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1060 Capital, LLC

CIK 1602119 · latest 13F filed 13 August 2026 · Read the filing on EDGAR

1060 Capital, LLC reported 10 US-listed holdings worth $70.9 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Centuri Holdings Inc. (34.1%), Primoris Services Corp. (17.5%) and Hub Group Inc. (10.8%). Against the quarter before, it opened 8 positions, added to 1, trimmed 1 and sold out of 10.

Reported holdings$70.9M-13.9% on Q1 2026
Positions10-2 on Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
Where the money is
OpenedAdded toTrimmed
CTRI34.1%PRIM17.5%HUBG10.8%KEX9.6%GENI7.7%MYRG7.1%XPO5.8%MCFT2.7%MBUU2.5%AZZ2.2%

The 10 largest of its 10 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $54.5 million in 10 positions$54.5MQ3 24Q4 2024: $50.5 million in 9 positions$50.5MQ4 24Q1 2025: $40.5 million in 11 positions$40.5MQ1 25Q2 2025: $49.4 million in 10 positions$49.4MQ2 25Q3 2025: $29.4 million in 8 positions$29.4MQ3 25Q4 2025: $39.1 million in 6 positions$39.1MQ4 25Q1 2026: $82.3 million in 12 positions$82.3MQ1 26Q2 2026: $70.9 million in 10 positions$70.9MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +79.7% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
90120150180Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +79.7%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 8Added 1Trimmed 1Sold out 10
Opened: 8Added: 1Trimmed: 1Sold out: 10

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 8

  1. Primoris Services Corp. PRIM$12.4 million
  2. Hub Group Inc. HUBG$7.7 million
  3. Kirby Corp. KEX$6.8 million
  4. Genius Sports Limited GENI$5.5 million
  5. Xpo, Inc. XPO$4.1 million
  6. Mastercraft Boat Hldgs Inc. MCFT$1.9 million
  7. Malibu Boats Inc. MBUU$1.8 million
  8. AZZ Inc. AZZ$1.6 million

Added to 1

  1. Centuri Holdings Inc. CTRI+100,000 shares · +14%

Trimmed 1

  1. MYR Group Inc. MYRG-26,376 shares · -73%

Sold out of 10

  1. Churchill Downs Inc. CHDN$13.5 million last quarter
  2. Lindblad Expeditions Hldgs I LIND$11.2 million last quarter
  3. Mastec Inc. MTZ$6.3 million last quarter
  4. Powell Industries Inc. POWL$5.4 million last quarter
  5. Thermon Group Hldgs Inc. THR$4.5 million last quarter
  6. Accel Entertainment Inc. ACEL$4.2 million last quarter
  7. Ceco Environmental Corp. Com CECO$3.0 million last quarter
  8. Kura Sushi USA Inc. KRUS$2.4 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Centuri Holdings Inc. CTRI800.0K$24.2 million34.14%+100.0K
Primoris Services Corp. PRIM125.0K$12.4 million17.49%new
Hub Group Inc. HUBG175.0K$7.7 million10.82%new
Kirby Corp. KEX50.0K$6.8 million9.60%new
Genius Sports Limited GENI900.0K$5.5 million7.70%new
MYR Group Inc. MYRG10.0K$5.0 million7.06%-26.4K
Xpo, Inc. XPO20.0K$4.1 million5.79%new
Mastercraft Boat Hldgs Inc. MCFT75.0K$1.9 million2.73%new
Malibu Boats Inc. MBUU64.2K$1.8 million2.48%new
AZZ Inc. AZZ10.0K$1.6 million2.19%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 10 it sold out of are in the box above.