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 WINA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,773,536 | 83,671 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,881,734 | 83,671 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $41,762,903 | 83,900 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $31,681,479 | 83,900 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,669,293 | 83,900 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $32,978,573 | 83,900 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $30,442,935 | 79,500 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $24,155,155 | 68,500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $26,994,394 | 74,632 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $34,168,116 | 81,830 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $33,833,562 | 90,675 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $30,146,717 | 90,675 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $29,054,990 | 90,675 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $21,383,885 | 90,675 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $19,616,629 | 90,675 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,733,309 | 90,675 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $19,948,500 | 90,675 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $47,342,695 | 190,675 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $41,043,851 | 190,875 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $36,663,270 | 190,875 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $35,584,826 | 190,875 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $35,464,575 | 190,875 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $32,864,857 | 190,875 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $37,027,567 | 216,232 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $40,438,903 | 317,367 | Shares | Sole | 2020-05-18 | |
| No 13F history on record for this holder in this stock. | ||||||