1C
1060 Capital, LLC
13F filer · CIK 0001602119Reported Aug 13, 2026
Net seller this quarter
13F portfolio value$70.9MU.S. long equity reported on 13F
Positions108 new · 10 closed
Net flow last quarter-$34.2MBuys minus sells
Top 10 positions weight100.0%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 13, 202610 positions | |||||
| $24.2M | 34.14% | 0.79% | +14.3% | Q4 2025 | |
| $12.4M | 17.49% | 0.23% | Not reported | Q4 2016 | |
| $7.66M | 10.82% | 0.23% | Not reported | Q3 2017 | |
| $6.8M | 9.60% | 0.09% | Not reported | Q1 2017 | |
| $5.45M | 7.70% | 9.00% | Not reported | Q2 2021 | |
| $5M | 7.06% | 0.06% | -72.5% | Q4 2024 | |
| $4.11M | 5.79% | 0.02% | Not reported | Q2 2017 | |
| $1.94M | 2.73% | 0.31% | Not reported | Q2 2022 | |
| $1.76M | 2.48% | 534608.33% | New | Q2 2026 | |
| $1.55M | 2.19% | 0.03% | New | Q2 2026 | |
| Q1 2026Reported May 15, 202612 positions | |||||
| $20.4M | 24.86% | 0.69% | -15.2% | Q4 2025 | |
| $13.5M | 16.38% | 0.22% | +275.0% | Q4 2018 | |
| $11.2M | 13.56% | 0.99% | New | Q1 2026 | |
| $10.3M | 12.48% | 0.23% | Not reported | Q4 2024 | |
| $6.34M | 7.70% | 0.03% | Not reported | Q4 2016 | |
| $5.41M | 6.58% | 0.03% | New | Q1 2026 | |
| THTHRThermon Group Holdings, Inc. | $4.52M | 5.49% | 0.27% | -28.3% | Q4 2025 |
| $4.18M | 5.08% | 0.47% | -29.5% | Q2 2023 | |
| $2.98M | 3.62% | 0.14% | New | Q1 2026 | |
| $2.38M | 2.89% | Not reported | New | Q1 2026 | |
| $1.06M | 1.28% | 1.30% | +17.4% | Q3 2019 | |
| $53.4K | 0.06% | 0.14% | New | Q1 2026 | |
| Q4 2025Reported Feb 13, 20266 positions | |||||
| $20.8M | 48.85% | 0.82% | New | Q4 2025 | |
| $6.2M | 14.54% | 0.65% | +1565.5% | Q2 2023 | |
| THTHRThermon Group Holdings, Inc. | $4.65M | 10.89% | 0.38% | New | Q4 2025 |
| $4.55M | 10.67% | 0.06% | Not reported | Q4 2018 | |
| $1.83M | 4.29% | 0.53% | New | Q4 2025 | |
| $1.04M | 2.45% | 1.11% | Not reported | Q3 2019 | |
| Q3 2025Reported Nov 14, 20258 positions | |||||
| $9.22M | 20.14% | 0.22% | -40.3% | Q1 2021 | |
| $6.87M | 15.00% | 0.09% | -23.1% | Q4 2016 | |
| $5.34M | 11.66% | 0.03% | Not reported | Q1 2017 | |
| $4.16M | 9.08% | Not reported | -49.3% | Q2 2017 | |
| $2.13M | 4.65% | 0.01% | -66.7% | Q4 2016 | |
| $1.1M | 2.41% | 0.26% | Not reported | Q2 2025 | |
| $361K | 0.79% | 0.04% | Not reported | Q2 2023 | |
| $272K | 0.59% | Not reported | New | Q3 2025 | |
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