TradeLink Capital LLC: 13F holdings
CIK 16420442026Q2
| Positions | 21 |
|---|---|
| Reported value | $10.2m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ZBRA Zebra Technologies Corp | 3,798 | $1.0m | 10.0% |
| SLGN Silgan Holdings Inc | 17,630 | $818,000 | 8.0% |
| VSEC VSE Corp | 3,375 | $771,000 | 7.6% |
| GXO GXO Logistics Inc | 15,194 | $770,000 | 7.6% |
| ESAB ESAB Corp | 7,081 | $729,000 | 7.2% |
| APG APi Group Corp | 13,413 | $579,000 | 5.7% |
| NEOG Neogen Corp | 62,350 | $561,000 | 5.5% |
| CODI Compass Diversified Holdings | 45,685 | $487,000 | 4.8% |
| AWI Armstrong World Industries Inc | 3,037 | $487,000 | 4.8% |
| LPX Louisiana-Pacific Corp | 6,125 | $482,000 | 4.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1642044")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.