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Peapod Lane Capital - Q2 2026 13F Filings

PE

Peapod Lane Capital LLC

CIK: 0002050979
Address: New York Bedford Hills 2 Depot Plz
$148.2 M
Portfolio Value
61
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/27/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. BSET Bassett Furniture Industries Incorporated
+$2.19 M
2. PCYO Pure Cycle Corporation
+$2 M
3. ENGN Engene Therapeutics
+$1.91 M
4. BCYC Bicycle Therapeutics PLC
+$1.77 M
5. MYPS Playstudios
+$1.5 M

Top Sells

Q2 2026
1. CVGI Commercial Vehicle Group
−$2.25 M
2. FDMT 4D Molecular Therapeutics
−$2.21 M
3. FONR Fonar Corporation
−$2.11 M
4. KVHI Kvh Industries
−$1.63 M
5. TWIN Twin Disc Incorporated
−$1.62 M

Asset Allocation

Stocks/ETFs
+21.58%
$148.2 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Peapod Lane Capital Q2 2026 Filing Summary

Peapod Lane Capital LLC filed its 13F report for Q2 2026 on July 27, 2026. The portfolio totaled 148.2 M reflecting a +21.58% change from the prior quarter, spanning 61 assets. The top 10 holdings comprised 32.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 8 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Peapod Lane Capital’s Q2 2026 Filing

Peapod Lane Capital submitted their Form 13F-HR for the Q2 2026 period on 07/27/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Peapod Lane Capital reported a managed portfolio value of 148.2 M, consisting of 61 individual positions.

This page displays the raw filing documents. To see which stocks Peapod Lane Capital bought or sold during Q2 2026, please visit Peapod Lane Capital's Portfolio Analysis page.