1060 Capital, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
1060 Capital, LLC disclosed 9 US equity positions worth $50.5m in its Q4 2024 13F filing. The largest position was MTZ at 27.0% of the reported book, followed by MYRG and RSI. Against the Q3 2024 filing, it opened 4 new positions, added to 2 and reduced 3 among the top 9 holdings.
What did 1060 Capital, LLC own in Q4 2024? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | MTZ MASTEC INC | Industrials | 27.0% | $13.6m | 100,000 | 11% | added |
| 2 | MYRG MYR GROUP INC DEL | Industrials | 16.2% | $8.2m | 55,000 | – | new |
| 3 | RSI RUSH STREET INTERACTIVE INC | Consumer Cyclical | 13.6% | $6.9m | 500,000 | -50% | reduced |
| 4 | PRIM PRIMORIS SVCS CORP | Industrials | 12.9% | $6.5m | 85,000 | – | new |
| 5 | ECG EVERUS CONSTR GROUP | 11.7% | $5.9m | 90,000 | – | new | |
| 6 | GVA GRANITE CONSTR INC | Industrials | 7.0% | $3.5m | 40,000 | -62% | reduced |
| 7 | FLL FULL HSE RESORTS INC | Consumer Cyclical | 4.6% | $2.3m | 565,000 | 18% | added |
| 8 | GDEN GOLDEN ENTMT INC | 4.4% | $2.2m | 70,000 | -73% | reduced | |
| 9 | ON HLDG AG | 2.7% | $1.4m | 25,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.