Nine Ten Capital Management LLC Long-Term Concentrated

Location: Chicago, IL

CIK: 0001635236 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $315M (100.0% shares, 0.0% debt)

Holdings (8)

GPGI GPGI INC 15.8%

Value $49.67M Shares 2,904,544 Est. Cost $15.08 Unrealized +54.9%

CLBT CELLEBRITE DI LTD 15.1%

Value $47.46M Shares 3,443,875 Est. Cost $11.60 Unrealized +34.1%

SNEX STONEX GROUP INC 14.9%

Value $46.77M Shares 579,979 Est. Cost $62.70 Unrealized +82.3%

AGYS AGILYSYS INC 14.8%

Value $46.5M Shares 653,591 Est. Cost $78.14 Unrealized +23.0%

MGNI MAGNITE INC 13.1%

Value $41.36M Shares 3,481,283 Est. Cost $12.70 Unrealized +8.7%

WINA WINMARK CORP 11.4%

Value $35.77M Shares 83,671 Est. Cost $136.37 Unrealized +224.9%

IRMD IRADIMED CORP 10.2%

Value $32.2M Shares 334,488 Est. Cost $24.57 Unrealized +306.2%

RHLD RESOLUTE HLDGS MGMT INC 4.8%

Value $15.09M Shares 92,980 Est. Cost $36.06 Unrealized +448.9%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GPGI	GPGI INC	2,904,544	$49.67M	15.8%	$15.08	+54.9%	COM CL A	20459V105
CLBT	CELLEBRITE DI LTD	3,443,875	$47.46M	15.1%	$11.60	+34.1%	ORDINARY SHARES	M2197Q107
SNEX	STONEX GROUP INC	579,979	$46.77M	14.9%	$62.70	+82.3%	COM	861896108
AGYS	AGILYSYS INC	653,591	$46.5M	14.8%	$78.14	+23.0%	COM	00847J105
MGNI	MAGNITE INC	3,481,283	$41.36M	13.1%	$12.70	+8.7%	COM	55955D100
WINA	WINMARK CORP	83,671	$35.77M	11.4%	$136.37	+224.9%	COM	974250102
IRMD	IRADIMED CORP	334,488	$32.2M	10.2%	$24.57	+306.2%	COM	46266A109
RHLD	RESOLUTE HLDGS MGMT INC	92,980	$15.09M	4.8%	$36.06	+448.9%	COM	76134H101