Nine Ten Capital Management LLC
CIK: 1635236
New Positions
0
Exit Positions
0
Holdings (8)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- AGYS
AGILYSYS INC
$68.5M
655,513 sh21.32%+0.3% - MGNI
MAGNITE INC
$61.9M
3.26M sh19.26%-6.3% - CLBT
CELLEBRITE DI LTD
$60.25M
4.13M sh18.75%+19.8% - GPGI
GPGI INC
$47.3M
2.98M sh14.72%+2.8% - WINA
WINMARK CORP
$35.4M
83,671 sh11.02%+0.0% - IRMD
IRADIMED CORP
$24.52M
256,562 sh7.63%-23.3% - RHLD
RESOLUTE HLDGS MGMT INC
$13.44M
92,980 sh4.18%+0.0% - SNEX
STONEX GROUP INC
$10.03M
84,679 sh3.12%-85.4%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 AGYS AGILYSYS INC | 655,513 | $68.5M | +0.3% | 21.32% | Q2 2026 |
 MGNI MAGNITE INC | 3.26M | $61.9M | -6.3% | 19.26% | Q2 2026 |
 CLBT CELLEBRITE DI LTD | 4.13M | $60.25M | +19.8% | 18.75% | Q2 2026 |
 GPGI GPGI INC | 2.98M | $47.3M | +2.8% | 14.72% | Q2 2026 |
 WINA WINMARK CORP | 83,671 | $35.4M | +0.0% | 11.02% | Q2 2026 |
 IRMD IRADIMED CORP | 256,562 | $24.52M | -23.3% | 7.63% | Q2 2026 |
 RHLD RESOLUTE HLDGS MGMT INC | 92,980 | $13.44M | +0.0% | 4.18% | Q2 2026 |
 SNEX STONEX GROUP INC | 84,679 | $10.03M | -85.4% | 3.12% | Q2 2026 |
1-8 of 8 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Nine Ten Capital Management LLC
Nine Ten Capital Management LLC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1635236). Signal8 holds 20 13F filings from it. Its SEC filings list Texas as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 8 securities, not counting options, the same number as in Q1 2026.
Its five largest reported positions, in order, are AGILYSYS INC (AGYS), MAGNITE INC (MGNI), CELLEBRITE DI LTD (CLBT), GPGI INC (GPGI) and WINMARK CORP (WINA). The next three are IRADIMED CORP (IRMD), RESOLUTE HLDGS MGMT INC (RHLD) and STONEX GROUP INC (SNEX).
Recent 13F filings by Nine Ten Capital Management LLC
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 8 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 8 securities.
- Q4 2025: 13F-HR filed Feb 17, 2026, listing 8 securities.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 9 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 9 securities.
- Q1 2025: 13F-HR filed May 15, 2025, listing 11 securities.