Pillsbury Lake Capital LLC
Pillsbury Lake Capital LLC reported 44 holdings worth US$366M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Pillsbury Lake Capital LLC reported 44 holdings worth US$366M as of Jun 30, 2026. Largest: Backblaze, Inc., Compass, Inc. and Lincoln Educational Services Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 44
- Value as reported
- US$366M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Backblaze, Inc. | 1.34M | US$21.2M | 5.8% |
| Compass, Inc. | 1.46M | US$18M | 4.9% |
| Lincoln Educational Services Corporation | 356K | US$17.8M | 4.9% |
| Hni Corporation | 413K | US$16.7M | 4.6% |
| Clean Harbors, Inc. | 49,604 | US$14.8M | 4.0% |
| Eton Pharmaceuticals, Inc. | 387K | US$14M | 3.8% |
| Universal Technical Institute Inc | 322K | US$13.8M | 3.8% |
| Msa Safety Incorporated | 76,963 | US$13.4M | 3.7% |
| Mastercraft Boat Holdings, Inc. | 499K | US$12.9M | 3.5% |
| Cavco Industries, Inc. | 18,772 | US$11.5M | 3.1% |
| Strata Critical Medical, Inc. | 2.17M | US$11.4M | 3.1% |
| Gpgi, Inc. | 681K | US$10.8M | 2.9% |
| Knight-swift Transportation Holdings Inc. | 138K | US$10.8M | 2.9% |
| Turning Point Brands, Inc. | 126K | US$10.7M | 2.9% |
| Boyd Group Services Inc | 111K | US$10.5M | 2.9% |
| Build-a-bear Workshop, Inc. | 339K | US$10.4M | 2.8% |
| Kura Sushi Usa, Inc. | 177K | US$10.2M | 2.8% |
| Cargurus, Inc. | 297K | US$10.1M | 2.8% |
| Wealthfront Corporation | 1.03M | US$9.16M | 2.5% |
| Crocs, Inc. | 75,562 | US$9.12M | 2.5% |
| Lifeway Foods, Inc. | 292K | US$8.7M | 2.4% |
| Pdf Solutions, Inc. | 118K | US$8.34M | 2.3% |
| Flywire Corporation - Voting | 474K | US$8.32M | 2.3% |
| Brightview Holdings, Inc. | 503K | US$7.13M | 1.9% |
| Resolute Holdings Management | 48,165 | US$6.96M | 1.9% |
| Solaris Energy Infrastructure, Inc. | 64,796 | US$5.21M | 1.4% |
| Mayville Engineering Company, Inc. | 137K | US$5.12M | 1.4% |
| Magnite, Inc. | 218K | US$4.13M | 1.1% |
| Sharonai Holdings, Inc. | 28,685 | US$2.43M | 0.66% |
| Cronos Group Inc | 810K | US$2.25M | 0.61% |
| Mama's Creations, Inc. | 90,110 | US$1.61M | 0.44% |
| Mimedx Group, Inc | 215K | US$829K | 0.23% |
| Galaxy Digital Inc. | 168K | US$283K | 0.08% |
| Chain Bridge Bancorp, Inc. | 0 | US$0 | 0.00% |
| Flexsteel Industries, Inc. | 0 | US$0 | 0.00% |
| Identiv, Inc. | 0 | US$0 | 0.00% |
| Limbach Holdings, Inc. | 0 | US$0 | 0.00% |
| Lumexa Imaging Holdings, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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