1060 Capital, LLC Quant / Systematic

Location: Denver, CO

CIK: 0001602119 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 13, 2026

Total Value: $70.85M (100.0% shares, 0.0% debt)

Holdings (10)

New Positions (8)

PRIM PRIMORIS SVCS CORP 17.5%

Value $12.39M Shares 125,000 Est. Cost $99.12 Unrealized —

HUBG HUB GROUP INC 10.8%

Value $7.663M Shares 175,000 Est. Cost $43.79 Unrealized —

KEX KIRBY CORP 9.6%

Value $6.798M Shares 50,000 Est. Cost $135.97 Unrealized —

GENI GENIUS SPORTS LIMITED 7.7%

Value $5.454M Shares 900,000 Est. Cost $6.06 Unrealized —

XPO XPO INC 5.8%

Value $4.106M Shares 20,000 Est. Cost $205.29 Unrealized —

MCFT MASTERCRAFT BOAT HLDGS INC 2.7%

Value $1.937M Shares 75,000 Est. Cost $25.82 Unrealized —

MBUU MALIBU BOATS INC 2.5%

Value $1.76M Shares 64,153 Est. Cost $27.43 Unrealized —

AZZ AZZ INC 2.2%

Value $1.55M Shares 10,000 Est. Cost $155.05 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PRIM	PRIMORIS SVCS CORP	125,000	$12.39M	17.5%	$99.12	—	COM	74164F103
HUBG	HUB GROUP INC	175,000	$7.663M	10.8%	$43.79	—	CL A	443320106
KEX	KIRBY CORP	50,000	$6.798M	9.6%	$135.97	—	COM	497266106
GENI	GENIUS SPORTS LIMITED	900,000	$5.454M	7.7%	$6.06	—	SHARES CL A	G3934V109
XPO	XPO INC	20,000	$4.106M	5.8%	$205.29	—	COM	983793100
MCFT	MASTERCRAFT BOAT HLDGS INC	75,000	$1.937M	2.7%	$25.82	—	COM	57637H103
MBUU	MALIBU BOATS INC	64,153	$1.76M	2.5%	$27.43	—	COM CL A	56117J100
AZZ	AZZ INC	10,000	$1.55M	2.2%	$155.05	—	COM	002474104

Increased Positions (1)

CTRI CENTURI HOLDINGS INC 34.1%

Value $24.19M (+18.3%) Shares 800,000 (+14.3%) Est. Cost $23.34 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CTRI	CENTURI HOLDINGS INC	800,000 (+14.3%)	$24.19M (+18.3%)	34.1%	$23.34	—	COM SHS	155923105

Exited Positions (10)

CHDN CHURCHILL DOWNS INC 19.0%

Value $13.47M Shares 150,000 Est. Cost $100.81 Unrealized —

LIND LINDBLAD EXPEDITIONS HLDGS I 15.7%

Value $11.16M Shares 644,922 Est. Cost $17.74 Unrealized —

MTZ MASTEC INC 8.9%

Value $6.338M Shares 19,700 Est. Cost $250.19 Unrealized —

POWL POWELL INDS INC 7.6%

Value $5.411M Shares 10,000 Est. Cost $471.13 Unrealized —

THR THERMON GROUP HLDGS INC 6.4%

Value $4.517M Shares 89,625 Est. Cost $32.83 Unrealized —

ACEL ACCEL ENTERTAINMENT INC 5.9%

Value $4.181M Shares 383,190 Est. Cost $10.60 Unrealized —

CECO CECO ENVIRONMENTAL CORP 4.2%

Value $2.979M Shares 50,000 Est. Cost $68.79 Unrealized —

KRUS KURA SUSHI USA INC 3.4%

Value $2.378M Shares 34,080 Est. Cost $69.80 Unrealized —

FLL FULL HSE RESORTS INC 1.5%

Value $1.057M Shares 469,561 Est. Cost $2.64 Unrealized —

ROLR HIGH ROLLER TECHNOLOGIES INC 0.1%

Value $53,366 Shares 15,335 Est. Cost $6.34 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CHDN	CHURCHILL DOWNS INC	150,000	$13.47M	19.0%	$100.81	—	—	171484108
LIND	LINDBLAD EXPEDITIONS HLDGS I	644,922	$11.16M	15.7%	$17.74	—	—	535219109
MTZ	MASTEC INC	19,700	$6.338M	8.9%	$250.19	—	—	576323109
POWL	POWELL INDS INC	10,000	$5.411M	7.6%	$471.13	—	—	739128106
THR	THERMON GROUP HLDGS INC	89,625	$4.517M	6.4%	$32.83	—	—	88362T103
ACEL	ACCEL ENTERTAINMENT INC	383,190	$4.181M	5.9%	$10.60	—	—	00436Q106
CECO	CECO ENVIRONMENTAL CORP	50,000	$2.979M	4.2%	$68.79	—	—	125141101
KRUS	KURA SUSHI USA INC	34,080	$2.378M	3.4%	$69.80	—	—	501270102
FLL	FULL HSE RESORTS INC	469,561	$1.057M	1.5%	$2.64	—	—	359678109
ROLR	HIGH ROLLER TECHNOLOGIES INC	15,335	$53,366	0.1%	$6.34	—	—	42981K100

Decreased Positions (1)

MYRG MYR GROUP INC 7.1%

Value $5.004M (-51.3%) Shares 10,000 (-72.5%) Est. Cost $254.08 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MYRG	MYR GROUP INC	10,000 (-72.5%)	$5.004M (-51.3%)	7.1%	$254.08	—	COM	55405W104