TradeLink Capital LLC
Net seller this quarter
$10.2M
21
-$4.94M
65.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ZBRA | $1.02M | 10.01% | 0.01% | Not reported | Q2 2024 |
 SLGN | $818K | 8.04% | 0.02% | Not reported | Q1 2024 |
 VSEC | $771K | 7.58% | 0.01% | New | Q2 2026 |
 GXO | $770K | 7.57% | 0.01% | +49.6% | Q4 2025 |
 ESAB | $729K | 7.16% | 0.01% | New | Q2 2026 |
 APG | $579K | 5.69% | 0.00% | Not reported | Q1 2025 |
 NEOG | $561K | 5.51% | 0.03% | +55.5% | Q1 2026 |
 AWI | $487K | 4.79% | 0.01% | +14.2% | Q1 2025 |
 CODI | $487K | 4.79% | 0.06% | -11.2% | Q4 2025 |
 LPX | $482K | 4.74% | 0.01% | New | Q2 2026 |
 VCEL | $470K | 4.62% | 0.02% | -53.9% | Q1 2026 |
 CXT | $341K | 3.35% | 0.01% | -40.1% | Q1 2026 |
 ROCK | $326K | 3.20% | 0.02% | New | Q2 2026 |
 ACVA | $323K | 3.17% | 0.03% | +30.2% | Q3 2025 |
 CWST | $316K | 3.11% | Not reported | Not reported | Q4 2024 |
 CLH | $312K | 3.07% | 0.00% | Not reported | Q2 2024 |
 MMSI | $309K | 3.04% | 0.01% | New | Q2 2026 |
 EXLS | $292K | 2.87% | 0.01% | Not reported | Q2 2024 |
 GGG | $276K | 2.71% | 0.00% | New | Q2 2026 |
 MSM | $276K | 2.71% | 0.00% | Not reported | Q1 2025 |
 CVSA | $231K | 2.27% | 0.01% | Not reported | Q4 2023 |
| Q1 2026 | |||||
 TECH | $1.74K | 13.12% | 0.01% | -0.9% | Q4 2025 |
 WSO | $1.14K | 8.59% | Not reported | New | Q1 2026 |
 LKQ | $792 | 5.99% | 0.01% | New | Q1 2026 |
| VCEL | $770 | 5.82% | 0.04% | New | Q1 2026 |
 CHWY | $704 | 5.32% | 26075.00% | New | Q1 2026 |
 ENVA | $700 | 5.29% | 0.02% | +161.6% | Q4 2025 |
 WEX | $656 | 4.96% | 0.01% | New | Q1 2026 |
 GPC | $650 | 4.91% | 0.00% | New | Q1 2026 |
| GXO | $553 | 4.18% | 0.01% | +80.7% | Q4 2025 |
 SMG | $500 | 3.78% | 0.01% | +103.6% | Q4 2025 |
 RVTY | $483 | 3.65% | 0.00% | New | Q1 2026 |
 HLIO | $454 | 3.43% | 0.02% | New | Q1 2026 |
| CXT | $451 | 3.41% | 0.02% | New | Q1 2026 |
| AWI | $438 | 3.31% | 0.01% | Not reported | Q1 2025 |
 ONTO | $406 | 3.07% | 0.00% | Not reported | Q3 2025 |
| CODI | $404 | 3.05% | 0.07% | +82.6% | Q4 2025 |
| NEOG | $372 | 2.81% | 0.02% | New | Q1 2026 |
 IRM | $315 | 2.38% | 0.00% | New | Q1 2026 |
 ARW | $309 | 2.34% | 0.00% | Not reported | Q1 2015 |
 FFIV | $308 | 2.33% | 0.00% | New | Q1 2026 |
 JBL | $252 | 1.90% | 0.00% | Not reported | Q1 2015 |
 CRS | $246 | 1.86% | 0.00% | New | Q1 2026 |
 MTX | $243 | 1.84% | 0.01% | Not reported | Q2 2025 |
 HURN | $206 | 1.56% | 0.01% | -28.0% | Q2 2024 |
| ACVA | $147 | 1.11% | 0.02% | +34.2% | Q3 2025 |
| Q4 2025 | |||||
 WMT | $1.98M | 15.82% | 0.00% | Not reported | Q2 2024 |
| TECH | $1.22M | 9.78% | 0.01% | New | Q4 2025 |
| MSM | $841K | 6.73% | 0.02% | +51.2% | Q1 2025 |
