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Pillsbury Lake Capital LLC
hedge fundUpdated 27 days agoManaged by Pillsbury Lake Capital Llc • Latest filing Q2 2026
Portfolio value
$366.3M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
99.4%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $286.2M |
| Q1 2026 | $221.2M |
| Q2 2026 | $366.3M |
Top holdings
44 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BLZE BACKBLAZE INC | $21.2M | 1.34M | 5.80% | — |
| 2 | C CONE COMPASS INC | $18M | 1.46M | 4.91% | — |
| 3 | L LINC LINCOLN EDL SVCS CORP | $17.8M | 356.2K | 4.85% | — |
| 4 | H HNI HNI CORP | $16.7M | 412.8K | 4.55% | — |
| 5 | C CLH CLEAN HARBORS INC | $14.8M | 49.6K | 4.05% | — |
| 6 | E ETON ETON PHARMACEUTICALS INC | $14M | 387.2K | 3.83% | — |
| 7 | U UTI UNIVERSAL TECHNICAL INST INC | $13.8M | 321.6K | 3.75% | — |
| 8 | M MNESP MSA SAFETY INC | $13.4M | 77.0K | 3.67% | — |
| 9 | R RPRX SLB LIMITED | $13.1M | 280.7K | 3.56% | — |
| 10 | M MCFT MASTERCRAFT BOAT HLDGS INC | $12.9M | 499.1K | 3.52% | — |
| 11 | C CVCO CAVCO INDS INC DEL | $11.5M | 18.8K | 3.15% | — |
| 12 | S SRTA STRATA CRITICAL MEDICAL INC | $11.4M | 2.17M | 3.12% | — |
| 13 | ? N/A LUXEXPERIENCE BV | $10.9M | 1.46M | 2.97% | — |
| 14 | G GPGI GPGI INC | $10.8M | 681.0K | 2.95% | — |
| 15 | K KNX KNIGHT-SWIFT TRANSN HLDGS IN | $10.8M | 138.4K | 2.94% | — |
| 16 | T TPB TURNING PT BRANDS INC | $10.7M | 125.9K | 2.91% | — |
| 17 | B BBW BUILD-A-BEAR WORKSHOP INC | $10.4M | 339.2K | 2.83% | — |
| 18 | K KRUS KURA SUSHI USA INC | $10.2M | 177.0K | 2.78% | — |
| 19 | C CARG CARGURUS INC | $10.1M | 296.9K | 2.76% | — |
| 20 | W WLTH WEALTHFRONT CORP | $9.2M | 1.03M | 2.50% | — |