Nine Ten Capital Management LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Nine Ten Capital Management LLC disclosed 11 US equity positions worth $267.9m in its Q1 2025 13F filing. The largest position was IRMD at 17.1% of the reported book, followed by SNEX and CLBT. Against the Q4 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 Q1 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | IRMD IRADIMED CORP | Healthcare | 17.1% | $45.8m | 872,003 | -4% | reduced |
| 2 | SNEX STONEX GROUP INC | Financial Services | 14.6% | $39.1m | 512,486 | 32% | added |
| 3 | CLBT CELLEBRITE DI LTD | Technology | 14.5% | $38.8m | 1,999,034 | -45% | reduced |
| 4 | MGNI MAGNITE INC | Communication Services | 11.6% | $31.2m | 2,734,830 | -12% | reduced |
| 5 | SAPIENS INTL CORP N V | 11.6% | $31.1m | 1,149,230 | 7% | added | |
| 6 | WINA WINMARK CORP | Consumer Cyclical | 10.0% | $26.7m | 83,900 | 0% | held |
| 7 | AGYS AGILYSYS INC | Technology | 8.1% | $21.8m | 300,239 | 90% | added |
| 8 | GPGI COMPOSECURE INC | Industrials | 7.0% | $18.8m | 1,729,359 | 90% | added |
| 9 | NVEEUSD NV5 GLOBAL INC | 2.7% | $7.3m | 379,852 | -46% | reduced | |
| 10 | RHLD RESOLUTE HLDGS MGMT INC | 1.5% | $4.1m | 131,196 | – | new | |
| 11 | FC FRANKLIN COVEY CO | Consumer Defensive | 1.2% | $3.2m | 114,818 | -73% | 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.