1060 Capital as of March 31, 2017
Portfolio Holdings for 1060 Capital
1060 Capital holds 24 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Weyerhaeuser Company (WY) | 13.1 | $40M | 1.2M | 33.98 | |
| Potlatch Corporation (PCH) | 10.2 | $31M | 679k | 45.70 | |
| Kirby Corporation (KEX) | 9.1 | $28M | 393k | 70.55 | |
| Watsco, Incorporated (WSO) | 8.6 | $26M | 183k | 143.18 | |
| Lowe's Companies (LOW) | 8.1 | $25M | 300k | 82.21 | |
| Ryder System (R) | 7.8 | $24M | 314k | 75.44 | |
| KBR (KBR) | 6.5 | $20M | 1.3M | 15.03 | |
| Kronos Worldwide (KRO) | 5.7 | $17M | 1.0M | 16.43 | |
| Lululemon Athletica (LULU) | 4.3 | $13M | 250k | 51.87 | |
| Quanta Services (PWR) | 4.0 | $12M | 325k | 37.11 | |
| MasTec (MTZ) | 4.0 | $12M | 300k | 40.05 | |
| J.C. Penney Company | 3.0 | $9.2M | 1.5M | 6.16 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 2.6 | $8.0M | 501k | 15.96 | |
| Catchmark Timber Tr Inc cl a | 2.4 | $7.2M | 628k | 11.52 | |
| Tile Shop Hldgs (TTSH) | 2.2 | $6.6M | 345k | 19.25 | |
| Trex Company (TREX) | 1.8 | $5.6M | 80k | 69.39 | |
| Boot Barn Hldgs (BOOT) | 1.6 | $4.8M | 487k | 9.89 | |
| Tronox | 1.4 | $4.1M | 225k | 18.45 | |
| MarineMax (HZO) | 1.2 | $3.6M | 165k | 21.65 | |
| Arcos Dorados Holdings (ARCO) | 1.0 | $3.0M | 370k | 8.05 | |
| At Home Group | 0.8 | $2.4M | 155k | 15.16 | |
| Steelcase (SCS) | 0.6 | $1.7M | 1.0k | 1675.00 | |
| Norbord | 0.2 | $711k | 25k | 28.44 | |
| Stage Stores | 0.1 | $284k | 110k | 2.59 |
