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 $314.8M. In the most recent quarter, they have increased their positions in AGYS (+290.4K shares, valued at $20.7M), SNEX (+182.5K shares, valued at $14.7M), CLBT (+964.1K shares, valued at $13.3M); decreased their positions in IRMD (-94.0K shares, valued at $9.0M).


1M P&L
+43.3M+12.63%
3M P&L
+102.3M+35.97%
HY P&L
+41.5M+12.02%

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

1Metal Fabrication49.7M
15.8%
2Software - Infrastructure47.5M
15.1%
3Capital Markets46.8M
14.9%

Top Industries by Stock Count

1Software - Application1 stocks
12.5%
2Software - Infrastructure1 stocks
12.5%
3Metal Fabrication1 stocks
12.5%
Stock Holdings
CMPO
GPGI INC
20.08%
Shares2.9M
Event2026-03-31
Filed2026-05-15
CLBT
CELLEBRITE DI LTD
38.88%
Shares3.4M
Event2026-03-31
Filed2026-05-15
SNEX
STONEX GROUP INC
45.91%
Shares580.0K
Event2026-03-31
Filed2026-05-15
AGYS
AGILYSYS INC
79.93%
Shares653.6K
Event2026-03-31
Filed2026-05-15
MGNI
MAGNITE INC
15.90%
Shares3.5M
Event2026-03-31
Filed2026-05-15
WINA
WINMARK CORP
0.00%
Shares83.7K
Event2026-03-31
Filed2026-05-15
IRMD
IRADIMED CORP
-21.94%
Shares334.5K
Event2026-03-31
Filed2026-05-15
RHLD
RESOLUTE HLDGS MGMT INC
0.00%
Shares93.0K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available