1060 Capital, LLC

DENVER, CO · CIK 1602119 · 13F filing filed 2026-08-13

Exempt reporting adviser since 2020 · limited liability company

As an employer

$70.9m reported value -13.9% vs Q1 2026

10positions

100.0%in top 10

8 new 1 added 1 reduced 10 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CENTURI HOLDINGS INC COM SHS CTRI	CTRI	800,000	$24.2m34.14%	34.14%	Added +100.0k	+100,000 14.3%
2	PRIMORIS SVCS CORP COM PRIM	PRIM	125,000	$12.4m17.49%	17.49%	New
3	HUB GROUP INC CL A HUBG	HUBG	175,000	$7.7m10.82%	10.82%	New
4	KIRBY CORP COM KEX	KEX	50,000	$6.8m9.60%	9.60%	New
5	GENIUS SPORTS LIMITED SHARES CL A GENI	GENI	900,000	$5.5m7.70%	7.70%	New
6	MYR GROUP INC DEL COM MYRG	MYRG	10,000	$5.0m7.06%	7.06%	Reduced -26.4k	-26,376 -72.5%
7	XPO INC COM XPO	XPO	20,000	$4.1m5.79%	5.79%	New
8	MASTERCRAFT BOAT HLDGS INC COM MCFT	MCFT	75,000	$1.9m2.73%	2.73%	New
9	MALIBU BOATS INC COM CL A MBUU	MBUU	64,153	$1.8m2.48%	2.48%	New
10	AZZ INC COM AZZ	AZZ	10,000	$1.6m2.19%	2.19%	New

Security	Ticker	Shares held before	Value then
CHURCHILL DOWNS INC CHDN	CHDN	150,000	$13.5m150.0k shares
LINDBLAD EXPEDITIONS HLDGS I LIND	LIND	644,922	$11.2m644.9k shares
MASTEC INC MTZ	MTZ	19,700	$6.3m19.7k shares
POWELL INDS INC POWL	POWL	30,000	$5.4m30.0k shares
THERMON GROUP HLDGS INC		89,625	$4.5m89.6k shares
ACCEL ENTERTAINMENT INC ACEL	ACEL	383,190	$4.2m383.2k shares
CECO ENVIRONMENTAL CORP CECO	CECO	50,000	$3.0m50.0k shares
KURA SUSHI USA INC KRUS	KRUS	34,080	$2.4m34.1k shares
FULL HSE RESORTS INC FLL	FLL	469,561	$1.1m469.6k shares
HIGH ROLLER TECHNOLOGIES INC ROLR	ROLR	15,335	$53.4k15.3k shares