1060 Capital as of March 31, 2018
Portfolio Holdings for 1060 Capital
1060 Capital holds 30 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| CACI International (CACI) | 6.8 | $22M | 148k | 151.35 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 6.3 | $21M | 543k | 38.72 | |
| Rexford Industrial Realty Inc reit (REXR) | 5.9 | $19M | 675k | 28.79 | |
| Hersha Hospitality Tr Pr Shs Ben Int | 5.7 | $19M | 1.1M | 17.90 | |
| Hub (HUBG) | 5.6 | $19M | 444k | 41.85 | |
| Lowe's Companies (LOW) | 5.3 | $18M | 200k | 87.75 | |
| Knight Swift Transn Hldgs (KNX) | 4.5 | $15M | 325k | 46.01 | |
| Deckers Outdoor Corporation (DECK) | 4.5 | $15M | 165k | 90.03 | |
| ManTech International Corporation | 4.4 | $15M | 264k | 55.47 | |
| MasTec (MTZ) | 4.3 | $14M | 301k | 47.05 | |
| Heartland Express (HTLD) | 4.2 | $14M | 778k | 17.99 | |
| Werner Enterprises (WERN) | 4.1 | $14M | 371k | 36.50 | |
| Tiffany & Co. | 3.9 | $13M | 132k | 97.66 | |
| Schneider National Inc cl b (SNDR) | 3.9 | $13M | 491k | 26.06 | |
| Dycom Industries (DY) | 3.6 | $12M | 111k | 107.63 | |
| Science App Int'l (SAIC) | 3.5 | $12M | 149k | 78.80 | |
| Marten Transport (MRTN) | 3.4 | $11M | 500k | 22.80 | |
| Nike (NKE) | 3.0 | $10M | 150k | 66.44 | |
| AECOM Technology Corporation (ACM) | 2.5 | $8.2M | 229k | 35.63 | |
| Herc Hldgs (HRI) | 2.2 | $7.2M | 111k | 64.95 | |
| Leidos Holdings (LDOS) | 2.0 | $6.5M | 100k | 65.40 | |
| Wesco Aircraft Holdings | 1.7 | $5.8M | 561k | 10.25 | |
| J.C. Penney Company | 1.7 | $5.6M | 1.9M | 3.02 | |
| Lindsay Corporation (LNN) | 1.6 | $5.2M | 57k | 91.45 | |
| Engility Hldgs | 1.6 | $5.2M | 212k | 24.40 | |
| Brunswick Corp put | 1.5 | $5.0M | 84k | 59.39 | |
| Conagra Foods Inc Cmn Stk cmn | 1.1 | $3.7M | 100k | 36.88 | |
| Applied Industrial Technologies (AIT) | 0.6 | $2.0M | 27k | 72.92 | |
| TETRA Technologies (TTI) | 0.5 | $1.5M | 400k | 3.75 | |
| Forterra | 0.4 | $1.2M | 150k | 8.32 |
