🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 669.03 +1.0% NASDAQ 100: 600.38 +1.1% Dow Jones: 470.30 +0.8%

Centuri Holdings, Inc.

CTRI Utilities
$29.78 +$0.48 (1.64%)
Market Cap: $3 B
Gurus Holding
8
Popularity Rank
#720
% of Shares Held
18.66%
Net Activity (Q4 2025)
+$168.75 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 Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $560.18 M.

Top institutional holders include Carl Icahn and Lee Ainslie.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $168.75 M net inflow during the quarter.

Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Renaissance Technologies reduced exposure by 3.0%.

Key Holders

Top 5 by Value

$361.99 M
$42.24 M
$34.32 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$169.41 M
Total Buy Value
New Buys 2
Additions 5
-$656,500
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
7

FAQs for Centuri Holdings, Inc. (CTRI)

Major holders include Carl Icahn ($361.99 M), Lee Ainslie ($42.24 M), Steven Cohen ($34.32 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 18.81 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $168.75 M, with 7 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited CTRI. The total reported sell value was $656,500.

Yes, 2 managers opened new positions in CTRI, and 5 increased their existing holdings. The total reported buy value was $169.41 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
4.29% Add 32.2% 14,336,044 $361.99 M Q4 2025
0.45% New Buy 1,672,863 $42.24 M Q4 2025
0.04% Add 19371.5% 1,359,111 $34.32 M Q4 2025
0.03% Reduce -3.0% 837,700 $21.15 M Q4 2025
0.01% Add 27.7% 301,013 $7.6 M Q4 2025
0.05% Add 52.1% 195,500 $4.94 M Q4 2025
0.00% Add 121.5% 99,439 $2.51 M Q4 2025
0.00% New Buy 9,066 $228,917 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form