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 |