1060 Capital, LLC
DENVER CO · SEC CIK 0001602119
$7,085.43万2026Q2 申报市值
10持仓数
100.0%前十大占比 · 第一大 34.1%
8 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PRIM 新建仓+$1,239.00万
HUBG 新建仓+$766.33万
KEX 新建仓+$679.85万
GENI 新建仓+$545.40万
XPO 新建仓+$410.58万
2026Q2 卖出最多 按季末市值估算
CHDN 清仓-$1,347.45万
MYRG 减仓-$1,319.86万
LIND 清仓-$1,115.72万
MTZ 清仓-$633.83万
POWL 清仓-$541.08万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CTRI | CENTURI HOLDINGS INC | $2,419.20万 | 34.14% | 800,000 | 100,000 | 14.3% | $302.40万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $1,239.00万 | 17.49% | 125,000 | 125,000 | — | $1,239.00万 | 新建仓 |
| HUBG | HUB GROUP INC | $766.33万 | 10.82% | 175,000 | 175,000 | — | $766.33万 | 新建仓 |
| KEX | KIRBY CORP | $679.85万 | 9.60% | 50,000 | 50,000 | — | $679.85万 | 新建仓 |
| GENI | GENIUS SPORTS LIMITED | $545.40万 | 7.70% | 900,000 | 900,000 | — | $545.40万 | 新建仓 |
| MYRG | MYR GROUP INC | $500.40万 | 7.06% | 10,000 | -26,376 | -72.5% | -$1,319.86万 | 减仓 |
| XPO | XPO INC | $410.58万 | 5.79% | 20,000 | 20,000 | — | $410.58万 | 新建仓 |
| MCFT | MASTERCRAFT BOAT HLDGS INC | $193.65万 | 2.73% | 75,000 | 75,000 | — | $193.65万 | 新建仓 |
| MBUU | MALIBU BOATS INC | $175.97万 | 2.48% | 64,153 | 64,153 | — | $175.97万 | 新建仓 |
| AZZ | AZZ INC | $155.05万 | 2.19% | 10,000 | 10,000 | — | $155.05万 | 新建仓 |
| CHDN | CHURCHILL DOWNS INC | $0 | 0.00% | 0 | -150,000 | -100.0% | -$1,347.45万 | 清仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $0 | 0.00% | 0 | -644,922 | -100.0% | -$1,115.72万 | 清仓 |
| MTZ | MASTEC INC | $0 | 0.00% | 0 | -19,700 | -100.0% | -$633.83万 | 清仓 |
| POWL | POWELL INDS INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$541.08万 | 清仓 |
| — | THERMON GROUP HLDGS INC | $0 | 0.00% | 0 | -89,625 | -100.0% | -$451.71万 | 清仓 |
| ACEL | ACCEL ENTERTAINMENT INC | $0 | 0.00% | 0 | -383,190 | -100.0% | -$418.06万 | 清仓 |
| CECO | CECO ENVIRONMENTAL CORP | $0 | 0.00% | 0 | -50,000 | -100.0% | -$297.90万 | 清仓 |
| KRUS | KURA SUSHI USA INC | $0 | 0.00% | 0 | -34,080 | -100.0% | -$237.84万 | 清仓 |
| — | FULL HSE RESORTS INC | $0 | 0.00% | 0 | -469,561 | -100.0% | -$105.65万 | 清仓 |
| — | HIGH ROLLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -15,335 | -100.0% | -$5.34万 | 清仓 |