Nine Ten Capital Management's Q3 2022 vs. Q4 2022 Holdings Report Reveals Interesting Changes

Nine Ten Capital Management, a renowned investment firm, recently released its Q3 2022 vs. Q4 2022 13F Holdings report, drawing attention to the changes in the fund's holdings. This comparison report has revealed some interesting insights into the firm's investments in various companies.

One of the most significant changes in the fund's holdings was the increase in shares of TRUPANION INC (TRUP). The firm bought 10,702 more shares in Q4 2022, increasing its stake in TRUPANION to a total of 3,743,517 shares. In contrast, the fund sold more than 609,000 shares of WideOpenWest Inc (WOW), reducing its stake in the company by 24.3%.

Another significant change in the fund's investment was the shift in focus from AGILYSYS INC (AGYS) to ShotSpotter Inc (SSTI). The firm sold more than half of its shares in AGILYSYS in Q4 2022, reducing its stake to 1,086,129 shares. In comparison, Nine Ten Capital Management bought an additional 48,480 shares in ShotSpotter, increasing its stake by 10.8% to 960,468 shares.

The report also revealed that the fund has completely exited its position in Magonite Inc (MGNI), selling all of its 2,091,412 shares in the company in Q4 2022. The fund also reduced its holdings in Heska Corp (HSKA), selling over 31,000 shares and decreasing its stake by 12.3%.

It's worth noting that while the fund sold an almost equal amount of OLO Inc (OLO) shares, it did so at a lower value than when it bought them in Q3 2022. The firm sold 88,879 shares in Q4 2022, reducing its stake by 19.8%.

In conclusion, Nine Ten Capital Management's Q3 2022 vs. Q4 2022 13F Holdings report shows that the fund is still a major investor in a variety of companies. While it has reduced its holdings in some companies, it has bought more shares in others, showing its confidence in their growth potential. Investors can use this information to make informed decisions on where to allocate their investments.

If you're looking to invest in any of the companies mentioned above, make sure to do your research and make informed decisions based on your investment goals and risk tolerance.