Nine Ten Capital Management LLC
CIK: 0001635236SEC EDGAR →
Portfolio Value
$315.8M
Holdings
8
As of
Q4 2025
New Positions
0
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MAGNITE INC | 3,003,583 | $48.7M | 15.43% |
| 2 | COMPOSECURE INC | 2,418,904 | $46.6M | 14.77% |
| 3 | CELLEBRITE DI LTD | 2,479,727 | $44.7M | 14.16% |
| 4 | AGILYSYS INC | 363,239 | $43.2M | 13.67% |
| 5 | IRADIMED CORP | 428,477 | $41.7M | 13.20% |
| 6 | STONEX GROUP INC | 397,486 | $37.8M | 11.97% |
| 7 | WINMARK CORP | 83,671 | $33.9M | 10.73% |
| 8 | RESOLUTE HLDGS MGMT INC | 92,980 | $19.2M | 6.08% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 2 | $87.9M | 27.8% |
| Industrials | 2 | $65.8M | 20.8% |
| Communication Services | 1 | $48.7M | 15.4% |
| Healthcare | 1 | $41.7M | 13.2% |
| Financial Services | 1 | $37.8M | 12.0% |
| Consumer Cyclical | 1 | $33.9M | 10.7% |