Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TradeLink Capital LLC (CIK 1642044) reported $13.2M across 25 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TECH ($1.7M, 13.12%), WSO ($1.1M, 8.59%), LKQ ($792,000, 5.99%), VCEL ($770,000, 5.82%), CHWY ($704,000, 5.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TECH | Bio-Techne Corp | $1.7M | 13.12% | 20,613 | Trimmed |
| 2 | WSO | Watsco Inc | $1.1M | 8.59% | 3,057 | New |
| 3 | LKQ | LKQ Corp | $792,000 | 5.99% | 25,907 | New |
| 4 | VCEL | Vericel Corp | $770,000 | 5.82% | 22,927 | New |
| 5 | CHWY | Chewy Inc | $704,000 | 5.32% | 26,075 | New |
| 6 | ENVA | Enova International Inc | $700,000 | 5.29% | 4,954 | Added |
| 7 | WEX | WEX Inc | $656,000 | 4.96% | 4,104 | New |
| 8 | GPC | Genuine Parts Co | $650,000 | 4.91% | 5,952 | New |
| 9 | GXO | GXO Logistics Inc | $553,000 | 4.18% | 10,155 | Added |
| 10 | SMG | Scotts Miracle-Gro Co | $500,000 | 3.78% | 8,209 | Added |
| 11 | RVTY | Revvity Inc | $483,000 | 3.65% | 5,351 | New |
| 12 | HLIO | Helios Technologies Inc | $454,000 | 3.43% | 7,013 | New |
| 13 | CR | Crane NXT Co | $451,000 | 3.41% | 11,111 | New |
| 14 | AWI | Armstrong World Industries Inc | $438,000 | 3.31% | 2,659 | New |
| 15 | ONTO | Onto Innovation Inc | $406,000 | 3.07% | 1,979 | New |
| 16 | CODI | Compass Diversified Holdings | $404,000 | 3.05% | 51,444 | Added |
| 17 | NEOG | Neogen Corp | $372,000 | 2.81% | 40,099 | New |
| 18 | IRM | Iron Mountain Inc | $315,000 | 2.38% | 3,083 | New |
| 19 | ARW | Arrow Electronics Inc | $309,000 | 2.34% | 2,119 | New |
| 20 | FFIV | F5 Inc | $308,000 | 2.33% | 1,066 | New |
| 21 | JBL | Jabil Circuit Inc | $252,000 | 1.90% | 950 | New |
| 22 | CRS | Carpenter Technology Corp | $246,000 | 1.86% | 623 | New |
| 23 | MTX | Minerals Technologies Inc | $243,000 | 1.84% | 3,429 | New |
| 24 | HURN | Huron Consulting Group Inc | $206,000 | 1.56% | 1,612 | Trimmed |
| 25 | ACVA | Acv Auctions Inc | $147,000 | 1.11% | 34,562 | Added |
Source: SEC Form 13F filings · as of 2026-03-31