1060 Capital as of Dec. 31, 2023
Portfolio Holdings for 1060 Capital
1060 Capital holds 7 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MasTec (MTZ) | 28.8 | $10M | 135k | 75.72 | |
| Quanta Services (PWR) | 17.8 | $6.3M | 29k | 215.80 | |
| Vulcan Materials Company (VMC) | 16.0 | $5.7M | 25k | 227.01 | |
| Martin Marietta Materials (MLM) | 14.0 | $5.0M | 10k | 498.91 | |
| Array Technologies Com Shs (ARRY) | 11.8 | $4.2M | 250k | 16.80 | |
| International Game Technolog Shs Usd Call Option (IGT) | 9.2 | $3.3M | 120k | 27.41 | |
| Scotts Miracle-gro Cl A (SMG) | 2.4 | $843k | 13k | 63.75 |
