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Disclosery

Pillsbury Lake Capital LLC: TPB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pillsbury Lake Capital LLC on TPB, newest first. How the timeline and the estimate are built.

Pillsbury Lake Capital LLC held 125,854 TPB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,854 shares
    Change vs previous 13F -44,204 shares

    2.93% of the 13F portfolio, value $10,673,678.

    13F-HR 0001420506-26-001780 filed by Pillsbury Lake Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 170,058 shares
    Change vs previous 13F +9,817 shares

    6.69% of the 13F portfolio, value $14,759,334.

    13F-HR 0001420506-26-001006 filed by Pillsbury Lake Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 160,241 shares
    Change vs previous 13F not available

    7.08% of the 13F portfolio, value $17,370,124.

    13F-HR 0001941040-26-000191 filed by Pillsbury Lake Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).