Peapod Lane Capital LLC
Bedford Hills NY · SEC CIK 0002050979
$1.22亿2026Q1 申报市值
62持仓数
30.9%前十大占比 · 第一大 4.5%
9 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SEG 新建仓+$197.13万
LAB 新建仓+$186.17万
INOGEN INC 新建仓+$159.47万
MAMMOTH ENERGY S 新建仓+$151.33万
KELYA 新建仓+$150.70万
2026Q1 卖出最多 按季末市值估算
IWM 清仓-$486.36万
ANRO 清仓-$452.11万
BH 清仓-$412.18万
ALTO 减仓-$375.09万
CLYM 减仓-$310.60万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ALCO | ALICO INC | $550.08万 | 4.51% | 133,692 | -9 | -0.0% | -$370 | 减仓 |
| ACTG | ACACIA RESH CORP | $525.96万 | 4.31% | 1,091,336 | 245,382 | 29.0% | $118.26万 | 加仓 |
| KVHI | KVH INDS INC | $369.87万 | 3.03% | 414,738 | 4 | 0.0% | $36 | 加仓 |
| — | HURCO CO | $360.78万 | 2.96% | 244,868 | 44,747 | 22.4% | $65.93万 | 加仓 |
| CLDT | CHATHAM LODGING TR | $353.17万 | 2.90% | 450,021 | 127,838 | 39.7% | $100.32万 | 加仓 |
| FLGT | FULGENT GENETICS INC | $348.85万 | 2.86% | 220,627 | 54,846 | 33.1% | $86.72万 | 加仓 |
| LMNR | LIMONEIRA CO | $333.90万 | 2.74% | 248,343 | 39,796 | 19.1% | $53.51万 | 加仓 |
| — | COMMERCIAL VEH GROUP INC | $312.63万 | 2.56% | 927,530 | 37,896 | 4.3% | $12.77万 | 加仓 |
| SENEA | SENECA FOODS CORP NEW | $307.09万 | 2.52% | 20,292 | -17,231 | -45.9% | -$260.76万 | 减仓 |
| ASLE | AERSALE CORPORATION | $306.74万 | 2.52% | 496,874 | -10 | -0.0% | -$62 | 减仓 |
| CLW | CLEARWATER PAPER CORP | $306.39万 | 2.51% | 214,521 | 70,088 | 48.5% | $100.10万 | 加仓 |
| JOUT | JOHNSON OUTDOORS INC | $305.57万 | 2.51% | 65,679 | -31,735 | -32.6% | -$147.64万 | 减仓 |
| — | STAR HLDGS | $304.67万 | 2.50% | 405,973 | 22,320 | 5.8% | $16.75万 | 加仓 |
| OSUR | ORASURE TECHNOLOGIES INC | $303.73万 | 2.49% | 1,018,476 | 6 | 0.0% | $18 | 加仓 |
| — | NANO DIMENSION LTD | $296.38万 | 2.43% | 1,760,543 | 27 | 0.0% | $45 | 加仓 |
| — | VERA BRADLEY INC | $261.43万 | 2.14% | 834,107 | -41,786 | -4.8% | -$13.10万 | 减仓 |
| HOFT | HOOKER FURNISHINGS CORPORATI | $247.01万 | 2.03% | 192,160 | 6,178 | 3.3% | $7.94万 | 加仓 |
| TBI | TRUEBLUE INC | $244.73万 | 2.01% | 640,010 | 354,036 | 123.8% | $135.38万 | 加仓 |
| — | SAGA COMMUNICATIONS INC | $242.86万 | 1.99% | 206,552 | 34,635 | 20.1% | $40.72万 | 加仓 |
| — | MEDIFAST INC | $221.38万 | 1.82% | 219,063 | 117,496 | 115.7% | $118.74万 | 加仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $220.96万 | 1.81% | 241,480 | -26,544 | -9.9% | -$24.29万 | 减仓 |
| — | CATO CORP NEW | $215.56万 | 1.77% | 766,825 | 70,351 | 10.1% | $19.78万 | 加仓 |
| — | FONAR CORP | $210.97万 | 1.73% | 113,662 | 8,793 | 8.4% | $16.32万 | 加仓 |
| — | UNIFI INC | $204.29万 | 1.68% | 572,803 | 120,290 | 26.6% | $42.90万 | 加仓 |
| SGOV | ISHARES TR | $201.31万 | 1.65% | 20,001 | 3,560 | 21.7% | $35.83万 | 加仓 |
| IPI | INTREPID POTASH INC | $200.01万 | 1.64% | 46,086 | 0 | 0.0% | — | 不变 |
| — | ARQ INC | $197.15万 | 1.62% | 775,349 | 546,785 | 239.2% | $139.03万 | 加仓 |
| SEG | SEAPORT ENTMT GROUP INC | $197.13万 | 1.62% | 92,506 | 92,506 | — | $197.13万 | 新建仓 |
| — | RESOURCES CONNECTION INC | $196.33万 | 1.61% | 528,411 | 169,457 | 47.2% | $62.96万 | 加仓 |
| — | UNIVERSAL ELECTRS INC | $187.81万 | 1.54% | 455,491 | -52 | -0.0% | -$214 | 减仓 |
| LAB | STANDARD BIOTOOLS INC | $186.17万 | 1.53% | 2,028,527 | 2,028,527 | — | $186.17万 | 新建仓 |
