1060 Capital, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$82.3M
Q ending 2026-03-31
Prior quarter
$42.6M
Q ending 2025-12-31
Change
+92.9% QoQ · +86.4% YoY
Positions
12
reported holdings
Largest positions
All 12 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Centuri Holdings Inc | CTRI | Shares | $20.4M | 700K |
| Churchill Downs Inc | CHDN | Shares | $13.5M | 150K |
| Lindblad Expeditions Hldgs I | LIND | Shares | $11.2M | 645K |
| Myr Group Inc | MYRG | Shares | $10.3M | 36K |
| Mastec Inc | MTZ | Shares | $6.3M | 20K |
| Powell Inds Inc | POWL | Shares | $5.4M | 10K |
| Thermon Group Hldgs Inc | 8TG | Shares | $4.5M | 90K |
| Accel Entertainment Inc | ACEL | Shares | $4.2M | 383K |
| Ceco Environmental Corp | CECO | Shares | $3.0M | 50K |
| Kura Sushi Usa Inc | KRUS | Shares | $2.4M | 34K |
| Full Hse Resorts Inc | FLL | Shares | $1.1M | 470K |
| High Roller Technologies Inc | ROLR | Shares | $53K | 15K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.