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Centuri Holdings, Inc.

CTRI Utilities
$20.55 +$0.3 (1.48%)
Market Cap: $2.04 B
Gurus Holding
7
Popularity Rank
#1227
% of Shares Held
16.07%
Net Activity (Q2 2026)
+$9.25 M

Guru Ownership Trend

Guru Analysis for Centuri Holdings, Inc. (CTRI)

Centuri Holdings, Inc. (CTRI), a key player in the Utilities sector, continues to attract institutional attention.

As of Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $333.41 M.

Top institutional holders include Carl Icahn and Renaissance Technologies (RenTech).

Notably, Carl Icahn has expressed high conviction in this stock, allocating 5.25% of their equity portfolio to it.

Institutional sentiment is currently Bullish. This is evidenced by a $9.25 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 203.9%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 2.2%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$13.02 M
Total Buy Value
New Buys 1
Additions 3
-$3.77 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
4

FAQs for Centuri Holdings, Inc. (CTRI)

Major holders include Carl Icahn ($433.52 M), Renaissance Technologies (RenTech) ($27.63 M), Paul Tudor Jones ($12.35 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 16.22 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $9.25 M, with 4 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited CTRI. The total reported sell value was $3.77 M.

Yes, 1 managers opened new positions in CTRI, and 3 increased their existing holdings. The total reported buy value was $13.02 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
5.25% 14,336,044 $433.52 M Q2 2026
0.04% Reduce -2.2% 913,700 $27.63 M Q2 2026
0.02% Add 203.9% 408,383 $12.35 M Q2 2026
0.05% 190,500 $5.76 M Q2 2026
0.00% Add 0.4% 175,558 $5.31 M Q2 2026
0.02% Add 134.1% 104,283 $3.15 M Q2 2026
0.03% New Buy 96,043 $2.9 M Q2 2026
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