Asset Manager
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Nine Ten Capital Management LLC
Market Value
$315M
-0.3%
Holdings
8
-1
New Purchases
0
Added To
5
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mid Cap | 4 | $190M | 60.5% |
| Small Cap | 4 | $124M | 39.5% |
Portfolio Analytics
Avg Market Cap
$2.9B
Median Market Cap
$2.1B
Avg P/E
35.7
Median P/E
38.2
Avg Dividend Yield
0.01%
Avg Beta
0.94
# Stocks
8
# ETFs / Funds
0
Top Holdings (8 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GPGI | 15.78% | 2,904,544 | $50M | $17.10 | $3M | +485,640 | +20.1% | |
| 2 | CLBT | 15.07% | 3,443,875 | $47M | $13.78 | $3M | +964,148 | +38.9% | |
| 3 | SNEX | 14.86% | 579,979 | $47M | $80.65 | $9M | +182,493 | +45.9% | |
| 4 | AGYS | 14.77% | 653,591 | $46M | $71.14 | $3M | +290,352 | +79.9% | |
| 5 | MGNI | 13.14% | 3,481,283 | $41M | $11.88 | -$7M | +477,700 | +15.9% | |
| 6 | WINA | 11.36% | 83,671 | $36M | $427.56 | $2M | — | — | |
| 7 | IRMD | 10.23% | 334,488 | $32M | $96.26 | -$9M | -93,989 | -21.9% | |
| 8 | RHLD | 4.79% | 92,980 | $15M | $162.30 | -$4M | — | — |