13F HOLDINGS REPORT
Nine Ten Capital Management LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001420506-24-000899
Total Value
$328.4M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | STONEX GROUP INC | SNEX | 744,600 | $52.3M | 15.93% |
| 2 | AGILYSYS INC | AGYS | 497,427 | $41.9M | 12.76% |
| 3 | MAGNITE INC | MGNI | 3,714,398 | $39.9M | 12.16% |
| 4 | CELLEBRITE DI LTD | CLBT | 3,471,198 | $38.5M | 11.71% |
| 5 | IRADIMED CORP | IRMD | 809,366 | $35.6M | 10.84% |
| 6 | WINMARK CORP | WINA | 74,632 | $27.0M | 8.22% |
| 7 | XPEL INC | XPEL | 459,511 | $24.8M | 7.56% |
| 8 | FRANKLIN COVEY CO | FC | 500,390 | $19.6M | 5.98% |
| 9 | NV5 GLOBAL INC | 62945V109 | 172,016 | $16.9M | 5.13% |
| 10 | OLO INC | 68134L109 | 1,861,663 | $10.2M | 3.11% |
| 11 | SOUNDTHINKING INC | SSTI | 641,932 | $10.2M | 3.10% |
| 12 | COGENT COMMUNICATIONS HLDGS | CCOI | 93,612 | $6.1M | 1.86% |
| 13 | SAPIENS INTL CORP N V | G7T16G103 | 164,663 | $5.3M | 1.61% |