1060 Capital, LLC

CIK: 0001602119SEC EDGAR →

Portfolio Value

$42.6M

Holdings

6

As of

Q4 2025

New Positions

4

Closed Positions

5

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
CTRI

CENTURI HOLDINGS INC

825,000$20.8M
48.85%
2
ACELCall

ACCEL ENTERTAINMENT INC

854,014$9.7M
22.85%
3
THR

THERMON GROUP HLDGS INC

125,000$4.6M
10.89%
4
CHR

CHURCHILL DOWNS INC

40,000$4.6M
10.67%
5
DHR

B & G FOODS INC NEW

425,000$1.8M
4.28%
6
FLL

FULL HSE RESORTS INC

400,000$1.0M
2.45%

Quarterly Changes

Top Buys

CTRINEW
$20.8M
ACELNEW
$9.7M
THRNEW
$4.6M
CHRNEW
$4.6M
DHRNEW
$1.8M

Top Sells

TSLACLOSED
$11.1M
NVRICLOSED
$9.4M
RSICLOSED
$9.2M
PRIMCLOSED
$6.9M
LULUCLOSED
$5.3M

New Positions (6)

CTRI
$20.8M · 825K shares
ACEL
$9.7M · 854K shares
THR
$4.6M · 125K shares
CHR
$4.6M · 40K shares
DHR
$1.8M · 425K shares
FLL
$1.0M · 400K shares

Closed Positions (9)

TSLA
$11.1M · 25K shares
NVRI
$9.4M · 738K shares
RSI
$9.2M · 450K shares
PRIM
$6.9M · 50K shares
LULU
$5.3M · 30K shares
MTZ
$2.1M · 10K shares
KFS
$1.1M · 75K shares
ACEL
$361K · 33K shares
ZVIA
$272K · 100K shares

Sector Breakdown

Sector# HoldingsValue%
Utilities1$20.8M48.9%
Consumer Cyclical2$10.8M25.3%
Industrials1$4.6M10.9%
Communication Services1$4.6M10.7%
Healthcare1$1.8M4.3%