Nine Ten Capital Management LLC: 13F holdings
CIK 16352362026Q2
| Positions | 8 |
|---|
| Reported value | $321.3m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 8 (+0 vs prior quarter) |
|---|
| Reported value | $321.3m (+2.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AGYS AGILYSYS INC | 655,513 | $68.5m | 21.3% |
| MGNI MAGNITE INC | 3,261,283 | $61.9m | 19.3% |
| CELLEBRITE DI LTD | 4,126,808 | $60.3m | 18.7% |
| GPGI GPGI INC | 2,984,544 | $47.3m | 14.7% |
| WINA WINMARK CORP | 83,671 | $35.4m | 11.0% |
| IRMD IRADIMED CORP | 256,562 | $24.5m | 7.6% |
| RHLD RESOLUTE HLDGS MGMT INC | 92,980 | $13.4m | 4.2% |
| SNEX STONEX GROUP INC | 84,679 | $10.0m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1635236")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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