TradeLink Capital as of March 31, 2026
Portfolio Holdings for TradeLink Capital
TradeLink Capital holds 25 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Watsco, Incorporated (WSO) | 9.0 | $1.1M | 3.1k | 363.73 | |
| Bio-techne Corporation (TECH) | 8.7 | $1.1M | 21k | 52.25 | |
| LKQ Corporation (LKQ) | 6.2 | $761k | 26k | 29.36 | |
| Vericel (VCEL) | 6.0 | $738k | 23k | 32.17 | |
| Chewy Inc cl a (CHWY) | 5.7 | $704k | 26k | 27.00 | |
| Enova Intl (ENVA) | 5.4 | $673k | 5.0k | 135.75 | |
| Genuine Parts Company (GPC) | 5.1 | $629k | 6.0k | 105.71 | |
| Wright Express (WEX) | 5.1 | $628k | 4.1k | 152.98 | |
| GXO Logistics (GXO) | 4.3 | $526k | 10k | 51.80 | |
| Scotts Miracle-Gro Company (SMG) | 4.0 | $500k | 8.2k | 60.91 | |
| PerkinElmer (RVTY) | 3.8 | $469k | 5.4k | 87.66 | |
| Helios Technologies (HLIO) | 3.7 | $454k | 7.0k | 64.74 | |
| Crane Holdings (CXT) | 3.6 | $451k | 11k | 40.59 | |
| Armstrong World Industries (AWI) | 3.5 | $438k | 2.7k | 164.72 | |
| Onto Innovation (ONTO) | 3.3 | $406k | 2.0k | 205.15 | |
| Compass Diversified Holdings (CODI) | 3.3 | $404k | 51k | 7.85 | |
| Neogen Corporation (NEOG) | 3.0 | $372k | 40k | 9.28 | |
| Iron Mountain (IRM) | 2.5 | $315k | 3.1k | 102.17 | |
| Arrow Electronics (ARW) | 2.5 | $309k | 2.1k | 145.82 | |
| F5 Networks (FFIV) | 2.5 | $308k | 1.1k | 288.93 | |
| Jabil Circuit (JBL) | 2.0 | $252k | 950.00 | 265.26 | |
| Carpenter Technology Corporation (CRS) | 2.0 | $246k | 623.00 | 394.86 | |
| Minerals Technologies (MTX) | 2.0 | $243k | 3.4k | 70.87 | |
| Huron Consulting (HURN) | 1.7 | $206k | 1.6k | 127.79 | |
| Acva (ACVA) | 1.2 | $147k | 35k | 4.25 |
