Q1 2026 · 13F-HR
Nine Ten Capital Management LLCholdings as filed
Filed 2026-05-15 · accession 0001420506-26-001037
$314.8M
Reported value
8
Positions
2026-03-31
Period end
The Brief · Nine Ten Capital Management LLC · Q1 2026
AI · grounded in 13F
Nine Ten Capital Management LLC increased its stake in AGYS by 79.93%. The fund also accumulated shares in SNEX by 45.91% and CLBT by 38.88%. Conversely, the manager trimmed its position in IRMD by 21.94%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 20459V105 | GPGI | GPGI INC | $49.7M | 15.8% | 2,904,544 | Common | SOLE |
| M2197Q107 | CLBT | CELLEBRITE DI LTD | $47.5M | 15.1% | 3,443,875 | Common | SOLE |
| 861896108 | SNEX | STONEX GROUP INC | $46.8M | 14.9% | 579,979 | Common | SOLE |
| 00847J105 | AGYS | AGILYSYS INC | $46.5M | 14.8% | 653,591 | Common | SOLE |
| 55955D100 | MGNI | MAGNITE INC | $41.4M | 13.1% | 3,481,283 | Common | SOLE |
| 974250102 | WINA | WINMARK CORP | $35.8M | 11.4% | 83,671 | Common | SOLE |
| 46266A109 | IRMD | IRADIMED CORP | $32.2M | 10.2% | 334,488 | Common | SOLE |
| 76134H101 | RHLD | RESOLUTE HLDGS MGMT INC | $15.1M | 4.79% | 92,980 | 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.