Nine Ten Capital Management LLC
Net seller this quarter
$321M
8
-$58.9M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AGYS | $68.5M | 21.32% | 2.32% | +0.3% | Q4 2019 |
 MGNI | $61.9M | 19.26% | 2.27% | -6.3% | Q2 2020 |
 CLBT | $60.3M | 18.75% | 1.65% | +19.8% | Q2 2023 |
 GPGI | $47.3M | 14.72% | 1.03% | +2.8% | Q4 2024 |
 WINA | $35.4M | 11.02% | 2.33% | Not reported | Q1 2015 |
 IRMD | $24.5M | 7.63% | 2.01% | -23.3% | Q3 2019 |
 RHLD | $13.4M | 4.18% | 1.19% | Not reported | Q1 2025 |
 SNEX | $10M | 3.12% | 0.07% | -85.4% | Q2 2020 |
| Q1 2026 | |||||
| GPGI | $49.7M | 15.78% | 1.00% | +20.1% | Q4 2024 |
| CLBT | $47.5M | 15.07% | 1.38% | +38.9% | Q2 2023 |
| SNEX | $46.8M | 14.86% | 0.73% | -2.7% | Q2 2020 |
| AGYS | $46.5M | 14.77% | 2.32% | +79.9% | Q4 2019 |
| MGNI | $41.4M | 13.14% | 2.43% | +15.9% | Q2 2020 |
| WINA | $35.8M | 11.36% | 2.34% | Not reported | Q1 2015 |
| IRMD | $32.2M | 10.23% | 2.62% | -21.9% | Q3 2019 |
| RHLD | $15.1M | 4.79% | 1.13% | Not reported | Q1 2025 |
| Q4 2025 | |||||
| MGNI | $48.7M | 15.43% | 2.10% | +5.1% | Q2 2020 |
| GPGI | $46.6M | 14.77% | 1.93% | +13.9% | Q4 2024 |
| CLBT | $44.7M | 14.16% | 1.00% | Not reported | Q2 2023 |
| AGYS | $43.2M | 13.67% | 1.29% | Not reported | Q4 2019 |
| IRMD | $41.7M | 13.20% | 3.35% | -44.5% | Q3 2019 |
| SNEX | $37.8M | 11.97% | 0.76% | -4.8% | Q2 2020 |
| WINA | $33.9M | 10.73% | 2.34% | -0.3% | Q1 2015 |
| RHLD | $19.2M | 6.08% | 1.09% | -26.7% | Q1 2025 |
| Q3 2025 | |||||
| MGNI | $62.3M | 16.05% | 1.99% | Not reported | Q2 2020 |
| IRMD | $54.9M | 14.15% | 6.06% | -11.5% | Q3 2019 |
| CLBT | $45.9M | 11.84% | 1.01% | +16.9% | Q2 2023 |
| GPGI | $44.2M | 11.39% | 2.07% | +1.4% | Q4 2024 |
| SNEX | $42.1M | 10.86% | 0.36% | -6.0% | Q2 2020 |
| WINA | $41.8M | 10.76% | 2.36% | Not reported | Q1 2015 |
| AGYS | $38.2M | 9.85% | 1.30% | Not reported | Q4 2019 |
| RHLD | $9.15M | 2.36% | 1.49% | -3.4% | Q1 2025 |