Long-term investor
Pillsbury Lake Capital LLC @pillsburylakecapitalllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002111915).
Record
- Tracked since 2025-12-31 (250 days), 76 trades recorded
- Returns: week n/a · month n/a · 90 days +10.7% · 6 months n/a · 1 year n/a · all -2.2%
- Max drawdown n/a · win rate 6% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BLZE · 5.8% · long · since 2025-12-31
- COMP · 4.9% · long · since 2025-12-31
- LINC · 4.9% · long · since 2025-12-31
- HNI · 4.6% · long · since 2025-12-31
- CLH · 4.0% · long · since 2025-12-31
- ETON · 3.8% · long · since 2026-03-31
- UTI · 3.8% · long · since 2026-03-31
- MSA · 3.7% · long · since 2026-06-30
- SLB · 3.6% · long · since 2026-06-30
- MCFT · 3.5% · long · since 2026-06-30
- CVCO · 3.1% · long · since 2025-12-31
- SRTA · 3.1% · long · since 2025-12-31