Nine Ten Capital Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Nine Ten Capital Management Llc disclosed 7 stock positions valued at approximately $321.35M as of quarter-end June 30, 2026. The largest holdings include AGILYSYS INC, MAGNITE INC, and GPGI INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 7
- Portfolio Value
- $321.35M
Holdings by Sector
Nine Ten Capital Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AGILYSYS INC | AGYS | Technology | 21.32% | 655,513 | +1,922 | +0.29% | $68,501,000 |
| MAGNITE INC | MGNI | Communication Services | 19.26% | 3,261,283 | -220,000 | -6.32% | $61,899,000 |
| GPGI INC | CMPO | Industrials | 14.72% | 2,984,544 | +80,000 | +2.75% | $47,305,000 |
| WINMARK CORP | WINA | Consumer Cyclical | 11.02% | 83,671 | - | - | $35,400,000 |
| IRADIMED CORP | IRMD | Healthcare | 7.63% | 256,562 | -77,926 | -23.30% | $24,517,000 |
| RESOLUTE HLDGS MGMT INC | RHLD | Other | 4.18% | 92,980 | - | - | $13,438,000 |
| STONEX GROUP INC | SNEX | Financial Services | 3.12% | 84,679 | -495,300 | -85.40% | $10,034,000 |
Showing 7 of 7 holdings in the latest reporting period.