§ 13F · FUND PROFILE
Pillsbury Lake Capital LLC.
AUM · $366M (13F)Positions · 44Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$111M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BLZE | BACKBLAZE INC | 1.34M | $21M | 5.8% | −32% |
| 2 | COMP | COMPASS INC | 1.46M | $18M | 4.9% | −9% |
| 3 | LINC | LINCOLN EDL SVCS CORP | 356K | $18M | 4.9% | −6% |
| 4 | HNI | HNI CORP | 413K | $17M | 4.6% | +87% |
| 5 | CLH | CLEAN HARBORS INC | 50K | $15M | 4.0% | +116% |
| 6 | ETON | ETON PHARMACEUTICALS INC | 387K | $14M | 3.8% | +6% |
| 7 | UTI | UNIVERSAL TECHNICAL INST INC | 322K | $14M | 3.8% | +46% |
| 8 | MSA | MSA SAFETY INC | 77K | $13M | 3.7% | NEW |
| 9 | SLB | SLB LIMITED | 281K | $13M | 3.6% | NEW |
| 10 | MCFT | MASTERCRAFT BOAT HLDGS INC | 499K | $13M | 3.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PILLSBURY SIGNAL
AC read
Pillsbury Lake Capital LLC is a Other fund managing $366 million in assets. The fund runs a portfolio of 44 positions.
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