Peapod Lane Capital LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PL Peapod Lane Capital LLC | Institutional Filer | ▲ 3.71% | $121.9M | 62 |
Current Portfolio Holdings
Showing all 62 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ALCO | Alico, Inc. | Consumer Defensive | 134K | $5.5M | 4.51% |
| 2 | ACTG | Acacia Research Corporation | Industrials | 1.1M | $5.3M | 4.31% |
| 3 | KVHI | KVH Industries, Inc. | Technology | 415K | $3.7M | 3.03% |
| 4 | HURC | Hurco Companies, Inc. | Industrials | 245K | $3.6M | 2.96% |
| 5 | CLDT | Chatham Lodging Trust | Real Estate | 450K | $3.5M | 2.90% |
| 6 | FLGT | Fulgent Genetics, Inc. | Healthcare | 221K | $3.5M | 2.86% |
| 7 | LMNR | Limoneira Company | Consumer Defensive | 248K | $3.3M | 2.74% |
| 8 | CVGI | Commercial Vehicle Group, Inc. | Consumer Cyclical | 928K | $3.1M | 2.56% |
| 9 | SENEA | Seneca Foods Corporation | Consumer Defensive | 20K | $3.1M | 2.52% |
| 10 | ASLE | AerSale Corporation | Industrials | 497K | $3.1M | 2.52% |
| 11 | CLW | Clearwater Paper Corporation | Basic Materials | 215K | $3.1M | 2.51% |
| 12 | JOUT | Johnson Outdoors Inc. | Consumer Cyclical | 66K | $3.1M | 2.51% |
| 13 | STHO | Star Holdings | Real Estate | 406K | $3.0M | 2.50% |
| 14 | OSUR | OraSure Technologies, Inc. | Healthcare | 1.0M | $3.0M | 2.49% |
| 15 | NNDM | Nano Dimension Ltd. | Technology | 1.8M | $3.0M | 2.43% |
Showing 1 to 15 of 62 holdings