | |
| 3 | Alico Inc COM | $4.9M | 117.4K | 3.3% | ▼−12% Reduced · −16K sh | |
| 4 | Acacia Resh Corp ACACIA TCH COM | $4.6M | 994.8K | 3.1% | ▼−8.8% Reduced · −97K sh | |
| 5 | Fulgent Genetics Inc COM | $4.6M | 224.2K | 3.1% | ▲+1.6% Added · +4K sh | |
| 6 | Clearwater Paper Corp COM | $4.5M | 289.9K | 3.1% | ▲+35% Added · +75K sh | |
| 7 | Limoneira Co COM | $4.5M | 340.9K | 3.0% | ▲+37% Added · +93K sh | |
| 8 | Orasure Technologies Inc COM | $4.4M | 993.9K | 3.0% | ▼−2.4% Reduced · −25K sh | |
| 9 | Trueblue Inc COM | $4.2M | 601.0K | 2.8% | ▼−6.1% Reduced · −39K sh | |
| 10 | Aersale Corporation COM | $3.8M | 607.4K | 2.6% | ▲+22% Added · +110K sh | |
| 11 | Astronova Inc COM | $3.8M | 133.1K | 2.6% | ▲+1.6% Added · +2K sh | |
| 12 | Star Hldgs SHS BEN INT | $3.8M | 412.5K | 2.5% | ▲+1.6% Added · +6K sh | |
| 13 | Seneca Foods Corp New CL A | $3.6M | 20.6K | 2.4% | ▲+1.8% Added · +356 sh | |
| 14 | Hooker Furnishings Corporati COM | $3.5M | 195.2K | 2.3% | ▲+1.6% Added · +3K sh | |
| 15 | Johnson Outdoors Inc CL A | $3.1M | 66.7K | 2.1% | ▲+1.6% Added · +1K sh | |
| 16 | Seaport Entmt Group Inc COMMON STOCK | $2.9M | 109.9K | 2.0% | ▲+19% Added · +17K sh | |
| 17 | Unifi Inc COM NEW | $2.8M | 582.0K | 1.9% | ▲+1.6% Added · +9K sh | |
| 18 | Methode Electrs Inc COM | $2.7M | 144.3K | 1.8% | ▲+2.6% Added · +4K sh | |
| 19 | Vera Bradley Inc COM | $2.7M | 684.8K | 1.8% | ▼−18% Reduced · −149K sh | |
| 20 | Mammoth Energy Svcs Inc COM | $2.6M | 807.8K | 1.8% | ▲+35% Added · +208K sh | |
| 21 | Maxcyte Inc COM | $2.6M | 2.13M | 1.8% | ▲+60% Added · +794K sh | |
| 22 | Cato Corp New CL A | $2.5M | 778.9K | 1.7% | ▲+1.6% Added · +12K sh | |
| 23 | KVH Inds Inc COM | $2.5M | 249.9K | 1.7% | ▼−40% Reduced · −165K sh | |
| 24 | Kelly Svcs Inc CL A | $2.4M | 192.5K | 1.6% | ▲+13% Added · +23K sh | |
| 25 | Medifast Inc COM | $2.4M | 222.6K | 1.6% | ▲+1.6% Added · +4K sh | |
| 26 | Resources Connection Inc COM | $2.3M | 537.0K | 1.5% | ▲+1.6% Added · +9K sh | |
| 27 | Bicycle Therapeutics PLC SPONSORED ADS | $2.3M | 538.0K | 1.5% | ▲+344% Added · +417K sh | |
| 28 | Lakeland Inds Inc COM | $2.2M | 207.7K | 1.5% | ▲+62% Added · +80K sh | |
| 29 | Universal Electrs Inc COM | $2.2M | 462.8K | 1.5% | ▲+1.6% Added · +7K sh | |
| 30 | Bassett Furniture Inds Inc COM | $2.2M | 123.9K | 1.5% | ▲New New position | |
| 31 | Nano Dimension Ltd SPONSORD ADS NEW | $2.1M | 1.45M | 1.4% | ▼−18% Reduced · −309K sh | |
| 32 | Ishares TR 0-3 MTH TREASURY | $2.1M | 20.9K | 1.4% | ▲+4.5% Added · +899 sh | |
| 33 | Commercial Veh Group Inc COM | $2.0M | 440.7K | 1.4% | ▼−52% Reduced · −487K sh | |
| 34 | Arq Inc COM | $2.0M | 787.9K | 1.4% | ▲+1.6% Added · +13K sh | |
| 35 | Pure Cycle Corp COM NEW | $2.0M | 186.7K | 1.3% | ▲New New position | |
| 36 | Standard Biotools Inc COM | $2.0M | 2.41M | 1.3% | ▲+19% Added · +383K sh | |
| 37 | Engene Therapeutics Inc COM | $1.9M | 1.10M | 1.3% | →Listed Newly reportable | |
| 38 | Saga Communications Inc CL A NEW | $1.9M | 209.9K | 1.3% | ▲+1.6% Added · +3K sh | |
| 39 | Fuel Tech Inc COM | $1.8M | 820.6K | 1.2% | ▲+71% Added · +342K sh | |
| 40 | Inogen Inc COM | $1.7M | 262.8K | 1.1% | ▲+1.6% Added · +4K sh | |
| 41 | Hoyne Bancorp Inc COM | $1.6M | 98.2K | 1.1% | ▲+1.6% Added · +2K sh | |
| 42 | Nkarta Inc COM | $1.6M | 549.9K | 1.1% | ▼−19% Reduced · −126K sh | |
| 43 | Westwood Hldgs Group Inc COM | $1.5M | 80.1K | 1.0% | ▲+1.6% Added · +1K sh | |
| 44 | Intrepid Potash Inc COM | $1.5M | 46.2K | 1.0% | ▲+0.2% Added · +87 sh | |
| 45 | Northern Technologies Intl C COM | $1.5M | 176.1K | 1.0% | ▲+23% Added · +33K sh | |
| 46 | Alto Ingredients Inc COM | $1.5M | 263.4K | 1.0% | ▼−35% Reduced · −143K sh | |
| 47 | Playstudios Inc CLASS A COM | $1.5M | 3.00M | 1.0% | ▲New New position | |
| 48 | Pliant Therapeutics Inc COM | $1.5M | 1.31M | 1.0% | ▲+1.6% Added · +20K sh | |
| 49 | Identiv Inc COM NEW | $1.5M | 587.2K | 1.0% | ▲+56% Added · +210K sh | |
| 50 | Outset Med Inc COM NEW | $1.4M | 332.0K | 1.0% | ▲New New position |
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Use Arkolith to show Peapod Lane Capital LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 27d | 61 | $148.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 34d | 62 | $121.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 28d | 59 | $117.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 41d | 57 | $111.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 31d | 57 | $99.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 30d | 61 | $88.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 29d | 57 | $100.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.