TradeLink Capital as of June 30, 2026
Portfolio Holdings for TradeLink Capital
TradeLink Capital holds 21 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zebra Technologies (ZBRA) | 9.9 | $1000k | 3.8k | 263.20 | |
| Silgan Holdings (SLGN) | 8.1 | $818k | 18k | 46.40 | |
| VSE Corporation (VSEC) | 7.6 | $771k | 3.4k | 228.44 | |
| GXO Logistics (GXO) | 7.6 | $770k | 15k | 50.68 | |
| Esab Corporation (ESAB) | 6.9 | $698k | 7.1k | 98.53 | |
| Api Group Corp (APG) | 5.6 | $568k | 13k | 42.35 | |
| Neogen Corporation (NEOG) | 5.6 | $561k | 62k | 9.00 | |
| Compass Diversified Holdings (CODI) | 4.8 | $487k | 46k | 10.66 | |
| Armstrong World Industries (AWI) | 4.8 | $487k | 3.0k | 160.36 | |
| Louisiana-Pacific Corporation (LPX) | 4.8 | $482k | 6.1k | 78.69 | |
| Vericel (VCEL) | 4.6 | $470k | 11k | 44.46 | |
| Crane Holdings (CXT) | 3.4 | $341k | 6.7k | 51.22 | |
| Gibraltar Industries (ROCK) | 3.2 | $326k | 7.2k | 45.06 | |
| Acva (ACVA) | 3.2 | $323k | 45k | 7.18 | |
| Casella Waste Systems (CWST) | 3.1 | $316k | 3.3k | 96.81 | |
| Clean Harbors (CLH) | 3.1 | $312k | 1.0k | 299.14 | |
| Merit Medical Systems (MMSI) | 3.1 | $309k | 4.5k | 69.24 | |
| ExlService Holdings (EXLS) | 2.8 | $287k | 11k | 25.83 | |
| MSC Industrial Direct (MSM) | 2.7 | $276k | 2.3k | 118.76 | |
| Gra (GGG) | 2.7 | $276k | 3.7k | 75.58 | |
| Adtalem Global Ed (CVSA) | 2.3 | $231k | 1.8k | 124.93 |
