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View AllLatest Nine Ten Capital Management LLC Stock Portfolio
$397Million
Equity Portfolio Value
Last Reported on: 14 Feb, 2024
About Nine Ten Capital Management LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Nine Ten Capital Management LLC reported an equity portfolio of $327.7 Millions as of 30 Sep, 2023.
The top stock holdings of Nine Ten Capital Management LLC are SNEX, AGYS, WOW. The fund has invested 21.2% of it's portfolio in STONEX GROUP INC and 16.6% of portfolio in AGILYSYS INC.
The fund managers got completely rid off BIOLIFE SOLUTIONS INC (BLFS) stocks. They significantly reduced their stock positions in WIDEOPENWEST INC (WOW), STONEX GROUP INC (SNEX) and IRADIMED CORP (IRMD). Nine Ten Capital Management LLC opened new stock positions in MAGNITE INC (MGNI). The fund showed a lot of confidence in some stocks as they added substantially to FRANKLIN COVEY CO (FC), CELLEBRITE DI LTD and OLO INC (OLO).
The top stock holdings of Nine Ten Capital Management LLC are SNEX, AGYS, WOW. The fund has invested 21.2% of it's portfolio in STONEX GROUP INC and 16.6% of portfolio in AGILYSYS INC.
The fund managers got completely rid off BIOLIFE SOLUTIONS INC (BLFS) stocks. They significantly reduced their stock positions in WIDEOPENWEST INC (WOW), STONEX GROUP INC (SNEX) and IRADIMED CORP (IRMD). Nine Ten Capital Management LLC opened new stock positions in MAGNITE INC (MGNI). The fund showed a lot of confidence in some stocks as they added substantially to FRANKLIN COVEY CO (FC), CELLEBRITE DI LTD and OLO INC (OLO).
New Buys
| Ticker | $ Bought |
|---|---|
| MASIMO CORP | 19,214,000 |
| NV5 GLOBAL INC | 17,910,000 |
| XPEL INC | 15,616,000 |
New stocks bought by Nine Ten Capital Management LLC
Additions
| Ticker | % Inc. |
|---|---|
| CELLEBRITE DI LTD | 247 |
| FRANKLIN COVEY CO | 45.93 |
| STONEX GROUP INC | 33.3 |
| MAGNITE INC | 5.13 |
| IRADIMED CORP | 3.64 |
Additions to existing portfolio by Nine Ten Capital Management LLC
Reductions
| Ticker | % Reduced |
|---|---|
| WIDEOPENWEST INC | -47.92 |
| AGILYSYS INC | -21.52 |
| OLO INC | -19.26 |
| SOUNDTHINKING INC | -13.71 |
| WINMARK CORP | -9.75 |
Nine Ten Capital Management LLC reduced stake in above stock
Sold off
Current Stock Holdings of Nine Ten Capital Management LLC
Last Reported on: 14 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AGYS | AGILYSYS INC | 13.79 | 646,389 | 54,827,000 | REDUCED | -21.52 | |
| CLBT | CELLEBRITE DI LTD | 8.07 | 3,706,200 | 32,096,000 | ADDED | 247 | |
| FC | FRANKLIN COVEY CO | 5.25 | 479,462 | 20,871,000 | ADDED | 45.93 | |
| IRMD | IRADIMED CORP | 9.54 | 799,366 | 37,946,000 | ADDED | 3.64 | |
| MASI | MASIMO CORP | 4.83 | 163,925 | 19,214,000 | NEW | ||
| MGNI | MAGNITE INC | 9.71 | 4,132,630 | 38,599,000 | ADDED | 5.13 | |
| NVEE | NV5 GLOBAL INC | 4.50 | 161,179 | 17,910,000 | NEW | ||
| OLO | OLO INC | 5.68 | 3,951,600 | 22,603,000 | REDUCED | -19.26 | |
| SNEX | STONEX GROUP INC | 17.71 | 953,727 | 70,414,000 | ADDED | 33.3 | |
| SSTI | SOUNDTHINKING INC | 5.98 | 930,682 | 23,770,000 | REDUCED | -13.71 | |
| WINA | WINMARK CORP | 8.59 | 81,830 | 34,168,000 | REDUCED | -9.75 | |
| WOW | WIDEOPENWEST INC | 2.42 | 2,377,530 | 9,629,000 | REDUCED | -47.92 | |
| XPEL | XPEL INC | 3.93 | 289,998 | 15,616,000 | NEW |