StockDriftsStockDriftsTop 38 Pillsbury Lake Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BLZE | BACKBLAZE INC | 5.84% | 1.34M | $21.2M | -31.69%(-621.45K) | $6.62(+208.38%) | 2026-06-30 | |
| COMP | COMPASS INC | 4.94% | 1.46M | $18.0M | -8.93%(-143.10K) | $9.24(+44.49%) | 2026-06-30 | |
| LINC | LINCOLN EDL SVCS CORP | 4.88% | 356.2K | $17.8M | -6.41%(-24.38K) | $23.82(+26.65%) | 2026-06-30 | |
| HNI | HNI CORP | 4.58% | 412.8K | $16.7M | +86.62%(+191.61K) | $40.65(+21.44%) | 2026-06-30 | |
| CLH | CLEAN HARBORS INC | 4.07% | 49.6K | $14.8M | +116.45%(+26.69K) | $263.63(+20.67%) | 2026-06-30 | |
| ETON | ETON PHARMACEUTICALS INC | 3.85% | 387.2K | $14.0M | +6.08%(+22.20K) | $21.29(+95.18%) | 2026-06-30 | |
| UTI | UNIVERSAL TECHNICAL INST INC | 3.78% | 321.6K | $13.8M | +46.23%(+101.65K) | $33.89(-22.94%) | 2026-06-30 | |
| MSA | MSA SAFETY INC | 3.69% | 77.0K | $13.4M | new | $167.64(+13.20%) | 2026-06-30 | |
| SLB | SLB LIMITED | 3.58% | 280.7K | $13.1M | new | $49.01(+6.22%) | 2026-06-30 | |
| MCFT | MASTERCRAFT BOAT HLDGS INC | 3.54% | 499.1K | $12.9M | new | $23.20(+6.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.67% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.15% |
Pillsbury Lake Capital LLC reports $366.32M in US-listed equity holdings across 38 positions in its most recent 13F filing. Its largest disclosed positions are BLZE (5.8%), COMP (4.9%) and LINC (4.9%). The top 20 holdings account for 72.2% of reported assets. Its disclosed equity book has returned +24.67% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pillsbury Lake Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111915). View Pillsbury Lake Capital LLC’s 13F filings on SEC