1060 Capital Opportunity Fund, LP 13F Holdings · last filed Q2 2022
1060 Capital Opportunity Fund, LP reported 10 securities worth $45.73M in its SEC 13F filing for Q2 2022 (period ended 2022-06-30). Top holdings: MCRI (32.07%), HT (23.51%), APLE (8.50%). Among its top 25 positions this quarter: 10 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MCRI | MONARCH CASINO & RESORT INC | $14.7M | 32.07% | 250,000 | New |
| 2 | HT | HERSHA HOSPITALITY TR | $10.8M | 23.51% | 1.1M | New |
| 3 | APLE | APPLE HOSPITALITY REIT INC | $3.9M | 8.50% | 265,000 | New |
| 4 | RRR | RED ROCK RESORTS INC | $3.8M | 8.33% | 114,165 | New |
| 5 | CLDT | CHATHAM LODGING TR | $2.7M | 5.90% | 258,321 | New |
| 6 | RLJ | RLJ LODGING TR | $2.6M | 5.67% | 235,000 | New |
| 7 | AHT | ASHFORD HOSPITALITY TR INC | $2.2M | 4.74% | 362,345 | New |
| 8 | AGS | PLAYAGS INC | $2.1M | 4.69% | 416,075 | New |
| 9 | BHR | BRAEMAR HOTELS & RESORTS INC | $1.6M | 3.59% | 383,070 | New |
| 10 | MCFT | MASTERCRAFT BOAT HLDGS INC | $1.4M | 2.99% | 65,000 | New |
Source: SEC Form 13F filings · as of 2022-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR