Institutional Fund
Peapod Lane Capital LLC
Bedford Hills, NYCIK 20509795 filings on record
Portfolio Value
$121.90M
Q1 2026
Holdings
62
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+3.7%
from $117.53M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alico Inc4.5%
- Acacia Resh Corp4.3%
- Kvh Inds Inc3.0%
- Hurco Co3.0%
- Chatham Lodging Tr2.9%
- Fulgent Genetics Inc2.9%
- Other79.4%
Portfolio Holdings
62 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alico Inc | 133.7K | $5.50M | 4.5% | −9 | Reduced |
| 2 | Acacia Resh Corp | 1.09M | $5.26M | 4.3% | +245.4K | Added |
| 3 | Kvh Inds Inc | 414.7K | $3.70M | 3.0% | +4 | Added |
| 4 | Hurco Co | 244.9K | $3.61M | 3.0% | +44.7K | Added |
| 5 | Chatham Lodging Tr | 450.0K | $3.53M | 2.9% | +127.8K | Added |
| 6 | Fulgent Genetics Inc | 220.6K | $3.49M | 2.9% | +54.8K | Added |
| 7 | Limoneira Co | 248.3K | $3.34M | 2.7% | +39.8K | Added |
| 8 | Commercial Veh Group Inc | 927.5K | $3.13M | 2.6% | +37.9K | Added |
| 9 | Seneca Foods Corp New | 20.3K | $3.07M | 2.5% | −17.2K | Reduced |
| 10 | Aersale Corporation | 496.9K | $3.07M | 2.5% | −10 | Reduced |
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