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Nine Ten Capital Management LLC

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13F filer, CIK 1635236, CHICAGO, IL

Nine Ten Capital Management LLC reported $321,345,000 across 8 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001694

Period
2026-06-30
Reported value
$321M
Holdings
8
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CLBTadded+682,933$9.97M
GPGIadded+80,000$1.27M
AGYSadded+1,922$201K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SNEXreduced-495,300-$58.7M
IRMDreduced-77,926-$7.45M
MGNIreduced-220,000-$4.18M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001420506-26-001694, largest first. % of portfolio is the value over $321,345,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AGYSAGILYSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249,460 shares; 2024Q4: 158,139 shares; 2025Q1: 300,239 shares; 2025Q2: 363,239 shares; 2025Q3: 363,239 shares; 2025Q4: 363,239 shares; 2026Q1: 653,591 shares; 2026Q2: 655,513 shares 655,513$68.5M21.32%+1,922Timeline
MGNIMAGNITE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,621,866 shares; 2024Q4: 3,115,849 shares; 2025Q1: 2,734,830 shares; 2025Q2: 2,858,583 shares; 2025Q3: 2,858,583 shares; 2025Q4: 3,003,583 shares; 2026Q1: 3,481,283 shares; 2026Q2: 3,261,283 shares 3,261,283$61.9M19.26%-220,000Timeline
CLBTCELLEBRITE DI LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,326,798 shares; 2024Q4: 3,605,604 shares; 2025Q1: 1,999,034 shares; 2025Q2: 2,121,534 shares; 2025Q3: 2,479,727 shares; 2025Q4: 2,479,727 shares; 2026Q1: 3,443,875 shares; 2026Q2: 4,126,808 shares 4,126,808$60.3M18.75%+682,933Timeline
GPGIGPGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 908,328 shares; 2025Q1: 1,729,359 shares; 2025Q2: 2,094,005 shares; 2025Q3: 2,123,312 shares; 2025Q4: 2,418,904 shares; 2026Q1: 2,904,544 shares; 2026Q2: 2,984,544 shares 2,984,544$47.3M14.72%+80,000Timeline
WINAWINMARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,500 shares; 2024Q4: 83,900 shares; 2025Q1: 83,900 shares; 2025Q2: 83,900 shares; 2025Q3: 83,900 shares; 2025Q4: 83,671 shares; 2026Q1: 83,671 shares; 2026Q2: 83,671 shares 83,671$35.4M11.02%0Timeline
IRMDIRADIMED CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 905,926 shares; 2024Q4: 905,926 shares; 2025Q1: 872,003 shares; 2025Q2: 872,003 shares; 2025Q3: 771,384 shares; 2025Q4: 428,477 shares; 2026Q1: 334,488 shares; 2026Q2: 256,562 shares 256,562$24.5M7.63%-77,926Timeline
RHLDRESOLUTE HLDGS MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 131,196 shares; 2025Q2: 131,196 shares; 2025Q3: 126,777 shares; 2025Q4: 92,980 shares; 2026Q1: 92,980 shares; 2026Q2: 92,980 shares 92,980$13.4M4.18%0Timeline
SNEXSTONEX GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 470,491 shares; 2024Q4: 389,491 shares; 2025Q1: 512,486 shares; 2025Q2: 443,986 shares; 2025Q3: 417,486 shares; 2025Q4: 397,486 shares; 2026Q1: 579,979 shares; 2026Q2: 84,679 shares 84,679$10M3.12%-495,300Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-26-001694 base2026-08-14acceptance time not in the bulk data set