Nine Ten Capital Management LLC

Q3 2025 13F-HR Holdings

Location
Chicago, IL
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
9
Total value ($000)
$387,999
Net value change ($000)
+51,879 (15.4%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SAPIENS INTERNATIONAL CORP N V 15,802 47.0%
GPGI 14,702 49.8%
CLBT 12,004 35.4%
WINA 10,082 31.8%
RHLD 4,966 118.8%
IRMD 2,755 5.3%
SNEX 1,668 4.1%
Top Reduces (Value $000, Stocks/ETFs)
MGNI -6,689 -9.7%
AGYS -3,411 -8.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type