Peapod Lane Capital LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ACACIA RESH CORP | 845,954 | 1,091,336 | +245,382 | 3,216,082 | 5,259,557 | 4.31% | +2,043,475 |
| SEAPORT ENTMT GROUP INC | 0 | 92,506 | +92,506 | 0 | 1,971,300 | 1.62% | +1,971,300 |
| STANDARD BIOTOOLS INC | 0 | 2,028,527 | +2,028,527 | 0 | 1,861,719 | 1.53% | +1,861,719 |
| COMMERCIAL VEH GROUP INC | 889,634 | 927,530 | +37,896 | 1,281,073 | 3,126,308 | 2.56% | +1,845,235 |
| INOGEN INC | 0 | 258,645 | +258,645 | 0 | 1,594,718 | 1.31% | +1,594,718 |
| MAMMOTH ENERGY SVCS INC | 0 | 599,805 | +599,805 | 0 | 1,513,348 | 1.24% | +1,513,348 |
| KELLY SVCS INC | 0 | 169,949 | +169,949 | 0 | 1,507,018 | 1.24% | +1,507,018 |
| CHATHAM LODGING TR | 322,183 | 450,021 | +127,838 | 2,194,067 | 3,531,681 | 2.90% | +1,337,614 |
| ARQ INC | 228,564 | 775,349 | +546,785 | 747,404 | 1,971,533 | 1.62% | +1,224,129 |
| TRUEBLUE INC | 285,974 | 640,010 | +354,036 | 1,301,182 | 2,447,303 | 2.01% | +1,146,121 |
| MEDIFAST INC | 101,567 | 219,063 | +117,496 | 1,084,736 | 2,213,788 | 1.82% | +1,129,052 |
| MAXCYTE INC | 0 | 1,332,193 | +1,332,193 | 0 | 925,817 | 0.76% | +925,817 |
| KVH INDS INC | 414,734 | 414,738 | +4 | 2,890,696 | 3,698,705 | 3.03% | +808,009 |
| METHODE ELECTRS INC | 0 | 140,642 | +140,642 | 0 | 773,731 | 0.63% | +773,731 |
| INTREPID POTASH INC | 46,086 | 46,086 | 0 | 1,277,965 | 2,000,138 | 1.64% | +722,173 |
| LIMONEIRA CO | 208,547 | 248,343 | +39,796 | 2,632,908 | 3,339,039 | 2.74% | +706,131 |
| DOCGO INC | 0 | 1,129,194 | +1,129,194 | 0 | 697,533 | 0.57% | +697,533 |
| ALICO INC | 133,701 | 133,692 | -9 | 4,864,044 | 5,500,757 | 4.51% | +636,713 |
| ORASURE TECHNOLOGIES INC | 1,018,470 | 1,018,476 | +6 | 2,464,697 | 3,037,311 | 2.49% | +572,614 |
| CLEARWATER PAPER CORP | 144,433 | 214,521 | +70,088 | 2,513,134 | 3,063,881 | 2.51% | +550,747 |
| BICYCLE THERAPEUTICS PLC | 0 | 121,106 | +121,106 | 0 | 550,207 | 0.45% | +550,207 |
| HURCO CO | 200,121 | 244,868 | +44,747 | 3,091,869 | 3,607,754 | 2.96% | +515,885 |
| PLIANT THERAPEUTICS INC | 886,374 | 1,288,578 | +402,204 | 1,081,376 | 1,589,284 | 1.30% | +507,908 |
| VERA BRADLEY INC | 875,893 | 834,107 | -41,786 | 2,119,661 | 2,614,332 | 2.14% | +494,671 |
| SAGA COMMUNICATIONS INC | 171,917 | 206,552 | +34,635 | 1,961,603 | 2,428,617 | 1.99% | +467,014 |
| UNIFI INC | 452,513 | 572,803 | +120,290 | 1,583,796 | 2,042,932 | 1.68% | +459,136 |
| LAKELAND INDS INC | 68,323 | 128,118 | +59,795 | 603,975 | 1,031,019 | 0.85% | +427,044 |
| AMREP CORP | 46,064 | 46,062 | -2 | 866,003 | 1,280,948 | 1.05% | +414,945 |
| HOYNE BANCORP INC | 70,495 | 96,688 | +26,193 | 1,021,473 | 1,395,455 | 1.14% | +373,982 |
| HOOKER FURNISHINGS CORPORATI | 185,982 | 192,160 | +6,178 | 2,099,741 | 2,470,147 | 2.03% | +370,406 |
| ISHARES TR | 16,441 | 20,001 | +3,560 | 1,650,356 | 2,013,130 | 1.65% | +362,774 |
| FB BANCORP INC | 70,429 | 88,198 | +17,769 | 905,013 | 1,209,982 | 0.99% | +304,969 |
| NANO DIMENSION LTD | 1,760,516 | 1,760,543 | +27 | 2,711,195 | 2,963,788 | 2.43% | +252,593 |
| UNIVERSAL ELECTRS INC | 455,543 | 455,491 | -52 | 1,644,510 | 1,878,141 | 1.54% | +233,631 |
