1060 Capital
DENVER, COfiles as 1060 Capital, LLC
$71m in 10 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 68.1% of the portfolio this quarter.
Value
$71m
Stocks
10
Top 10 share
100.0%
Turnover
68.1%
What changed this quarter
New
Bought for the first time this quarter.
- Primoris ServicesPRIM17.5% of the fund
- Hub GroupHUBG10.8% of the fund
- KirbyKEX9.6% of the fund
- Genius SportsGENI7.7% of the fund
- XPOXPO5.8% of the fund
- MasterCraft Boat HoldingsMCFT2.7% of the fund
- Malibu BoatsMBUU2.5% of the fund
- AZZAZZ2.2% of the fund
Added
Bought more of a stock they already held.
- Centuri HoldingsCTRI34.1% of the fund+14%
Cut
Sold some of their stake.
- MYR GroupMYRG7.1% of the fund-73%
Sold out
Sold their entire stake.
- Churchill DownsCHDN-100%
- Lindblad Expeditions HoldingsLIND-100%
- MastecMTZ-100%
- Powell IndustriesPOWL-100%
- Thermon Group Hldgs-100%
- Accel EntertainmentACEL-100%
- Ceco EnvironmentalCECO-100%
- Kura Sushi USAKRUS-100%
- Full House ResortsFLL-100%
- High Roller TechnologiesROLR-100%
Holdings
- Hub GroupHUBG
- Share
- 10.8%
- Value
- $8m
- Shares
- 175,000
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Centuri HoldingsCTRI | 34.1% | $24m | 800,000 | +14% |
| Primoris ServicesPRIM | 17.5% | $12m | 125,000 | New |
| Hub GroupHUBG | 10.8% | $8m | 175,000 | New |
| KirbyKEX | 9.6% | $7m | 50,000 | New |
| Genius SportsGENI | 7.7% | $5m | 900,000 | New |
| MYR GroupMYRG | 7.1% | $5m | 10,000 | -73% |
| XPOXPO | 5.8% | $4m | 20,000 | New |
| MasterCraft Boat HoldingsMCFT | 2.7% | $2m | 75,000 | New |
| Malibu BoatsMBUU | 2.5% | $2m | 64,153 | New |
| AZZAZZ | 2.2% | $2m | 10,000 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 43.5% since 30 June 2025.
Where the money is
Industrials58.2%
Utilities34.1%
Retail & consumer7.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.