Nine Ten Capital Management Llc Portfolio Stock Holdings
Nine Ten Capital Management Llc disclosed 8 stock positions valued at approximately $314.8 million in its latest SEC 13F filing. The largest holdings include GPGI INC, STONEX GROUP INC, and AGILYSYS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 8
- Portfolio Value
- $314.8M
Holdings by Sector
Nine Ten Capital Management Llc Portfolio Holdings in Q1 2026
7 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GPGI INC | CMPO | Industrials | 15.78% | 2,904,544 | +485,640 | +20.08% | $49,668,000 |
| STONEX GROUP INC | SNEX | Financial Services | 14.86% | 579,979 | +182,493 | +45.91% | $46,775,000 |
| AGILYSYS INC | AGYS | Technology | 14.77% | 653,591 | +290,352 | +79.93% | $46,496,000 |
| MAGNITE INC | MGNI | Communication Services | 13.14% | 3,481,283 | +477,700 | +15.90% | $41,358,000 |
| WINMARK CORP | WINA | Consumer Cyclical | 11.36% | 83,671 | - | - | $35,774,000 |
| IRADIMED CORP | IRMD | Healthcare | 10.23% | 334,488 | -93,989 | -21.94% | $32,198,000 |
| RESOLUTE HLDGS MGMT INC | RHLD | Other | 4.79% | 92,980 | - | - | $15,091,000 |