Peapod Lane Capital LLC
Net buyer this quarter
$148M
60
+$91K
32.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 HURC | $6.06M | 4.09% | 4.09% | +8.1% | Q4 2024 |
 CLDT | $6.05M | 4.08% | 0.98% | +1.6% | Q1 2025 |
 ALCO | $4.86M | 3.28% | 1.58% | -12.2% | Q4 2024 |
 ACTG | $4.64M | 3.13% | 1.02% | -8.9% | Q4 2024 |
 FLGT | $4.6M | 3.10% | 0.81% | +1.6% | Q4 2024 |
 CLW | $4.55M | 3.07% | 1.80% | +35.1% | Q1 2025 |
 LMNR | $4.48M | 3.02% | 1.88% | +37.3% | Q2 2025 |
 OSUR | $4.43M | 2.99% | 1.44% | -2.4% | Q4 2024 |
 TBI | $4.19M | 2.83% | 1.97% | -6.1% | Q1 2025 |
 ASLE | $3.84M | 2.59% | 1.27% | +22.2% | Q4 2024 |
| ALOT | $3.79M | 2.56% | 1.72% | +1.6% | Q4 2024 |
| STHO | $3.77M | 2.54% | 3.41% | +1.6% | Q4 2024 |
 SENEA | $3.59M | 2.42% | 0.18% | +1.8% | Q4 2024 |
 HOFT | $3.48M | 2.35% | 1.82% | +1.6% | Q4 2024 |
 JOUT | $3.07M | 2.07% | Not reported | +1.6% | Q4 2024 |
 SEG | $2.92M | 1.97% | 0.86% | +18.8% | Q1 2026 |
 UFI | $2.76M | 1.87% | 3.13% | +1.6% | Q4 2024 |
 MEI | $2.74M | 1.85% | 0.41% | +2.6% | Q1 2026 |
 VRA | $2.66M | 1.80% | 2.41% | -17.9% | Q4 2024 |
 TUSK | $2.63M | 1.77% | 1.68% | +34.7% | Q1 2026 |
 MXCT | $2.61M | 1.76% | 2.00% | +59.6% | Q1 2026 |
 CATO | $2.52M | 1.70% | Not reported | +1.6% | Q4 2024 |
 KVHI | $2.48M | 1.67% | 1.30% | -39.7% | Q4 2024 |
 KELYA | $2.36M | 1.59% | Not reported | +13.3% | Q1 2026 |
 MED | $2.36M | 1.59% | 1.99% | +1.6% | Q1 2025 |
 RGP | $2.28M | 1.54% | 1.56% | +1.6% | Q4 2025 |
 BCYC | $2.28M | 1.54% | 0.77% | +344.2% | Q1 2026 |
 LAKE | $2.22M | 1.50% | 2.10% | +62.1% | Q4 2024 |
 UEIC | $2.21M | 1.49% | 3.66% | +1.6% | Q4 2024 |
 BSET | $2.19M | 1.48% | 1.43% | New | Q2 2026 |
 NNDM | $2.11M | 1.42% | 0.69% | -17.5% | Q2 2025 |
 CVGI | $2.04M | 1.37% | 1.17% | -52.5% | Q1 2025 |
 ARQ | $2.01M | 1.36% | 1.84% | +1.6% | Q4 2025 |
 PCYO | $2M | 1.35% | 0.77% | New | Q2 2026 |
 LAB | $1.98M | 1.34% | 0.62% | +18.9% | Q1 2026 |
 ENGN | $1.91M | 1.29% | 1.65% | New | Q2 2026 |
 SGA | $1.9M | 1.28% | 3.30% | +1.6% | Q4 2024 |
 FTEK | $1.81M | 1.22% | 2.63% | +71.4% | Q4 2024 |
 INGN | $1.69M | 1.14% | 0.98% | +1.6% | Q1 2026 |
