Q4 2025 · 13F-HR
1060 Capital, LLCholdings as filed
Filed 2026-02-13 · accession 0001602119-26-000002
$42.6M
Reported value
7
Positions
2025-12-31
Period end
The Brief · 1060 Capital, LLC · Q4 2025
AI · grounded in 13F
1060 Capital, LLC established a new position in CTRI valued at $20.8M. The fund also initiated stakes in ACCEL ENTERTAINMENT INC for $9.7M and THR for $4.6M. Other new additions include CHDN at $4.6M, BGS at $1.8M, and FLL at $1.0M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 155923105 | CTRI | CENTURI HOLDINGS INC | $20.8M | 48.9% | 825,000 | Common | SOLE |
| 00436Q106 | ACEL | ACCEL ENTERTAINMENT INC | $6.2M | 14.5% | 543,514 | Common | SOLE |
| 88362T103 | THR | THERMON GROUP HLDGS INC | $4.6M | 10.9% | 125,000 | Common | SOLE |
| 171484108 | CHDN | CHURCHILL DOWNS INC | $4.6M | 10.7% | 40,000 | Common | SOLE |
| 00436Q106 | ACEL | ACCEL ENTERTAINMENT INC | $3.5M | 8.31% | 310,500 | CALL | SOLE |
| 05508R106 | BGS | B & G FOODS INC NEW | $1.8M | 4.29% | 425,000 | Common | SOLE |
| 359678109 | FLL | FULL HSE RESORTS INC | $1.0M | 2.45% | 400,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.