Pillsbury Lake Capital LLC 13F 持仓 · 2026年Q2
Pillsbury Lake Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 38 只证券，申报市值合计 3.66 亿美元。前几大持仓：BLZE（5.80%）、COMP（4.91%）、LINC（4.85%）。本季前 25 大持仓中：新建仓 7 只、增持 11 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BLZE | BACKBLAZE INC | $21.2M | 5.80% | 1.3M | 减持 |
| 2 | COMP | COMPASS INC | $18.0M | 4.91% | 1.5M | 减持 |
| 3 | LINC | LINCOLN EDL SVCS CORP | $17.8M | 4.85% | 356,187 | 减持 |
| 4 | HNI | HNI CORP | $16.7M | 4.55% | 412,808 | 增持 |
| 5 | CLH | CLEAN HARBORS INC | $14.8M | 4.05% | 49,604 | 增持 |
| 6 | ETON | ETON PHARMACEUTICALS INC | $14.0M | 3.83% | 387,157 | 增持 |
| 7 | UTI | UNIVERSAL TECHNICAL INST INC | $13.8M | 3.75% | 321,556 | 增持 |
| 8 | MSA | MSA SAFETY INC | $13.4M | 3.67% | 76,963 | 新建仓 |
| 9 | SLB | SLB LIMITED | $13.1M | 3.56% | 280,748 | 新建仓 |
| 10 | MCFT | MASTERCRAFT BOAT HLDGS INC | $12.9M | 3.52% | 499,107 | 新建仓 |
| 11 | CVCO | CAVCO INDS INC DEL | $11.5M | 3.15% | 18,772 | 增持 |
| 12 | SRTA | STRATA CRITICAL MEDICAL INC | $11.4M | 3.12% | 2.2M | 减持 |
| 13 | LUXE | LUXEXPERIENCE BV | $10.9M | 2.97% | 1.5M | 增持 |
| 14 | GPGI | GPGI INC | $10.8M | 2.95% | 681,032 | 增持 |
| 15 | TPB | TURNING PT BRANDS INC | $10.8M | 2.95% | 126,169 | 减持 |
| 16 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $10.8M | 2.94% | 138,435 | 新建仓 |
| 17 | BGSI | BOYD GROUP SERVICES INC | $10.5M | 2.86% | 110,928 | 增持 |
| 18 | BBW | BUILD-A-BEAR WORKSHOP INC | $10.4M | 2.83% | 339,225 | 增持 |
| 19 | KRUS | KURA SUSHI USA INC | $10.2M | 2.78% | 176,989 | 增持 |
| 20 | CARG | CARGURUS INC | $10.1M | 2.76% | 296,864 | 新建仓 |
| 21 | WLTH | WEALTHFRONT CORP | $9.2M | 2.50% | 1.0M | 增持 |
| 22 | CROX | CROCS INC | $9.1M | 2.49% | 75,562 | 减持 |
| 23 | AIQ | GLOBAL X FDS | $8.8M | 2.41% | 129,259 | 新建仓 |
| 24 | LWAY | LIFEWAY FOODS INC | $8.7M | 2.38% | 291,709 | 新建仓 |
| 25 | PDFS | PDF SOLUTIONS INC | $8.3M | 2.28% | 117,854 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR