account_balance
Investment manager · 13F filer · SEC CIK 1642044
TradeLink Capital LLC
Reported value$13Mas of Sep 30, 2026
Positions32 19 new, 8 sold out
Top 10 weight60.7%GXO alone is 8%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GXOGXO Logistics, Inc.
8.0%Added +54%
ESABESAB Corp
7.6%Added +112%
APGAPi Group Corp
6.9%Added +73%
GGGGraco Inc
6.7%Added +209%
OSKOshkosh Corp
6.1%New
MIDDMiddleby Corp
5.6%New
NEOGNeogen Corp
5.4%Trimmed −13%
LPXLouisiana-Pacific Corp
5.1%Added +68%
CECOCeco Environmental Corp
4.9%New
VSECVSE Corp
4.4%Added +3%
CXTCrane NXT, Co.
4.3%Added +77%
RALRalliant Corp
4.1%
GXOGXO Logistics, Inc.
8.0%+54%
ESABESAB Corp
7.6%+112%
APGAPi Group Corp
6.9%
GGGGraco Inc
6.7%+209%
OSKOshkosh Corp
6.1%New
MIDDMiddleby Corp
5.6%New
NEOGNeogen Corp
5.4%
LPXLouisiana-Pacific Corp
5.1%
CECOCeco Environmental Corp
4.9%
VSECVSE Corp
4.4%
CXTCrane NXT, Co.
4.3%
RALRalliant Corp
4.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GXO GXO Logistics, Inc. 8.0% Added +54%ESAB ESAB Corp 7.6% Added +112%APG APi Group Corp 6.9% Added +73%GGG Graco Inc 6.7% Added +209%OSK Oshkosh Corp 6.1% NewMIDD Middleby Corp 5.6% NewNEOG Neogen Corp 5.4% Trimmed −13%LPX Louisiana-Pacific Corp 5.1% Added +68%CECO Ceco Environmental Corp 4.9% NewVSEC VSE Corp 4.4% Added +3%CXT Crane NXT, Co. 4.3% Added +77%RAL Ralliant Corp 4.1% New
What changed
Biggest moves since Jun 30, 2026
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