1060 Capital, LLC
Holdings as of 2026-06-30, filed 2026-08-13
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 44 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
10
Value reported by manager
$70.9M
Sum of our stored positions
$70.9M
should match the line above
Disclosure lag
44 d
quarter end to filing
Top 5 concentration
79.7%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
10 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| CENTURI HOLDINGS INC | COM SHS | $24.2M | 800,000 | — | 155923105 |
| PRIMORIS SVCS CORP | COM | $12.4M | 125,000 | — | 74164F103 |
| HUB GROUP INC | CL A | $7.7M | 175,000 | — | 443320106 |
| KIRBY CORP | COM | $6.8M | 50,000 | — | 497266106 |
| GENIUS SPORTS LIMITED | SHARES CL A | $5.5M | 900,000 | — | G3934V109 |
| MYR GROUP INC | COM | $5M | 10,000 | — | 55405W104 |
| XPO INC | COM | $4.1M | 20,000 | — | 983793100 |
| MASTERCRAFT BOAT HLDGS INC | COM | $1.9M | 75,000 | — | 57637H103 |
| MALIBU BOATS INC | COM CL A | $1.8M | 64,153 | — | 56117J100 |
| AZZ INC | COM | $1.6M | 10,000 | — | 002474104 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-13