Tradelink Capital Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$13K
Q ending 2026-03-31
Prior quarter
$13K
Q ending 2025-12-31
Change
+5.9% QoQ · -18.3% YoY
Positions
25
reported holdings
Largest positions
All 25 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Bio-Techne Corp | TECH | Shares | $2K | 21K |
| Watsco Inc | WSO | Shares | $1K | 3K |
| Lkq Corp | LKQ | Shares | $792 | 26K |
| Vericel Corp | VCEL | Shares | $770 | 23K |
| Chewy Inc | CHWY | Shares | $704 | 26K |
| Enova International Inc | ENVA | Shares | $700 | 5K |
| Wex Inc | WEX | Shares | $656 | 4K |
| Genuine Parts Co | GPC | Shares | $650 | 6K |
| Gxo Logistics Inc | GXO | Shares | $553 | 10K |
| Scotts Miracle-Gro Co | SMG | Shares | $500 | 8K |
| Revvity Inc | RVTY | Shares | $483 | 5K |
| Helios Technologies Inc | HLIO | Shares | $454 | 7K |
| Crane Nxt Co | CXT | Shares | $451 | 11K |
| Armstrong World Industries Inc | AWI | Shares | $438 | 3K |
| Onto Innovation Inc | ONTO | Shares | $406 | 2K |
| Compass Diversified Holdings | CODI | Shares | $404 | 51K |
| Neogen Corp | NEOG | Shares | $372 | 40K |
| Iron Mountain Inc | IRM | Shares | $315 | 3K |
| Arrow Electronics Inc | ARW | Shares | $309 | 2K |
| F5 Inc | FFIV | Shares | $308 | 1K |
| Jabil Circuit Inc | JBL | Shares | $252 | 950 |
| Carpenter Technology Corp | CRS | Shares | $246 | 623 |
| Minerals Technologies Inc | MTX | Shares | $243 | 3K |
| Huron Consulting Group Inc | HURN | Shares | $206 | 2K |
| Acv Auctions Inc | ACVA | Shares | $147 | 35K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.