Vault-13

TradeLink Capital LLC

CHICAGO, IL · CIK 1642044 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

As an employer

US visa salary filings

Job titleFilingsMedianRange
Database AdministratorBall Ground, GA 1 $152,000
Software DeveloperChicago, IL 1 $144,560 $144,560 – $149,000
Database AdministatorCelina, TX 1 $130,000
Sr TraderChicago, IL 1 $125,000
Junior Quantitative DeveloperChicago, IL 1 $88,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: TRADELINK LLC, Tradelink, LLC.

$10.2m reported value -23.1% vs Q1 2026
21positions
65.9%in top 10
14 new 4 added 3 reduced 18 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ZEBRA TECHNOLOGIES CORPORATI CL A ZBRA ZBRA 3,798 $1.0m10.01% 10.01% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 3.8k
2 SILGAN HLDGS INC COM SLGN SLGN 17,630 $818.0k8.04% 8.04% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 17.6k
3 VSE CORP COM VSEC VSEC 3,375 $771.0k7.58% 7.58% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 3.4k
4 GXO LOGISTICS INCORPORATED COMMON STOCK GXO GXO 15,194 $770.0k7.57% 7.57% AddedShares held: Q3 2025 0, Q4 2025 5.6k, Q1 2026 10.2k, Q2 2026 15.2k +5.0k +5,039 49.6%
5 ESAB CORPORATION COM ESAB ESAB 7,081 $729.0k7.16% 7.16% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 7.1k
6 API GROUP CORP COM STK APG APG 13,413 $579.0k5.69% 5.69% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 13.4k
7 NEOGEN CORP COM NEOG NEOG 62,350 $561.0k5.51% 5.51% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 40.1k, Q2 2026 62.4k +22.3k +22,251 55.5%
8 ARMSTRONG WORLD INDS INC NEW COM AWI AWI 3,037 $487.0k4.79% 4.79% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 2.7k, Q2 2026 3.0k +378 +378 14.2%
9 COMPASS DIVERSIFIED SH BEN INT CODI CODI 45,685 $487.0k4.79% 4.79% ReducedShares held: Q3 2025 0, Q4 2025 28.2k, Q1 2026 51.4k, Q2 2026 45.7k -5.8k -5,759 -11.2%
10 LOUISIANA PAC CORP COM LPX LPX 6,125 $482.0k4.74% 4.74% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 6.1k
11 VERICEL CORP COM VCEL VCEL 10,571 $470.0k4.62% 4.62% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 22.9k, Q2 2026 10.6k -12.4k -12,356 -53.9%
12 CRANE NXT CO COM CXT CXT 6,658 $341.0k3.35% 3.35% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 11.1k, Q2 2026 6.7k -4.5k -4,453 -40.1%
13 GIBRALTAR INDS INC COM ROCK ROCK 7,235 $326.0k3.20% 3.20% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 7.2k
14 ACV AUCTIONS INC COM CL A COM CL A 44,982 $323.0k3.17% 3.17% AddedShares held: Q3 2025 30.6k, Q4 2025 25.8k, Q1 2026 34.6k, Q2 2026 45.0k +10.4k +10,420 30.1%
15 CASELLA WASTE SYS INC CL A CWST CWST 3,264 $316.0k3.11% 3.11% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 3.3k
16 CLEAN HARBORS INC COM CLH CLH 1,043 $312.0k3.07% 3.07% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.0k
17 MERIT MED SYS INC COM MMSI MMSI 4,463 $309.0k3.04% 3.04% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 4.5k
18 EXLSERVICE HOLDINGS INC COM EXLS EXLS 11,090 $292.0k2.87% 2.87% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 11.1k
19 GRACO INC COM GGG GGG 3,652 $276.0k2.71% 2.71% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 3.7k
20 MSC INDL DIRECT INC CL A MSM MSM 2,324 $276.0k2.71% 2.71% NewShares held: Q3 2025 6.6k, Q4 2025 10.0k, Q1 2026 0, Q2 2026 2.3k
21 ADTALEM GLOBAL ED INC COM CVSA CVSA 1,849 $231.0k2.27% 2.27% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.8k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
BIO-TECHNE CORP TECH TECH 20,613 $1.7m20.6k shares
WATSCO INC WSO WSO 3,057 $1.1m3.1k shares
LKQ CORP LKQ LKQ 25,907 $792.0k25.9k shares
CHEWY INC CHWY CHWY 26,075 $704.0k26.1k shares
ENOVA INTL INC ENVA ENVA 4,954 $700.0k5.0k shares
WEX INC WEX WEX 4,104 $656.0k4.1k shares
GENUINE PARTS CO GPC GPC 5,952 $650.0k6.0k shares
SCOTTS MIRACLE-GRO CO SMG SMG 8,209 $500.0k8.2k shares
REVVITY INC RVTY RVTY 5,351 $483.0k5.4k shares
HELIOS TECHNOLOGIES INC HLIO HLIO 7,013 $454.0k7.0k shares
ONTO INNOVATION INC ONTO ONTO 1,979 $406.0k2.0k shares
IRON MTN INC DEL IRM IRM 3,083 $315.0k3.1k shares
ARROW ELECTRS INC ARW ARW 2,119 $309.0k2.1k shares
F5 INC FFIV FFIV 1,066 $308.0k1.1k shares
JABIL INC JBL JBL 950 $252.0k950 shares
CARPENTER TECHNOLOGY CORP CRS CRS 623 $246.0k623 shares
MINERALS TECHNOLOGIES INC MTX MTX 3,429 $243.0k3.4k shares
HURON CONSULTING GROUP INC HURN HURN 1,612 $206.0k1.6k shares