0001420506-26-001006.txt : 20260514 0001420506-26-001006.hdr.sgml : 20260514 20260514155152 ACCESSION NUMBER: 0001420506-26-001006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260514 DATE AS OF CHANGE: 20260514 EFFECTIVENESS DATE: 20260514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Pillsbury Lake Capital LLC CENTRAL INDEX KEY: 0002111915 ORGANIZATION NAME: EIN: 932940000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 LEGAL ENTITY IDENTIFIER: 2549009DN02EQ1ICXP94 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-26624 FILM NUMBER: 26978429 BUSINESS ADDRESS: STREET 1: 539 9TH AVE CITY: SAN FRANCISCO STATE: CA ZIP: 94563 BUSINESS PHONE: 41529864963 MAIL ADDRESS: STREET 1: 539 9TH AVE CITY: SAN FRANCISCO STATE: CA ZIP: 94563 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002111915 XXXXXXXX 03-31-2026 03-31-2026 false Pillsbury Lake Capital LLC
539 9TH AVE SAN FRANCISCO CA 94563
13F HOLDINGS REPORT 028-26624 000328282 801-132823 N
AILEEN HENRY KAZMIEROWSKI CHIEF COMPLIANCE OFFICER (415) 298.6493 AILEEN HENRY KAZMIEROWSKI, CHIEF COMPLIANCE OFFICER SAN FRANCISCO CA 05-14-2026 0 32 221219304 false
INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR PILLSBURY LAKE CAPITAL LLC (9798) BACKBLAZE INC COM CL A 05637B105 6766426 1961283 SH SOLE 1961283 0 0 BOYD GROUP SERVICES INC COM 103310108 12543007 98256 SH SOLE 89106 0 9150 BRIGHTVIEW HLDGS INC COM 10948C107 5974583 506750 SH SOLE 506750 0 0 BUILD-A-BEAR WORKSHOP INC COM 120076104 12362320 330102 SH SOLE 299041 0 31061 CAVCO INDS INC DEL COM 149568107 7639190 15774 SH SOLE 14770 0 1004 CHAIN BRIDGE BANCORP INC CL A 15746L100 937414 26860 SH SOLE 26860 0 0 CLEAN HARBORS INC COM 184496107 6570991 22917 SH SOLE 21207 0 1710 COMPASS INC CL A 20464U100 11713025 1602329 SH SOLE 1410212 0 192117 CRITEO S A SPONS ADS 226718104 3823770 213261 SH SOLE 213261 0 0 CROCS INC COM 227046109 6627321 79828 SH SOLE 67434 0 12394 CRONOS GROUP INC COM 22717L101 10599740 4223004 SH SOLE 4223004 0 0 ETON PHARMACEUTICALS INC COM 29772L108 9007065 364954 SH SOLE 358280 0 6674 FLEXSTEEL INDS INC COM 339382103 822672 18306 SH SOLE 18306 0 0 FLYWIRE CORPORATION COM VTG 302492103 8978817 771376 SH SOLE 667508 0 103868 GPGI INC COM CL A 20459V105 1859711 108755 SH SOLE 108755 0 0 HNI CORP COM 404251100 7385901 221201 SH SOLE 221201 0 0 IDENTIV INC COM NEW 45170X205 1819131 491657 SH SOLE 491657 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 479136 1302 SH Put SOLE 1302 0 0 KURA SUSHI USA INC CL A COM 501270102 8274372 118561 SH SOLE 105194 0 13367 LIMBACH HLDGS INC COM 53263P105 4411386 56520 SH SOLE 50024 0 6496 LINCOLN EDL SVCS CORP COM 533535100 15481506 380568 SH SOLE 360698 0 19870 LISTED FDS TR HORIZON KINETICS 53656F623 4289175 129975 SH SOLE 129975 0 0 LUMEXA IMAGING HOLDINGS INC COM 550249106 7007873 814869 SH SOLE 780503 0 34366 LUXEXPERIENCE BV SPONSORED ADS 55406W103 9412544 1176568 SH SOLE 1115784 0 60784 MAMAS CREATIONS INC COM 56146T103 5347340 348588 SH SOLE 344012 0 4576 NEBIUS GROUP N.V. SHS CLASS A N97284108 1032101 9947 SH SOLE 7823 0 2124 PDF SOLUTIONS INC COM 693282105 8853550 270668 SH SOLE 262641 0 8027 SPDR SERIES TRUST STATE STREET SPD 78468R556 1523554 8379 SH SOLE 8379 0 0 STRATA CRITICAL MEDICAL INC CL A COM 092667104 10883867 2603796 SH SOLE 2380944 0 222852 TURNING PT BRANDS INC COM 90041L105 14759334 170058 SH SOLE 158700 0 11358 UNIVERSAL TECHNICAL INST INC COM 913915104 7938462 219902 SH SOLE 219902 0 0 WEALTHFRONT CORP COM 947002101 6094020 658813 SH SOLE 563666 0 95147