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
24 quarters · across all stocks
Holdings in IRMD
Shares Held
Position Value (USD)
26 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,197,814 | 334,488 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $41,682,242 | 428,477 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $54,891,685 | 771,384 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $52,137,059 | 872,003 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $45,762,717 | 872,003 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $49,825,930 | 905,926 | Shares | Sole | 2025-02-13 | |
| 2024-12-31 | $49,825,930 | 905,926 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $45,559,018 | 905,926 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $38,570,619 | 877,802 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $35,604,010 | 809,366 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $37,945,904 | 799,366 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $34,223,069 | 771,311 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $37,383,570 | 783,066 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $30,813,647 | 783,066 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $22,116,160 | 781,766 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $21,819,862 | 725,877 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $24,636,265 | 725,877 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $32,099,924 | 715,877 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $33,763,752 | 730,659 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $25,582,782 | 761,619 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $22,399,214 | 761,619 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $19,626,921 | 761,619 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $15,133,933 | 663,769 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,741,126 | 549,164 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $9,652,946 | 415,896 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,915,828 | 277,088 | Shares | Sole | 2020-05-18 | |
| No 13F history on record for this holder in this stock. | ||||||