Nine Ten Capital Management LLC — 13F Holdings

2026 Q1  ·  8 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Nine Ten Capital Management LLC maintained a portfolio of 8 distinct positions. They heavily accumulated shares in STONEX GROUP INC, increasing the position by 45.9%. The fund also reduced its exposure to IRADIMED CORP by 21.9%.
Position History hover any row below to update
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Nine Ten Capital Management LLC New York, NY Hedge Fund AUM $315M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
8
Quarter
2026 Q1
Top Holding
CMPO (15.8%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
CMPO
GPGI INC
Unknown 15.78% 14.77% #1 1
Prev: #2
8.5
—
485,640 20.1%
P
S
2,904,544 $49,668,000 2024 Q4 13F Filing 2026-03-31 2026-05-15
CLBT
CELLEBRITE DI L...
Technology 15.07% 14.16% #2 1
Prev: #3
8.0
—
964,148 38.9%
P
S
3,443,875 $47,457,000 2023 Q2 13F Filing 2026-03-31 2026-05-15
SNEX
STONEX GROUP IN...
Financial Services 14.86% 11.97% #3 3
Prev: #6
7.5
—
182,493 45.9%
P
S
579,979 $46,775,000 2020 Q2 13F Filing 2026-03-31 2026-05-15
AGYS
AGILYSYS INC
Technology 14.77% 13.67% #4
Prev: #4
7.5
—
290,352 79.9%
P
S
653,591 $46,496,000 2019 Q4 13F Filing 2026-03-31 2026-05-15
MGNI
MAGNITE INC
Communication Services 13.14% 15.43% #5 4
Prev: #1
6.5
—
477,700 15.9%
P
S
3,481,283 $41,358,000 2020 Q2 13F Filing 2026-03-31 2026-05-15
WINA
WINMARK CORP
Consumer Cyclical 11.36% 10.73% #6 1
Prev: #7
5.0
—
no change no change
P
S
83,671 $35,774,000 2015 Q1 13F Filing 2026-03-31 2026-05-15
IRMD
IRADIMED CORP
Healthcare 10.23% 13.20% #7 2
Prev: #5
4.0
—
-93,989 -21.9%
P
S
334,488 $32,198,000 2019 Q3 13F Filing 2026-03-31 2026-05-15
RHLD
RESOLUTE HLDGS ...
Industrials 4.79% 6.08% #8
Prev: #8
2.9
—
no change no change
P
S
92,980 $15,091,000 2025 Q1 13F Filing 2026-03-31 2026-05-15
Showing 1-8 of 8 holdings

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