Nine Ten Capital Management LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Nine Ten Capital Management LLC disclosed 8 US equity positions worth $321.3m in its Q2 2026 13F filing. The largest position was AGYS at 21.3% of the reported book, followed by MGNI and CLBT. Against the Q1 2026 filing, it opened 0 new positions, added to 2 and reduced 3 among the top 8 holdings.
What did Nine Ten Capital Management LLC own in Q2 2026? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | AGYS AGILYSYS INC | Technology | 21.3% | $68.5m | 655,513 | 0% | held |
| 2 | MGNI MAGNITE INC | Communication Services | 19.3% | $61.9m | 3,261,283 | -6% | reduced |
| 3 | CLBT CELLEBRITE DI LTD | Technology | 18.7% | $60.3m | 4,126,808 | 20% | added |
| 4 | GPGI GPGI INC | Industrials | 14.7% | $47.3m | 2,984,544 | 3% | added |
| 5 | WINA WINMARK CORP | Consumer Cyclical | 11.0% | $35.4m | 83,671 | 0% | held |
| 6 | IRMD IRADIMED CORP | Healthcare | 7.6% | $24.5m | 256,562 | -23% | reduced |
| 7 | RHLD RESOLUTE HLDGS MGMT INC | 4.2% | $13.4m | 92,980 | 0% | held | |
| 8 | SNEX STONEX GROUP INC | Financial Services | 3.1% | $10.0m | 84,679 | -85% | 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.