PLC
LUXE

Pillsbury Lake Capital’s LuxExperience B.V. LUXE Stock Holding History

Pillsbury Lake Capital’s Portfolio LUXE Stock Details LUXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.41M Sell
1,176,568
-332,700
-22% -$2.86M 4.25% 8
2025
Q4 		$12.6M Buy
+1,509,268
New +$13.5M 4.4% 8

Other funds holding LUXE

WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
SPCM
Stoic Point Capital Management Palo Alto, California $103M AUM
NC
Nixon Capital Austin, Texas $293M AUM 19.56% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AGAM
Avalon Global Asset Management San Francisco, California $724M AUM 52.97% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
DK
DJE Kapital 82049 Pullach, Germany $4.51B AUM 49.55% 1-Year Est. Return

Pillsbury Lake Capital's LUXE Position: Q1 2026 in Review

Pillsbury Lake Capital reduced its LuxExperience B.V. (LUXE) stake by 22% in Q1 2026, selling an estimated $2.86M and leaving 1,176,568 shares worth $9.41M. The position accounts for 4.25% of the portfolio, ranked #8.

Pillsbury Lake Capital first reported a position in LUXE in Q4 2025 and has held it in 2 quarters since. The position peaked at $12.6M in Q4 2025. 53 funds tracked by Wall St. Rank hold LUXE as of Q1 2026.

  • Pillsbury Lake Capital held 1,176,568 shares of LuxExperience B.V. worth $9.41M as of Q1 2026.
  • Pillsbury Lake Capital sold 332,700 LuxExperience B.V. shares in Q1 2026, an estimated $2.86M.
  • LuxExperience B.V. made up 4.25% of Pillsbury Lake Capital's portfolio in Q1 2026, its #8 holding.
  • Pillsbury Lake Capital first reported a position in LuxExperience B.V. in Q4 2025 and has held it in 2 quarters since.
  • Pillsbury Lake Capital's LuxExperience B.V. position peaked at $12.6M in Q4 2025.
  • 53 funds tracked by Wall St. Rank held LuxExperience B.V. as of Q1 2026.

Based on Pillsbury Lake Capital's 13F filing for Q1 2026, filed 14 May 2026.