Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Nine Ten Capital Management LLC (CIK 1635236) reported $314.8M across 8 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CMPO ($49.7M, 15.78%), CLBT ($47.5M, 15.07%), SNEX ($46.8M, 14.86%), AGYS ($46.5M, 14.77%), MGNI ($41.4M, 13.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CMPO | GPGI INC | $49.7M | 15.78% | 2.9M | Added |
| 2 | CLBT | CELLEBRITE DI LTD | $47.5M | 15.07% | 3.4M | Added |
| 3 | SNEX | STONEX GROUP INC | $46.8M | 14.86% | 579,979 | Added |
| 4 | AGYS | AGILYSYS INC | $46.5M | 14.77% | 653,591 | Added |
| 5 | MGNI | MAGNITE INC | $41.4M | 13.14% | 3.5M | Added |
| 6 | WINA | WINMARK CORP | $35.8M | 11.36% | 83,671 | Hold |
| 7 | IRMD | IRADIMED CORP | $32.2M | 10.23% | 334,488 | Trimmed |
| 8 | RHLD | RESOLUTE HLDGS MGMT INC | $15.1M | 4.79% | 92,980 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31