| ALTO | ALTO INGREDIENTS INC | $181.94万 | 1.49% | 406,385 | -837,813 | -67.3% | -$375.09万 | 减仓 |
| — | GAIA INC NEW | $173.92万 | 1.43% | 630,795 | -45 | -0.0% | -$124 | 减仓 |
| TWIN | TWIN DISC INC | $162.26万 | 1.33% | 108,107 | -30,523 | -22.0% | -$45.81万 | 减仓 |
| — | INOGEN INC | $159.47万 | 1.31% | 258,645 | 258,645 | — | $159.47万 | 新建仓 |
| — | PLIANT THERAPEUTICS INC | $158.93万 | 1.30% | 1,288,578 | 402,204 | 45.4% | $49.61万 | 加仓 |
| — | MAMMOTH ENERGY SVCS INC | $151.33万 | 1.24% | 599,805 | 599,805 | — | $151.33万 | 新建仓 |
| KELYA | KELLY SVCS INC | $150.70万 | 1.24% | 169,949 | 169,949 | — | $150.70万 | 新建仓 |
| AVIR | ATEA PHARMACEUTICALS INC | $144.30万 | 1.18% | 272,820 | -162,200 | -37.3% | -$85.79万 | 减仓 |
| — | CLARUS CORP NEW | $143.22万 | 1.17% | 530,871 | 65,678 | 14.1% | $17.72万 | 加仓 |
| NKTX | NKARTA INC | $140.71万 | 1.15% | 676,212 | 13 | 0.0% | $27 | 加仓 |
| — | HOYNE BANCORP INC | $139.55万 | 1.14% | 96,688 | 26,193 | 37.2% | $37.80万 | 加仓 |
| — | IDENTIV INC | $138.27万 | 1.13% | 376,730 | -4 | -0.0% | -$15 | 减仓 |
| — | WESTWOOD HLDGS GROUP INC | $129.53万 | 1.06% | 78,859 | -9,821 | -11.1% | -$16.13万 | 减仓 |
| — | AMREP CORP | $128.09万 | 1.05% | 46,062 | -2 | -0.0% | -$56 | 减仓 |
| — | ASTRONOVA INC | $121.03万 | 0.99% | 130,978 | 9,595 | 7.9% | $8.87万 | 加仓 |
| — | FB BANCORP INC | $121.00万 | 0.99% | 88,198 | 17,769 | 25.2% | $24.38万 | 加仓 |
| — | NORTHERN TECHNOLOGIES INTL C | $117.86万 | 0.97% | 142,642 | 21 | 0.0% | $174 | 加仓 |
| — | LAKE SHORE BANCORP INC | $104.50万 | 0.86% | 68,943 | 21 | 0.0% | $318 | 加仓 |
| — | LAKELAND INDS INC | $103.10万 | 0.85% | 128,118 | 59,795 | 87.5% | $48.12万 | 加仓 |
| — | MAXCYTE INC | $92.58万 | 0.76% | 1,332,193 | 1,332,193 | — | $92.58万 | 新建仓 |
| — | KEZAR LIFE SCIENCES INC | $92.45万 | 0.76% | 126,692 | -7 | -0.0% | -$51 | 减仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $83.46万 | 0.68% | 366,868 | -81,993 | -18.3% | -$18.65万 | 减仓 |
| MEI | METHODE ELECTRS INC | $77.37万 | 0.63% | 140,642 | 140,642 | — | $77.37万 | 新建仓 |
| CLYM | CLIMB BIO INC | $73.98万 | 0.61% | 108,878 | -457,114 | -80.8% | -$310.60万 | 减仓 |
| — | SEER INC | $73.59万 | 0.60% | 438,581 | -31 | -0.0% | -$52 | 减仓 |
| — | DOCGO INC | $69.75万 | 0.57% | 1,129,194 | 1,129,194 | — | $69.75万 | 新建仓 |
| — | METAGENOMI THERAPEUTICS INC | $68.29万 | 0.56% | 516,761 | 19,108 | 3.8% | $2.53万 | 加仓 |
| — | FUEL TECH INC | $58.21万 | 0.48% | 478,842 | 119,199 | 33.1% | $14.49万 | 加仓 |
| BCYC | BICYCLE THERAPEUTICS PLC | $55.02万 | 0.45% | 121,106 | 121,106 | — | $55.02万 | 新建仓 |
| KYTX | KYVERNA THERAPEUTICS INC | $33.65万 | 0.28% | 40,404 | -143,416 | -78.0% | -$119.43万 | 减仓 |
| — | AN2 THERAPEUTICS INC | $20.69万 | 0.17% | 59,854 | -533,542 | -89.9% | -$184.43万 | 减仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -19,758 | -100.0% | -$486.36万 | 清仓 |
| ANRO | ALTO NEUROSCIENCE INC | $0 | 0.00% | 0 | -253,992 | -100.0% | -$452.11万 | 清仓 |
| BH | BIGLARI HLDGS INC | $0 | 0.00% | 0 | -12,399 | -100.0% | -$412.18万 | 清仓 |
| SCHL | SCHOLASTIC CORP | $0 | 0.00% | 0 | -27,344 | -100.0% | -$81.02万 | 清仓 |
| — | GEOSPACE TECHNOLOGIES CORP | $0 | 0.00% | 0 | -37,817 | -100.0% | -$63.95万 | 清仓 |
| — | FRANKLIN STR PPTYS CORP | $0 | 0.00% | 0 | -614,235 | -100.0% | -$58.09万 | 清仓 |