§ 13F · FUND PROFILE
TradeLink Capital LLC.
AUM · $10K (13F)Positions · 25Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ZBRA | Zebra Technologies Corp | 4K | $1K | 9.7% | NEW |
| 2 | SLGN | Silgan Holdings Inc | 18K | $1K | 8.0% | NEW |
| 3 | VSEC | VSE Corp | 3K | $1K | 7.6% | NEW |
| 4 | GXO | GXO Logistics Inc | 15K | $1K | 7.6% | +50% |
| 5 | ESAB | ESAB Corp | 7K | $1K | 6.8% | NEW |
| 6 | APG | APi Group Corp | 13K | $1K | 5.5% | NEW |
| 7 | NEOG | Neogen Corp | 62K | $1K | 5.5% | +55% |
| 8 | AWI | Armstrong World Industries Inc | 3K | $0K | 4.8% | +14% |
| 9 | CODI | Compass Diversified Holdings | 46K | $0K | 4.8% | −11% |
| 10 | LPX | Louisiana-Pacific Corp | 6K | $0K | 4.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRADELINK SIGNAL
AC read
TradeLink Capital LLC is a Other fund managing $10 thousand in assets. The fund runs a focused portfolio of just 25 positions.
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