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
Holdings in FLL
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,056,512 | 469,561 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,044,000 | 400,000 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $2,216,353 | 530,228 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $2,305,200 | 565,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,409,600 | 480,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,101,445 | 420,289 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,989,230 | 357,133 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $1,896,790 | 283,103 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,338,000 | 600,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,477,663 | 595,434 | Shares | Sole | 2023-02-14 | |
| 2021-03-31 | $5,055,978 | 594,122 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,903,440 | 484,336 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $104,924 | 54,085 | Shares | Sole | 2020-11-13 | |
| 2020-03-31 | $471,876 | 377,501 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||