 HYNE | $1.64M | 1.11% | 1.21% | +1.6% | Q4 2025 |
 NKTX | $1.56M | 1.05% | 0.77% | -18.7% | Q1 2025 |
 WHG | $1.54M | 1.04% | 0.90% | +1.6% | Q4 2024 |
 IPI | $1.51M | 1.02% | 0.35% | +0.2% | Q4 2024 |
 NTIC | $1.51M | 1.02% | 1.85% | +23.5% | Q2 2025 |
 ALTO | $1.5M | 1.01% | 0.34% | -35.2% | Q4 2024 |
 MYPS | $1.5M | 1.01% | 2.39% | New | Q2 2026 |
 PLRX | $1.49M | 1.01% | 2.11% | +1.6% | Q1 2025 |
 INVE | $1.48M | 1.00% | 2.44% | +55.9% | Q1 2025 |
 OM | $1.43M | 0.97% | 1.77% | New | Q2 2026 |
 FBLA | $1.35M | 0.91% | 0.56% | +1.6% | Q3 2025 |
| Q1 2026 | |||||
| ALCO | $5.5M | 4.51% | 1.79% | 0.0% | Q4 2024 |
| ACTG | $5.26M | 4.31% | 1.13% | +29.0% | Q4 2024 |
| KVHI | $3.7M | 3.03% | 2.13% | 0.0% | Q4 2024 |
| HURC | $3.61M | 2.96% | 3.80% | +22.4% | Q4 2024 |
| CLDT | $3.53M | 2.90% | 0.96% | +39.7% | Q1 2025 |
| FLGT | $3.49M | 2.86% | 0.76% | +33.1% | Q4 2024 |
| LMNR | $3.34M | 2.74% | 1.37% | +19.1% | Q2 2025 |
| CVGI | $3.13M | 2.56% | 2.68% | +4.3% | Q1 2025 |
| SENEA | $3.07M | 2.52% | 0.17% | -45.9% | Q4 2024 |
| ASLE | $3.07M | 2.52% | 1.05% | 0.0% | Q4 2024 |
| CLW | $3.06M | 2.51% | 1.34% | +48.5% | Q1 2025 |
| JOUT | $3.06M | 2.51% | Not reported | -32.6% | Q4 2024 |
| STHO | $3.05M | 2.50% | 3.36% | +5.8% | Q4 2024 |
| OSUR | $3.04M | 2.49% | 1.47% | 0.0% | Q4 2024 |
| NNDM | $2.96M | 2.43% | 0.85% | 0.0% | Q2 2025 |
| VRA | $2.61M | 2.14% | 2.98% | -4.8% | Q4 2024 |
| HOFT | $2.47M | 2.03% | 1.79% | +3.3% | Q4 2024 |
| TBI | $2.45M | 2.01% | 2.11% | +123.8% | Q1 2025 |
| SGA | $2.43M | 1.99% | 3.21% | +20.2% | Q4 2024 |
| MED | $2.21M | 1.82% | 1.97% | +115.7% | Q1 2025 |
 FDMT | $2.21M | 1.81% | 0.46% | -9.9% | Q4 2024 |
| CATO | $2.16M | 1.77% | Not reported | +10.1% | Q4 2024 |
 FOA | $2.11M | 1.73% | 1.81% | +8.4% | Q4 2024 |
| UFI | $2.04M | 1.68% | 3.08% | +26.6% | Q4 2024 |
| IPI | $2M | 1.64% | 0.35% | Not reported | Q4 2024 |
| ARQ | $1.97M | 1.62% | 1.81% | +239.2% | Q4 2025 |
| SEG | $1.97M | 1.62% | 0.72% | New | Q1 2026 |
| RGP | $1.96M | 1.61% | 1.54% | +47.2% | Q4 2025 |
| UEIC | $1.88M | 1.54% | 3.54% | 0.0% | Q4 2024 |
