1060 Capital, LLC
- SEC CIK
- 0001602119
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 10
- −2 vs. Q1 2026
- Portfolio value
- $70.9M
- −$11.4M (−13.9%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CTRICenturi Holdings, Inc. | COM SHS | 800,000 | $24.2M | 34.1% | +100,000+14.3% | Added | History |
| PRIMPrimoris Services Corp | Stock | 125,000 | $12.4M | 17.5% | +125,000 | New | History |
| HUBGHub Group, Inc. | CL A | 175,000 | $7.66M | 10.8% | +175,000 | New | History |
| KEXKirby Corp | COM | 50,000 | $6.80M | 9.6% | +50,000 | New | History |
| GENIGenius Sports Ltd | SHARES CL A | 900,000 | $5.45M | 7.7% | +900,000 | New | History |
| MYRGMyr Group Inc. | COM | 10,000 | $5.00M | 7.1% | −26,376−72.5% | Reduced | History |
| XPOXPO, Inc. | COM | 20,000 | $4.11M | 5.8% | +20,000 | New | History |
| MCFTMasterCraft Boat Holdings, Inc. | COM | 75,000 | $1.94M | 2.7% | +75,000 | New | History |
| MBUUMalibu Boats, Inc. | COM CL A | 64,153 | $1.76M | 2.5% | +64,153 | New | History |
| AZZAzz Inc | COM | 10,000 | $1.55M | 2.2% | +10,000 | New | History |
Sold out since Q1 2026 (10)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| CHDNChurchill Downs Inc | COM | 150,000 | $13.5M | 16.4% | History |
| LINDLindblad Expeditions Holdings, Inc. | Stock | 644,922 | $11.2M | 13.6% | History |
| MTZMastec Inc | COM | 19,700 | $6.34M | 7.7% | History |
| POWLPowell Industries Inc | Stock | 10,000 | $5.41M | 6.6% | History |
| THRThermon Group Holdings, Inc. | COM | 89,625 | $4.52M | 5.5% | History |
| ACELAccel Entertainment, Inc. | COM CL A1 | 383,190 | $4.18M | 5.1% | History |
| CECOCeco Environmental Corp | COM | 50,000 | $2.98M | 3.6% | History |
| KRUSKura Sushi USA, Inc. | CL A COM | 34,080 | $2.38M | 2.9% | History |
| FLLFull House Resorts Inc | COM | 469,561 | $1.06M | 1.3% | History |
| ROLRHigh Roller Technologies, Inc. | COM | 15,335 | $53.4K | 0.1% | History |