Nine Ten Capital Management LLC Long-Term Concentrated

Location: Chicago, IL

CIK: 0001635236 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $316M (100.0% shares, 0.0% debt)

Holdings (8)

MGNI MAGNITE INC 15.4%

Value $48.75M Shares 3,003,583 Est. Cost $12.52 Unrealized +32.5%

GPGI COMPOSECURE INC 14.8%

Value $46.64M Shares 2,418,904 Est. Cost $13.41 Unrealized +48.8%

CLBT CELLEBRITE DI LTD 14.2%

Value $44.71M Shares 2,479,727 Est. Cost $10.06 Unrealized +78.5%

AGYS AGILYSYS INC 13.7%

Value $43.17M Shares 363,239 Est. Cost $63.79 Unrealized +88.7%

IRMD IRADIMED CORP 13.2%

Value $41.68M Shares 428,477 Est. Cost $24.57 Unrealized +247.4%

SNEX STONEX GROUP INC 12.0%

Value $37.81M Shares 397,486 Est. Cost $39.02 Unrealized +141.7%

WINA WINMARK CORP 10.7%

Value $33.88M Shares 83,671 Est. Cost $136.37 Unrealized +213.7%

RHLD RESOLUTE HLDGS MGMT INC 6.1%

Value $19.19M Shares 92,980 Est. Cost $36.06 Unrealized +310.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MGNI	MAGNITE INC	3,003,583	$48.75M	15.4%	$12.52	+32.5%	COM	55955D100
GPGI	COMPOSECURE INC	2,418,904	$46.64M	14.8%	$13.41	+48.8%	COM CL A	20459V105
CLBT	CELLEBRITE DI LTD	2,479,727	$44.71M	14.2%	$10.06	+78.5%	ORDINARY SHARES	M2197Q107
AGYS	AGILYSYS INC	363,239	$43.17M	13.7%	$63.79	+88.7%	COM	00847J105
IRMD	IRADIMED CORP	428,477	$41.68M	13.2%	$24.57	+247.4%	COM	46266A109
SNEX	STONEX GROUP INC	397,486	$37.81M	12.0%	$39.02	+141.7%	COM	861896108
WINA	WINMARK CORP	83,671	$33.88M	10.7%	$136.37	+213.7%	COM	974250102
RHLD	RESOLUTE HLDGS MGMT INC	92,980	$19.19M	6.1%	$36.06	+310.3%	COM	76134H101