DOSSIER · 13F-HR · Q1 2026

Pillsbury Lake Capital LLC

$221M in tracked AUM across 32 positions as of Q1 2026.

PL
CIK 0002111915 · last filed Mar 31, 2026
Total AUM
$221M
as of Q1 2026
Holdings
32
positions
Whale Score
54
54
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Pillsbury Lake Capital LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
LINC
LINCOLN EDL SVCS CORP
$15M381K7.0%
02
TPB
TURNING PT BRANDS INC
$15M170K6.7%
03
BGSI
BOYD GROUP SERVICES INC
$13M98K5.7%
04
BBW
BUILD-A-BEAR WORKSHOP INC
$12M330K5.6%
05
COMP
COMPASS INC
$12M1.6M5.3%
06
SRTA
STRATA CRITICAL MEDICAL INC
$11M2.6M4.9%
07
CRON
CRONOS GROUP INC
$11M4.2M4.8%
08
LUXE
LUXEXPERIENCE BV
$9M1.2M4.3%
09
ETON
ETON PHARMACEUTICALS INC
$9M365K4.1%
10
FLYW
FLYWIRE CORPORATION
$9M771K4.1%

Filing history

2026Q1Mar 31
$221M 22.7%
32 positionsView →
2025Q4Dec 31
$286M
30 positionsView →