account_balance
Investment manager · 13F filer · SEC CIK 2111915
Pillsbury Lake Capital LLC
Reported value$364Mas of Jun 30, 2026
Positions38 15 new, 8 sold out
Top 10 weight42.7%BLZE alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
BLZEBackblaze Inc
5.8%Trimmed −32%
COMPCompass Inc
4.9%Trimmed −9%
LINCLincoln Edl SVCS Corp
4.9%Trimmed −6%
HNIHni Corp
4.6%Added +87%
CLHClean Harbors Inc
4.1%Added +116%
ETONEton Pharmaceuticals Inc
3.8%Added +6%
UTIUniversal Technical Inst Inc
3.8%Added +46%
MSAMsa Safety Inc
3.7%New
SLBSLB Limited
3.6%New
MCFTMastercraft Boat Hldgs Inc
3.5%New
CVCOCavco Inds Inc
3.2%Added +19%
SRTAStrata Critical Medical Inc
3.1%Trimmed −17%
BLZEBackblaze Inc
5.8%Trimmed −32%
COMP4.9%LINC4.9%HNIHni Corp
4.6%Added +87%
CLHClean Harbors Inc
4.1%Added +116%
ETONEton Pharmaceuticals Inc
3.8%Added +6%
UTI3.8%MSA3.7%SLB3.6%MCFT3.5%CVCO3.2%SRTA3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BLZE Backblaze Inc 5.8% Trimmed −32%COMP Compass Inc 4.9% Trimmed −9%LINC Lincoln Edl SVCS Corp 4.9% Trimmed −6%HNI Hni Corp 4.6% Added +87%CLH Clean Harbors Inc 4.1% Added +116%ETON Eton Pharmaceuticals Inc 3.8% Added +6%UTI Universal Technical Inst Inc 3.8% Added +46%MSA Msa Safety Inc 3.7% NewSLB SLB Limited 3.6% NewMCFT Mastercraft Boat Hldgs Inc 3.5% NewCVCO Cavco Inds Inc 3.2% Added +19%SRTA Strata Critical Medical Inc 3.1% Trimmed −17%
What changed