Investor
TradeLink Capital LLC
CIK 0001642044 · filed 2026-05-13 · SEC filing
13F book
$13.2K
Positions
25
18 new · 20 sold
Largest name
13.1%
Bio-Techne Corp · TECH
Est. mark
$431
Price effect on 7 names still held. Flow $301.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Bio-Techne Corp | TECH | 20.6K | $1.74K | 13.1% | $524 | Cut$513 |
| Watsco Inc | — | 3.06K | $1.14K | 8.6% | — | New |
| Lkq Corp | LKQ | 25.9K | $792 | 6.0% | — | New |
| Vericel Corp | VCEL | 22.9K | $770 | 5.8% | — | New |
| Chewy, Inc. | CHWY | 26.1K | $704 | 5.3% | — | New |
| Enova Intl Inc | — | 4.95K | $700 | 5.3% | −$30 | Added$402 |
| WEX Inc. | WEX | 4.1K | $656 | 5.0% | — | New |
| Genuine Parts Co | GPC | 5.95K | $650 | 4.9% | — | New |
| GXO Logistics, Inc. | GXO | 10.2K | $553 | 4.2% | $10 | Added$257 |
| Scotts Miracle-Gro Co | SMG | 8.21K | $500 | 3.8% | $11 | Added$265 |
| Revvity, Inc. | RVTY | 5.35K | $483 | 3.6% | — | New |
| Helios Technologies, Inc. | HLIO | 7.01K | $454 | 3.4% | — | New |
| Crane NXT, Co. | CXT | 11.1K | $451 | 3.4% | — | New |
| Armstrong World Inds Inc New | — | 2.66K | $438 | 3.3% | — | New |
| Onto Innovation Inc. | ONTO | 1.98K | $406 | 3.1% | — | New |
| Compass Diversified | — | 51.4K | $404 | 3.1% | $86 | Added$269 |
| Neogen Corp | NEOG | 40.1K | $372 | 2.8% | — | New |
| Iron Mtn Inc Del | — | 3.08K | $315 | 2.4% | — | New |
| Arrow Electrs Inc | — | 2.12K | $309 | 2.3% | — | New |
| F5, Inc. | FFIV | 1.07K | $308 | 2.3% | — | New |
| Jabil Inc | JBL | 950 | $252 | 1.9% | — | New |
| Carpenter Technology Corp | CRS | 623 | $246 | 1.9% | — | New |
| Minerals Technologies Inc | MTX | 3.43K | $243 | 1.8% | — | New |
| Huron Consulting Group Inc. | HURN | 1.61K | $206 | 1.6% | −$73 | Cut−$181 |
| ACV Auctions Inc. | ACVA | 34.6K | $147 | 1.1% | −$97 | Added−$60 |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.