1060 Capital
1060 Capital reported 10 stocks worth $70.9M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are CTRI (34.1%), PRIM (17.5%) and HUBG (10.8%). Compared with Q1 2026, the fund opened new positions in PRIM, HUBG and KEX, added to CTRI, trimmed MYRG and sold out of CHDN, LIND and MTZ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CTRI Centuri Holdings Inc | $24.2M | 34.1% | 800K | +100K (+14%) | 3 of 8 | |
| 2 |  PRIM Primoris Svcs Corp | $12.4M | 17.5% | 125K | New position | 4 of 8 | |
| 3 |  HUBG Hub Group Inc | $7.7M | 10.8% | 175K | New position | 1 of 8 | |
| 4 |  KEX Kirby Corp | $6.8M | 9.6% | 50K | New position | 1 of 8 | |
| 5 |  GENI Genius Sports Limited | $5.5M | 7.7% | 900K | New position | 3 of 8 | |
| 6 |  MYRG Myr Group Inc Del | $5M | 7.1% | 10K | −26K (−73%) | 4 of 8 | |
| 7 |  XPO Xpo Inc | $4.1M | 5.8% | 20K | New position | 1 of 8 | |
| 8 |  MCFT Mastercraft Boat Hldgs Inc | $1.9M | 2.7% | 75K | New position | 1 of 8 | |
| 9 |  MBUU Malibu Boats Inc | $1.8M | 2.5% | 64K | New position | 1 of 8 | |
| 10 |  AZZ Azz Inc | $1.6M | 2.2% | 10K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CHDN Churchill Downs Inc | $13.5M | 150K |
 LIND Lindblad Expeditions Hldgs I | $11.2M | 645K |
 MTZ Mastec Inc | $6.3M | 20K |
 POWL Powell Inds Inc | $5.4M | 10K |
THERMON GROUP HLDGS INC | $4.5M | 90K |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →1060 Capital 13F FAQ
What does 1060 Capital own?
1060 Capital reported 10 stocks worth $70.9M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are CTRI (34.1%), PRIM (17.5%) and HUBG (10.8%). The table above lists every position in the filing (the top 10 without an account).
What did 1060 Capital buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 1 added to, 1 trimmed and 10 sold out. New positions include PRIM, HUBG and KEX. It sold all of CHDN, LIND and MTZ.
When will 1060 Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is 1060 Capital's portfolio worth?
The Q2 2026 filing reports $70.9M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.