Peapod Lane Capital LLC
Top Portfolio Positions
59 positions ·
$116,936,545 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ALCO |
Alico, Inc.
Consumer Defensive
|
133,692 | $5,516,131 | 4.72% | |
| ACTG |
Acacia Research Corp
Industrials
|
1,091,336 | $5,249,326 | 4.49% | |
| KVHI |
Kvh Industries Inc \De\
Communication Services
|
414,738 | $3,716,052 | 3.18% | |
| HURC |
Hurco Companies Inc
Industrials
|
244,868 | $3,602,008 | 3.08% | |
| CLDT |
Chatham Lodging Trust
Real Estate
|
450,021 | $3,541,665 | 3.03% | |
| FLGT |
Fulgent Genetics, Inc.
Healthcare
|
220,627 | $3,507,969 | 3.00% | |
| LMNR |
Limoneira CO
Consumer Defensive
|
248,343 | $3,332,763 | 2.85% | |
| CVGI |
Commercial Vehicle Group, Inc.
Consumer Cyclical
|
927,530 | $3,162,877 | 2.70% | |
| ASLE |
AerSale Corp
Industrials
|
496,874 | $3,090,556 | 2.64% | |
| CLW |
Clearwater Paper Corp
Basic Materials
|
214,521 | $3,084,811 | 2.64% |
Portfolio Trend
6 quarters · across all stocks
Holdings in TWIN
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,629,172 | 108,107 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,312,348 | 138,630 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,918,408 | 137,619 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,202,045 | 136,132 | Shares | Sole | 2025-07-31 | |
| No 13F history on record for this holder in this stock. | ||||||