 MDY | $784K | 6.27% | Not reported | +42.9% | Q3 2025 |
 CSGP | $764K | 6.11% | 0.00% | Not reported | Q2 2025 |
 CLS | $508K | 4.06% | 0.00% | Not reported | Q4 2024 |
 PANW | $479K | 3.83% | 0.00% | New | Q4 2025 |
 COHU | $393K | 3.14% | 0.03% | New | Q4 2025 |
| HURN | $387K | 3.10% | 0.01% | -50.7% | Q2 2024 |
 BLKB | $382K | 3.06% | 0.01% | -44.6% | Q3 2025 |
 NDSN | $305K | 2.44% | 0.00% | New | Q4 2025 |
 WMS | $303K | 2.42% | 0.00% | -43.1% | Q3 2025 |
| ENVA | $298K | 2.38% | 0.01% | New | Q4 2025 |
| GXO | $296K | 2.37% | 0.00% | New | Q4 2025 |
 ICFI | $296K | 2.37% | 0.02% | New | Q4 2025 |
 SITE | $295K | 2.36% | 0.01% | New | Q4 2025 |
 MCHP | $285K | 2.28% | 0.00% | Not reported | Q2 2016 |
 MNRO | $282K | 2.26% | 0.05% | +12.1% | Q1 2025 |
 GLOB | $251K | 2.01% | 0.01% | New | Q4 2025 |
 EFOR | $239K | 1.91% | 0.01% | -9.2% | Q3 2025 |
 KFY | $238K | 1.90% | 0.01% | New | Q4 2025 |
| SMG | $235K | 1.88% | 0.01% | New | Q4 2025 |
 DV | $207K | 1.66% | 0.01% | +10124.3% | Q2 2025 |
| ACVA | $207K | 1.66% | 0.01% | -15.8% | Q3 2025 |
| CODI | $135K | 1.08% | 0.04% | New | Q4 2025 |
 ALIT | $25K | 0.20% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
 HOOD | $1.17M | 8.40% | 0.00% | New | Q3 2025 |
 G | $1.05M | 7.55% | 0.01% | Not reported | Q1 2015 |
 WLY | $959K | 6.89% | 0.04% | -3.9% | Q2 2015 |
 MIDD | $847K | 6.09% | 0.01% | New | Q3 2025 |
| BLKB | $700K | 5.03% | 0.02% | New | Q3 2025 |
 LRN | $666K | 4.79% | 0.01% | Not reported | Q4 2023 |
| HURN | $666K | 4.79% | 0.03% | +132.8% | Q2 2024 |
| MSM | $610K | 4.38% | 0.01% | -16.8% | Q1 2025 |
| MDY | $542K | 3.90% | Not reported | New | Q3 2025 |
| WMS | $510K | 3.67% | 0.01% | New | Q3 2025 |
| EFOR | $508K | 3.65% | 0.01% | New | Q3 2025 |
 IESC | $502K | 3.61% | 0.01% | New | Q3 2025 |
| HI | $476K | 3.42% | 0.03% | New | Q3 2025 |
 ESI | $470K | 3.38% | 0.01% | -10.8% | Q2 2025 |
| MTX | $441K | 3.17% | 0.00% | -99.5% | Q2 2025 |
 CGNX | $399K | 2.87% | 0.00% | New | Q3 2025 |
 ST | $373K | 2.68% | 0.01% | -15.0% | Q1 2017 |
 OPLN | $370K | 2.66% | 0.01% | -19.4% | Q2 2025 |
 VECO | $366K | 2.63% | 0.02% | -17.5% | Q2 2025 |
| ACVA | $303K | 2.18% | 0.02% | New | Q3 2025 |
 DNOW | $241K | 1.73% | 0.02% | New | Q3 2025 |
 TTMI | $226K | 1.62% | 0.00% | New | Q3 2025 |
| MNRO | $226K | 1.62% | 0.04% | Not reported | Q1 2025 |
 SON | $224K | 1.61% | 0.00% | Not reported | Q2 2016 |
| OLLI | $217K | 1.56% | 0.00% | New | Q3 2025 |
 AMBA | $217K | 1.56% | 0.01% | Not reported | Q2 2024 |
| ONTO | $212K | 1.52% | 0.00% | New | Q3 2025 |
| DV | $212K | 1.52% | 0.00% | -99.6% | Q2 2025 |
 ATRO | $209K | 1.50% | 0.01% | New | Q3 2025 |