TRADELINK CAPITAL LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CODI | 51K | $404.00K |
 | NEOG | 40K | $372.00K |
 | ACVA | 35K | $147.00K |
 | CHWY | 26K | $704.00K |
 | LKQ | 26K | $792.00K |
 | VCEL | 23K | $770.00K |
 | TECH | 21K | $1.74M |
 | CXT | 11K | $451.00K |
 | GXO | 10K | $553.00K |
 | SMG | 8K | $500.00K |
 | HLIO | 7K | $454.00K |
 | GPC | 6K | $650.00K |
 | ENVA | 5K | $700.00K |
 | WEX | 4K | $656.00K |
 | MTX | 3K | $243.00K |
 | IRM | 3K | $315.00K |
 | WSO | 3K | $1.14M |
 | AWI | 3K | $438.00K |
 | ARW | 2K | $309.00K |
 | ONTO | 2K | $406.00K |
Compass Diversified
CODI
Shares Held
51K
Value
$404.00K
Neogen Corporation
NEOG
Shares Held
40K
Value
$372.00K
ACV Auctions Inc.
ACVA
Shares Held
35K
Value
$147.00K
Chewy, Inc.
CHWY
Shares Held
26K
Value
$704.00K
LKQ Corporation
LKQ
Shares Held
26K
Value
$792.00K
Vericel Corporation
VCEL
Shares Held
23K
Value
$770.00K
Bio-Techne Corporation
TECH
Shares Held
21K
Value
$1.74M
Crane NXT, Co.
CXT
Shares Held
11K
Value
$451.00K
GXO Logistics, Inc.
GXO
Shares Held
10K
Value
$553.00K
The Scotts Miracle-Gro Company
SMG
Shares Held
8K
Value
$500.00K
Helios Technologies, Inc.
HLIO
Shares Held
7K
Value
$454.00K
Genuine Parts Company
GPC
Shares Held
6K
Value
$650.00K
Enova International, Inc.
ENVA
Shares Held
5K
Value
$700.00K
WEX Inc.
WEX
Shares Held
4K
Value
$656.00K
Minerals Technologies Inc.
MTX
Shares Held
3K
Value
$243.00K
Iron Mountain Incorporated
IRM
Shares Held
3K
Value
$315.00K
Watsco, Inc.
WSO
Shares Held
3K
Value
$1.14M
Armstrong World Industries, Inc.
AWI
Shares Held
3K
Value
$438.00K
Arrow Electronics, Inc.
ARW
Shares Held
2K
Value
$309.00K
Onto Innovation Inc.
ONTO
Shares Held
2K
Value
$406.00K