Pillsbury Lake Capital LLC
Annual return
—
SPY
—
Alpha
—
Invested
$221.2M
Holdings
32
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$LINC
LINCOLN EDL SVCS CORP
Q4 2025: New position (705.1k shares)
7.0%
02
$TPB
TURNING PT BRANDS INC
Q4 2025: New position (160.2k shares)
6.7%
03
$BGSI
BOYD GROUP SERVICES INC
Q4 2025: New position (79.9k shares)
5.7%
04
$BBW
BUILD-A-BEAR WORKSHOP INC
Q4 2025: New position (210.3k shares)
5.6%
05
$COMP
COMPASS INC
Q4 2025: New position (1.33M shares)
5.3%
06
$SRTA
STRATA CRITICAL MEDICAL INC
Q4 2025: New position (1.98M shares)
4.9%
07
$CRON
CRONOS GROUP INC
Q4 2025: New position (1.84M shares)
4.8%
08
$LUXE
LUXEXPERIENCE BV
Q4 2025: New position (1.51M shares)
4.3%
09
$ETON
ETON PHARMACEUTICALS INC
Held since at least Q1 2024
4.1%
10
$FLYW
FLYWIRE CORPORATION
Held since at least Q1 2024
4.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 11:59 UTC.