1060 Capital, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 19, 2025), 1060 Capital, LLC reported 11 stock positions worth $40.5 million. Its top holding was Golden Entertainment (GDEN) at 19.6% of the portfolio, followed by Genius Sports (GENI, 17.3%) and Camping World Class A (CWH, 14.4%). Compared with Q4 2024, it opened 9 new positions, sold out of 7, added to 1 and reduced 1. The biggest buy was a new position in Genius Sports (GENI) and the biggest sale an exit from Mastec (MTZ).

Most Recent 13F
Q2 2026
Location
DENVER, CO
CIK
0001602119
Portfolio Value
$40.5M (Q1 2025)
SEC Filing
0001602119-25-000005 ↗ filed May 19, 2025

Holdings Value

0$20.0M$40.0M$60.0M$80.0M$100.0M Q1 2024: $51.8M Q1 2024 Q2 2024: $45.9M Q2 2024 Q3 2024: $54.5M Q3 2024 Q4 2024: $50.5M Q4 2024 Q1 2025: $40.5M $40.5M Q1 2025 Q2 2025: $49.4M Q2 2025 Q3 2025: $29.4M Q3 2025 Q4 2025: $39.1M Q4 2025 Q1 2026: $82.3M Q1 2026 Q2 2026: $70.9M Q2 2026

Holdings 11 stocks · $40.5M
GDEN Golden Entertainment Inc. 19.57% 300,000 $7.9M Add +328.6%
GENI Genius Sports Ltd. 17.32% 700,000 $7.0M New
CWH Camping World Holdings Inc. Class A 14.38% 360,000 $5.8M New
THO Thor Industries Inc. 11.24% 60,000 $4.5M New
TWI Titan International Inc. 11.21% 540,649 $4.5M New
BRSL Brightstar Lottery PLC filed as INTERNATIONAL GAME TECHNOLOG 9.44% 235,000 $3.8M New
FLL Full House Resorts Inc. filed as FULL HSE RESORTS INC 5.48% 530,228 $2.2M Reduce -6.2%
TPB Turning Point Brands Inc. 5.22% 35,558 $2.1M New
PCH Potlatchdeltic Corp. 2.79% 25,000 $1.1M New
ACEL Accel Entertainment Inc. 2.67% 108,746 $1.1M New
REAL The Realreal Inc. filed as THE REALREAL INC 0.68% 50,770 $274K New

Options reported separately and not counted above: BRSL calls ($3.7M).

Portfolio Sells Q4 2024 → Q1 2025
MTZ Mastec Inc. Sold out 0.00% −26.98
MYRG MYR Group Inc./Delaware Sold out 0.00% −16.21
RSI Rush Street Interactive Inc. Sold out 0.00% −13.59
PRIM Primoris Services Corp. Sold out 0.00% −12.87
ECG Everus Construction Group Sold out 0.00% −11.73
GVA Granite Construction Inc. Sold out 0.00% −6.95
ONON On Holding AG Class A Sold out 0.00% −2.71
FLL Full House Resorts Inc. Reduce -6.2% 5.48% +0.91

Portfolio Buys Q4 2024 → Q1 2025
GENI Genius Sports Ltd. New 17.32% +17.32
GDEN Golden Entertainment Inc. Add +328.6% 19.57% +15.19
CWH Camping World Holdings Inc. Class A New 14.38% +14.38
THO Thor Industries Inc. New 11.24% +11.24
TWI Titan International Inc. New 11.21% +11.21
BRSL Brightstar Lottery PLC New 9.44% +9.44
TPB Turning Point Brands Inc. New 5.22% +5.22
PCH Potlatchdeltic Corp. New 2.79% +2.79
ACEL Accel Entertainment Inc. New 2.67% +2.67
REAL The Realreal Inc. New 0.68% +0.68

Options Activity Q4 2024 → Q1 2025
BRSL Brightstar Lottery PLC call New 226,300 $3.7M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 10$70.9MCTRI, PRIM, HUBG, KEX, GENI
Q1 2026 12$82.3MCTRI, CHDN, LIND, MYRG, MTZ
Q4 2025 6$39.1MCTRI, ACEL, THR, CHDN, BGS
Q3 2025 8$29.4MRSI, PRIM, LULU, NVRI, MTZ
Q2 2025 10$49.4MRSI, MYRG, AWI, NVRI, MTZ
Q1 2025 11$40.5MGDEN, GENI, CWH, THO, TWI
Q4 2024 9$50.5MMTZ, MYRG, RSI, PRIM, ECG
Q3 2024 10$54.5MMTZ, RSI, GVA, GDEN, THS
Q2 2024 11$45.9MMTZ, GDEN, RSI, FIX, AOS
Q1 2024 11$51.8MARRY, SMG, PRIM, LVS, CHDN