In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), 1060 Capital, LLC reported 11 stock positions worth $51.8 million . Its top holding was Array Technologies (ARRY) at 21.6% of the portfolio, followed by Scotts Miracle-Gro (SMG, 16.6% ) and Primoris Services (PRIM, 16.0% ). Compared with Q4 2023, it opened 9 new positions, sold out of 4 and added to 2. The biggest buy was a new position in Primoris Services (PRIM) and the biggest sale an exit from Mastec (MTZ).
Location DENVER, CO
CIK 0001602119
Portfolio Value $51.8M (Q1 2024) Holdings 11 stocks · $51.8M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 ARRY Array Technologies Inc. 750,000 $11.2M Add +200.0% SMG Scotts Miracle-Gro Co. 115,000 $8.6M Add +769.7% PRIM Primoris Services Corp. 194,860 $8.3M New LVS Las Vegas Sands Corp. 150,000 $7.8M New CHDN Churchill Downs Inc. 40,500 $5.0M New LTH Life Time Group Holdings Inc. 250,000 $3.9M New MLCO Melco Resorts & Entert-ADR 400,000 $2.9M New FLL Full House Resorts Inc. filed as FULL HSE RESORTS INC 357,133 $2.0M New STGW Stagwell Inc. 174,754 $1.1M New CLAR Clarus Corp. 116,239 $785K New BRAG Bragg Gaming Group Inc. 50,000 $309K New
Other holdings (1): bonds, preferreds, convertibles and warrants · $14K (not counted above) Security Class Shares / Principal Value Change PNSWQ Banyan Acquisition Co. -CW23 *W EXP 09/30/202 57,200 $14K New
Total filed on the 13F, all lines: $51.8M.
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ MTZ Mastec Inc. Sold out 0.00% −31.71 PWR Quanta Services Inc. Sold out 0.00% −19.56 VMC Vulcan Materials Co. Sold out 0.00% −17.61 MLM Martin Marietta Materials Sold out 0.00% −15.48
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ PRIM Primoris Services Corp. New 16.03% +16.03 LVS Las Vegas Sands Corp. New 14.98% +14.98 SMG Scotts Miracle-Gro Co. Add +769.7% 16.57% +13.96 CHDN Churchill Downs Inc. New 9.68% +9.68 ARRY Array Technologies Inc. Add +200.0% 21.61% +8.58 LTH Life Time Group Holdings Inc. New 7.50% +7.50 MLCO Melco Resorts & Entert-ADR New 5.57% +5.57 FLL Full House Resorts Inc. New 3.84% +3.84 STGW Stagwell Inc. New 2.10% +2.10 CLAR Clarus Corp. New 1.52% +1.52 BRAG Bragg Gaming Group Inc. New 0.60% +0.60
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ BRSL Brightstar Lottery PLC call Sold out 119,700 $3.3Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2023 → Q1 2024 Security Class Change vs Q4 2023 Shares / Principal Value ▼ PNSWQ Banyan Acquisition Co. -CW23 *W EXP 09/30/202 New 57,200 $14K
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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