account_balance
Investment manager · 13F filer · SEC CIK 2050979
Peapod Lane Capital LLC
Reported value$148Mas of Jun 30, 2026
Positions61 7 new, 8 sold out
Top 10 weight32.2%HURC alone is 4%
FiledJul 2727 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
HURCHurco Co
4.1%Added +8%
CLDTChatham Lodging Tr
4.1%
ALCOAlico Inc
3.3%Trimmed −12%
ACTGAcacia Resh Corp
3.1%Trimmed −9%
FLGTFulgent Genetics Inc
3.1%
CLWClearwater Paper Corp
3.1%Added +35%
LMNRLimoneira Co
3.0%Added +37%
OSUROrasure Technologies Inc
3.0%Trimmed −2%
TBITrueblue Inc
2.8%Trimmed −6%
ASLEAersale Corporation
2.6%Added +22%
ALOTAstronova Inc
2.6%
STHOStar Hldgs
2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
HURC Hurco Co 4.1% Added +8%CLDT Chatham Lodging Tr 4.1% HeldALCO Alico Inc 3.3% Trimmed −12%ACTG Acacia Resh Corp 3.1% Trimmed −9%FLGT Fulgent Genetics Inc 3.1% HeldCLW Clearwater Paper Corp 3.1% Added +35%LMNR Limoneira Co 3.0% Added +37%OSUR Orasure Technologies Inc 3.0% Trimmed −2%TBI Trueblue Inc 2.8% Trimmed −6%ASLE Aersale Corporation 2.6% Added +22%ALOT Astronova Inc 2.6% HeldSTHO Star Hldgs 2.5% Held
What changed