§ 13F · FUND PROFILE
1060 Capital, LLC.
AUM · $71M (13F)Positions · 10Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$42M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CTRI | CENTURI HOLDINGS INC | 800K | $24M | 34.1% | +14% |
| 2 | PRIM | PRIMORIS SVCS CORP | 125K | $12M | 17.5% | NEW |
| 3 | HUBG | HUB GROUP INC | 175K | $8M | 10.8% | NEW |
| 4 | KEX | KIRBY CORP | 50K | $7M | 9.6% | NEW |
| 5 | GENI | GENIUS SPORTS LIMITED | 900K | $5M | 7.7% | NEW |
| 6 | MYRG | MYR GROUP INC | 10K | $5M | 7.1% | −73% |
| 7 | XPO | XPO INC | 20K | $4M | 5.8% | NEW |
| 8 | MCFT | MASTERCRAFT BOAT HLDGS INC | 75K | $2M | 2.7% | NEW |
| 9 | MBUU | MALIBU BOATS INC | 64K | $2M | 2.5% | NEW |
| 10 | AZZ | AZZ INC | 10K | $2M | 2.2% | 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 $71 million in assets. The fund runs a focused portfolio of just 10 positions.
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