Peapod Lane Capital LLC

CIK 0002050979 · BEDFORD HILLS, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

Peapod Lane Capital LLC reported 61 positions worth $148.2M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: HURC (4.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$148.2M
2026 Q2
Positions
61
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
32.2%
Est. Net Flow (Q)
2026 Q2
10 / 61 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1HURCHURCO COSH$6.1M4.09%264,792
2CLDTCHATHAM LODGING TRSH$6.0M4.08%457,149
3ALCOALICO INCSH$4.9M3.28%117,439
4ACTGACACIA RESH CORPSH$4.6M3.13%994,770
5FLGTFULGENT GENETICS INCSH$4.6M3.10%224,207
6CLWCLEARWATER PAPER CORPSH$4.5M3.07%289,906
7LMNRLIMONEIRA COSH$4.5M3.02%340,880
8OSURORASURE TECHNOLOGIES INCSH$4.4M2.99%993,875
9TBITRUEBLUE INCSH$4.2M2.83%601,005
10ASLEAERSALE CORPORATIONSH$3.8M2.59%607,358

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Peapod Lane Capital LLC hold as of Q2 2026?

Peapod Lane Capital LLC reported 61 positions worth $148.2M in its Q2 2026 13F filing. Largest positions: HURC (4.1%), CLDT (4.1%), ALCO (3.3%), ACTG (3.1%) and FLGT (3.1%).

What did Peapod Lane Capital LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Peapod Lane Capital LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.