TradeLink Capital LLC — 13F holdings

TradeLink Capital LLC reported 25 holdings worth $10.2M in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

1. ZBRA ZEBRA TECHNOLOGIES CORPORATI — $1.02M (10.0%)
2. SLGN SILGAN HLDGS INC — $818K (8.0%)
3. VSEC VSE CORP — $771K (7.6%)
4. GXO GXO LOGISTICS INCORPORATED — $770K (7.6%)
5. ESAB ESAB CORPORATION — $729K (7.2%)
6. APG API GROUP CORP — $579K (5.7%)
7. NEOG NEOGEN CORP — $561K (5.5%)
8. AWI ARMSTRONG WORLD INDS INC NEW — $487K (4.8%)
9. CODI COMPASS DIVERSIFIED — $487K (4.8%)
10. LPX LOUISIANA PAC CORP — $482K (4.7%)