Centuri Holdings, Inc.
At today's price, Centuri Holdings, Inc. (CTRI) is priced for today's economics sustained for ~14.1 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
The strangest number in the data: at $29.76 the price embeds a re-rating measured in roughly 15 years of sustained growth, because trailing earnings are tiny against a 3.2% operating margin. On current profits no valuation family comes close to the price. This is a utility-infrastructure contractor, building and maintaining gas and electric networks, where about 78% of revenue runs through recurring master services agreements. The bet is entirely on margins expanding from today's thin level tow
Is CTRI overvalued? See what's priced in →
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: 2026-05-22 (items 5.07); 2026-05-06 (items 2.02, 9.01); 2026-03-20 (items 5.02, 7.01, 9.01); 2026-02-25 (items 2.02, 9.01); 2025-12-23 (items 5.02).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 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.