StockDriftsStockDriftsTop 12 1060 Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CTRI | CENTURI HOLDINGS INC | 24.86% | 700.0K | $20.4M | -15.15%(-125.00K) | $23.21(+34.81%) | 2026-03-31 | |
| CHDN | CHURCHILL DOWNS INC | 16.38% | 150.0K | $13.5M | +275.00%(+110.00K) | $102.76(-15.60%) | 2026-03-31 | |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | 13.56% | 644.9K | $11.2M | new | $15.86(+17.72%) | 2026-03-31 | |
| MYRG | MYR GROUP INC | 12.48% | 36.4K | $10.3M | new | $138.81(+236.76%) | 2026-03-31 | |
| MTZ | MASTEC INC | 7.7% | 19.7K | $6.3M | new | $173.04(+139.77%) | 2026-03-31 | |
| POWL | POWELL INDS INC | 6.58% | 10.0K | $5.4M | new | $143.31(+104.21%) | 2026-03-31 | |
| THR | THERMON GROUP HLDGS INC | 5.49% | 89.6K | $4.5M | -28.30%(-35.38K) | $31.94(+104.23%) | 2026-03-31 | |
| ACEL | ACCEL ENTERTAINMENT INC | 5.08% | 383.2K | $4.2M | -29.50%(-160.32K) | $11.18(+3.81%) | 2026-03-31 | |
| CECO | CECO ENVIRONMENTAL CORP | 3.62% | 50.0K | $3.0M | new | $59.72(+35.38%) | 2026-03-31 | |
| KRUS | KURA SUSHI USA INC | 2.89% | 34.1K | $2.4M | new | $61.06(-17.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.84% | +99.30% |
| Top 20 Holdings Unweighted | +16.71% | +58.98% |
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