Q1 2026 · 13F-HR
1060 Capital, LLCholdings as filed
Filed 2026-05-15 · accession 0001602119-26-000003
$82.3M
Reported value
12
Positions
2026-03-31
Period end
The Brief · 1060 Capital, LLC · Q1 2026
AI · grounded in 13F
1060 Capital, LLC initiated a new position in LIND valued at $11.16M. The fund also established new holdings in MYRG for $10.27M and MASTEC INC for $6.34M. Additionally, the manager increased its stake in CHDN by 275%. These additions offset the closure of its position in BGS, which resulted in a $1.83M reduction.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 155923105 | CTRI | CENTURI HOLDINGS INC | $20.4M | 24.9% | 700,000 | Common | SOLE |
| 171484108 | CHDN | CHURCHILL DOWNS INC | $13.5M | 16.4% | 150,000 | Common | SOLE |
| 535219109 | LIND | LINDBLAD EXPEDITIONS HLDGS I | $11.2M | 13.6% | 644,922 | Common | SOLE |
| 55405W104 | MYRG | MYR GROUP INC | $10.3M | 12.5% | 36,376 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $6.3M | 7.70% | 19,700 | Common | SOLE |
| 739128106 | POWL | POWELL INDS INC | $5.4M | 6.58% | 10,000 | Common | SOLE |
| 88362T103 | THR | THERMON GROUP HLDGS INC | $4.5M | 5.49% | 89,625 | Common | SOLE |
| 00436Q106 | ACEL | ACCEL ENTERTAINMENT INC | $4.2M | 5.08% | 383,190 | Common | SOLE |
| 125141101 | CECO | CECO ENVIRONMENTAL CORP | $3.0M | 3.62% | 50,000 | Common | SOLE |
| 501270102 | KRUS | KURA SUSHI USA INC | $2.4M | 2.89% | 34,080 | Common | SOLE |
| 359678109 | FLL | FULL HSE RESORTS INC | $1.1M | 1.28% | 469,561 | Common | SOLE |
| 42981K100 | ROLR | HIGH ROLLER TECHNOLOGIES INC | $53,366 | 0.06% | 15,335 | 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.