Nine Ten Capital Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Nine Ten Capital Management LLC reported 8 stock positions worth $314.8 million. Its top holding was Gpgi (GPGI) at 15.8% of the portfolio, followed by Cellebrite Di (CLBT, 15.1%) and Stonex (SNEX, 14.9%). Compared with Q4 2025, it added to 5 and reduced 1. The biggest buy was Stonex (SNEX, shares +46%) and the biggest sale Iradimed (IRMD, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001635236
- Portfolio Value
- $314.8M (Q1 2026)
- SEC Filing
- 0001420506-26-001037 ↗ filed May 15, 2026
Holdings Value
Holdings 8 stocks · $314.8M
| GPGI Gpgi Inc. | 15.78% | 2,904,544 | $49.7M | Add +20.1% |
| CLBT Cellebrite Di Ltd. | 15.07% | 3,443,875 | $47.5M | Add +38.9% |
| SNEX Stonex Group Inc. | 14.86% | 579,979 | $46.8M | Add +45.9% |
| AGYS Agilysys Inc. | 14.77% | 653,591 | $46.5M | Add +79.9% |
| MGNI Magnite Inc. | 13.14% | 3,481,283 | $41.4M | Add +15.9% |
| WINA Winmark Corp. | 11.36% | 83,671 | $35.8M | No change |
| IRMD Iradimed Corp. | 10.23% | 334,488 | $32.2M | Reduce -21.9% |
| RHLD Resolute Holdings Manag | 4.79% | 92,980 | $15.1M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| IRMD Iradimed Corp. | Reduce -21.9% | 10.23% | −2.97 |
Portfolio Buys Q4 2025 → Q1 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $321.3M | AGYS, MGNI, CLBT, GPGI, WINA |
| Q1 2026 | 8 | $314.8M | GPGI, CLBT, SNEX, AGYS, MGNI |
| Q4 2025 | 8 | $315.8M | MGNI, GPGI, CLBT, AGYS, IRMD |
| Q3 2025 | 9 | $388.0M | MGNI, IRMD, SPNS, CLBT, GPGI |
| Q2 2025 | 9 | $336.1M | MGNI, IRMD, AGYS, SNEX, CLBT |
| Q1 2025 | 11 | $267.9M | IRMD, SNEX, CLBT, MGNI, SPNS |
| Q4 2024 | 11 | $350.3M | CLBT, IRMD, MGNI, SNEX, WINA |
| Q3 2024 | 10 | $330.9M | CLBT, IRMD, SNEX, MGNI, SPNS |
| Q2 2024 | 10 | $259.8M | CLBT, IRMD, SNEX, AGYS, SPNS |
| Q1 2024 | 13 | $328.4M | SNEX, AGYS, MGNI, CLBT, IRMD |