1060 Capital, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
1060 Capital, LLC disclosed 12 US equity positions worth $82.3m in its Q1 2026 13F filing. The largest position was CTRI at 24.9% of the reported book, followed by CHDN and LIND.
What did 1060 Capital, LLC own in Q1 2026? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CTRI CENTURI HOLDINGS INC | Utilities | 24.9% | $20.4m | 700,000 | – | |
| 2 | CHDN CHURCHILL DOWNS INC | Consumer Cyclical | 16.4% | $13.5m | 150,000 | – | |
| 3 | LIND LINDBLAD EXPEDITIONS HLDGS I | Consumer Cyclical | 13.6% | $11.2m | 644,922 | – | |
| 4 | MYRG MYR GROUP INC | Industrials | 12.5% | $10.3m | 36,376 | – | |
| 5 | MTZ MASTEC INC | Industrials | 7.7% | $6.3m | 19,700 | – | |
| 6 | POWL POWELL INDS INC | Industrials | 6.6% | $5.4m | 10,000 | – | |
| 7 | 8TG THERMON GROUP HLDGS INC | 5.5% | $4.5m | 89,625 | – | ||
| 8 | ACEL ACCEL ENTERTAINMENT INC | Consumer Cyclical | 5.1% | $4.2m | 383,190 | – | |
| 9 | CECO CECO ENVIRONMENTAL CORP | Industrials | 3.6% | $3.0m | 50,000 | – | |
| 10 | KRUS KURA SUSHI USA INC | 2.9% | $2.4m | 34,080 | – | ||
| 11 | FLL FULL HSE RESORTS INC | Consumer Cyclical | 1.3% | $1.1m | 469,561 | – | |
| 12 | ROLR HIGH ROLLER TECHNOLOGIES INC | 0.1% | $53.4k | 15,335 | – |
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.