Pillsbury Lake Capital LLC: 13F holdings
CIK 21119152026Q2
| Positions | 41 |
|---|
| Reported value | $366.3m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 41 (+9 vs prior quarter) |
|---|
| Reported value | $366.3m (+65.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BLZE BACKBLAZE INC | 1,339,837 | $21.2m | 5.8% |
| COMP COMPASS INC | 1,459,233 | $18.0m | 4.9% |
| LINC LINCOLN EDL SVCS CORP | 356,187 | $17.8m | 4.9% |
| HNI HNI CORP | 412,808 | $16.7m | 4.6% |
| CLH CLEAN HARBORS INC | 49,604 | $14.8m | 4.0% |
| ETON ETON PHARMACEUTICALS INC | 387,157 | $14.0m | 3.8% |
| UTI UNIVERSAL TECHNICAL INST INC | 321,556 | $13.8m | 3.8% |
| MSA MSA SAFETY INC | 76,963 | $13.4m | 3.7% |
| SLB SLB LIMITED | 280,748 | $13.1m | 3.6% |
| MCFT MASTERCRAFT BOAT HLDGS INC | 499,107 | $12.9m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2111915")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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