StockDriftsStockDriftsTop 8 Nine Ten Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGYS | AGILYSYS INC | 21.32% | 655.5K | $68.5M | +0.29%(+1.92K) | $79.66(+41.89%) | 2026-06-30 | |
| MGNI | MAGNITE INC | 19.26% | 3.26M | $61.9M | -6.32%(-220.00K) | $14.27(+73.36%) | 2026-06-30 | |
| CLBT | CELLEBRITE DI LTD | 18.75% | 4.13M | $60.3M | +19.83%(+682.93K) | $12.33(-9.64%) | 2026-06-30 | |
| GPGI | GPGI INC | 14.72% | 2.98M | $47.3M | +2.75%(+80.00K) | $14.06(-9.08%) | 2026-06-30 | |
| WINA | WINMARK CORP | 11.02% | 83.7K | $35.4M | +0.00%(+0) | $140.06(+150.61%) | 2026-06-30 | |
| IRMD | IRADIMED CORP | 7.63% | 256.6K | $24.5M | -23.30%(-77.93K) | $26.16(+236.18%) | 2026-06-30 | |
| RHLD | RESOLUTE HLDGS MGMT INC | 4.18% | 93.0K | $13.4M | +0.00%(+0) | $31.34(+325.81%) | 2026-06-30 | |
| SNEX | STONEX GROUP INC | 3.12% | 84.7K | $10.0M | -85.40%(-495.30K) | $15.07(+345.12%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +28.44% | +111.88% | +1.76% | +9.14% |
| Top 20 Holdings Unweighted | +28.05% | +109.98% | +8.24% | +48.58% |
Nine Ten Capital Management LLC reports $321.35M in US-listed equity holdings across 8 positions in its most recent 13F filing. Its largest disclosed positions are AGYS (21.3%), MGNI (19.3%) and CLBT (18.8%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +111.88% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Nine Ten Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1635236). View Nine Ten Capital Management LLC’s 13F filings on SEC