Nine Ten Capital Management
Brian Bares
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
8
Market Value
$321.3M
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| AGYS | 21.3% | 14.8% | 13.7% | 9.8% |
| MGNI | 19.3% | 13.1% | 15.4% | 16.1% |
| CLBT | 18.8% | 15.1% | 14.2% | 11.8% |
| CMPO | 14.7% | 15.8% | 14.8% | 11.4% |
| WINA | 11.0% | 11.4% | 10.7% | 10.8% |
| IRMD | 7.6% | 10.2% | 13.2% | 14.2% |
| RHLD | 4.2% | 4.8% | 6.1% | 2.4% |
| SNEX | 3.1% | 14.9% | 12.0% | 10.9% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
MGNI+23.02%
CLBT-22.53%
CMPO+10.73%
AGYS+8.50%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
WINA-18.96%
IRMD-9.29%
Sector Analysis
Financials3.1%
Healthcare7.6%
Technology40.1%
Industrials18.9%
Communication Services19.3%
Consumer Discretionary11.0%
Trading Summary
No stocks in this category