Nine Ten Capital Management LLC
Top Portfolio Positions
8 positions ·
$314,815,714 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GPGI |
GPGI, Inc.
Industrials
|
2,904,544 | $49,667,702 | 15.78% | |
| CLBT |
Cellebrite DI Ltd.
Technology
|
3,443,875 | $47,456,597 | 15.07% | |
| SNEX |
StoneX Group Inc.
Financial Services
|
579,979 | $46,775,306 | 14.86% | |
| AGYS |
Agilysys Inc
Technology
|
653,591 | $46,496,463 | 14.77% | |
| MGNI |
Magnite, Inc.
Communication Services
|
3,481,283 | $41,357,642 | 13.14% | |
| WINA |
Winmark Corp
Consumer Cyclical
|
83,671 | $35,773,536 | 11.36% | |
| IRMD |
Iradimed Corp
Healthcare
|
334,488 | $32,197,814 | 10.23% | |
| RHLD |
Resolute Holdings Management, Inc.
Industrials
|
92,980 | $15,090,654 | 4.79% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AGYS
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,496,463 | 653,591 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $43,167,322 | 363,239 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $38,230,904 | 363,239 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $41,641,718 | 363,239 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $21,779,337 | 300,239 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,828,487 | 158,139 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $27,183,656 | 249,460 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $27,436,724 | 263,460 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $41,913,199 | 497,427 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $54,826,714 | 646,389 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $54,489,640 | 823,604 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $56,532,178 | 823,604 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $72,299,304 | 876,249 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $85,956,249 | 1,086,129 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $93,852,677 | 1,695,622 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $87,387,339 | 1,848,685 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $71,009,410 | 1,780,577 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $77,523,879 | 1,743,677 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $91,298,927 | 1,743,677 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $99,162,910 | 1,743,677 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $82,014,861 | 1,710,068 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $59,621,718 | 1,553,458 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $32,575,217 | 1,348,312 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $14,716,289 | 820,306 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $9,871,503 | 591,108 | Shares | Sole | 2020-05-18 | |
| No 13F history on record for this holder in this stock. | ||||||