§ 13F · FUND PROFILE
1060 Capital, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $46M (13F)Positions · 10Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$39M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CTRI | CENTURI HOLDINGS INC | 700K | $20M | 24.9% | −15% |
| 2 | CHDN | CHURCHILL DOWNS INC | 150K | $13M | 16.4% | +275% |
| 3 | LIND | LINDBLAD EXPEDITIONS HLDGS I | 645K | $11M | 13.6% | NEW |
| 4 | MYRG | MYR GROUP INC | 36K | $10M | 12.5% | NEW |
| 5 | MTZ | MASTEC INC | 20K | $6M | 7.7% | NEW |
| 6 | POWL | POWELL INDS INC | 10K | $5M | 6.6% | NEW |
| 7 | THR | THERMON GROUP HLDGS INC | 90K | $5M | 5.5% | −28% |
| 8 | ACEL | ACCEL ENTERTAINMENT INC | 383K | $4M | 5.1% | −55% |
| 9 | CECO | CECO ENVIRONMENTAL CORP | 50K | $3M | 3.6% | NEW |
| 10 | KRUS | KURA SUSHI USA INC | 34K | $2M | 2.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE 1060 SIGNAL
AC read
1060 Capital, LLC is a Other fund managing $46 million in assets. The fund runs a focused portfolio of just 10 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed