StockDriftsStockDriftsTop 31 Pillsbury Lake Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LINC | LINCOLN EDL SVCS CORP | 7.01% | 380.6K | $15.5M | -46.03%(-324.54K) | $23.82(+119.64%) | 2026-03-31 | |
| TPB | TURNING PT BRANDS INC | 6.69% | 170.1K | $14.8M | +6.13%(+9.82K) | $103.28(-16.79%) | 2026-03-31 | |
| BGSI | BOYD GROUP SERVICES INC | 5.68% | 98.3K | $12.5M | +22.90%(+18.31K) | $156.37(-37.80%) | 2026-03-31 | |
| BBW | BUILD-A-BEAR WORKSHOP INC | 5.6% | 330.1K | $12.4M | +56.94%(+119.77K) | $58.20(-45.88%) | 2026-03-31 | |
| COMP | COMPASS INC | 5.31% | 1.60M | $11.7M | +20.28%(+270.22K) | $9.24(+36.59%) | 2026-03-31 | |
| SRTA | STRATA CRITICAL MEDICAL INC | 4.93% | 2.60M | $10.9M | +31.62%(+625.54K) | $4.83(+12.02%) | 2026-03-31 | |
| CRON | CRONOS GROUP INC | 4.8% | 4.22M | $10.6M | +129.64%(+2.38M) | $2.63(+8.80%) | 2026-03-31 | |
| LUXE | LUXEXPERIENCE BV | 4.26% | 1.18M | $9.4M | -22.04%(-332.70K) | $8.43(-4.69%) | 2026-03-31 | |
| ETON | ETON PHARMACEUTICALS INC | 4.08% | 365.0K | $9.0M | new | $20.80(+80.33%) | 2026-03-31 | |
| FLYW | FLYWIRE CORPORATION | 4.07% | 771.4K | $9.0M | new | $12.90(+45.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -21.52% | -51.67% |
| Top 20 Holdings Unweighted | -22.52% | -53.49% |
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