Go Pro

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

About 1060 Capital, LLC

Investment Activity

  • 1060 Capital, LLC has $70.85 million in total holdings as of June 30, 2026.
  • 1060 Capital, LLC owns shares of 10 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 63.06% of the portfolio was purchased this quarter.
  • About 91.38% of the portfolio was sold this quarter.
  • This quarter, 1060 Capital, LLC has purchased 12 new stocks and bought additional shares in 1 stock.
  • 1060 Capital, LLC sold shares of 1 stock and completely divested from 10 stocks this quarter.

Largest Holdings

CENTURI HOLDINGS INC
$24,192,000
PRIMORIS SVCS CORP
$12,390,000
Hub Group
$7,663,250
Kirby
$6,798,500
Genius Sports
$5,454,000

Largest New Holdings this Quarter

74164F103 - PRIMORIS SVCS CORP
$12,390,000 Holding
443320106 - Hub Group
$7,663,250 Holding
497266106 - Kirby
$6,798,500 Holding
G3934V109 - Genius Sports
$5,454,000 Holding
983793100 - XPO
$4,105,800 Holding

Largest Purchases this Quarter

PRIMORIS SVCS CORP
125,000 shares (about $12.39M)
Hub Group
175,000 shares (about $7.66M)
Kirby
50,000 shares (about $6.80M)
Genius Sports
900,000 shares (about $5.45M)
XPO
20,000 shares (about $4.11M)

Largest Sales this Quarter

MYR Group
26,376 shares (about $13.20M)

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
$24,192,000$3,024,000 â–²14.3%800,00034.1%COM SHS
PRIMORIS SVCS CORP
$12,390,000$12,390,000 â–²New Holding125,00017.5%COM
Hub Group, Inc. stock logo
HUBG
Hub Group
$7,663,250$7,663,250 â–²New Holding175,00010.8%Industrials
Kirby Corporation stock logo
KEX
Kirby
$6,798,500$6,798,500 â–²New Holding50,0009.6%Industrials
Genius Sports Limited stock logo
GENI
Genius Sports
$5,454,000$5,454,000 â–²New Holding900,0007.7%Consumer Discretionary
MYR Group, Inc. stock logo
MYRG
MYR Group
$5,004,000$13,198,550 â–¼-72.5%10,0007.1%Industrials
XPO, Inc. stock logo
XPO
XPO
$4,105,800$4,105,800 â–²New Holding20,0005.8%Industrials
Mastercraft Boat Holdings, Inc. stock logo
MCFT
Mastercraft Boat
$1,936,500$1,936,500 â–²New Holding75,0002.7%Consumer Discretionary
Malibu Boats, Inc. stock logo
MBUU
Malibu Boats
$1,759,717$1,759,717 â–²New Holding64,1532.5%Consumer Discretionary
AZZ Inc. stock logo
AZZ
AZZ
$1,550,500$1,550,500 â–²New Holding10,0002.2%Industrials
Churchill Downs, Incorporated stock logo
CHDN
Churchill Downs
$0$13,474,500 â–¼-100.0%00.0%Consumer Discretionary
Lindblad Expeditions stock logo
LIND
Lindblad Expeditions
$0$11,157,151 â–¼-100.0%00.0%Consumer Discretionary
MasTec, Inc. stock logo
MTZ
MasTec
$0$6,338,278 â–¼-100.0%00.0%Industrials
Powell Industries, Inc. stock logo
POWL
Powell Industries
$0$5,410,800 â–¼-100.0%00.0%Industrials
Thermon Group Holdings, Inc. stock logo
THR
Thermon Group
$0$4,517,100 â–¼-100.0%00.0%Industrials
Accel Entertainment, Inc. stock logo
ACEL
Accel Entertainment
$0$4,180,603 â–¼-100.0%00.0%Consumer Discretionary
CECO Environmental Corp. stock logo
CECO
CECO Environmental
$0$2,979,000 â–¼-100.0%00.0%Industrials
Kura Sushi USA, Inc. stock logo
KRUS
Kura Sushi USA
$0$2,378,443 â–¼-100.0%00.0%Consumer Discretionary
Full House Resorts, Inc. stock logo
FLL
Full House Resorts
$0$1,056,512 â–¼-100.0%00.0%Consumer Discretionary
HIGH ROLLER TECHNOLOGIES INC
$0$53,366 â–¼-100.0%00.0%COM

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