Institutional Fund
1060 Capital, LLC
Denver, COCIK 16021195 filings on record
Portfolio Value
$82.26M
Q1 2026
Holdings
12
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+110.4%
from $39.10M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Centuri Holdings Inc24.9%
- Churchill Downs Inc16.4%
- Lindblad Expeditions Hldgs I13.6%
- Myr Group Inc Del12.5%
- Mastec Inc7.7%
- Powell Inds Inc6.6%
- Other18.4%
Portfolio Holdings
12 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Centuri Holdings Inc | 700.0K | $20.45M | 24.9% | −125.0K | Reduced |
| 2 | Churchill Downs Inc | 150.0K | $13.47M | 16.4% | +110.0K | Added |
| 3 | Lindblad Expeditions Hldgs I | 644.9K | $11.16M | 13.6% | +644.9K | New |
| 4 | Myr Group Inc Del | 36.4K | $10.27M | 12.5% | +36.4K | New |
| 5 | Mastec Inc | 19.7K | $6.34M | 7.7% | +19.7K | New |
| 6 | Powell Inds Inc | 10.0K | $5.41M | 6.6% | +10.0K | New |
| 7 | Thermon Group Hldgs Inc | 89.6K | $4.52M | 5.5% | −35.4K | Reduced |
| 8 | Accel Entertainment Inc | 383.2K | $4.18M | 5.1% | −160.3K | Reduced |
| 9 | Ceco Environmental Corp | 50.0K | $2.98M | 3.6% | +50.0K | New |
| 10 | Kura Sushi USA Inc | 34.1K | $2.38M | 2.9% | +34.1K | New |
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