Peapod Lane Capital LLC
Top Portfolio Positions
58 positions ·
$114,891,639 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ALCO |
Alico, Inc.
Consumer Defensive
|
133,692 | $5,516,131 | 4.80% | |
| ACTG |
Acacia Research Corp
Industrials
|
1,091,336 | $5,249,326 | 4.57% | |
| KVHI |
Kvh Industries Inc De
Communication Services
|
414,738 | $3,716,052 | 3.23% | |
| HURC |
Hurco Companies Inc
Industrials
|
244,868 | $3,602,008 | 3.14% | |
| CLDT |
Chatham Lodging Trust
Real Estate
|
450,021 | $3,541,665 | 3.08% | |
| FLGT |
Fulgent Genetics, Inc.
Healthcare
|
220,627 | $3,507,969 | 3.05% | |
| LMNR |
Limoneira CO
Consumer Defensive
|
248,343 | $3,332,763 | 2.90% | |
| CVGI |
Commercial Vehicle Group, Inc.
Consumer Cyclical
|
927,530 | $3,162,877 | 2.75% | |
| ASLE |
AerSale Corp
Industrials
|
496,874 | $3,090,556 | 2.69% | |
| CLW |
Clearwater Paper Corp
Basic Materials
|
214,521 | $3,084,811 | 2.68% |
Portfolio Trend
Holdings in PLRX
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,623,608 | 1,288,578 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,081,376 | 886,374 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,623,601 | 1,097,028 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,036,726 | 893,730 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $866,960 | 642,193 | Shares | Sole | 2025-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||