| ZENTALIS PHARMACEUTICALS INC | 448,861 | 366,868 | -81,993 | 605,962 | 834,581 | 0.68% | +228,619 |
| 4D MOLECULAR THERAPEUTICS IN | 268,024 | 241,480 | -26,544 | 2,010,180 | 2,209,564 | 1.81% | +199,384 |
| FONAR CORP | 104,869 | 113,662 | +8,793 | 1,946,369 | 2,109,675 | 1.73% | +163,306 |
| ASTRONOVA INC | 121,383 | 130,978 | +9,595 | 1,049,963 | 1,210,339 | 0.99% | +160,376 |
| NKARTA INC | 676,199 | 676,212 | +13 | 1,250,968 | 1,407,095 | 1.15% | +156,127 |
| RESOURCES CONNECTION INC | 358,954 | 528,411 | +169,457 | 1,809,128 | 1,963,265 | 1.61% | +154,137 |
| KEZAR LIFE SCIENCES INC COM NEW | 126,699 | 126,692 | -7 | 796,937 | 924,520 | 0.76% | +127,583 |
| NORTHERN TECHNOLOGIES INTL C | 142,621 | 142,642 | +21 | 1,116,723 | 1,178,625 | 0.97% | +61,902 |
| LAKE SHORE BANCORP INC | 68,922 | 68,943 | +21 | 1,010,398 | 1,045,038 | 0.86% | +34,640 |
| FUEL TECH INC | 359,643 | 478,842 | +119,199 | 561,043 | 582,123 | 0.48% | +21,080 |
| CATO CORP NEW | 696,474 | 766,825 | +70,351 | 2,152,105 | 2,155,584 | 1.77% | +3,479 |
| IDENTIV INC | 376,734 | 376,730 | -4 | 1,446,659 | 1,382,716 | 1.13% | -63,943 |
| SEER INC | 438,612 | 438,581 | -31 | 802,660 | 735,885 | 0.60% | -66,775 |
| ATEA PHARMACEUTICALS INC | 435,020 | 272,820 | -162,200 | 1,553,021 | 1,442,958 | 1.18% | -110,063 |
| STAR HLDGS | 383,653 | 405,973 | +22,320 | 3,157,464 | 3,046,674 | 2.50% | -110,790 |
| METAGENOMI THERAPEUTICS INC | 497,653 | 516,761 | +19,108 | 806,198 | 682,915 | 0.56% | -123,283 |
| CLARUS CORP NEW | 465,193 | 530,871 | +65,678 | 1,558,396 | 1,432,150 | 1.17% | -126,246 |
| WESTWOOD HLDGS GROUP INC | 88,680 | 78,859 | -9,821 | 1,526,186 | 1,295,320 | 1.06% | -230,866 |
| AERSALE CORPORATION | 496,884 | 496,874 | -10 | 3,532,845 | 3,067,418 | 2.52% | -465,427 |
| AN2 THERAPEUTICS INC | 593,396 | 59,854 | -533,542 | 676,471 | 206,903 | 0.17% | -469,568 |
| GAIA INC NEW | 630,840 | 630,795 | -45 | 2,289,949 | 1,739,238 | 1.43% | -550,711 |
| FRANKLIN STR PPTYS CORP | 614,235 | 0 | -614,235 | 580,943 | 0 | — | -580,943 |
| GEOSPACE TECHNOLOGIES CORP | 37,817 | 0 | -37,817 | 639,485 | 0 | — | -639,485 |
| TWIN DISC INC | 138,630 | 108,107 | -30,523 | 2,312,350 | 1,622,568 | 1.33% | -689,782 |
| SCHOLASTIC CORP(SCHL) | 27,344 | 0 | -27,344 | 810,206 | 0 | — | -810,206 |
| FULGENT GENETICS INC | 165,781 | 220,627 | +54,846 | 4,355,067 | 3,488,500 | 2.86% | -866,567 |
| JOHNSON OUTDOORS INC | 97,414 | 65,679 | -31,735 | 4,135,232 | 3,055,658 | 2.51% | -1,079,574 |
| SENECA FOODS CORP NEW(SENEA) | 37,523 | 20,292 | -17,231 | 4,151,169 | 3,070,857 | 2.52% | -1,080,312 |
| KYVERNA THERAPEUTICS INC | 183,820 | 40,404 | -143,416 | 1,727,908 | 336,470 | 0.28% | -1,391,438 |
| CLIMB BIO INC | 565,992 | 108,878 | -457,114 | 2,263,968 | 739,799 | 0.61% | -1,524,169 |
| ALTO INGREDIENTS INC | 1,244,198 | 406,385 | -837,813 | 3,583,290 | 1,819,368 | 1.49% | -1,763,922 |
| BIGLARI HLDGS INC(BH) | 12,399 | 0 | -12,399 | 4,121,800 | 0 | — | -4,121,800 |
| ALTO NEUROSCIENCE INC(ANRO) | 253,992 | 0 | -253,992 | 4,521,058 | 0 | — | -4,521,058 |
| ISHARES TR | 19,758 | 0 | -19,758 | 4,863,629 | 0 | — | -4,863,629 |