13FBOX
Peapod Lane Capital LLC · 13F Holdings
Options Calculator Rankings

Peapod Lane Capital LLC

No.8190 Data as of 2026Q2
Latest AUM (Q2 2026)
$148.2M
QoQ Change Q1 2026
+$26.3M+21.6%
Holdings
61
New Buys
7
Adds
42
Reduces
12
Exits
8
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
HURCO COHURC
4.09%2.96%$6.1M264,792$3.6M244,868+19,924+8.14%Add
CHATHAM LODGING TR COMCLDT
4.08%2.9%$6.0M457,149$3.5M450,021+7,128+1.58%Add
AALICO INC COMALCO
3.28%4.51%$4.9M117,439$5.5M133,692-16,253-12.16%Reduce
AACACIA RESH CORP ACACIA TCH COMACTG
3.13%4.31%$4.6M994,770$5.3M1.1M-96,566-8.85%Reduce
FULGENT GENETICS INC COMFLGT
3.1%2.86%$4.6M224,207$3.5M220,627+3,580+1.62%Add
CCLEARWATER PAPER CORP COMCLW
3.07%2.51%$4.5M289,906$3.1M214,521+75,385+35.14%Add
LIMONEIRA CO COMLMNR
3.02%2.74%$4.5M340,880$3.3M248,343+92,537+37.26%Add
OORASURE TECHNOLOGIES INCOSUR
2.99%2.49%$4.4M993,875$3.0M1.0M-24,601-2.42%Reduce
TTRUEBLUE INC COMTBI
2.83%2.01%$4.2M601,005$2.4M640,010-39,005-6.09%Reduce
AERSALE CORPORATION COMASLE
2.59%2.52%$3.8M607,358$3.1M496,874+110,484+22.24%Add
AASTRONOVA INCALOT
2.56%0.99%$3.8M133,065$1.2M130,978+2,087+1.59%Add
STAR HLDGS SHS BEN INTSTHO
2.54%2.5%$3.8M412,468$3.0M405,973+6,495+1.60%Add
SENECA FOODS CORP NEWSENEA
2.42%2.52%$3.6M20,648$3.1M20,292+356+1.75%Add
HHOOKER FURNISHINGS CORPORATION COMHOFT
2.35%2.03%$3.5M195,224$2.5M192,160+3,064+1.59%Add
JOHNSON OUTDOORS INCJOUT
2.07%2.51%$3.1M66,748$3.1M65,679+1,069+1.63%Add
SEAPORT ENTMT GROUP INC COMMON STOCKSEG
1.97%1.62%$2.9M109,851$2.0M92,506+17,345+18.75%Add
UUNIFI INCUFI
1.87%1.68%$2.8M581,977$2.0M572,803+9,174+1.60%Add
MMETHODE ELECTRS INC COMMEI
1.85%0.63%$2.7M144,272$773,731140,642+3,630+2.58%Add
VVera Bradley IncVRA
1.8%2.14%$2.7M684,766$2.6M834,107-149,341-17.90%Reduce
MMAMMOTH ENERGY SVCS INC COMTUSK
1.77%1.24%$2.6M807,804$1.5M599,805+207,999+34.68%Add
MMAXCYTE INC COMMXCT
1.76%0.76%$2.6M2.1M$925,8171.3M+793,559+59.57%Add
CCATO CORP NEWCATO
1.7%1.77%$2.5M778,940$2.2M766,825+12,115+1.58%Add
KKVH INDS INCKVHI
1.67%3.03%$2.5M249,907$3.7M414,738-164,831-39.74%Reduce
KKELLY SVCS INC CL AKELYA
1.59%1.24%$2.4M192,461$1.5M169,949+22,512+13.25%Add
MEDIFAST INC COMMED
1.59%1.82%$2.4M222,576$2.2M219,063+3,513+1.60%Add
RESOURCES CONNECTION INC COMRGP
1.54%1.61%$2.3M536,955$2.0M528,411+8,544+1.62%Add
BICYCLE THERAPEUTICS PLC SPON ADS EACH REP 1 ORD SHSBCYC
1.54%0.45%$2.3M537,978$550,207121,106+416,872+344.22%Add
LAKELAND INDS INC COMLAKE
1.5%0.85%$2.2M207,657$1.0M128,118+79,539+62.08%Add
UNIVERSAL ELECTRS INCUEIC
1.49%1.54%$2.2M462,801$1.9M455,491+7,310+1.60%Add
BASSETT FURNITURE INDS INC COMBSET
1.48%$2.2M123,868$00+123,868New Buy
NNANO DIMENSION LTD SPONSORD ADS NEWNNDM
1.42%2.43%$2.1M1.5M$3.0M1.8M-308,815-17.54%Reduce
IISHARES TRSGOV
1.42%1.65%$2.1M20,900$2.0M20,001+899+4.49%Add
CCOMMERCIAL VEH GROUP INC COMCVGI
1.37%2.56%$2.0M440,663$3.1M927,530-486,867-52.49%Reduce
AARQ INC COMARQ
1.36%1.62%$2.0M787,880$2.0M775,349+12,531+1.62%Add
PURE CYCLE CORP COM NEWPCYO
1.35%$2.0M186,734$00+186,734New Buy
SSTANDARD BIOTOOLS INC COMLAB
1.34%1.53%$2.0M2.4M$1.9M2.0M+382,947+18.88%Add
EENGENE THERAPEUTICS INCENGN
1.29%$1.9M1.1M$00+1.1MNew Buy
SSAGA COMMUNICATIONS INCSGA
1.28%1.99%$1.9M209,865$2.4M206,552+3,313+1.60%Add
FFUEL TECH INCFTEK
1.22%0.48%$1.8M820,592$582,123478,842+341,750+71.37%Add
IINOGEN INC COMINGN
1.14%1.31%$1.7M262,775$1.6M258,645+4,130+1.60%Add
HHOYNE BANCORP INCHYNE
1.11%1.14%$1.6M98,232$1.4M96,688+1,544+1.60%Add
NNKARTA INC COMNKTX
1.05%1.15%$1.6M549,923$1.4M676,212-126,289-18.68%Reduce
WESTWOOD HLDGS GROUP INC COMWHG
1.04%1.06%$1.5M80,120$1.3M78,859+1,261+1.60%Add
INTREPID POTASH INC COMIPI
1.02%1.64%$1.5M46,173$2.0M46,086+87+0.19%Add
NNORTHERN TECHNOLOGIES INTL COR COMNTIC
1.02%0.97%$1.5M176,114$1.2M142,642+33,472+23.47%Add
AALTO INGREDIENTS INCALTO
1.01%1.49%$1.5M263,383$1.8M406,385-143,002-35.19%Reduce
PPLAYSTUDIOS INC CLASS A COMMYPS
1.01%$1.5M3.0M$00+3.0MNew Buy
PPLIANT THERAPEUTICS INCPLRX
1.01%1.3%$1.5M1.3M$1.6M1.3M+20,435+1.59%Add
IIDENTIV INCINVE
1%1.13%$1.5M587,212$1.4M376,730+210,482+55.87%Add
OUTSET MED INC COM NEWOM
0.97%$1.4M331,951$00+331,951New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow