Peapod Lane Capital LLC holds a diversified book of 61 stocks worth $148.2M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Bassett Furniture Inds and trimmed Alico Inc. Their largest long position is Hurco Companies Inc at 4% of the equity book. Cloning the disclosed picks since 2025 would be +41% (+26.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2050979/holdings"
Use Arkolith to show Peapod Lane Capital LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.9 points over this window.
Growth of $10,000 cloning Peapod Lane Capital LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
97% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Peapod Lane Capital LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 74 / 61 | $968.4M |
| BlackRock, Inc. | 74 / 61 | $964.4M |
| UBS Group AG | 74 / 61 | $564.1M |
| GEODE CAPITAL MANAGEMENT, LLC | 73 / 61 | $275.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | 70 / 61 | $550.7M |
| STATE STREET CORP | 70 / 61 | $256.5M |
| NORTHERN TRUST CORP | 70 / 61 | $92.6M |
| VANGUARD FIDUCIARY TRUST CO | 70 / 61 | $78.5M |
Ranked by how many of Peapod Lane Capital LLC's top 61 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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% | ▲New New position | |
| 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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 61 | $148.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 62 | $121.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 59 | $117.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 57 | $111.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 57 | $99.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 61 | $88.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 57 | $100.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.