Nine Ten Capital Management
Nine Ten Capital Management
SmallPeriod
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
8
Market Value
$314.8M
Holdings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Top 5 Holdings
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| CMPO | 15.8% | 14.8% | 11.4% | 8.8% |
| CLBT | 15.1% | 14.2% | 11.8% | 10.1% |
| SNEX | 14.9% | 12.0% | 10.9% | 12.0% |
| AGYS | 14.8% | 13.7% | 9.8% | 12.4% |
| MGNI | 13.1% | 15.4% | 16.1% | 20.5% |
| WINA | 11.4% | 10.7% | 10.8% | 9.4% |
| IRMD | 10.2% | 13.2% | 14.2% | 15.5% |
| RHLD | 4.8% | 6.1% | 2.4% | 1.2% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
SNEX+64.49%
MGNI+53.54%
AGYS+23.22%
CMPO+2.63%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
CLBT-9.51%
WINA-6.32%
IRMD-5.37%
Sector Analysis
Financials14.9%
Healthcare10.2%
Technology29.8%
Industrials20.6%
Communication Services13.1%
Consumer Discretionary11.4%
Trading Summary
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