1060 Capital, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), 1060 Capital, LLC reported 6 stock positions worth $39.1 million. Its top holding was Centuri (CTRI) at 53.3% of the portfolio, followed by Accel Entertainment (ACEL, 15.9%) and Thermon (THR, 11.9%). Compared with Q3 2025, it opened 5 new positions, sold out of 7 and added to 1. The biggest buy was a new position in Centuri (CTRI) and the biggest sale an exit from Rush Street Interactive (RSI).

Most Recent 13F
Q2 2026
Location
DENVER, CO
CIK
0001602119
Portfolio Value
$39.1M (Q4 2025)
SEC Filing
0001602119-26-000002 ↗ filed Feb 13, 2026

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 Q2 2025 Q3 2025: $29.4M Q3 2025 Q4 2025: $39.1M $39.1M Q4 2025 Q1 2026: $82.3M Q1 2026 Q2 2026: $70.9M Q2 2026

Holdings 6 stocks · $39.1M
CTRI Centuri Holdings Inc. 53.28% 825,000 $20.8M New
ACEL Accel Entertainment Inc. 15.86% 543,514 $6.2M Add +1565.5%
THR Thermon Group Holdings Inc. 11.88% 125,000 $4.6M New
CHDN Churchill Downs Inc. 11.64% 40,000 $4.6M New
BGS B&G Foods Inc. 4.67% 425,000 $1.8M New
FLL Full House Resorts Inc. filed as FULL HSE RESORTS INC 2.67% 400,000 $1.0M New

Options reported separately and not counted above: ACEL calls ($3.5M).

Portfolio Sells Q3 2025 → Q4 2025
RSI Rush Street Interactive Inc. Sold out 0.00% −31.30
PRIM Primoris Services Corp. Sold out 0.00% −23.32
LULU Lululemon Athletica Inc. Sold out 0.00% −18.13
NVRI Enviri Corp. Sold out 0.00% −14.12
MTZ Mastec Inc. Sold out 0.00% −7.23
KWY Kingsway Corp. Sold out 0.00% −3.74
ZVIA Zevia PBC-A Sold out 0.00% −0.92

Portfolio Buys Q3 2025 → Q4 2025
CTRI Centuri Holdings Inc. New 53.28% +53.28
ACEL Accel Entertainment Inc. Add +1565.5% 15.86% +14.63
THR Thermon Group Holdings Inc. New 11.88% +11.88
CHDN Churchill Downs Inc. New 11.64% +11.64
BGS B&G Foods Inc. New 4.67% +4.67
FLL Full House Resorts Inc. New 2.67% +2.67

Options Activity Q3 2025 → Q4 2025
TSLA Tesla Inc. put Sold out 25,000 $11.1Mbefore exit
NVRI Enviri Corp. call Sold out 410,600 $5.2Mbefore exit
ACEL Accel Entertainment Inc. call New 310,500 $3.5M

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