1060 Capital, LLC Portfolio Holdings

1060 Capital, LLC

$41.7 Million
Q3 2025

1060 Capital, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $41.7 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Rush Street Interactive, Inc. with a value of $9.22M, Primoris Services Corp with a value of $6.87M, Lululemon Athletica Inc. with a value of $5.34M, Harsco Corp with a value of $2.36M, and Mastec Inc with a value of $2.13M.

Examining the 13F form we can see an decrease of $3.73M in the current position value, from $45.5M to 41.7M.

1060 Capital, LLC is based out at Denver, CO

Below you can find more details about 1060 Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $41.7 Million

Consumer Cyclical: $27.1 Million

Industrials: $14.3 Million

Consumer Defensive: $272,000

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
RSI Rush Street Interactive, Inc. Consumer Cyclical	$1.11B	$9.22 Million 22.09% of portfolio	450,000	Q3 2025 Reduced 40.25%
PRIM Primoris Services Corp Industrials	$6.28B	$6.87 Million 16.46% of portfolio	50,000	Q3 2025 Reduced 23.08%
LULU Lululemon Athletica Inc. Consumer Cyclical	$20.9B	$5.34 Million 12.79% of portfolio	30,000	Q3 2025 New
HSC Harsco Corp Industrials	$573M	$2.36 Million 5.66% of portfolio	327,570	Q3 2025 Reduced 49.27%
MTZ Mastec Inc Industrials	$15B	$2.13 Million 5.1% of portfolio	10,000	Q3 2025 Reduced 66.67%
KFS Kingsway Financial Services Inc Consumer Cyclical	$307M	$1.11 Million 2.65% of portfolio	75,400	Q2 2025 New
ACEL Accel Entertainment, Inc. Consumer Cyclical	$926M	$361,000 0.87% of portfolio	32,633	Q3 2025 New
ZVIA Zevia Pbc Consumer Defensive	$161M	$272,000 0.65% of portfolio	100,000	Q3 2025 New

Summary

Portfolio
No. of Stocks 10
Current Value $41.7 Million
Prior Value $45.5 Million
Filing
Period Q3 2025
Filing Date November 14, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 3 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 4 stocks

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