Nine Ten Capital Management LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Nine Ten Capital Management LLC disclosed 11 US equity positions worth $350.3m in its Q4 2024 13F filing. The largest position was CLBT at 22.7% of the reported book, followed by IRMD and MGNI. Against the Q3 2024 filing, it opened 1 new position, added to 4 and reduced 5 among the top 11 holdings.
What did Nine Ten Capital Management LLC own in Q4 2024? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | CLBT CELLEBRITE DI LTD | Technology | 22.7% | $79.4m | 3,605,604 | -17% | reduced |
| 2 | IRMD IRADIMED CORP | Healthcare | 14.2% | $49.8m | 905,926 | 0% | held |
| 3 | MGNI MAGNITE INC | Communication Services | 14.2% | $49.6m | 3,115,849 | 19% | added |
| 4 | SNEX STONEX GROUP INC | Financial Services | 10.9% | $38.2m | 389,491 | -17% | reduced |
| 5 | WINA WINMARK CORP | Consumer Cyclical | 9.4% | $33.0m | 83,900 | 6% | added |
| 6 | SAPIENS INTL CORP N V | 8.2% | $28.9m | 1,074,291 | 17% | added | |
| 7 | AGYS AGILYSYS INC | Technology | 5.9% | $20.8m | 158,139 | -37% | reduced |
| 8 | FC FRANKLIN COVEY CO | Consumer Defensive | 4.5% | $15.7m | 418,166 | -9% | reduced |
| 9 | GPGI COMPOSECURE INC | Industrials | 4.0% | $13.9m | 908,328 | – | new |
| 10 | NVEEUSD NV5 GLOBAL INC | 3.8% | $13.4m | 709,852 | 302% | added | |
| 11 | XPEL XPEL INC | 2.2% | $7.6m | 190,716 | -21% | reduced |
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.