1060 Capital, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
1060 Capital, LLC disclosed 10 US equity positions worth $70.9m in its Q2 2026 13F filing. The largest position was CTRI at 34.1% of the reported book, followed by PRIM and HUBG. Against the Q1 2026 filing, it opened 8 new positions, added to 1 and reduced 1 among the top 10 holdings.
What did 1060 Capital, LLC own in Q2 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | CTRI CENTURI HOLDINGS INC | Utilities | 34.1% | $24.2m | 800,000 | 14% | added |
| 2 | PRIM PRIMORIS SVCS CORP | Industrials | 17.5% | $12.4m | 125,000 | – | new |
| 3 | HUBG HUB GROUP INC | Industrials | 10.8% | $7.7m | 175,000 | – | new |
| 4 | KEX KIRBY CORP | Industrials | 9.6% | $6.8m | 50,000 | – | new |
| 5 | GENI GENIUS SPORTS LIMITED | Communication Services | 7.7% | $5.5m | 900,000 | – | new |
| 6 | MYRG MYR GROUP INC | Industrials | 7.1% | $5.0m | 10,000 | -73% | reduced |
| 7 | XPO XPO INC | Industrials | 5.8% | $4.1m | 20,000 | – | new |
| 8 | MCFT MASTERCRAFT BOAT HLDGS INC | Consumer Cyclical | 2.7% | $1.9m | 75,000 | – | new |
| 9 | MBUU MALIBU BOATS INC | Consumer Cyclical | 2.5% | $1.8m | 64,153 | – | new |
| 10 | AZZ AZZ INC | Industrials | 2.2% | $1.6m | 10,000 | – | 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.