Nine Ten Capital Management LLC — 13F holdings

Nine Ten Capital Management LLC reported 8 holdings worth $321M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AGYS AGILYSYS INC — $68.5M (21.3%)
2. MGNI MAGNITE INC — $61.9M (19.3%)
3. CLBT CELLEBRITE DI LTD — $60.3M (18.7%)
4. GPGI COMPOSECURE INC — $47.3M (14.7%)
5. WINA WINMARK CORP — $35.4M (11.0%)
6. IRMD IRADIMED CORP — $24.5M (7.6%)
7. RHLD RESOLUTE HLDGS MGMT INC — $13.4M (4.2%)
8. SNEX STONEX GROUP INC — $10.0M (3.1%)