1060 Capital, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), 1060 Capital, LLC reported 10 stock positions worth $70.9 million. Its top holding was Centuri (CTRI) at 34.1% of the portfolio, followed by Primoris Services (PRIM, 17.5%) and Hub Class A (HUBG, 10.8%). Compared with Q1 2026, it opened 8 new positions, sold out of 10, added to 1 and reduced 1. The biggest buy was a new position in Primoris Services (PRIM) and the biggest sale an exit from Churchill Downs (CHDN).
- Most Recent 13F
- Q2 2026
- Location
- DENVER, CO
- CIK
- 0001602119
- Portfolio Value
- $70.9M (Q2 2026)
- SEC Filing
- 0001602119-26-000004 ↗ filed Aug 13, 2026
Holdings Value
Holdings 10 stocks · $70.9M
| CTRI Centuri Holdings Inc. | 34.14% | 800,000 | $24.2M | Add +14.3% |
| PRIM Primoris Services Corp. | 17.49% | 125,000 | $12.4M | New |
| HUBG Hub Group Inc. Class A | 10.82% | 175,000 | $7.7M | New |
| KEX Kirby Corp. | 9.60% | 50,000 | $6.8M | New |
| GENI Genius Sports Ltd. | 7.70% | 900,000 | $5.5M | New |
| MYRG MYR Group Inc./Delaware | 7.06% | 10,000 | $5.0M | Reduce -72.5% |
| XPO Xpo Inc. | 5.79% | 20,000 | $4.1M | New |
| MCFT Mastercraft Boat Holdings Inc. | 2.73% | 75,000 | $1.9M | New |
| MBUU Malibu Boats Inc. Class A | 2.48% | 64,153 | $1.8M | New |
| AZZ Azz Inc. | 2.19% | 10,000 | $1.6M | New |
Portfolio Sells Q1 2026 → Q2 2026
| CHDN Churchill Downs Inc. | Sold out | 0.00% | −16.38 |
| LIND Lindblad Expeditions Holding | Sold out | 0.00% | −13.56 |
| MTZ Mastec Inc. | Sold out | 0.00% | −7.70 |
| POWL Powell Industries Inc. | Sold out | 0.00% | −6.58 |
| THR Thermon Group Holdings Inc. | Sold out | 0.00% | −5.49 |
| MYRG MYR Group Inc./Delaware | Reduce -72.5% | 7.06% | −5.42 |
| ACEL Accel Entertainment Inc. | Sold out | 0.00% | −5.08 |
| CECO Ceco Environmental Corp. | Sold out | 0.00% | −3.62 |
| KRUS Kura Sushi USA Inc. Class A | Sold out | 0.00% | −2.89 |
| FLL Full House Resorts Inc. | Sold out | 0.00% | −1.28 |
| ROLR High Roller Technologies Inc. | Sold out | 0.00% | −0.06 |
Portfolio Buys Q1 2026 → Q2 2026
| PRIM Primoris Services Corp. | New | 17.49% | +17.49 |
| HUBG Hub Group Inc. Class A | New | 10.82% | +10.82 |
| KEX Kirby Corp. | New | 9.60% | +9.60 |
| CTRI Centuri Holdings Inc. | Add +14.3% | 34.14% | +9.29 |
| GENI Genius Sports Ltd. | New | 7.70% | +7.70 |
| XPO Xpo Inc. | New | 5.79% | +5.79 |
| MCFT Mastercraft Boat Holdings Inc. | New | 2.73% | +2.73 |
| MBUU Malibu Boats Inc. Class A | New | 2.48% | +2.48 |
| AZZ Azz Inc. | New | 2.19% | +2.19 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $70.9M | CTRI, PRIM, HUBG, KEX, GENI |
| Q1 2026 | 12 | $82.3M | CTRI, CHDN, LIND, MYRG, MTZ |
| Q4 2025 | 6 | $39.1M | CTRI, ACEL, THR, CHDN, BGS |
| Q3 2025 | 8 | $29.4M | RSI, PRIM, LULU, NVRI, MTZ |
| Q2 2025 | 10 | $49.4M | RSI, MYRG, AWI, NVRI, MTZ |
| Q1 2025 | 11 | $40.5M | GDEN, GENI, CWH, THO, TWI |
| Q4 2024 | 9 | $50.5M | MTZ, MYRG, RSI, PRIM, ECG |
| Q3 2024 | 10 | $54.5M | MTZ, RSI, GVA, GDEN, THS |
| Q2 2024 | 11 | $45.9M | MTZ, GDEN, RSI, FIX, AOS |
| Q1 2024 | 11 | $51.8M | ARRY, SMG, PRIM, LVS, CHDN |