Pillsbury Lake Capital LLC — 13F holdings

Pillsbury Lake Capital LLC reported 44 holdings worth $366M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. BLZE BACKBLAZE INC — $21.2M (5.8%)
2. COMP COMPASS INC — $18.0M (4.9%)
3. LINC LINCOLN EDL SVCS CORP — $17.8M (4.9%)
4. HNI HNI CORP — $16.7M (4.6%)
5. CLH CLEAN HARBORS INC — $14.8M (4.0%)
6. ETON ETON PHARMACEUTICALS INC — $14.0M (3.8%)
7. UTI UNIVERSAL TECHNICAL INST INC — $13.8M (3.8%)
8. MSA MSA SAFETY INC — $13.4M (3.7%)
9. SLB SCHLUMBERGER LTD — $13.1M (3.6%)
10. MCFT MASTERCRAFT BOAT HLDGS INC — $12.9M (3.5%)