Filed: 8/13/2026ACC: 0001602119-26-000004
π What this filing means
1060 CAPITAL, LLC filed this quarterly 13FβHR report disclosing 10 equity positions with a total reported market value of $70.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$70.85M
Total AUM (reported)
2.23M
Total Shares
Allocation by class
COM$31.79M44.9%
COM SHS$24.19M34.1%
CL A$7.66M10.8%
SHARES CL A$5.45M7.7%
COM CL A$1.76M2.5%
Portfolio Concentration
Top 3$44.25M62.4%
4β10$26.61M37.6%
Top 3 weight
62.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.23M
Sole
Full voting authority
2.23M
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)
Sole10
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings10
Rows:
CENTURI HOLDINGS INC
SOLEShares800K
TypeSH
Market value$24.19M
34.14%
Sole
800K
Shared
0.00
None
0.00
PRIMORIS SVCS CORP
SOLEShares125K
TypeSH
Market value$12.39M
17.49%
Sole
125K
Shared
0.00
None
0.00
HUB GROUP INC
SOLEShares175K
TypeSH
Market value$7.66M
10.82%
Sole
175K
Shared
0.00
None
0.00
KIRBY CORP
SOLEShares50K
TypeSH
Market value$6.80M
9.60%
Sole
50K
Shared
0.00
None
0.00
GENIUS SPORTS LIMITED
SOLEShares900K
TypeSH
Market value$5.45M
7.70%
Sole
900K
Shared
0.00
None
0.00
MYR GROUP INC
SOLEShares10K
TypeSH
Market value$5.00M
7.06%
Sole
10K
Shared
0.00
None
0.00
XPO INC
SOLEShares20K
TypeSH
Market value$4.11M
5.79%
Sole
20K
Shared
0.00
None
0.00
MASTERCRAFT BOAT HLDGS INC
SOLEShares75K
TypeSH
Market value$1.94M
2.73%
Sole
75K
Shared
0.00
None
0.00
MALIBU BOATS INC
SOLEShares64.15K
TypeSH
Market value$1.76M
2.48%
Sole
64.15K
Shared
0.00
None
0.00
AZZ INC
SOLEShares10K
TypeSH
Market value$1.55M
2.19%
Sole
10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CENTURI HOLDINGS INCSOLE | COM SHS | 800K | SH | $24.19M 34.14% | 800K | 0.00 | 0.00 |
PRIMORIS SVCS CORPSOLE | COM | 125K | SH | $12.39M 17.49% | 125K | 0.00 | 0.00 |
HUB GROUP INCSOLE | CL A | 175K | SH | $7.66M 10.82% | 175K | 0.00 | 0.00 |
KIRBY CORPSOLE | COM | 50K | SH | $6.80M 9.60% | 50K | 0.00 | 0.00 |
GENIUS SPORTS LIMITEDSOLE | SHARES CL A | 900K | SH | $5.45M 7.70% | 900K | 0.00 | 0.00 |
MYR GROUP INCSOLE | COM | 10K | SH | $5.00M 7.06% | 10K | 0.00 | 0.00 |
XPO INCSOLE | COM | 20K | SH | $4.11M 5.79% | 20K | 0.00 | 0.00 |
MASTERCRAFT BOAT HLDGS INCSOLE | COM | 75K | SH | $1.94M 2.73% | 75K | 0.00 | 0.00 |
MALIBU BOATS INCSOLE | COM CL A | 64.15K | SH | $1.76M 2.48% | 64.15K | 0.00 | 0.00 |
AZZ INCSOLE | COM | 10K | SH | $1.55M 2.19% | 10K | 0.00 | 0.00 |