Centuri Holdings Inc (CTRI) — Smart Money Tracker (13F, Q2 2026)

CTRI ranks #2470 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CTRI is a disclosed holding of Carl Icahn (Icahn Enterprises), one of the tracked superinvestors on AlphaSMO — it makes up 5.3% of that fund's own 13F portfolio.

CTRI is a top-conviction position for 1060 Capital, LLC — at 34.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CTRI belongs to Icahn Carl C, but the position matters far more to 1060 Capital, LLC, who has 34.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Farther Finance Advisors, LLC has added to its CTRI position for two straight quarters, increasing it by $8.9K to reach $12.6K today.

True Wealth Design, LLC has trimmed its CTRI position for two straight quarters, cutting it by $1.8K while still holding $2.9K.

CTRI is down 0.2% today, but institutions show net buying of $209.1M this quarter — a divergence between today's price move and the underlying institutional flow.

CTRI posted net income of $28.9M over the trailing twelve months, and currently trades at a P/E of 61.7.

• Profitable — net income of $28.9M over the trailing twelve months
• Revenue grew 27.6% year over year
• Net income improved year over year, from $397.0K to $28.9M
• Generated $78.1M in positive operating cash flow
• Current ratio of 1.78x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.75x equity — within a conventional range