Institutional
Nine Ten Capital Management LLC
CIK 0001635236
$314.8M
Reported AUM
8
Positions
Q1 2026
Period
2026-05-15
Filed
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GPGI | GPGI INC | $13.47 | 0.97% | -3.79% | 66.62% | $49.7M | 15.78% | — | HELD |
| 2 | CLBT | CELLEBRITE DI LTD | $14.57 | -3.32% | 10.00% | 47.02% | $47.5M | 15.07% | — | HELD |
| 3 | SNEX | STONEX GROUP INC | $77.62 | 7.70% | 80.61% | 465.38% | $46.8M | 14.86% | — | HELD |
| 4 | AGYS | AGILYSYS INC | $107.65 | -5.31% | -5.29% | 91.63% | $46.5M | 14.77% | — | HELD |
| 5 | MGNI | MAGNITE INC | $19.39 | -1.72% | -11.09% | -32.01% | $41.4M | 13.14% | — | HELD |
| 6 | WINA | WINMARK CORP | $331.35 | -0.86% | -6.35% | 86.15% | $35.8M | 11.36% | — | HELD |
| 7 | IRMD | IRADIMED CORP | $95.21 | 1.01% | 45.89% | 209.83% | $32.2M | 10.23% | — | HELD |
| 8 | RHLD | RESOLUTE HLDGS MGMT INC | $126.72 | -0.17% | 219.64% | 305.01% | $15.1M | 4.79% | — | HELD |
Source: SEC EDGAR · accession 0001420506-26-001037. 13F discloses long positions only — shorts, foreign equities, and options are excluded.