NYSE · Utilities

Centuri Holdings, Inc. CTRI

Centuri Holdings, Inc. operates as a utility infrastructure services company in North America. It operates through four segments: U.S. Gas Utility Services; Canadian Operations; Union Electric Utility Services; and Non-Union Electric Utility Services.

Oil & Gas Production

Company profile

Business mix

  • It operates through four segments: U.S. Gas Utility Services; Canadian Operations; Union Electric Utility Services; and Non-Union Electric Utility Services.
  • The company offers gas utility services, including maintenance, replacement, repair, and installation for local natural gas distribution utilities focused on the modernization of customers’ infrastructure.
  • It also provides electric utility services encompassing maintenance, replacement, repair, upgrade, and expansion services for urban transmission and local distribution infrastructure, as well as corporate and non-allocated transactions.
  • The company customers include electric, gas, and combination utility providers, as well as serves end markets, such as distributed power projects, and data centers.

Current key questions

  • Can rate-base growth, allowed returns, and demand support earnings in utilities - regulated gas?
  • How do regulation, fuel costs, interest rates, and capital spending affect customer bills and returns?
  • Does the balance sheet support required infrastructure investment and dividends?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 90.15 FCF -1.85% Buyback -6.7%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Icahn Enterprises / Icahn Capital Carl Icahn 4.9% $418.8M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $101.9M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +32.2% +3,488,372 / 10,847,672
Icahn Enterprises / Icahn Capital Carl Icahn 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 32.2% 13F value change +$132.3M
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 10,847,672 Last 2 periods +3,488,372 (+32.2%) Total shares 14,336,044 Value $418.8M
Soros Fund Management George Soros 2 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$9.0M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$9.0M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 2 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.