1060 Capital, LLC 13F Holdings · Q2 2026
1060 Capital, LLC reported 10 securities worth $70.85M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CTRI (34.14%), PRIM (17.49%), HUBG (10.82%). Among its top 25 positions this quarter: 8 new, 1 added, 1 trimmed, 10 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CTRI | CENTURI HOLDINGS INC | $24.2M | 34.14% | 800,000 | Added |
| 2 | PRIM | PRIMORIS SVCS CORP | $12.4M | 17.49% | 125,000 | New |
| 3 | HUBG | HUB GROUP INC | $7.7M | 10.82% | 175,000 | New |
| 4 | KEX | KIRBY CORP | $6.8M | 9.60% | 50,000 | New |
| 5 | GENI | GENIUS SPORTS LIMITED | $5.5M | 7.70% | 900,000 | New |
| 6 | MYRG | MYR GROUP INC | $5.0M | 7.06% | 10,000 | Trimmed |
| 7 | XPO | XPO INC | $4.1M | 5.79% | 20,000 | New |
| 8 | MCFT | MASTERCRAFT BOAT HLDGS INC | $1.9M | 2.73% | 75,000 | New |
| 9 | MBUU | MALIBU BOATS INC | $1.8M | 2.48% | 64,153 | New |
| 10 | AZZ | AZZ INC | $1.6M | 2.19% | 10,000 | New |
| 11 | ACEL | ACCEL ENTERTAINMENT INC | $0 | 0.00% | 0 | Exited |
| 12 | CECO | CECO ENVIRONMENTAL CORP | $0 | 0.00% | 0 | Exited |
| 13 | CHDN | CHURCHILL DOWNS INC | $0 | 0.00% | 0 | Exited |
| 14 | FLL | FULL HSE RESORTS INC | $0 | 0.00% | 0 | Exited |
| 15 | KRUS | KURA SUSHI USA INC | $0 | 0.00% | 0 | Exited |
| 16 | LIND | LINDBLAD EXPEDITIONS HLDGS I | $0 | 0.00% | 0 | Exited |
| 17 | MTZ | MASTEC INC | $0 | 0.00% | 0 | Exited |
| 18 | POWL | POWELL INDS INC | $0 | 0.00% | 0 | Exited |
| 19 | ROLR | HIGH ROLLER TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
| 20 | THR | THERMON GROUP HLDGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR