Pillsbury Lake Capital LLC: 13F holdings
CIK 21119152026Q2
| Positions | 41 |
|---|---|
| Reported value | $366.3m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BACKBLAZE INC | 1,339,837 | $21.2m | 5.8% |
| COMP COMPASS INC | 1,459,233 | $18.0m | 4.9% |
| LINCOLN EDL SVCS CORP | 356,187 | $17.8m | 4.9% |
| HNI HNI CORP | 412,808 | $16.7m | 4.6% |
| CLH CLEAN HARBORS INC | 49,604 | $14.8m | 4.0% |
| ETON PHARMACEUTICALS INC | 387,157 | $14.0m | 3.8% |
| UNIVERSAL TECHNICAL INST INC | 321,556 | $13.8m | 3.8% |
| MSA MSA SAFETY INC | 76,963 | $13.4m | 3.7% |
| SLB SLB LIMITED | 280,748 | $13.1m | 3.6% |
| MASTERCRAFT BOAT HLDGS INC | 499,107 | $12.9m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2111915")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.