1060 Capital, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
1060 Capital, LLC disclosed 11 US equity positions worth $40.5m in its Q1 2025 13F filing. The largest position was GDEN at 19.6% of the reported book, followed by GENI and CWH. Against the Q4 2024 filing, it opened 9 new positions, added to 1 and reduced 1 among the top 11 holdings.
What did 1060 Capital, LLC own in Q1 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | GDEN GOLDEN ENTMT INC | 19.6% | $7.9m | 300,000 | 329% | added | |
| 2 | GENI GENIUS SPORTS LIMITED | Communication Services | 17.3% | $7.0m | 700,000 | – | new |
| 3 | CWH CAMPING WORLD HLDGS INC | Consumer Cyclical | 14.4% | $5.8m | 360,000 | – | new |
| 4 | THO THOR INDS INC | Consumer Cyclical | 11.2% | $4.5m | 60,000 | – | new |
| 5 | TWI TITAN INTL INC ILL | Industrials | 11.2% | $4.5m | 540,649 | – | new |
| 6 | BRSL INTERNATIONAL GAME TECHNOLOG | Consumer Cyclical | 9.4% | $3.8m | 235,000 | – | new |
| 7 | FLL FULL HSE RESORTS INC | Consumer Cyclical | 5.5% | $2.2m | 530,228 | -6% | reduced |
| 8 | TPB TURNING PT BRANDS INC | Consumer Defensive | 5.2% | $2.1m | 35,558 | – | new |
| 9 | PCH POTLATCHDELTIC CORPORATION | 2.8% | $1.1m | 25,000 | – | new | |
| 10 | ACEL ACCEL ENTERTAINMENT INC | Consumer Cyclical | 2.7% | $1.1m | 108,746 | – | new |
| 11 | REAL THE REALREAL INC | Consumer Cyclical | 0.7% | $273.6k | 50,770 | – | 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.