Fund Universe

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☆Nine Ten Capital Management LLC

CIK 0001635236 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.765
AUM ($M)
321
Positions
8
Turnover
0.16
Top-10 wt
100%
Herfindahl
0.160
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 8 positions · portfolio value $321M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆AGYS funds › AGILYSYS INC ADD Common Stock 21.3% +6.5% 68.5 655,513 +1,922 5 —
☆MGNI funds › MAGNITE INC TRIM Common Stock 19.3% +6.1% 61.9 3,261,283 -220,000 5 —
☆CLBT funds › CELLEBRITE DI LTD ADD — 18.7% +3.7% 60.3 4,126,808 +682,933 5 —
☆GPGI funds › GPGI INC ADD Common Stock 14.7% -1.1% 47.3 2,984,544 +80,000 5 —
☆WINA funds › WINMARK CORP HOLD Common Stock 11.0% -0.3% 35.4 83,671 +0 5 —
☆IRMD funds › IRADIMED CORP TRIM Common Stock 7.6% -2.6% 24.5 256,562 -77,926 5 —
☆RHLD funds › RESOLUTE HLDGS MGMT INC HOLD Common Stock 4.2% -0.6% 13.4 92,980 +0 5 —
☆SNEX funds › STONEX GROUP INC TRIM Common Stock 3.1% -11.7% 10.0 84,679 -495,300 5 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 321 8 0.16 100% 0.160 0.764 — in
2026Q1 315 8 0.07 100% 0.134 0.882 — in
2025Q4 316 8 0.14 100% 0.131 0.765 — in
2025Q3 388 9 0.10 100% 0.123 0.851 — in
2025Q2 336 9 0.15 100% 0.133 0.796 — entered
2025Q1 268 11 0.00 99% 0.121 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status