Institutions / Pillsbury Lake Capital LLC
Pillsbury Lake Capital LLC
CIK 2111915 · Institution · as of Dec 31, 2025
Portfolio value
$245.36M
Positions
29
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 29 →
| Company | Value | % of portfolio |
|---|---|---|
| Turning Point Brands, Inc. | $17.37M | 7.1% |
| Lincoln Educational Services Corporation | $17.03M | 6.9% |
| Cavco Industries, Inc. | $15.09M | 6.2% |
| Compass, Inc. | $14.08M | 5.7% |
| Build-a-Bear Workshop, Inc. | $12.89M | 5.3% |
| Boyd Group Services Inc | $12.74M | 5.2% |
| LuxExperience B.V.LUXE | $12.60M | 5.1% |
| GPGI, Inc. ("Issuer") (formerly, CompoSecure, Inc.) | $11.88M | 4.8% |
| PDF Solutions, Inc. | $10.73M | 4.4% |
| NCR Atleos Corp | $10.22M | 4.2% |
| Strata Critical Medical, Inc. ("Issuer") | $9.52M | 3.9% |
| Criteo S.A. | $9.49M | 3.9% |
| Magnite, Inc. | $9.47M | 3.9% |
| Hni Corp | $8.88M | 3.6% |
| Kilroy Realty Corp | $8.36M | 3.4% |
| Backblaze, Inc. | $8.06M | 3.3% |
| Kura Sushi USA, Inc. | $8.04M | 3.3% |
| Mamas Creations Inc | $6.65M | 2.7% |
| Southeast Airport GroupASR | $6.48M | 2.6% |
| Joint Stock Co Kaspi.kzKSPI | $6.34M | 2.6% |
| BrightView Holdings, Inc. | $6.21M | 2.5% |
| Clean Harbors Inc | $5.29M | 2.2% |
| Cronos Group Inc.CRON | $4.84M | 2.0% |
| Identiv, Inc. | $3.63M | 1.5% |
| Pinterest, Inc. | $3.58M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.