Nine Ten Capital Management LLC 13F Holdings · Q2 2026
Nine Ten Capital Management LLC reported 8 securities worth $321.35M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AGYS (21.32%), MGNI (19.26%), CLBT (18.75%). Among its top 25 positions this quarter: 3 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGYS | AGILYSYS INC | $68.5M | 21.32% | 655,513 | Added |
| 2 | MGNI | MAGNITE INC | $61.9M | 19.26% | 3.3M | Trimmed |
| 3 | CLBT | CELLEBRITE DI LTD | $60.3M | 18.75% | 4.1M | Added |
| 4 | GPGI | GPGI INC | $47.3M | 14.72% | 3.0M | Added |
| 5 | WINA | WINMARK CORP | $35.4M | 11.02% | 83,671 | Hold |
| 6 | IRMD | IRADIMED CORP | $24.5M | 7.63% | 256,562 | Trimmed |
| 7 | RHLD | RESOLUTE HLDGS MGMT INC | $13.4M | 4.18% | 92,980 | Hold |
| 8 | SNEX | STONEX GROUP INC | $10.0M | 3.12% | 84,679 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR