Nine Ten Partners LP

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/Contrarian: 50
Sector conviction: 0
Diversification: 26
Sizing Uniformity: 92.31

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

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

Period	Holdings	Total value	Stability	Top holdings
2014-12-31	13	$307.5M	0	1XPO 2WINA 3INTLUSD Top holdings2014-12-31 1.XPO 2.WINA 3.INTLUSD 4.USA 5.75936P 6.OFLX 7.GHM 8.UTMD 9.MLAB 10.16444H

Holding changes this quarter

Position changes disclosed by Nine Ten Partners LP for the quarter ending 2014-12-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

FAQ

What is Nine Ten Partners LP and what type of investor is it?

Nine Ten Partners LP is a 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%