Q4 2023 · 13F-HR
1060 Capital, LLCholdings as filed
Filed 2024-02-14 · accession 0001602119-24-000001
$35.5M
Reported value
7
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 576323109 | MTZ | MASTEC INC | $10.2M | 28.8% | 135,000 | Common | SOLE |
| 74762E102 | QURE | QUANTA SVCS INC | $6.3M | 17.8% | 29,213 | Common | SOLE |
| 929160109 | VMC | VULCAN MATLS CO | $5.7M | 16.0% | 25,000 | Common | SOLE |
| 573284106 | MLM | MARTIN MARIETTA MATLS INC | $5.0M | 14.0% | 10,000 | Common | SOLE |
| 04271T100 | ARRY | ARRAY TECHNOLOGIES INC | $4.2M | 11.8% | 250,000 | Common | SOLE |
| G4863A108 | BRSL | INTERNATIONAL GAME TECHNOLOG | $3.3M | 9.24% | 119,700 | CALL | SOLE |
| 810186106 | SMG | SCOTTS MIRACLE-GRO CO | $842,966 | 2.37% | 13,223 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.