Peapod Lane Capital LLC
CIK 0002050979 · BEDFORD HILLS, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source ↗
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
Top Holdings
HURC
HURCO CO
4.1%
CLDT
CHATHAM LODGING TR
4.1%
ALCO
ALICO INC
3.3%
ACTG
ACACIA RESH CORP
3.1%
FLGT
FULGENT GENETICS INC
3.1%
CLW
CLEARWATER PAPER CORP
3.1%
LMNR
LIMONEIRA CO
3.0%
OSUR
ORASURE TECHNOLOGIES INC
3.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.