Institutional Fund
Nine Ten Capital Management LLC
Chicago, ILCIK 16352365 filings on record
Portfolio Value
$314.82M
Q1 2026
Holdings
8
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-0.3%
from $315.83M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Composecure Inc15.8%
- Cellebrite Di Ltd15.1%
- Stonex Group Inc14.9%
- Agilysys Inc14.8%
- Magnite Inc13.1%
- Winmark Corp11.4%
- Other15.0%
Portfolio Holdings
8 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Composecure Inc | 2.90M | $49.67M | 15.8% | +485.6K | Added |
| 2 | Cellebrite Di Ltd | 3.44M | $47.46M | 15.1% | +964.1K | Added |
| 3 | Stonex Group Inc | 580.0K | $46.77M | 14.9% | +182.5K | Added |
| 4 | Agilysys Inc | 653.6K | $46.50M | 14.8% | +290.4K | Added |
| 5 | Magnite Inc | 3.48M | $41.36M | 13.1% | +477.7K | Added |
| 6 | Winmark Corp | 83.7K | $35.77M | 11.4% | 0 | Held |
| 7 | Iradimed Corp | 334.5K | $32.20M | 10.2% | −94.0K | Reduced |
| 8 | Resolute Hldgs Mgmt Inc | 93.0K | $15.09M | 4.8% | 0 | Held |