HedgeMountain

1060 Capital, LLC

Denver, CO · CRD 174763
Hedge fund managerExempt reporting

1060 Capital, LLC is an exempt reporting adviser based in Denver, CO that reports managing 1 hedge fund on Form ADV. Its private funds, of all types, hold $91.3 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +41.3% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +95.0% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.

Regulatory assets under management
—Form ADV Item 5.F
Gross assets of private funds
$91.3 millionAll private fund types, Form ADV
Hedge funds managed
11 private funds in total
Employees
—Form ADV Item 5.A
Registration
Exempt reporting adviserCRD 174763
Latest Form ADV
05/13/2026Disciplinary disclosures: none reported

Estimated 13F portfolio performance

Est. 2026 YTD+41.3%Through Q2 2026 · S&P 500 +9.5%
Est. 2-year return+95.0%Q3 2024 – Q2 2026
S&P 500+37.2%Same quarters, price only
13F holdings$70.9 million10 positions, 2026-06-30
$93$144$195Q3 2024Q1 2025Q3 2025Q1 202613F est. $195S&P 500 $137
QuarterEst. 13F returnS&P 500
Q2 2026+28.9%+14.8%
Q1 2026+9.6%-4.6%
Q4 2025+4.8%+2.4%
Q3 2025+30.8%+7.8%
Q2 2025+8.8%+10.4%
Q1 2025-21.1%-4.5%
Q4 2024+8.2%+2.1%
Q3 2024+8.6%+5.4%

Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures

Largest disclosed holdings

  • Centuri Holdings Inc$24.2 million
  • Primoris Services Corp$12.4 million
  • Hub Group Inc$7.7 million
  • Kirby Corp$6.8 million
  • Genius Sports LTD Com NPV$5.5 million
  • MYR Group, Inc. (myrg)$5.0 million
  • Xpo Inc$4.1 million
  • Mastercraft Boat Hldgs Inc$1.9 million
  • Malibu Boats Inc$1.8 million
  • Azz Inc$1.6 million

As of 2026-06-30, from 13F filing by 1060 Capital, LLC.

From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures