Nine Ten Capital Management LLC Portfolio Holdings
Q3 2025•9 long positions•$388.0M portfolio value
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Holding9 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Advertising Agencies Communication Services | $62.3M 16.05% | — | 2.01% 2.9M shares | — | — | $3.1B Mid Cap | Q2 2020 Held for 5y 5m | |
Medical - Devices Healthcare | $54.9M 14.15% | -$7.2M Sold | 6.06% 771.4K shares | 872.0K → 771.4K −$7.2M | -11.54% | $905.2M Small Cap | Q3 2019 Held for 6y 2m | |
Software - Application Technology | $49.4M 12.74% | — | 2.06% 1.1M shares | — | — | $2.4B Mid Cap | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $45.9M 11.84% | +$6.6M Bought | 1.01% 2.5M shares | 2.1M → 2.5M +$6.6M | +16.88% | $4.5B Mid Cap | Q2 2023 Held for 2y 5m | |
Manufacturing - Metal Fabrication Industrials | $44.2M 11.39% | +$610.2K Bought | 2.07% 2.1M shares | 2.1M → 2.1M +$610.2K | +1.4% | $2.1B Mid Cap | Q4 2024 Held for 11 months | |
Financial - Capital Markets Financial Services | $42.1M 10.86% | -$2.7M Sold | 0.8% 417.5K shares | 444.0K → 417.5K −$2.7M | -5.97% | $5.3B Mid Cap | Q1 2015 Held for 10y 8m | |
Specialty Retail Consumer Cyclical | $41.8M 10.76% | — | 2.36% 83.9K shares | — | — | $1.8B Small Cap | Q1 2015 Held for 10y 8m | |
Software - Application Technology | $38.2M 9.85% | — | 1.3% 363.2K shares | — | — | $3.0B Mid Cap | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $9.1M 2.36% | -$318.8K Sold | 1.49% 126.8K shares | 131.2K → 126.8K −$318.8K | -3.37% | $615.2M Small Cap | Q1 2025 Held for 8 months |
