Nine Ten Capital Management LLC reported 8 positions worth $321.35M for the quarter ended Jun 30, 2026, up 2.1% on the prior quarter. It opened 0 new positions, added to 3, trimmed 3 and exited 0. Its largest holding is Agilysys Inc at 21.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AGYS Agilysys Inc | Technology | 655.5K | $68.50M | 21.32% | +1,922 | +0.3% | Added | 2.32% |
| 2 | MGNI Magnite, Inc. | Technology | 3.26M | $61.90M | 19.26% | -220.0K | -6.3% | Reduced | 2.27% |
| 3 | CLBT Cellebrite DI Ltd. | Technology | 4.13M | $60.25M | 18.75% | +682.9K | +19.8% | Added | 1.71% |
| 4 | GPGI GPGI, Inc. | Industrials | 2.98M | $47.31M | 14.72% | +80.0K | +2.8% | Added | 1.03% |
| 5 | WINA Winmark Corp | Consumer Discretionary | 83.7K | $35.40M | 11.02% | 0 | 0.0% | Unchanged | 2.33% |
| 6 | IRMD Iradimed Corp | Healthcare | 256.6K | $24.52M | 7.63% | -77.9K | -23.3% | Reduced | 2.01% |
| 7 | RHLD Resolute Holdings Management, Inc. | Industrials | 93.0K | $13.44M | 4.18% | 0 | 0.0% | Unchanged | 1.15% |
| 8 | SNEX StoneX Group Inc. | Financial Services | 127.0K | $10.03M | 3.12% | -743.0K | -85.4% | Reduced | 0.11% |
Tip. Select a row to see that position’s full history at Nine Ten Capital Management.
As of its Q2 2026 13F filing, Nine Ten Capital Management LLC’s five largest positions were Agilysys Inc (AGYS) at 21.3%, Magnite, Inc. (MGNI) at 19.3%, Cellebrite DI Ltd. (CLBT) at 18.8%, GPGI, Inc. (GPGI) at 14.7%, Winmark Corp (WINA) at 11.0% of the reported portfolio.
Nine Ten Capital Management LLC reported a 13F portfolio worth $321.35M across 8 positions for Q2 2026. That is up 2.1% from the previous quarter.
Its largest purchases by value were Cellebrite DI Ltd. ($9.97M), GPGI, Inc. ($1.27M), Agilysys Inc ($200.85K). It opened 0 new positions.
Its largest sales by value were StoneX Group Inc. ($58.69M), Iradimed Corp ($7.45M), Magnite, Inc. ($4.18M). It exited 0 positions entirely.
From the Form 13F-HR reports Nine Ten Capital Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.