Nine Ten Capital Management LLC Long-Term Concentrated

CIK: 0001635236 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $387,999 (100.0% shares, 0.0% debt)

Holdings (9)

MGNI MAGNITE INC 16.0%

Value ($000) $62,260 Shares 2,858,583 Est. Cost $12.32 Unrealized +91.7%

IRMD IRADIMED CORP 14.1%

Value ($000) $54,892 Shares 771,384 Est. Cost $24.57 Unrealized +168.9%

— SAPIENS INTL CORP N V 12.7%

Value ($000) $49,417 Shares 1,149,230 Est. Cost $32.81 Unrealized —

CLBT CELLEBRITE DI LTD 11.8%

Value ($000) $45,949 Shares 2,479,727 Est. Cost $10.06 Unrealized +56.1%

GPGI COMPOSECURE INC 11.4%

Value ($000) $44,207 Shares 2,123,312 Est. Cost $12.50 Unrealized +38.4%

SNEX STONEX GROUP INC 10.9%

Value ($000) $42,133 Shares 417,486 Est. Cost $39.02 Unrealized +144.8%

WINA WINMARK CORP 10.8%

Value ($000) $41,763 Shares 83,900 Est. Cost $136.37 Unrealized +214.9%

AGYS AGILYSYS INC 9.9%

Value ($000) $38,231 Shares 363,239 Est. Cost $63.79 Unrealized +73.4%

RHLD RESOLUTE HLDGS MGMT INC 2.4%

Value ($000) $9,147 Shares 126,777 Est. Cost $36.06 Unrealized +50.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MGNI	MAGNITE INC	2,858,583	$62,260	16.0%	$12.32	+91.7%	COM	55955D100
IRMD	IRADIMED CORP	771,384	$54,892	14.1%	$24.57	+168.9%	COM	46266A109
—	SAPIENS INTL CORP N V	1,149,230	$49,417	12.7%	$32.81	—	SHS	G7T16G103
CLBT	CELLEBRITE DI LTD	2,479,727	$45,949	11.8%	$10.06	+56.1%	ORDINARY SHARES	M2197Q107
GPGI	COMPOSECURE INC	2,123,312	$44,207	11.4%	$12.50	+38.4%	COM CL A	20459V105
SNEX	STONEX GROUP INC	417,486	$42,133	10.9%	$39.02	+144.8%	COM	861896108
WINA	WINMARK CORP	83,900	$41,763	10.8%	$136.37	+214.9%	COM	974250102
AGYS	AGILYSYS INC	363,239	$38,231	9.9%	$63.79	+73.4%	COM	00847J105
RHLD	RESOLUTE HLDGS MGMT INC	126,777	$9,147	2.4%	$36.06	+50.0%	COM	76134H101