Peapod Lane Capital LLC — 13F holdings

Peapod Lane Capital LLC reported 59 holdings worth $134M in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

1. CLDT CHATHAM LODGING TR — $5.68M (4.2%)
2. HURC HURCO CO — $5.41M (4.0%)
3. CLW CLEARWATER PAPER CORP — $5.15M (3.8%)
4. TBI TRUEBLUE INC — $4.93M (3.7%)
5. FLGT FULGENT GENETICS INC — $4.64M (3.5%)
6. ASLE AERSALE CORPORATION — $4.34M (3.2%)
7. ALCO ALICO INC — $4.21M (3.1%)
8. ACTG ACACIA RESH CORP — $4.00M (3.0%)
9. LMNR LIMONEIRA CO — $3.80M (2.8%)
10. OSUR ORASURE TECHNOLOGIES INC — $3.64M (2.7%)