Nine Ten Capital Management LLC

Q1 2026 13F-HR Holdings

Location
Chicago, IL
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
8
Total value ($000)
$314,817
Net value change ($000)
-1,014 (-0.3%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SNEX 8,962 23.7%
AGYS 3,329 7.7%
GPGI 3,032 6.5%
CLBT 2,748 6.1%
WINA 1,892 5.6%
Top Reduces (Value $000, Stocks/ETFs)
IRMD -9,484 -22.8%
MGNI -7,390 -15.2%
RHLD -4,103 -21.4%
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