1060 Capital, Llc Portfolio Stock Holdings
1060 Capital, Llc disclosed 12 stock positions valued at approximately $82.3 million in its latest SEC 13F filing. The largest holdings include CENTURI HOLDINGS INC, CHURCHILL DOWNS INC, and LINDBLAD EXPEDITIONS HLDGS I. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 12
- Portfolio Value
- $82.3M
Holdings by Sector
1060 Capital, Llc Portfolio Holdings in Q1 2026
11 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CENTURI HOLDINGS INC | CTRI | Utilities | 24.86% | 700,000 | -125,000 | -15.15% | $20,447,000 |
| CHURCHILL DOWNS INC | CHDN | Consumer Cyclical | 16.38% | 150,000 | +110,000 | +275.00% | $13,474,500 |
| LINDBLAD EXPEDITIONS HLDGS I | LIND | Consumer Cyclical | 13.56% | 644,922 | +644,922 | +100.00% | $11,157,151 |
| MYR GROUP INC | MYRG | Industrials | 12.48% | 36,376 | +36,376 | +100.00% | $10,269,672 |
| MASTEC INC | MTZ | Industrials | 7.70% | 19,700 | +19,700 | +100.00% | $6,338,278 |
| POWELL INDS INC | POWL | Industrials | 6.58% | 10,000 | +10,000 | +100.00% | $5,410,800 |
| THERMON GROUP HLDGS INC | THR | Industrials | 5.49% | 89,625 | -35,375 | -28.30% | $4,517,100 |
| ACCEL ENTERTAINMENT INC | ACEL | Consumer Cyclical | 5.08% | 383,190 | -160,324 | -29.50% | $4,180,603 |
| CECO ENVIRONMENTAL CORP | CECO | Industrials | 3.62% | 50,000 | +50,000 | +100.00% | $2,979,000 |
| KURA SUSHI USA INC | KRUS | Consumer Cyclical | 2.89% | 34,080 | +34,080 | +100.00% | $2,378,443 |
| FULL HSE RESORTS INC | FLL | Consumer Cyclical | 1.28% | 469,561 | +69,561 | +17.39% | $1,056,512 |