1060 Capital, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), 1060 Capital, LLC reported 9 stock positions worth $50.5 million. Its top holding was Mastec (MTZ) at 27.0% of the portfolio, followed by MYR Group Inc./Delaware (MYRG, 16.2%) and Rush Street Interactive (RSI, 13.6%). Compared with Q3 2024, it opened 4 new positions, sold out of 5, added to 2 and reduced 3. The biggest buy was a new position in MYR Group Inc./Delaware (MYRG) and the biggest sale an exit from Treehouse Foods (THS).
- Most Recent 13F
- Q2 2026
- Location
- DENVER, CO
- CIK
- 0001602119
- Portfolio Value
- $50.5M (Q4 2024)
- SEC Filing
- 0001602119-25-000001 ↗ filed Feb 14, 2025
Holdings Value
Holdings 9 stocks · $50.5M
| MTZ Mastec Inc. | 26.98% | 100,000 | $13.6M | Add +11.1% |
| MYRG MYR Group Inc./Delaware | 16.21% | 55,000 | $8.2M | New |
| RSI Rush Street Interactive Inc. | 13.59% | 500,000 | $6.9M | Reduce -50.0% |
| PRIM Primoris Services Corp. | 12.87% | 85,000 | $6.5M | New |
| ECG Everus Construction Group | 11.73% | 90,000 | $5.9M | New |
| GVA Granite Construction Inc. | 6.95% | 40,000 | $3.5M | Reduce -61.9% |
| FLL Full House Resorts Inc. filed as FULL HSE RESORTS INC | 4.57% | 565,000 | $2.3M | Add +17.7% |
| GDEN Golden Entertainment Inc. | 4.38% | 70,000 | $2.2M | Reduce -73.2% |
| ONON On Holding AG Class A filed as ON HLDG AG | 2.71% | 25,000 | $1.4M | New |
Portfolio Sells Q3 2024 → Q4 2024
| THS Treehouse Foods Inc. | Sold out | 0.00% | −13.49 |
| GDEN Golden Entertainment Inc. | Reduce -73.2% | 4.38% | −10.83 |
| GVA Granite Construction Inc. | Reduce -61.9% | 6.95% | −8.33 |
| RSI Rush Street Interactive Inc. | Reduce -50.0% | 13.59% | −6.33 |
| SMR Nuscale Power Corp. | Sold out | 0.00% | −4.25 |
| GENI Genius Sports Ltd. | Sold out | 0.00% | −3.13 |
| FLR Fluor Corp. | Sold out | 0.00% | −2.19 |
| BRAG Bragg Gaming Group Inc. | Sold out | 0.00% | −1.75 |
Portfolio Buys Q3 2024 → Q4 2024
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 |