DOSSIER · 13F-HR · Q2 2026

Pillsbury Lake Capital LLC

$366M in tracked AUM across 44 positions as of Q2 2026.

PL
CIK 0002111915 · last filed Jun 30, 2026
Total AUM
$366M
as of Q2 2026
Holdings
44
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Pillsbury Lake Capital LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BLZE
BACKBLAZE INC
$21M1.3M5.8%
02
COMP
COMPASS INC
$18M1.5M4.9%
03
LINC
LINCOLN EDL SVCS CORP
$18M356K4.9%
04
HNI
HNI CORP
$17M413K4.6%
05
CLH
CLEAN HARBORS INC
$15M50K4.0%
06
ETON
ETON PHARMACEUTICALS INC
$14M387K3.8%
07
UTI
UNIVERSAL TECHNICAL INST INC
$14M322K3.8%
08
MSA
MSA SAFETY INC
$13M77K3.7%
09
SLB
SLB LIMITED
$13M281K3.6%
10
MCFT
MASTERCRAFT BOAT HLDGS INC
$13M499K3.5%

Filing history

2026Q2Jun 30
$366M 65.6%
44 positionsView →
2026Q1Mar 31
$221M 22.7%
32 positionsView →
2025Q4Dec 31
$286M
30 positionsView →