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

CTRI ranks #2472 out of 37501 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.

California State Teachers Retirement System has added to its CTRI position for two straight quarters, increasing it by $96.7M to reach $98.9M today.

Wellington Management Group LLP has trimmed its CTRI position for two straight quarters, cutting it by $37.9M while still holding $50.1M.

CTRI is up 0.1% today, and institutions have been net buyers of $209.1M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

CTRI posted net income of $28.9M over the trailing twelve months, and currently trades at a P/E of 64.2.

• 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