NT
Nine Ten Partners LP Historical SEC 13F Holdings & Archive (Q4 2014)
Nine Ten Partners LPCIK: 0001603715
Quality / disciplined sizingLong-term holder
Total reported value
$307.5M
Reporting period: 2014-12-31 · Number of holdings: 13
Nine Ten Partners LP disclosed 13 holdings in its latest 13F filing for the period ending 2014-12-31, with total reported value of $307.5M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 47.58
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 26
- Sizing Uniformity
- 92.31
Sector classification currently covers about 24% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XPO | Xpo Inc | Stock-Industrials | 24.36% | — | — | — |
| 2 | WINA | Winmark CORP | Stock-Other | 12.99% | — | — | — |
| 3 | INTLUSD | Intl Fcstone Inc | Stock-Other | 11.41% | — | — | — |
| 4 | USA | Liberty All-Star Equity Fund | Stock-Other | 7.92% | — | — | — |
| 5 | ✓ | Reis Inc Com | Stock-Other | 7.31% | — | — | — |
| 6 | OFLX | Omega Flex Inc | Stock-Other | 6.70% | — | — | — |
| 7 | GHM | Graham CORP | Stock-Other | 6.56% | — | — | — |
| 8 | UTMD | Utah Medical Products Inc | Stock-Other | 5.29% | — | — | — |
| 9 | MLAB | Mesa Laboratories Inc | Stock-Other | 5.22% | — | — | — |
| 10 | ✓ | Cherokee Inc | Stock-Other | 3.42% | — | — | — |
| 11 | ✓ | Female Health Co | Stock-Other | 2.99% | — | — | — |
| 12 | TLF | Tandy Leather Factory Inc | Stock-Other | 2.94% | — | — | — |
| 13 | INGN | Inogen Inc | Stock-Other | 2.87% | — | — | — |
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Nine Ten Partners LP and what type of investor is it?
Nine Ten Partners LP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2014-12-31), the firm manages a tracked equity portfolio valued at approximately $307.5M, spread across 13 disclosed positions.
What are Nine Ten Partners LP's largest equity positions?
Based on the latest 13F filing, Nine Ten Partners LP's top holdings by market value are:
1. Xpo Inc (XPO) — $74.9M (24.4%)
2. Winmark CORP (WINA) — $39.9M (13.0%)
3. Intl Fcstone Inc (INTLUSD) — $35.1M (11.4%)
4. Liberty All-Star Equity Fund (USA) — $24.4M (7.9%)
5. Reis Inc Com — $22.5M (7.3%)
What changes did Nine Ten Partners LP make in its most recent portfolio filing?
No notable portfolio changes were recorded for Nine Ten Partners LP in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Nine Ten Partners LP focus on?
Nine Ten Partners LP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Industrials: 100.0%
Investment Profile
Nine Ten Partners LP's portfolio is moderately concentrated and long-term-holding, with 100.0% of the portfolio concentrated in Industrials.
Peer Institutions
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GL
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Portfolio Stability100.0
Sector conviction100.0
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FC
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CG
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CIK 0001534270
Total reported value
$307.3M
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Concentration3.0
Portfolio Stability0.0
Sector conviction51.2
AUM within 0.1% of this institution
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Developer Access
Access Nine Ten Partners LP's institutional profile programmatically:
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