Peapod Lane Capital
Peapod Lane Capital reported 59 stocks worth $134M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are CLDT (4.2%), HURC (4.0%) and CLW (3.8%). Compared with Q2 2026, the fund opened new positions in ASIX and SHOE, added to ASLE, SGOV and PCYO, trimmed CLDT, HURC and CLW and sold out of ALTO, DCGO and ZNTL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CLDT Chatham Lodging TR | $5.7M | 4.2% | 424K | −33K (−7%) | 7 of 8 | |
| 2 |  HURC Hurco Co | $5.4M | 4.0% | 250K | −14K (−5%) | 8 of 8 | |
| 3 |  CLW Clearwater Paper Corp | $5.2M | 3.8% | 269K | −21K (−7%) | 7 of 8 | |
| 4 |  TBI Trueblue Inc | $4.9M | 3.7% | 536K | −65K (−11%) | 7 of 8 | |
| 5 |  FLGT Fulgent Genetics Inc | $4.6M | 3.5% | 211K | −13K (−6%) | 8 of 8 | |
| 6 |  ASLE Aersale Corporation | $4.3M | 3.2% | 829K | +221K (+36%) | 8 of 8 | |
| 7 |  ALCO Alico Inc | $4.2M | 3.1% | 109K | −8,221 (−7%) | 8 of 8 | |
| 8 |  ACTG Acacia Resh Corp | $4M | 3.0% | 928K | −67K (−7%) | 8 of 8 | |
| 9 |  LMNR Limoneira Co | $3.8M | 2.8% | 319K | −22K (−6%) | 6 of 8 | |
| 10 |  OSUR Orasure Technologies Inc | $3.6M | 2.7% | 929K | −65K (−7%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Peapod Lane Capital 13F FAQ
What does Peapod Lane Capital own?
Peapod Lane Capital reported 59 stocks worth $134M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are CLDT (4.2%), HURC (4.0%) and CLW (3.8%). The table above lists every position in the filing (the top 10 without an account).
What did Peapod Lane Capital buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 8 added to, 49 trimmed and 4 sold out. New positions include ASIX and SHOE. It sold all of ALTO, DCGO and ZNTL.
When will Peapod Lane Capital file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Peapod Lane Capital's portfolio worth?
The Q3 2026 filing reports $134M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.