TRADELINK CAPITAL LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CODI | 28K | $135.00K |
 | ACVA | 26K | $207.00K |
 | TECH | 21K | $1.22M |
 | DV | 18K | $207.00K |
 | WMT | 18K | $1.98M |
 | COHU | 17K | $393.00K |
 | MNRO | 14K | $282.00K |
 | ALIT | 13K | $25.00K |
 | CSGP | 11K | $764.00K |
 | MSM | 10K | $841.00K |
 | BLKB | 6K | $382.00K |
 | GXO | 6K | $296.00K |
 | ASGN | 5K | $239.00K |
 | MCHP | 4K | $285.00K |
 | SMG | 4K | $235.00K |
 | GLOB | 4K | $251.00K |
 | KFY | 4K | $238.00K |
 | ICFI | 3K | $296.00K |
 | PANW | 3K | $479.00K |
 | SITE | 2K | $295.00K |
Compass Diversified
CODI
Shares Held
28K
Value
$135.00K
ACV Auctions Inc.
ACVA
Shares Held
26K
Value
$207.00K
Bio-Techne Corporation
TECH
Shares Held
21K
Value
$1.22M
DoubleVerify Holdings, Inc.
DV
Shares Held
18K
Value
$207.00K
Walmart Inc.
WMT
Shares Held
18K
Value
$1.98M
Cohu, Inc.
COHU
Shares Held
17K
Value
$393.00K
Monro, Inc.
MNRO
Shares Held
14K
Value
$282.00K
Alight, Inc.
ALIT
Shares Held
13K
Value
$25.00K
CoStar Group, Inc.
CSGP
Shares Held
11K
Value
$764.00K
MSC Industrial Direct Co., Inc.
MSM
Shares Held
10K
Value
$841.00K
Blackbaud, Inc.
BLKB
Shares Held
6K
Value
$382.00K
GXO Logistics, Inc.
GXO
Shares Held
6K
Value
$296.00K
ASGN Incorporated
ASGN
Shares Held
5K
Value
$239.00K
Microchip Technology Incorporated
MCHP
Shares Held
4K
Value
$285.00K
The Scotts Miracle-Gro Company
SMG
Shares Held
4K
Value
$235.00K
Globant S.A.
GLOB
Shares Held
4K
Value
$251.00K
Korn Ferry
KFY
Shares Held
4K
Value
$238.00K
ICF International, Inc.
ICFI
Shares Held
3K
Value
$296.00K
Palo Alto Networks, Inc.
PANW
Shares Held
3K
Value
$479.00K
SiteOne Landscape Supply, Inc.
SITE
Shares Held
2K
Value
$295.00K