1060 Capital, LLC
Top Portfolio Positions
12 positions ·
$82,262,422 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CTRI |
Centuri Holdings, Inc.
Utilities
|
700,000 | $20,447,000 | 24.86% | |
| CHDN |
Churchill Downs Inc
Consumer Cyclical
|
150,000 | $13,474,500 | 16.38% | |
| LIND |
Lindblad Expeditions Holdings, Inc.
Consumer Cyclical
|
644,922 | $11,157,150 | 13.56% | |
| MYRG |
Myr Group Inc.
Industrials
|
36,376 | $10,269,672 | 12.48% | |
| MTZ |
Mastec Inc
Industrials
|
19,700 | $6,338,278 | 7.70% | |
| POWL |
Powell Industries Inc
Industrials
|
10,000 | $5,410,800 | 6.58% | |
| THR |
Thermon Group Holdings, Inc.
Industrials
|
89,625 | $4,517,100 | 5.49% | |
| ACEL |
Accel Entertainment, Inc.
Consumer Cyclical
|
383,190 | $4,180,602 | 5.08% | |
| CECO |
Ceco Environmental Corp
Industrials
|
50,000 | $2,979,000 | 3.62% | |
| KRUS |
Kura Sushi USA, Inc.
Consumer Cyclical
|
34,080 | $2,378,443 | 2.89% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BGS
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,827,500 | 425,000 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||