1060 Capital, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), 1060 Capital, LLC reported 10 stock positions worth $49.4 million. Its top holding was Rush Street Interactive (RSI) at 22.7% of the portfolio, followed by MYR Group Inc./Delaware (MYRG, 11.9%) and Armstrong World Industries (AWI, 11.5%). Compared with Q1 2025, it opened 9 new positions, sold out of 10 and added to 1. The biggest buy was a new position in Rush Street Interactive (RSI) and the biggest sale an exit from Golden Entertainment (GDEN).

Most Recent 13F
Q2 2026
Location
DENVER, CO
CIK
0001602119
Portfolio Value
$49.4M (Q2 2025)
SEC Filing
0001602119-25-000006 ↗ filed Aug 14, 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 Q1 2025 Q2 2025: $49.4M $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 10 stocks · $49.4M
RSI Rush Street Interactive Inc. 22.72% 753,165 $11.2M New
MYRG MYR Group Inc./Delaware 11.94% 32,500 $5.9M New
AWI Armstrong World Industries 11.51% 35,000 $5.7M New
NVRI Enviri Corp. 11.35% 645,670 $5.6M New
MTZ Mastec Inc. 10.35% 30,000 $5.1M New
PRIM Primoris Services Corp. 10.26% 65,000 $5.1M New
BRSL Brightstar Lottery PLC filed as INTERNATIONAL GAME TECHNOLOG 9.83% 307,200 $4.9M Add +30.7%
AMRZ Amrize Ltd. 6.02% 60,000 $3.0M New
TPC Tutor Perini Corp. 3.94% 41,617 $1.9M New
KWY Kingsway Corp. 2.07% 75,400 $1.0M New

Portfolio Sells Q1 2025 → Q2 2025
GDEN Golden Entertainment Inc. Sold out 0.00% −19.57
GENI Genius Sports Ltd. Sold out 0.00% −17.32
CWH Camping World Holdings Inc. Class A Sold out 0.00% −14.38
THO Thor Industries Inc. Sold out 0.00% −11.24
TWI Titan International Inc. Sold out 0.00% −11.21
FLL Full House Resorts Inc. Sold out 0.00% −5.48
TPB Turning Point Brands Inc. Sold out 0.00% −5.22
PCH Potlatchdeltic Corp. Sold out 0.00% −2.79
ACEL Accel Entertainment Inc. Sold out 0.00% −2.67
REAL The Realreal Inc. Sold out 0.00% −0.68

Portfolio Buys Q1 2025 → Q2 2025
RSI Rush Street Interactive Inc. New 22.72% +22.72
MYRG MYR Group Inc./Delaware New 11.94% +11.94
AWI Armstrong World Industries New 11.51% +11.51
NVRI Enviri Corp. New 11.35% +11.35
MTZ Mastec Inc. New 10.35% +10.35
PRIM Primoris Services Corp. New 10.26% +10.26
AMRZ Amrize Ltd. New 6.02% +6.02
TPC Tutor Perini Corp. New 3.94% +3.94
KWY Kingsway Corp. New 2.07% +2.07
BRSL Brightstar Lottery PLC Add +30.7% 9.83% +0.39

Options Activity Q1 2025 → Q2 2025
BRSL Brightstar Lottery PLC call Sold out 226,300 $3.7Mbefore exit

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