Holdings
Pillsbury Lake Capital LLC
As of Jun 30, 2026, Pillsbury Lake Capital LLC reported 33 positions worth US$319M. Largest: Backblaze, Inc., Compass, Inc. and Lincoln Educational Services Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Backblaze, Inc. | 1.34M | US$21.2M | −621K | Jun 30, 2026 |
| Compass, Inc. | 1.46M | US$18M | −143K | Jun 30, 2026 |
| Lincoln Educational Services Corporation | 356K | US$17.8M | −24,381 | Jun 30, 2026 |
| Hni Corporation | 413K | US$16.7M | +192K | Jun 30, 2026 |
| Clean Harbors, Inc. | 49,604 | US$14.8M | +26,687 | Jun 30, 2026 |
| Eton Pharmaceuticals, Inc. | 387K | US$14M | +22,203 | Jun 30, 2026 |
| Universal Technical Institute Inc | 322K | US$13.8M | +102K | Jun 30, 2026 |
| Msa Safety Incorporated | 76,963 | US$13.4M | new | Jun 30, 2026 |
| Mastercraft Boat Holdings, Inc. | 499K | US$12.9M | new | Jun 30, 2026 |
| Cavco Industries, Inc. | 18,772 | US$11.5M | +2,998 | Jun 30, 2026 |