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Portfolio (Quarterly) Guide ↗

TradeLink Capital LLC

· CIK 0001642044
13F Portfolio $10M AUM 25 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 4 Added 3 Reduced 18 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CODI Compass Diversified Holdings Industrials 45,685.0 $487K 4.79% -6K -11.2% $10.66 +11.4%
2 VCEL Vericel Corp Healthcare 10,571.0 $470K 4.62% -12K -53.9% $44.46 -0.5%
3 CXT Crane NXT Co Industrials 6,658.0 $341K 3.35% -4K -40.1% $51.22 -6.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 55.7%
Consumer Cyclical 13.5%
Healthcare 13.2%
Technology 12.9%
Basic Materials 4.7%