Asset Manager
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Nine Ten Capital Management LLC
Market Value
$316M
-18.6%
Holdings
9
New Purchases
0
Added To
2
Closed
1
Reduced
4
Top 10 Concentration
100.0%
Turnover
11.1%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mid Cap | 5 | $172M | 54.6% |
| Small Cap | 4 | $144M | 45.4% |
Portfolio Analytics
Avg Market Cap
$2.9B
Median Market Cap
$2.2B
Avg P/E
36.3
Median P/E
38.6
Avg Dividend Yield
0.01%
Avg Beta
0.93
# Stocks
9
# ETFs / Funds
0
Top Holdings (9 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MGNI | 15.43% | 3,003,583 | $49M | $16.23 | -$14M | +145,000 | +5.1% | |
| 2 | GPGI | 14.77% | 2,418,904 | $47M | $19.28 | $2M | +295,592 | +13.9% | |
| 3 | CLBT | 14.16% | 2,479,727 | $45M | $18.03 | -$1M | — | — | |
| 4 | AGYS | 13.67% | 363,239 | $43M | $118.84 | $5M | — | — | |
| 5 | IRMD | 13.20% | 428,477 | $42M | $97.28 | -$13M | -342,907 | -44.5% | |
| 6 | SNEX | 11.97% | 397,486 | $38M | $95.13 | -$4M | -20,000 | -4.8% | |
| 7 | WINA | 10.73% | 83,671 | $34M | $404.94 | -$8M | -229 | -0.3% | |
| 8 | RHLD | 6.08% | 92,980 | $19M | $206.43 | $10M | -33,797 | -26.7% | |
| 9 | SPNS | —% | — | — | — | -$49M | -1,149,230 | -100.0% | SOLD |
Sold Out Positions
| Symbol | Value | % Port |
|---|---|---|
| SPNS | — | —% |