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1060 Capital, LLC Top Holdings and 13F Report (2026)

About 1060 Capital, LLC

Investment Activity

  • 1060 Capital, LLC has $82.26 million in total holdings as of March 31, 2026.
  • 1060 Capital, LLC owns shares of 12 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 59.11% of the portfolio was purchased this quarter.
  • About 15.07% of the portfolio was sold this quarter.
  • This quarter, 1060 Capital, LLC has purchased 6 new stocks and bought additional shares in 2 stocks.
  • 1060 Capital, LLC sold shares of 3 stocks and completely divested from 1 stock this quarter.

Largest Holdings

CENTURI HOLDINGS INC
$20,447,000
Churchill Downs
$13,474,500
MYR Group
$10,269,672
MasTec
$6,338,278

Largest New Holdings this Quarter

535219109 - Lindblad Expeditions
$11,157,151 Holding
55405W104 - MYR Group
$10,269,672 Holding
576323109 - MasTec
$6,338,278 Holding
739128106 - Powell Industries
$5,410,800 Holding
125141101 - CECO Environmental
$2,979,000 Holding

Largest Purchases this Quarter

Lindblad Expeditions
644,922 shares (about $11.16M)
MYR Group
36,376 shares (about $10.27M)
Churchill Downs
110,000 shares (about $9.88M)
MasTec
19,700 shares (about $6.34M)
Powell Industries
10,000 shares (about $5.41M)

Largest Sales this Quarter

Accel Entertainment
470,824 shares (about $5.14M)
CENTURI HOLDINGS INC
125,000 shares (about $3.65M)
Thermon Group
35,375 shares (about $1.78M)

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
CENTURI HOLDINGS INC
$20,447,000$3,651,250 â–¼-15.2%700,00024.9%COM SHS
Churchill Downs, Incorporated stock logo
CHDN
Churchill Downs
$13,474,500$9,881,300 â–²275.0%150,00016.4%Consumer Discretionary
Lindblad Expeditions stock logo
LIND
Lindblad Expeditions
$11,157,151$11,157,151 â–²New Holding644,92213.6%Consumer Discretionary
MYR Group, Inc. stock logo
MYRG
MYR Group
$10,269,672$10,269,672 â–²New Holding36,37612.5%Utilities
MasTec, Inc. stock logo
MTZ
MasTec
$6,338,278$6,338,278 â–²New Holding19,7007.7%Construction
Powell Industries, Inc. stock logo
POWL
Powell Industries
$5,410,800$5,410,800 â–²New Holding10,0006.6%Industrials
Thermon Group Holdings, Inc. stock logo
THR
Thermon Group
$4,517,100$1,782,900 â–¼-28.3%89,6255.5%Computer and Technology
Accel Entertainment, Inc. stock logo
ACEL
Accel Entertainment
$4,180,603$5,136,690 â–¼-55.1%383,1905.1%Consumer Discretionary
CECO Environmental Corp. stock logo
CECO
CECO Environmental
$2,979,000$2,979,000 â–²New Holding50,0003.6%Industrials
Kura Sushi USA, Inc. stock logo
KRUS
Kura Sushi USA
$2,378,443$2,378,443 â–²New Holding34,0802.9%Retail/Wholesale
Full House Resorts, Inc. stock logo
FLL
Full House Resorts
$1,056,512$156,512 â–²17.4%469,5611.3%Consumer Discretionary
HIGH ROLLER TECHNOLOGIES INC
$53,366$53,366 â–²New Holding15,3350.1%COM
B&G Foods, Inc. stock logo
BGS
B&G Foods
$0$1,827,500 â–¼-100.0%00.0%Consumer Staples

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data