1060 Capital, LLC reported 10 holdings worth US$70.9M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
1060 Capital, LLC reported 10 holdings worth US$70.9M as of Jun 30, 2026. Largest: Centuri Holdings, Inc., Primoris Services Corporation and Hub Group, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 10
- Value as reported
- US$70.9M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Centuri Holdings, Inc. | 800K | US$24.2M | 34.1% |
| Primoris Services Corporation | 125K | US$12.4M | 17.5% |
| Hub Group, Inc. | 175K | US$7.66M | 10.8% |
| Kirby Corporation | 50,000 | US$6.8M | 9.6% |
| Myr Group, Inc. | 10,000 | US$5M | 7.1% |
| Xpo, Inc. | 20,000 | US$4.11M | 5.8% |
| Mastercraft Boat Holdings, Inc. | 75,000 | US$1.94M | 2.7% |
| Malibu Boats, Inc. | 64,153 | US$1.76M | 2.5% |
| Azz Inc. | 10,000 | US$1.55M | 2.2% |
| Powell Industries, Inc. | 0 | US$0 | 0.00% |
| Thermon Group Holdings, Inc. | 0 | US$0 | 0.00% |
| Accel Entertainment, Inc. | 0 | US$0 | 0.00% |
| Ceco Environmental Corp. | 0 | US$0 | 0.00% |
| Churchill Downs, Incorporated | 0 | US$0 | 0.00% |
| Full House Resorts, Inc. | 0 | US$0 | 0.00% |
| High Roller Technologies, Inc. | 0 | US$0 | 0.00% |
| Kura Sushi Usa, Inc. | 0 | US$0 | 0.00% |
| Lindblad Expeditions Holdings Inc. | 0 | US$0 | 0.00% |
| Mastec, Inc. | 0 | US$0 | 0.00% |