1060 Capital, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, 1060 Capital, Llc disclosed 10 stock positions valued at approximately $70.85M as of quarter-end June 30, 2026. The largest holdings include CENTURI HOLDINGS INC, PRIMORIS SVCS CORP, and HUB GROUP INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 10
- Portfolio Value
- $70.85M
Holdings by Sector
1060 Capital, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CENTURI HOLDINGS INC | CTRI | Utilities | 34.14% | 800,000 | +100,000 | +14.29% | $24,192,000 |
| PRIMORIS SVCS CORP | PRIM | Industrials | 17.49% | 125,000 | +125,000 | +100.00% | $12,390,000 |
| HUB GROUP INC | HUBG | Industrials | 10.82% | 175,000 | +175,000 | +100.00% | $7,663,250 |
| KIRBY CORP | KEX | Industrials | 9.60% | 50,000 | +50,000 | +100.00% | $6,798,500 |
| GENIUS SPORTS LIMITED | GENI | Other | 7.70% | 900,000 | +900,000 | +100.00% | $5,454,000 |
| MYR GROUP INC | MYRG | Industrials | 7.06% | 10,000 | -26,376 | -72.51% | $5,004,000 |
| XPO INC | XPO | Industrials | 5.79% | 20,000 | +20,000 | +100.00% | $4,105,800 |
| MASTERCRAFT BOAT HLDGS INC | MCFT | Consumer Cyclical | 2.73% | 75,000 | +75,000 | +100.00% | $1,936,500 |
| MALIBU BOATS INC | MBUU | Consumer Cyclical | 2.48% | 64,153 | +64,153 | +100.00% | $1,759,717 |
| AZZ INC | AZZ | Industrials | 2.19% | 10,000 | +10,000 | +100.00% | $1,550,500 |
Showing 10 of 10 holdings in the latest reporting period.