| LAB | $1.86M | 1.53% | 0.52% | New | Q1 2026 |
| ALTO | $1.82M | 1.49% | 0.52% | -67.3% | Q4 2024 |
| GAIA | $1.74M | 1.43% | Not reported | 0.0% | Q4 2024 |
 TWIN | $1.62M | 1.33% | 0.75% | -22.0% | Q2 2025 |
| INGN | $1.59M | 1.31% | 0.95% | New | Q1 2026 |
| PLRX | $1.59M | 1.30% | 2.08% | +45.4% | Q1 2025 |
| TUSK | $1.51M | 1.24% | 1.25% | New | Q1 2026 |
| KELYA | $1.51M | 1.24% | Not reported | New | Q1 2026 |
 AVIR | $1.44M | 1.18% | 0.34% | -37.3% | Q4 2024 |
 CLAR | $1.43M | 1.17% | 1.38% | +14.1% | Q4 2024 |
| NKTX | $1.41M | 1.15% | 0.95% | 0.0% | Q1 2025 |
| HYNE | $1.4M | 1.14% | 1.19% | +37.2% | Q4 2025 |
| INVE | $1.38M | 1.13% | 1.57% | 0.0% | Q1 2025 |
| WHG | $1.3M | 1.06% | 0.89% | -11.1% | Q4 2024 |
 AXR | $1.28M | 1.05% | 0.87% | 0.0% | Q4 2024 |
| ALOT | $1.21M | 0.99% | 1.71% | +7.9% | Q4 2024 |
| FBLA | $1.21M | 0.99% | 0.52% | +25.2% | Q3 2025 |
| NTIC | $1.18M | 0.97% | 1.50% | 0.0% | Q2 2025 |
 LSBK | $1.05M | 0.86% | 0.88% | 0.0% | Q3 2025 |
| LAKE | $1.03M | 0.85% | 1.31% | +87.5% | Q4 2024 |
| MXCT | $926K | 0.76% | 1.24% | New | Q1 2026 |
| Q4 2025 | |||||
| ALCO | $4.86M | 4.14% | 1.75% | +0.7% | Q4 2024 |
 ANRO | $4.52M | 3.85% | 0.80% | -9.9% | Q2 2025 |
| FLGT | $4.36M | 3.71% | 0.53% | +0.7% | Q4 2024 |
| SENEA | $4.15M | 3.53% | 0.32% | +0.7% | Q4 2024 |
| JOUT | $4.14M | 3.52% | Not reported | +0.7% | Q4 2024 |
 BH | $4.12M | 3.51% | Not reported | +0.7% | Q4 2024 |
| ALTO | $3.58M | 3.05% | 1.61% | +0.7% | Q4 2024 |
| ASLE | $3.53M | 3.01% | 1.05% | +10.2% | Q4 2024 |
| ACTG | $3.22M | 2.74% | 0.88% | +16.5% | Q4 2024 |
| STHO | $3.16M | 2.69% | 3.11% | -5.0% | Q4 2024 |
| HURC | $3.09M | 2.63% | 3.12% | -11.4% | Q4 2024 |
| KVHI | $2.89M | 2.46% | 2.13% | +0.7% | Q4 2024 |
| NNDM | $2.71M | 2.31% | 0.82% | +14.7% | Q2 2025 |
| LMNR | $2.63M | 2.24% | 1.15% | +44.5% | Q2 2025 |
| CLW | $2.51M | 2.14% | 0.90% | -12.7% | Q1 2025 |
| OSUR | $2.46M | 2.10% | 1.45% | +51.1% | Q4 2024 |
| TWIN | $2.31M | 1.97% | 0.96% | +0.7% | Q2 2025 |
| GAIA | $2.29M | 1.95% | Not reported | +0.7% | Q4 2024 |
 CLYM | $2.26M | 1.93% | 1.18% | +0.7% | Q1 2025 |
