Centuri Holdings, Inc.
In the published model solve dated 2026-Q2, anchored at $20.54, Centuri Holdings, Inc. (CTRI) is priced for today's economics sustained for ~6.3 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Roughly 78% of fiscal 2025 revenue came through long-term master service agreements with utilities, and a further 8 points of the bid work came from those same MSA customers, so almost the whole book sits with repeat clients. • The trailing operating margin of about 1.8% is the central fact: peers doing similar utility work earn roughly three times that, and closing the gap is what the current valuation is actually paying for. • Second-quarter results are due August 4, 2026, and the number to
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210 institutional managers reported holding CTRI in 13F filings for the quarter ended 2026-03-31. 41 opened new positions that quarter. Held by Icahn Capital, Vanguard Group, BlackRock, among others. On the short side, 4.5M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (4.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
Open-market insider buys at CTRI over the trailing three years: 2024: 9 buys totaling $3.21M; 2025: 3 buys totaling $75.02M. 12 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CTRI's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2024-08-07 | -22.1% | +13.7% |
| 2024-11-07 | +11.5% | -8.7% |
| 2025-02-27 | -10.6% | +12.2% |
| 2025-05-13 | -6.0% | +2.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CTRI's latest 8-K filings: 2026-08-12 (items 5.02, 7.01, 9.01); 2026-08-04 (items 2.02, 9.01); 2026-05-22 (items 5.07); 2026-05-06 (items 2.02, 9.01); 2026-03-20 (items 5.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.