Nine Ten Capital Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Nine Ten Capital Management LLC disclosed 8 US equity positions worth $314.8m in its Q1 2026 13F filing. The largest position was GPGI at 15.8% of the reported book, followed by CLBT and SNEX.
What did Nine Ten Capital Management LLC own in Q1 2026? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | GPGI GPGI INC | Industrials | 15.8% | $49.7m | 2,904,544 | – | |
| 2 | CLBT CELLEBRITE DI LTD | Technology | 15.1% | $47.5m | 3,443,875 | – | |
| 3 | SNEX STONEX GROUP INC | Financial Services | 14.9% | $46.8m | 579,979 | – | |
| 4 | AGYS AGILYSYS INC | Technology | 14.8% | $46.5m | 653,591 | – | |
| 5 | MGNI MAGNITE INC | Communication Services | 13.1% | $41.4m | 3,481,283 | – | |
| 6 | WINA WINMARK CORP | Consumer Cyclical | 11.4% | $35.8m | 83,671 | – | |
| 7 | IRMD IRADIMED CORP | Healthcare | 10.2% | $32.2m | 334,488 | – | |
| 8 | RHLD RESOLUTE HLDGS MGMT INC | 4.8% | $15.1m | 92,980 | – |
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.