1060 Capital, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
1C 1060 Capital, LLC | Institutional Filer | ▲ 92.91% | $82.3M | 12 |
Current Portfolio Holdings
Showing all 12 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CTRI | Centuri Holdings, Inc. | Utilities | 700K | $20.4M | 24.86% |
| 2 | CHDN | Churchill Downs Incorporated | Consumer Cyclical | 150K | $13.5M | 16.38% |
| 3 | LIND | Lindblad Expeditions Holdings, Inc. | Consumer Cyclical | 645K | $11.2M | 13.56% |
| 4 | MYRG | MYR Group Inc. | Industrials | 36K | $10.3M | 12.48% |
| 5 | MTZ | MasTec, Inc. | Industrials | 20K | $6.3M | 7.70% |
| 6 | POWL | Powell Industries, Inc. | Industrials | 10K | $5.4M | 6.58% |
| 7 | THR | Thermon Group Holdings, Inc. | Industrials | 90K | $4.5M | 5.49% |
| 8 | ACEL | Accel Entertainment, Inc. | Consumer Cyclical | 383K | $4.2M | 5.08% |
| 9 | CECO | CECO Environmental Corp. | Industrials | 50K | $3.0M | 3.62% |
| 10 | KRUS | Kura Sushi USA, Inc. | Consumer Cyclical | 34K | $2.4M | 2.89% |
| 11 | FLL | Full House Resorts, Inc. | Consumer Cyclical | 470K | $1.1M | 1.28% |
| 12 | ROLR | High Roller Technologies, Inc. | Consumer Cyclical | 15K | $53K | 0.06% |
Showing 1 to 12 of 12 holdings