Nine Ten Capital Management LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Nine Ten Capital Management LLC disclosed 10 US equity positions worth $330.9m in its Q3 2024 13F filing. The largest position was CLBT at 22.0% of the reported book, followed by IRMD and SNEX.
What did Nine Ten Capital Management LLC own in Q3 2024? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CLBT CELLEBRITE DI LTD | Technology | 22.0% | $72.9m | 4,326,798 | – | |
| 2 | IRMD IRADIMED CORP | Healthcare | 13.8% | $45.6m | 905,926 | – | |
| 3 | SNEX STONEX GROUP INC | Financial Services | 11.6% | $38.5m | 470,491 | – | |
| 4 | MGNI MAGNITE INC | Communication Services | 11.0% | $36.3m | 2,621,866 | – | |
| 5 | SAPIENS INTL CORP N V | 10.3% | $34.2m | 918,411 | – | ||
| 6 | WINA WINMARK CORP | Consumer Cyclical | 9.2% | $30.4m | 79,500 | – | |
| 7 | AGYS AGILYSYS INC | Technology | 8.2% | $27.2m | 249,460 | – | |
| 8 | FC FRANKLIN COVEY CO | Consumer Defensive | 5.7% | $18.8m | 458,166 | – | |
| 9 | NVEEUSD NV5 GLOBAL INC | 5.0% | $16.5m | 176,463 | – | ||
| 10 | XPEL XPEL INC | 3.2% | $10.4m | 240,716 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.