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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
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CVSA Covista Inc Consumer Cyclical 1,849.0 $231K 2.27% NEW $124.93 +5.2%
Page 2 of 2  ·  21 positions

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%