1060 Capital, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
1060 Capital, LLC disclosed 10 US equity positions worth $49.4m in its Q2 2025 13F filing. The largest position was RSI at 22.7% of the reported book, followed by MYRG and AWI. Against the Q1 2025 filing, it opened 9 new positions, added to 1 and reduced 0 among the top 10 holdings.
What did 1060 Capital, LLC own in Q2 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | RSI RUSH STREET INTERACTIVE INC | Consumer Cyclical | 22.7% | $11.2m | 753,165 | – | new |
| 2 | MYRG MYR GROUP INC DEL | Industrials | 11.9% | $5.9m | 32,500 | – | new |
| 3 | AWI ARMSTRONG WORLD INDS INC NEW | Industrials | 11.5% | $5.7m | 35,000 | – | new |
| 4 | NVRI ENVIRI CORP | Industrials | 11.3% | $5.6m | 645,670 | – | new |
| 5 | MTZ MASTEC INC | Industrials | 10.4% | $5.1m | 30,000 | – | new |
| 6 | PRIM PRIMORIS SVCS CORP | Industrials | 10.3% | $5.1m | 65,000 | – | new |
| 7 | BRSL INTERNATIONAL GAME TECHNOLOG | Consumer Cyclical | 9.8% | $4.9m | 307,200 | 31% | added |
| 8 | AMRZ AMRIZE LTD | Basic Materials | 6.0% | $3.0m | 60,000 | – | new |
| 9 | TPC TUTOR PERINI CORP | Industrials | 3.9% | $1.9m | 41,617 | – | new |
| 10 | KWY KINGSWAY FINL SVCS INC | 2.1% | $1.0m | 75,400 | – | 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.