The Analysis of 1060 Capital, LLC's Holdings & P&L

Currently, 1060 Capital, LLC holds 12 types of securities in its portfolio with a total value $82.3M. In the most recent quarter, they have increased their positions in LIND (+644.9K shares, valued at $11.2M), MYRG (+36.4K shares, valued at $10.3M), CHDN (+110.0K shares, valued at $9.9M); decreased their positions in CTRI (-125.0K shares, valued at $3.7M), THR (-35.4K shares, valued at $1.8M), ACEL (-160.3K shares, valued at $1.7M); initiated new positions in LIND (+644.9K shares, valued at $11.2M), MYRG (+36.4K shares, valued at $10.3M), MTZ (+19.7K shares, valued at $6.3M).

1M P&L

+4.4M+4.63%

3M P&L

+14.9M+17.44%

HY P&L

+32.0M+47.00%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Utilities - Regulated Gas20.4M

24.9%

2Gambling17.7M

21.5%

3Engineering & Construction16.6M

20.2%

Top Industries by Stock Count

1Gambling3 stocks

25.0%

2Engineering & Construction2 stocks

16.7%

3Pollution & Treatment Controls1 stocks

8.3%

Sponsored

CECO CECO ENVIRONMENTAL CORP50.0K sharesnew addition2026-03-312026-05-15

KRUS KURA SUSHI USA INC34.1K sharesnew addition2026-03-312026-05-15

FLL FULL HSE RESORTS INC469.6K shares17.39%2026-03-312026-05-15

ROLR HIGH ROLLER TECHNOLOGIES INC15.3K sharesnew addition2026-03-312026-05-15

CTRI

CENTURI HOLDINGS INC

-15.15%

Shares700.0K

Event2026-03-31

Filed2026-05-15

CHDN

CHURCHILL DOWNS INC

275.00%

Shares150.0K

Event2026-03-31

Filed2026-05-15

LIND

LINDBLAD EXPEDITIONS HLDGS I

New

Shares644.9K

Event2026-03-31

Filed2026-05-15

MYRG

MYR GROUP INC

New

Shares36.4K

Event2026-03-31

Filed2026-05-15

MTZ

MASTEC INC

New

Shares19.7K

Event2026-03-31

Filed2026-05-15

POWL

POWELL INDS INC

New

Shares10.0K

Event2026-03-31

Filed2026-05-15

THR

THERMON GROUP HLDGS INC

-28.30%

Shares89.6K

Event2026-03-31

Filed2026-05-15

ACEL

ACCEL ENTERTAINMENT INC

-29.50%

Shares383.2K

Event2026-03-31

Filed2026-05-15

CECO

CECO ENVIRONMENTAL CORP

New

Shares50.0K

Event2026-03-31

Filed2026-05-15

KRUS

KURA SUSHI USA INC

New

Shares34.1K

Event2026-03-31

Filed2026-05-15

FLL

FULL HSE RESORTS INC

17.39%

Shares469.6K

Event2026-03-31

Filed2026-05-15

ROLR

HIGH ROLLER TECHNOLOGIES INC

New

Shares15.3K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available