Lakeside Holding Business Summary

Lakeside Holding Ltd (LSH) is an integrated cross-border supply chain solutions provider that generates revenue through transaction-based fees for freight forwarding, consolidation, and logistics management. The company’s operations are categorized into three primary business segments: cross-border airfreight solutions—which accounts for approximately 47% of total revenue—distribution of pharmaceutical products, and cross-border ocean freight solutions. These segments provide end-to-end services including customs clearance, warehousing, and ground transportation for e-commerce and manufacturing clients across the U.S., China, and South Korea. Positioned as a specialized small-cap player in the international logistics market, Lakeside competes directly with firms such as PS International Group (PSIG), Globus Maritime (GLBS), and Performance Shipping (PSHG). Following the February 2026 divestiture of its American Bear Logistics Corp subsidiary, the company has pivoted toward a leaner operational model to enhance its competitive standing in the trans-Pacific trade corridor. Lakeside was founded in 2018 by Henry Liu and Shuai Li, who leveraged their experience in Asian-market logistics to build the firm’s cross-border infrastructure. The current executive team is led by Henry Liu (CEO) and Yang Li, who was appointed Joint CEO and Chairman of the Board in late 2025; Yang Li brings a significant technical pedigree, having previously served as CTO of Dealuse Technology and CEO of Shanghai Nanchao Technology. They are supported by President Shuai Li and CFO Long (Leo) Yi, a Certified Public Accountant who oversees the firm’s financial strategy and SEC compliance. The company’s board includes independent directors such as Janice Fang and Aik Siang Goh, while its institutional investor base features notable holdings from Geode Capital Management, The Vanguard Group, and DRW Securities.