Q3 2026 13F · SEC CIK 2050979

Peapod Lane Capital LLC

Institutional asset managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $134.1M
Reported positions: 59
Holdings vs S&P 500, 3 yrs: —
Assets under management: $108.2M

Peapod Lane Capital LLC is an institutional asset manager that reported 59 positions worth $134.1M in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Chatham Lodging Tr (CLDT, 4.2%), Hurco Cos Inc (HURC, 4.0%), Clearwater Paper Corp (CLW, 3.8%).

Peapod Lane Capital LLC holdings largest 50 of 59 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Peapod Lane Capital LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
CLDTChatham Lodging Tr	4.2%	4.1%	424,198	-7.2%	$5.7M
HURCHurco Cos Inc	4.0%	4.1%	250,425	-5.4%	$5.4M
CLWClearwater Paper Corp	3.8%	3.1%	268,996	-7.2%	$5.2M
TBITrueblue Inc	3.7%	2.8%	535,937	-10.8%	$4.9M
FLGTFulgent Genetics Inc	3.5%	3.1%	210,783	-6.0%	$4.6M
ASLEAersale Corporation	3.2%	2.6%	828,626	+36.4%	$4.3M
ALCOAlico Incorporated	3.1%	3.3%	109,218	-7.0%	$4.2M
ACTGAcacia Resh Corp	3.0%	3.1%	928,177	-6.7%	$4.0M
LMNRLimoneira Co	2.8%	3.0%	319,344	-6.3%	$3.8M
OSUROrasure Technologies Inc	2.7%	3.0%	928,592	-6.6%	$3.6M
UFIUnifi Inc	2.7%	1.9%	550,713	-5.4%	$3.6M
SGOVIshares Tr	2.6%	1.4%	34,610	+65.6%	$3.5M
SENEASeneca Foods Corp New	2.6%	2.4%	19,419	-6.0%	$3.5M
STHOStar Hldgs	2.5%	2.5%	391,489	-5.1%	$3.4M
VRAVera Bradley Inc	2.2%	1.8%	639,373	-6.6%	$3.0M
KELYAKelly Svcs Inc	2.2%	1.6%	179,285	-6.8%	$2.9M
JOUTJohnson Outdoors Inc	2.0%	2.1%	62,385	-6.5%	$2.7M
PCYOPure Cycle Corp	1.8%	1.4%	220,956	+18.3%	$2.4M
MEDMedifast Inc	1.8%	1.6%	207,502	-6.8%	$2.4M
HOFTHooker Furnishings Corporati	1.8%	2.3%	184,151	-5.7%	$2.4M
SEGSeaport Entmt Group Inc	1.7%	2.0%	102,140	-7.0%	$2.3M
MXCTMaxcyte Inc	1.7%	1.8%	1,980,392	-6.8%	$2.2M
UEICUniversal Electrs Inc	1.6%	1.5%	420,801	-9.1%	$2.2M
TUSKMammoth Energy Svcs Inc	1.6%	1.8%	758,985	-6.0%	$2.2M
NNDMNano Dimension Ltd	1.6%	1.4%	1,372,660	-5.4%	$2.2M
LAKELakeland Industries Inc	1.6%	1.5%	210,819	+1.5%	$2.1M
ENGNEngene Therapeutics Inc	1.5%	1.3%	1,038,617	-5.8%	$2.1M
BSETBassett Furniture Inds Inc	1.5%	1.5%	116,954	-5.6%	$2.0M
ASIXAdvansix Inc	1.5%	—	127,369	—	$2.0M
CATOCato Corp New	1.5%	1.7%	826,666	+6.1%	$2.0M
RGPResources Connection Inc	1.4%	1.5%	500,763	-6.7%	$1.9M
MEIMethode Electrs Inc	1.4%	1.8%	134,637	-6.7%	$1.9M
BCYCBicycle Therapeutics PLC	1.4%	1.5%	501,708	-6.7%	$1.8M
SHOEShoe Sta Group Inc	1.4%	—	142,413	—	$1.8M
FLDMStandard Biotools Inc	1.2%	1.3%	2,248,249	-6.8%	$1.7M
KVHIKvh Inds Inc	1.2%	1.7%	233,406	-6.6%	$1.6M
SGASaga Communications Inc	1.2%	1.3%	196,587	-6.3%	$1.6M
HYNEHoyne Bancorp Inc	1.1%	1.1%	92,436	-5.9%	$1.5M
ARQArq Inc	1.1%	1.4%	740,306	-6.0%	$1.5M
INGNInogen Inc	1.1%	1.1%	268,144	+2.0%	$1.4M
WHGWestwood Hldgs Group Inc	1.0%	1.0%	75,133	-6.2%	$1.4M
IPIIntrepid Potash Inc	1.0%	1.0%	43,435	-5.9%	$1.4M
FBLAFb Bancorp Inc	1.0%	—	83,835	—	$1.4M
NKTXNkarta Inc	1.0%	1.1%	518,406	-5.7%	$1.4M
MYPSPlaystudios Inc	1.0%	1.0%	2,805,253	-6.6%	$1.3M
PLRXPliant Therapeutics Inc	1.0%	1.0%	1,214,538	-7.2%	$1.3M
INVEInve Technologies Inc	1.0%	1.0%	546,881	-6.9%	$1.3M
NTICNorthern Technologies Intl C	1.0%	1.0%	164,122	-6.8%	$1.3M
FTEKFuel Tech Inc	0.9%	1.2%	765,119	-6.8%	$1.2M
LSBKLake Shore Bancorp Inc	0.9%	—	66,381	—	$1.2M

