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Peapod Lane Capital LLC

Portfolio Manager
Peapod Lane Capital LLC
Performance
+10.09% (2026 Q1)
AUM (13F)
$121.90M
# of Holdings
62
Performance Rank
Allocation (Top 20)
53.34%

Peapod Lane Capital LLC Holdings Map

Top 50 Peapod Lane Capital LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ALCO
ALICO INC
4.51%133.7K$5.5M
-0.01%(-9)
2025-Q1: 130.8K shares2025-Q2: 131.3K shares2025-Q3: 132.7K shares2025-Q4: 133.7K shares2026-Q1: 133.7K shares
$27.10(+54.23%)
2026-03-31
ACTG
ACACIA RESH CORP
4.31%1.09M$5.3M
+29.01%(+245.38K)
2025-Q1: 435.3K shares2025-Q2: 718.2K shares2025-Q3: 726.2K shares2025-Q4: 846.0K shares2026-Q1: 1.09M shares
$3.93(+15.65%)
2026-03-31
KVHI
KVH INDS INC
3.03%414.7K$3.7M
+0.00%(+4)
2025-Q1: 336.1K shares2025-Q2: 362.1K shares2025-Q3: 411.7K shares2025-Q4: 414.7K shares2026-Q1: 414.7K shares
$5.31(+71.32%)
2026-03-31
HURC
HURCO CO
2.96%244.9K$3.6M
+22.36%(+44.75K)
2025-Q1: 241.7K shares2025-Q2: 239.9K shares2025-Q3: 225.9K shares2025-Q4: 200.1K shares2026-Q1: 244.9K shares
$19.25(+16.01%)
2026-03-31
CLDT
CHATHAM LODGING TR
2.9%450.0K$3.5M
+39.68%(+127.84K)
2025-Q1: 186.4K shares2025-Q2: 320.6K shares2025-Q3: 324.2K shares2025-Q4: 322.2K shares2026-Q1: 450.0K shares
$7.55(+72.68%)
2026-03-31
FLGT
FULGENT GENETICS INC
2.86%220.6K$3.5M
+33.08%(+54.85K)
2025-Q1: 162.2K shares2025-Q2: 162.8K shares2025-Q3: 164.6K shares2025-Q4: 165.8K shares2026-Q1: 220.6K shares
$19.80(+5.32%)
2026-03-31
LMNR
LIMONEIRA CO
2.74%248.3K$3.3M
+19.08%(+39.80K)
2025-Q1: 0 shares2025-Q2: 123.2K shares2025-Q3: 144.4K shares2025-Q4: 208.5K shares2026-Q1: 248.3K shares
$15.18(-12.88%)
2026-03-31
CVGI
COMMERCIAL VEH GROUP INC
2.56%927.5K$3.1M
+4.26%(+37.90K)
2025-Q1: 565.1K shares2025-Q2: 912.0K shares2025-Q3: 922.2K shares2025-Q4: 889.6K shares2026-Q1: 927.5K shares
$1.71(+157.52%)
2026-03-31
SENEA
SENECA FOODS CORP NEW
2.52%20.3K$3.1M
-45.92%(-17.23K)
2025-Q1: 42.6K shares2025-Q2: 36.8K shares2025-Q3: 37.3K shares2025-Q4: 37.5K shares2026-Q1: 20.3K shares
$71.44(+157.53%)
2026-03-31
ASLE
AERSALE CORPORATION
2.52%496.9K$3.1M
-0.00%(-10)
2025-Q1: 398.1K shares2025-Q2: 445.9K shares2025-Q3: 450.9K shares2025-Q4: 496.9K shares2026-Q1: 496.9K shares
$5.99(+9.60%)
2026-03-31

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