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Pillsbury Lake Capital LLC 13F holdings

Filed 2026-08-14 · Pillsbury Lake Capital LLC · 44 positions · $366.3M

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TickerCompanySharesValue% of portfolio
BLZEBACKBLAZE INC1.3M$21.2M5.8%
COMPCOMPASS INC1.5M$18.0M4.9%
LINCLINCOLN EDL SVCS CORP356.2K$17.8M4.9%
HNIHNI CORP412.8K$16.7M4.6%
CLHCLEAN HARBORS INC49.6K$14.8M4.0%
ETONETON PHARMACEUTICALS INC387.2K$14.0M3.8%
UTIUNIVERSAL TECHNICAL INST INC321.6K$13.8M3.8%
MSAMSA SAFETY INC77.0K$13.4M3.7%
SLBSLB LIMITED280.7K$13.1M3.6%
MCFTMASTERCRAFT BOAT HLDGS INC499.1K$12.9M3.5%
CVCOCAVCO INDS INC DEL18.8K$11.5M3.1%
SRTASTRATA CRITICAL MEDICAL INC2.2M$11.4M3.1%
LUXELUXEXPERIENCE BV1.5M$10.9M3.0%
GPGIGPGI INC681.0K$10.8M2.9%
KNXKNIGHT-SWIFT TRANSN HLDGS IN138.4K$10.8M2.9%
TPBTURNING PT BRANDS INC125.9K$10.7M2.9%
BBWBUILD-A-BEAR WORKSHOP INC339.2K$10.4M2.8%
KRUSKURA SUSHI USA INC177.0K$10.2M2.8%
CARGCARGURUS INC296.9K$10.1M2.8%
WLTHWEALTHFRONT CORP1.0M$9.2M2.5%
CROXCROCS INC75.6K$9.1M2.5%
LWAYLIFEWAY FOODS INC291.7K$8.7M2.4%
AIQGLOBAL X FDS127.8K$8.4M2.3%
PDFSPDF SOLUTIONS INC117.9K$8.3M2.3%
FLYWFLYWIRE CORPORATION473.7K$8.3M2.3%
BGSIBOYD GROUP SERVICES INC83.9K$7.9M2.2%
—CORPORACION AMER ARPTS S A295.1K$7.4M2.0%
BVBRIGHTVIEW HLDGS INC503.0K$7.1M1.9%
RHLDRESOLUTE HLDGS MGMT INC48.2K$7.0M1.9%
INFLLISTED FDS TR176.3K$5.8M1.6%
SEISOLARIS ENERGY INFRAS INC64.8K$5.2M1.4%
MECMAYVILLE ENGR CO INC136.7K$5.1M1.4%
MGNIMAGNITE INC217.8K$4.1M1.1%
BGSIBOYD GROUP SERVICES INC27.1K$2.6M0.7%
SHAZSHARONAI HOLDINGS INC28.7K$2.4M0.7%
CRONCRONOS GROUP INC810.2K$2.3M0.6%
MAMAMAMAS CREATIONS INC90.1K$1.6M0.4%
MDXGMIMEDX GROUP INC215.2K$828,6700.2%
IWMISHARES TR900$653,8500.2%
—TOYO CO LTD683$563,4750.2%
AIQGLOBAL X FDS1.5K$429,5250.1%
WESTWESTROCK COFFEE CO5.2K$361,6200.1%
GLXYGALAXY DIGITAL INC.167.8K$283,2740.1%
TPBTURNING PT BRANDS INC315$137,0250.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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