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1060 Capital, LLC Top Holdings and 13F Report (2025)

About 1060 Capital, LLC

Investment Activity

  • 1060 Capital, LLC has $50.46 million in total holdings as of December 31, 2024.
  • 1060 Capital, LLC owns shares of 9 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 46.91% of the portfolio was purchased this quarter.
  • About 63.61% of the portfolio was sold this quarter.
  • This quarter, 1060 Capital, LLC has purchased 10 new stocks and bought additional shares in 2 stocks.
  • 1060 Capital, LLC sold shares of 3 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

MasTec
$13,614,000
MYR Group
$8,182,350
EVERUS CONSTR GROUP
$5,917,500

Largest New Holdings this Quarter

MYR Group
$8,182,350 Holding
Primoris Services
$6,494,000 Holding
EVERUS CONSTR GROUP
$5,917,500 Holding
ON
$1,369,250 Holding

Largest Purchases this Quarter

MYR Group
55,000 shares (about $8.18M)
Primoris Services
85,000 shares (about $6.49M)
EVERUS CONSTR GROUP
90,000 shares (about $5.92M)
ON
25,000 shares (about $1.37M)
MasTec
10,000 shares (about $1.36M)

Largest Sales this Quarter

Rush Street Interactive
500,000 shares (about $6.86M)
Golden Entertainment
190,682 shares (about $6.03M)
Granite Construction
65,000 shares (about $5.70M)

Sector Allocation Over Time

Map of 500 Largest Holdings of1060 Capital, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
MasTec, Inc. stock logo
MTZ
MasTec
$13,614,000$1,361,400 11.1%100,00027.0%Construction
MYR Group Inc. stock logo
MYRG
MYR Group
$8,182,350$8,182,350 New Holding55,00016.2%Utilities
Rush Street Interactive, Inc. stock logo
RSI
Rush Street Interactive
$6,860,000$6,860,000 -50.0%500,00013.6%Consumer Discretionary
Primoris Services Co. stock logo
PRIM
Primoris Services
$6,494,000$6,494,000 New Holding85,00012.9%Construction
EVERUS CONSTR GROUP
$5,917,500$5,917,500 New Holding90,00011.7%COM
Granite Construction Incorporated stock logo
GVA
Granite Construction
$3,508,400$5,701,150 -61.9%40,0007.0%Construction
Full House Resorts, Inc. stock logo
FLL
Full House Resorts
$2,305,200$346,800 17.7%565,0004.6%Consumer Discretionary
Golden Entertainment, Inc. stock logo
GDEN
Golden Entertainment
$2,212,000$6,025,551 -73.1%70,0004.4%Consumer Discretionary
On Holding AG stock logo
ONON
ON
$1,369,250$1,369,250 New Holding25,0002.7%Retail/Wholesale
TreeHouse Foods, Inc. stock logo
THS
TreeHouse Foods
$0$7,346,500 -100.0%00.0%Consumer Staples
NuScale Power Co. stock logo
SMR
NuScale Power
$0$2,316,000 -100.0%00.0%Computer and Technology
Genius Sports Limited stock logo
GENI
Genius Sports
$0$1,704,330 -100.0%00.0%Computer and Technology
Fluor Co. stock logo
FLR
Fluor
$0$1,192,750 -100.0%00.0%Construction
Bragg Gaming Group Inc. stock logo
BRAG
Bragg Gaming Group
$0$953,800 -100.0%00.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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