Holders — by stockHoldings — by fund
Nine Ten Capital Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001635236
$321.3M
disclosed book value
8
positions
21.3%
largest position share
Positions, as of 2026-06-30
top 8 of 8 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AGYSAGILYSYS INC | 655,513 | $68.5M | 21.3% |
| 2 | MGNIMAGNITE INC | 3.3M | $61.9M | 19.3% |
| 3 | CELLEBRITE DI LTD | 4.1M | $60.3M | 18.7% |
| 4 | GPGIGPGI INC | 3.0M | $47.3M | 14.7% |
| 5 | WINAWINMARK CORP | 83,671 | $35.4M | 11% |
| 6 | IRMDIRADIMED CORP | 256,562 | $24.5M | 7.6% |
| 7 | RHLDRESOLUTE HLDGS MGMT INC | 92,980 | $13.4M | 4.2% |
| 8 | SNEXSTONEX GROUP INC | 84,679 | $10.0M | 3.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.