The Analysis of Nine Ten Capital Management LLC's Holdings & P&L

Currently, Nine Ten Capital Management LLC holds 8 types of securities in its portfolio with a total value $315.8M. In the most recent quarter, they have increased their positions in MGNI (+3.0M shares, valued at $48.7M), CMPO (+2.4M shares, valued at $46.6M), CLBT (+2.5M shares, valued at $44.7M); decreased their positions in IRMD (-342.9K shares, valued at $33.4M); initiated new positions in MGNI (+3.0M shares, valued at $48.7M), CMPO (+2.4M shares, valued at $46.6M), CLBT (+2.5M shares, valued at $44.7M).

1M P&L

+9.1M+3.81%

3M P&L

-1.1M-0.46%

HY P&L

-4.5M-1.79%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Advertising Agencies48.7M

15.4%

2Metal Fabrication46.6M

14.8%

3Software - Infrastructure44.7M

14.2%

Top Industries by Stock Count

1Software - Application1 stocks

12.5%

2Software - Infrastructure1 stocks

12.5%

3Metal Fabrication1 stocks

12.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MGNI MAGNITE INC3.0M sharesnew addition2025-12-312026-02-17

CMPO COMPOSECURE INC2.4M sharesnew addition2025-12-312026-02-17

CLBT CELLEBRITE DI LTD2.5M sharesnew addition2025-12-312026-02-17

AGYS AGILYSYS INC363.2K sharesnew addition2025-12-312026-02-17

IRMD IRADIMED CORP428.5K shares-44.45%2025-12-312026-02-17

SNEX STONEX GROUP INC397.5K sharesnew addition2025-12-312026-02-17

WINA WINMARK CORP83.7K sharesnew addition2025-12-312026-02-17

RHLD RESOLUTE HLDGS MGMT INC93.0K sharesnew addition2025-12-312026-02-17