| CLDT | $2.19M | 1.87% | 0.68% | -0.6% | Q1 2025 |
| CATO | $2.15M | 1.83% | Not reported | +5.6% | Q4 2024 |
| VRA | $2.12M | 1.80% | 3.13% | +14.4% | Q4 2024 |
| HOFT | $2.1M | 1.79% | 1.73% | +5.0% | Q4 2024 |
| FDMT | $2.01M | 1.71% | 0.47% | -16.8% | Q4 2024 |
| SGA | $1.96M | 1.67% | 2.67% | -5.8% | Q4 2024 |
| FOA | $1.95M | 1.66% | 1.67% | -7.5% | Q4 2024 |
| RGP | $1.81M | 1.54% | 1.07% | New | Q4 2025 |
 KYTX | $1.73M | 1.47% | 0.30% | -42.3% | Q1 2025 |
| UEIC | $1.64M | 1.40% | 3.41% | +56.5% | Q4 2024 |
| UFI | $1.58M | 1.35% | 2.44% | +1.0% | Q4 2024 |
| CLAR | $1.56M | 1.33% | 1.21% | -12.3% | Q4 2024 |
| AVIR | $1.55M | 1.32% | 0.56% | -4.9% | Q4 2024 |
| WHG | $1.53M | 1.30% | 1.00% | +0.7% | Q4 2024 |
| INVE | $1.45M | 1.23% | 1.59% | +0.7% | Q1 2025 |
| TBI | $1.3M | 1.11% | 0.95% | -21.1% | Q1 2025 |
| CVGI | $1.28M | 1.09% | 2.60% | -3.5% | Q1 2025 |
| IPI | $1.28M | 1.09% | 0.35% | +0.7% | Q4 2024 |
| NKTX | $1.25M | 1.06% | 0.95% | +0.7% | Q1 2025 |
| NTIC | $1.12M | 0.95% | 1.50% | +64.6% | Q2 2025 |
| MED | $1.08M | 0.92% | 0.92% | +15.2% | Q1 2025 |
| PLRX | $1.08M | 0.92% | 1.44% | -19.2% | Q1 2025 |
| ALOT | $1.05M | 0.89% | 1.59% | -6.9% | Q4 2024 |
| HYNE | $1.02M | 0.87% | 0.87% | New | Q4 2025 |
| LSBK | $1.01M | 0.86% | 0.88% | +0.7% | Q3 2025 |
| FBLA | $905K | 0.77% | 0.39% | +0.7% | Q3 2025 |
| AXR | $866K | 0.74% | 0.87% | +0.7% | Q4 2024 |
 SCHL | $810K | 0.69% | 0.11% | +0.7% | Q1 2025 |
 MGX | $806K | 0.69% | 1.32% | -3.2% | Q4 2024 |
 SEER | $803K | 0.68% | 0.69% | +0.7% | Q4 2024 |
| KZR | $797K | 0.68% | 1.73% | +0.7% | Q4 2024 |
| Q3 2025 | |||||
| ALCO | $4.6M | 4.11% | 1.74% | +1.1% | Q4 2024 |
| SENEA | $4.02M | 3.60% | 0.32% | +1.1% | Q4 2024 |
| BH | $3.98M | 3.56% | Not reported | -11.3% | Q4 2024 |
| HURC | $3.93M | 3.52% | 3.53% | -5.9% | Q4 2024 |
| JOUT | $3.91M | 3.49% | Not reported | +1.1% | Q4 2024 |
 FSP | $3.83M | 3.43% | 2.31% | -8.6% | Q4 2024 |
| FLGT | $3.72M | 3.33% | 0.53% | +1.1% | Q4 2024 |
| GAIA | $3.71M | 3.32% | Not reported | +1.1% | Q4 2024 |
| ASLE | $3.69M | 3.30% | 0.96% | +1.1% | Q4 2024 |
| CLW | $3.43M | 3.07% | 1.03% | +177.8% | Q1 2025 |
| STHO | $3.32M | 2.97% | 3.13% | +1.1% | Q4 2024 |
| FDMT | $2.8M | 2.50% | 0.69% | +1.1% | Q4 2024 |
| CATO | $2.78M | 2.48% | Not reported | +6.7% | Q4 2024 |
| NNDM | $2.41M | 2.16% | 0.71% | +116.4% | Q2 2025 |
| ACTG | $2.36M | 2.11% | 0.75% | +1.1% | Q4 2024 |
| KVHI | $2.31M | 2.06% | 2.10% | +13.7% | Q4 2024 |
| SGA | $2.27M | 2.03% | 2.83% | -10.5% | Q4 2024 |
| TBI | $2.22M | 1.99% | 1.21% | +1.1% | Q1 2025 |
| CLDT | $2.18M | 1.95% | 0.67% | +1.1% | Q1 2025 |
| OSUR | $2.16M | 1.94% | 0.93% | +1.1% | Q4 2024 |
| LMNR | $2.14M | 1.92% | 0.80% | +17.2% | Q2 2025 |
| UFI | $2.13M | 1.91% | 2.44% | -20.6% | Q4 2024 |
| TWIN | $1.92M | 1.72% | 0.96% | +1.1% | Q2 2025 |
| KYTX | $1.91M | 1.71% | 0.73% | -19.7% | Q1 2025 |
| CLAR | $1.86M | 1.66% | 1.38% | +9.3% | Q4 2024 |
| HOFT | $1.8M | 1.61% | 1.65% | +21.4% | Q4 2024 |
| FOA | $1.71M | 1.53% | 1.81% | -20.9% | Q4 2024 |
| PLRX | $1.62M | 1.45% | 1.79% | +22.8% | Q1 2025 |
 GEOS | $1.61M | 1.44% | 0.66% | -33.7% | Q4 2024 |
| CVGI | $1.57M | 1.40% | 2.72% | +1.1% | Q1 2025 |
| VRA | $1.54M | 1.38% | 2.74% | -5.0% | Q4 2024 |
| WHG | $1.45M | 1.30% | 0.99% | +1.1% | Q4 2024 |
| IPI | $1.4M | 1.25% | 0.35% | -21.5% | Q4 2024 |
| NKTX | $1.39M | 1.24% | 0.95% | +1.1% | Q1 2025 |
| UEIC | $1.36M | 1.21% | 2.18% | +130.9% | Q4 2024 |
| ALOT | $1.33M | 1.19% | 1.71% | +6.1% | Q4 2024 |
| ALTO | $1.33M | 1.19% | 1.60% | +1.1% | Q4 2024 |
| AVIR | $1.33M | 1.19% | 0.59% | +1.1% | Q4 2024 |
| INVE | $1.29M | 1.15% | 1.58% | +21.4% | Q1 2025 |
| MGX | $1.22M | 1.09% | 1.37% | +1.1% | Q4 2024 |
| MED | $1.21M | 1.08% | 0.80% | +1.1% | Q1 2025 |
| ANRO | $1.14M | 1.02% | 1.04% | +1.1% | Q2 2025 |
| CLYM | $1.13M | 1.01% | 0.82% | +1.1% | Q1 2025 |
| AXR | $1.09M | 0.98% | 0.86% | +1.1% | Q4 2024 |
| FTEK | $1.07M | 0.96% | 1.15% | -46.5% | Q4 2024 |
| SEER | $945K | 0.85% | 0.68% | +1.1% | Q4 2024 |
| LSBK | $890K | 0.80% | 0.87% | New | Q3 2025 |
 ZNTL | $854K | 0.76% | 0.78% | +1.1% | Q1 2025 |
| FBLA | $840K | 0.75% | 0.35% | New | Q3 2025 |
 ANTX | $748K | 0.67% | 2.15% | +1.1% | Q4 2024 |