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1060 Capital, LLC Top Holdings and 13F Report (2025)

About 1060 Capital, LLC

Investment Activity

  • 1060 Capital, LLC has $49.39 million in total holdings as of June 30, 2025.
  • 1060 Capital, LLC owns shares of 10 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 90.17% of the portfolio was purchased this quarter.
  • About 79.12% of the portfolio was sold this quarter.
  • This quarter, 1060 Capital, LLC has purchased 11 new stocks and bought additional shares in 0 stocks.
  • 1060 Capital, LLC sold shares of 1 stock and completely divested from 10 stocks this quarter.

Largest Holdings

MYR Group
$5,897,125
Enviri
$5,604,416
MasTec
$5,112,900

Largest New Holdings this Quarter

782011100 - Rush Street Interactive
$11,222,158 Holding
55405W104 - MYR Group
$5,897,125 Holding
04247X102 - Armstrong World Industries
$5,685,400 Holding
415864107 - Enviri
$5,604,416 Holding
576323109 - MasTec
$5,112,900 Holding

Largest Purchases this Quarter

Rush Street Interactive
753,165 shares (about $11.22M)
MYR Group
32,500 shares (about $5.90M)
Armstrong World Industries
35,000 shares (about $5.69M)
Enviri
645,670 shares (about $5.60M)
MasTec
30,000 shares (about $5.11M)

Largest Sales this Quarter

International Game Technology
154,100 shares (about $2.44M)

Sector Allocation Over Time

Map of 500 Largest Holdings of1060 Capital, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Rush Street Interactive, Inc. stock logo
RSI
Rush Street Interactive
$11,222,158$11,222,158 New Holding753,16522.7%Consumer Discretionary
MYR Group, Inc. stock logo
MYRG
MYR Group
$5,897,125$5,897,125 New Holding32,50011.9%Utilities
Armstrong World Industries, Inc. stock logo
AWI
Armstrong World Industries
$5,685,400$5,685,400 New Holding35,00011.5%Construction
Enviri Corporation stock logo
NVRI
Enviri
$5,604,416$5,604,416 New Holding645,67011.3%Business Services
MasTec, Inc. stock logo
MTZ
MasTec
$5,112,900$5,112,900 New Holding30,00010.4%Construction
Primoris Services Co. stock logo
PRIM
Primoris Services
$5,066,100$5,066,100 New Holding65,00010.3%Construction
International Game Technology stock logo
IGT
International Game Technology
$4,856,832$2,436,321 -33.4%307,2009.8%Consumer Discretionary
AMRIZE LTD
$2,973,000$2,973,000 New Holding60,0006.0%SHS
Tutor Perini Corporation stock logo
TPC
Tutor Perini
$1,946,843$1,946,843 New Holding41,6173.9%Construction
Kingsway Financial Services, Inc. stock logo
KFS
Kingsway Financial Services
$1,020,916$1,020,916 New Holding75,4002.1%Finance
Golden Entertainment, Inc. stock logo
GDEN
Golden Entertainment
$0$7,917,000 -100.0%00.0%Consumer Discretionary
Genius Sports Limited stock logo
GENI
Genius Sports
$0$7,007,000 -100.0%00.0%Computer and Technology
Camping World stock logo
CWH
Camping World
$0$5,817,600 -100.0%00.0%Auto/Tires/Trucks
Thor Industries, Inc. stock logo
THO
Thor Industries
$0$4,548,600 -100.0%00.0%Construction
Titan International, Inc. stock logo
TWI
Titan International
$0$4,536,045 -100.0%00.0%Industrials
Full House Resorts, Inc. stock logo
FLL
Full House Resorts
$0$2,216,353 -100.0%00.0%Consumer Discretionary
Turning Point Brands, Inc. stock logo
TPB
Turning Point Brands
$0$2,113,568 -100.0%00.0%Consumer Staples
Potlatch Corporation stock logo
PCH
Potlatch
$0$1,128,000 -100.0%00.0%Construction
Accel Entertainment, Inc. stock logo
ACEL
Accel Entertainment
$0$1,078,760 -100.0%00.0%Consumer Discretionary
The RealReal, Inc. stock logo
REAL
RealReal
$0$273,650 -100.0%00.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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