13F HOLDINGS REPORT
Nine Ten Capital Management LLC
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001420506-23-000399
Total Value
$575.4M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRUPANION INC | TRUP | 3,743,517 | $177.9M | 30.93% |
| 2 | AGILYSYS INC | AGYS | 1,086,129 | $86.0M | 14.94% |
| 3 | STONEX GROUP INC | SNEX | 793,272 | $75.6M | 13.14% |
| 4 | HESKA CORP | 42805E306 | 896,854 | $55.7M | 9.69% |
| 5 | WIDEOPENWEST INC | 96758W101 | 6,018,071 | $54.8M | 9.53% |
| 6 | OLO INC | 68134L109 | 5,603,300 | $35.0M | 6.09% |
| 7 | SHOTSPOTTER INC | SSTI | 960,468 | $32.5M | 5.65% |
| 8 | IRADIMED CORP | IRMD | 781,766 | $22.1M | 3.84% |
| 9 | WINMARK CORP | WINA | 90,675 | $21.4M | 3.72% |
| 10 | MAGNITE INC | MGNI | 1,348,549 | $14.3M | 2.48% |