What Peapod Lane Capital LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

SGOV Ishares Tr+65.6% shares
ASLE Aersale Corporation+36.4% shares
PCYO Pure Cycle Corp+18.3% shares
CATO Cato Corp New+6.1% shares

Reduced

TBI Trueblue Inc-10.8% shares
UEIC Universal Electrs Inc-9.1% shares
PLRX Pliant Therapeutics Inc-7.2% shares
CLW Clearwater Paper Corp-7.2% shares
CLDT Chatham Lodging Tr-7.2% shares
SEG Seaport Entmt Group Inc-7.0% shares
ALCO Alico Incorporated-7.0% shares
INVE Inve Technologies Inc-6.9% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.3% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$134.1M	59
Q2 2026	$148.2M	61
Q1 2026	$121.9M	62
Q4 2025	$117.5M	59
Q3 2025	$111.8M	57
Q2 2025	$99.9M	57
Q1 2025	$88.9M	61
Q4 2024	$100.9M	57

Questions about Peapod Lane Capital LLC's portfolio

What stocks does Peapod Lane Capital LLC own?

Peapod Lane Capital LLC's latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 59 positions worth $134.1M. The largest are Chatham Lodging Tr (CLDT) at 4.2%, Hurco Cos Inc (HURC) at 4.0%, Clearwater Paper Corp (CLW) at 3.8%, Trueblue Inc (TBI) at 3.7% and Fulgent Genetics Inc (FLGT) at 3.5%.

What did Peapod Lane Capital LLC buy last quarter?

In Q3 2026, Peapod Lane Capital LLC added Ishares Tr (SGOV) (+65.6% shares), Aersale Corporation (ASLE) (+36.4% shares) and Pure Cycle Corp (PCYO) (+18.3% shares), compared with its Q2 2026 filing.

What did Peapod Lane Capital LLC sell last quarter?

In Q3 2026, Peapod Lane Capital LLC cut from its top 50 Astronova Inc (ALOT), cut from its top 50 Commercial Veh Group Inc (CVGI), cut from its top 50 Alto Ingredients Inc (ALTO), cut from its top 50 Outset Med Inc (OM), Trueblue Inc (TBI) (-10.8% shares), Universal Electrs Inc (UEIC) (-9.1% shares) and Pliant Therapeutics Inc (PLRX) (-7.2% shares), compared with its Q2 2026 filing.

When is Peapod Lane Capital LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Peapod Lane Capital LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Peapod Lane Capital LLC manage?

Peapod Lane Capital LLC reported $108.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $134.1M.