Filed: 5/15/2026ACC: 0001602119-26-000003
📋 What this filing means
1060 CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $82.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$82.26M
Total AUM (reported)
2.60M
Total Shares
Allocation by class
COM$55.26M67.2%
COM SHS$20.45M24.9%
COM CL A1$4.18M5.1%
CL A COM$2.38M2.9%
Portfolio Concentration
Top 3$45.08M54.8%
4–10$36.07M43.9%
11–25$1.11M1.3%
Top 3 weight
54.8%
Top 10 weight
98.7%
Voting Authority Distribution
Total shares with voting rights: 2.60M
Sole
Full voting authority
2.60M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
CENTURI HOLDINGS INC
SOLEShares700K
TypeSH
Market value$20.45M
24.86%
Sole
700K
Shared
0.00
None
0.00
CHURCHILL DOWNS INC
SOLEShares150K
TypeSH
Market value$13.47M
16.38%
Sole
150K
Shared
0.00
None
0.00
LINDBLAD EXPEDITIONS HLDGS I
SOLEShares644.92K
TypeSH
Market value$11.16M
13.56%
Sole
644.92K
Shared
0.00
None
0.00
MYR GROUP INC
SOLEShares36.38K
TypeSH
Market value$10.27M
12.48%
Sole
36.38K
Shared
0.00
None
0.00
MASTEC INC
SOLEShares19.70K
TypeSH
Market value$6.34M
7.70%
Sole
19.70K
Shared
0.00
None
0.00
POWELL INDS INC
SOLEShares10K
TypeSH
Market value$5.41M
6.58%
Sole
10K
Shared
0.00
None
0.00
THERMON GROUP HLDGS INC
SOLEShares89.63K
TypeSH
Market value$4.52M
5.49%
Sole
89.63K
Shared
0.00
None
0.00
ACCEL ENTERTAINMENT INC
SOLEShares383.19K
TypeSH
Market value$4.18M
5.08%
Sole
383.19K
Shared
0.00
None
0.00
CECO ENVIRONMENTAL CORP
SOLEShares50K
TypeSH
Market value$2.98M
3.62%
Sole
50K
Shared
0.00
None
0.00
KURA SUSHI USA INC
SOLEShares34.08K
TypeSH
Market value$2.38M
2.89%
Sole
34.08K
Shared
0.00
None
0.00
FULL HSE RESORTS INC
SOLEShares469.56K
TypeSH
Market value$1.06M
1.28%
Sole
469.56K
Shared
0.00
None
0.00
HIGH ROLLER TECHNOLOGIES INC
SOLEShares15.34K
TypeSH
Market value$53.4K
0.06%
Sole
15.34K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CENTURI HOLDINGS INCSOLE | COM SHS | 700K | SH | $20.45M 24.86% | 700K | 0.00 | 0.00 |
CHURCHILL DOWNS INCSOLE | COM | 150K | SH | $13.47M 16.38% | 150K | 0.00 | 0.00 |
LINDBLAD EXPEDITIONS HLDGS ISOLE | COM | 644.92K | SH | $11.16M 13.56% | 644.92K | 0.00 | 0.00 |
MYR GROUP INCSOLE | COM | 36.38K | SH | $10.27M 12.48% | 36.38K | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 19.70K | SH | $6.34M 7.70% | 19.70K | 0.00 | 0.00 |
POWELL INDS INCSOLE | COM | 10K | SH | $5.41M 6.58% | 10K | 0.00 | 0.00 |
THERMON GROUP HLDGS INCSOLE | COM | 89.63K | SH | $4.52M 5.49% | 89.63K | 0.00 | 0.00 |
ACCEL ENTERTAINMENT INCSOLE | COM CL A1 | 383.19K | SH | $4.18M 5.08% | 383.19K | 0.00 | 0.00 |
CECO ENVIRONMENTAL CORPSOLE | COM | 50K | SH | $2.98M 3.62% | 50K | 0.00 | 0.00 |
KURA SUSHI USA INCSOLE | CL A COM | 34.08K | SH | $2.38M 2.89% | 34.08K | 0.00 | 0.00 |
FULL HSE RESORTS INCSOLE | COM | 469.56K | SH | $1.06M 1.28% | 469.56K | 0.00 | 0.00 |
HIGH ROLLER TECHNOLOGIES INCSOLE | COM | 15.34K | SH | $53.4K 0.06% | 15.34K | 0.00 | 0.00 |