Q2 2023 · 13F-HR
Nine Ten Capital Management LLCholdings as filed
Filed 2023-08-14 · accession 0001420506-23-001604
$297.8M
Reported value
10
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 861896108 | SNEX | STONEX GROUP INC | $63.3M | 21.3% | 762,416 | Common | SOLE |
| 00847J105 | AGYS | AGILYSYS INC | $56.5M | 19.0% | 823,604 | Common | SOLE |
| 96758W101 | WOW | WIDEOPENWEST INC | $49.2M | 16.5% | 5,831,637 | Common | SOLE |
| 46266A109 | IRMD | IRADIMED CORP | $37.4M | 12.6% | 783,066 | Common | SOLE |
| 68134L109 | OLOGBX | OLO INC | $31.2M | 10.5% | 4,824,631 | Common | SOLE |
| 974250102 | WINA | WINMARK CORP | $30.1M | 10.1% | 90,675 | Common | SOLE |
| 82536T107 | SSTI | SOUNDTHINKING INC | $23.5M | 7.89% | 1,074,685 | Common | SOLE |
| M2197Q107 | CLBT | CELLEBRITE DI LTD | $3.0M | 1.00% | 414,968 | Common | SOLE |
| 353469109 | FC | FRANKLIN COVEY CO | $2.7M | 0.90% | 61,529 | Common | SOLE |
| 09062W204 | BLFS | BIOLIFE SOLUTIONS INC | $853,000 | 0.29% | 38,577 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.