Nine Ten Partners LP 13F Holdings · last filed Q4 2014
Nine Ten Partners LP reported 13 securities worth $307.51M in its SEC 13F filing for Q4 2014 (period ended 2014-12-31). Top holdings: XPO (24.36%), WINA (12.99%), SNEX (11.41%). Among its top 25 positions this quarter: 13 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XPO | XPO Logistics, Inc. | $74.9M | 24.36% | 1.8M | New |
| 2 | WINA | Winmark Corp. | $39.9M | 12.99% | 459,463 | New |
| 3 | SNEX | INTL FCStone Inc. | $35.1M | 11.41% | 1.7M | New |
| 4 | FRG | Liberty Tax, Inc. | $24.4M | 7.92% | 681,801 | New |
| 5 | REIS | Reis, Inc | $22.5M | 7.31% | 859,552 | New |
| 6 | OFLX | Omega Flex, Inc. | $20.6M | 6.70% | 545,209 | New |
| 7 | GHM | Graham Corp. | $20.2M | 6.56% | 701,539 | New |
| 8 | UTMD | Utah Medical Products | $16.3M | 5.29% | 271,139 | New |
| 9 | MLAB | Mesa Laboratories Inc. | $16.0M | 5.22% | 207,460 | New |
| 10 | APEX | Cherokee, Inc. | $10.5M | 3.42% | 542,793 | New |
| 11 | VERU | Female Health Co. | $9.2M | 2.99% | 2.3M | New |
| 12 | TLF | Tandy Leather Factory Inc. | $9.0M | 2.94% | 1.0M | New |
| 13 | INGN | Inogen, Inc | $8.8M | 2.87% | 281,621 | New |
Source: SEC Form 13F filings · as of 2014-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR