Investor
1060 Capital, LLC
CIK 0001602119 · filed 2026-05-15 · SEC filing
13F book
$82.3M
Positions
12
7 new · 1 sold
Largest name
24.9%
Centuri Holdings, Inc. · CTRI
Est. mark
$2.67M
Price effect on 5 names still held. Flow $40.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Centuri Holdings, Inc. | CTRI | 700K | $20.4M | 24.9% | $2.77M | Cut−$384.3K |
| Churchill Downs Inc | CHDN | 150K | $13.5M | 16.4% | −$958K | Added$8.92M |
| Lindblad Expeditions Hldgs I | — | 644.9K | $11.2M | 13.6% | — | New |
| Myr Group Inc Del | MYRG | 36.4K | $10.3M | 12.5% | — | New |
| Mastec Inc | MTZ | 19.7K | $6.34M | 7.7% | — | New |
| Powell Inds Inc | — | 10K | $5.41M | 6.6% | — | New |
| Thermon Group Hldgs Inc | — | 89.6K | $4.52M | 5.5% | $1.19M | Cut−$127.9K |
| Accel Entertainment, Inc. | ACEL | 383.2K | $4.18M | 5.1% | −$191.6K | Cut−$2.02M |
| Ceco Environmental Corp | CECO | 50K | $2.98M | 3.6% | — | New |
| Kura Sushi Usa, Inc. | KRUS | 34.1K | $2.38M | 2.9% | — | New |
| Full Hse Resorts Inc | — | 469.6K | $1.06M | 1.3% | −$144K | Added$12.5K |
| High Roller Technologies, Inc. | ROLR | 15.3K | $53.4K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.