Nine Ten Capital Management LLC — 13F Holdings

2026 Q3  ·  8 Positions

2026 Q3 Portfolio Activity

In 2026 Q3, Nine Ten Capital Management LLC maintained a portfolio of 8 distinct positions. The fund also reduced its exposure to AGILYSYS INC by 87.9%.
Position History hover any row below to update
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Nine Ten Capital Management LLC New York, NY Hedge Fund AUM $49M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
8
Quarter
2026 Q3
Top Holding
MGNI (18.1%)
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
MGNI
MAGNITE INC
Communication Services 18.14% 19.26% #1 1
Prev: #2
6.0
—
-2,908,682 -89.2%
P
S
352,601 $8,906,701 2020 Q2 13F Filing 2026-09-30 2026-11-12
WINA
WINMARK CORP
Consumer Cyclical 17.18% 11.02% #2 3
Prev: #5
5.5
—
-55,564 -66.4%
P
S
28,107 $8,437,440 2015 Q1 13F Filing 2026-09-30 2026-11-12
IRMD
IRADIMED CORP
Healthcare 16.91% 7.63% #3 3
Prev: #6
5.0
—
-160,232 -62.5%
P
S
96,330 $8,305,573 2019 Q3 13F Filing 2026-09-30 2026-11-12
AGYS
AGILYSYS INC
Technology 15.74% 21.32% #4 3
Prev: #1
4.5
—
-575,910 -87.9%
P
S
79,603 $7,727,859 2019 Q4 13F Filing 2026-09-30 2026-11-12
CLBT
CELLEBRITE DI L...
Technology 14.50% 18.75% #5 2
Prev: #3
4.5
—
-3,494,315 -84.7%
P
S
632,493 $7,121,871 2023 Q2 13F Filing 2026-09-30 2026-11-12
CMPO
GPGI INC
Unknown 13.18% 14.72% #6 2
Prev: #4
4.0
—
-2,439,325 -81.7%
P
S
545,219 $6,471,750 2024 Q4 13F Filing 2026-09-30 2026-11-12
RHLD
RESOLUTE HLDGS ...
Industrials 4.34% 4.18% #7
Prev: #7
1.7
—
-74,960 -80.6%
P
S
18,020 $2,130,865 2025 Q1 13F Filing 2026-09-30 2026-11-12
SNEX
STONEX GROUP IN...
Financial Services 0.00% 3.12%
Sold All 😨
(Was: #8)
 0.0
—
-84,679 -100.0%
CLOSED
 — $— 2020 Q2 13F Filing 2026-09-30 2026-11-12
Showing 1-8 of 8 holdings

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