1060 Capital, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
1060 Capital, LLC disclosed 6 US equity positions worth $39.1m in its Q4 2025 13F filing. The largest position was CTRI at 53.3% of the reported book, followed by ACEL and 8TG. Against the Q3 2025 filing, it opened 5 new positions, added to 1 and reduced 0 among the top 6 holdings.
What did 1060 Capital, LLC own in Q4 2025? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CTRI CENTURI HOLDINGS INC | Utilities | 53.3% | $20.8m | 825,000 | – | new |
| 2 | ACEL ACCEL ENTERTAINMENT INC | Consumer Cyclical | 15.9% | $6.2m | 543,514 | 1566% | added |
| 3 | 8TG THERMON GROUP HLDGS INC | 11.9% | $4.6m | 125,000 | – | new | |
| 4 | CHDN CHURCHILL DOWNS INC | Consumer Cyclical | 11.6% | $4.6m | 40,000 | – | new |
| 5 | BGS B & G FOODS INC NEW | Consumer Defensive | 4.7% | $1.8m | 425,000 | – | new |
| 6 | FLL FULL HSE RESORTS INC | Consumer Cyclical | 2.7% | $1.0m | 400,000 | – | 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.