1060 Capital as of Sept. 30, 2017
Portfolio Holdings for 1060 Capital
1060 Capital holds 34 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MasTec (MTZ) | 7.4 | $44M | 940k | 46.40 | |
| Astec Industries (ASTE) | 6.5 | $38M | 678k | 56.01 | |
| Best Buy (BBY) | 6.1 | $36M | 629k | 56.96 | |
| Vail Resorts (MTN) | 6.0 | $35M | 155k | 228.12 | |
| Atlas Air Worldwide Holdings | 5.7 | $34M | 512k | 65.80 | |
| Hub (HUBG) | 5.5 | $32M | 747k | 42.95 | |
| Hertz Global Holdings | 4.4 | $26M | 1.2M | 22.36 | |
| Avis Budget (CAR) | 4.4 | $26M | 680k | 38.06 | |
| Kohl's Corporation (KSS) | 4.2 | $24M | 601k | 40.65 | |
| Ethan Allen Interiors (ETD) | 3.8 | $22M | 688k | 32.40 | |
| Vulcan Materials Company (VMC) | 3.6 | $21M | 175k | 119.60 | |
| United Rentals (URI) | 3.5 | $21M | 150k | 138.74 | |
| Quanta Services (PWR) | 3.5 | $21M | 554k | 37.37 | |
| Steven Madden (SHOO) | 3.3 | $19M | 442k | 43.30 | |
| Lululemon Athletica (LULU) | 3.2 | $19M | 305k | 62.25 | |
| Herc Hldgs (HRI) | 3.2 | $19M | 384k | 49.13 | |
| Rexford Industrial Realty Inc reit (REXR) | 2.6 | $15M | 530k | 28.62 | |
| J.B. Hunt Transport Services (JBHT) | 2.5 | $14M | 130k | 111.08 | |
| Prologis (PLD) | 2.0 | $12M | 190k | 63.46 | |
| Caesars Entertainment | 2.0 | $12M | 900k | 13.35 | |
| Knight Swift Transn Hldgs (KNX) | 2.0 | $12M | 290k | 41.55 | |
| Oshkosh Corporation (OSK) | 2.0 | $12M | 144k | 82.54 | |
| Chicago Bridge & Iron Company | 2.0 | $12M | 701k | 16.80 | |
| Red Robin Gourmet Burgers (RRGB) | 1.7 | $10M | 150k | 67.00 | |
| At Home Group | 1.7 | $10M | 441k | 22.84 | |
| Werner Enterprises (WERN) | 1.5 | $8.6M | 235k | 36.55 | |
| Terreno Realty Corporation (TRNO) | 1.3 | $7.4M | 206k | 36.18 | |
| Potbelly (PBPB) | 1.0 | $6.0M | 486k | 12.40 | |
| Schneider National Inc cl b (SNDR) | 1.0 | $5.8M | 230k | 25.30 | |
| Tronox | 0.9 | $5.3M | 250k | 21.10 | |
| L Brands | 0.7 | $4.2M | 1.0k | 4161.00 | |
| Yrc Worldwide Inc Com par $.01 | 0.5 | $2.9M | 212k | 13.80 | |
| Saia (SAIA) | 0.1 | $551k | 8.8k | 62.61 | |
| Team | 0.1 | $397k | 30k | 13.36 |
