Nine Ten Capital Management LLC
Annual return '25
+13.7%
SPY '25
+17.7%
Alpha
-4.0ptsvs SPY
Invested
$629.6M
Holdings
8
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GPGI
GPGI INC
Q4 2025: Exited (was 2.12M shares)
17.1%
02
$SNEX
STONEX GROUP INC
Q4 2025: Exited (was 417.5k shares)
16.1%
03
$AGYS
AGILYSYS INC
Q4 2025: Exited (was 363.2k shares)
16.0%
04
$MGNI
MAGNITE INC
Q4 2025: Exited (was 2.86M shares)
14.2%
05
$WINA
WINMARK CORP
Q4 2025: Exited (was 83.9k shares)
12.3%
06
$IRMD
IRADIMED CORP
Q4 2025: Exited (was 771.4k shares)
11.1%
07
$CLBT
CELLEBRITE DI LTD
Q4 2025: Exited (was 2.48M shares)
8.2%
08
$RHLD
RESOLUTE HLDGS MGMT INC
Q4 2025: Exited (was 126.8k shares)
5.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:42 UTC.