Follow-The-Filings

Security

Centuri Holdings Inc. · COM SHS

Equity holders as of 2026 Q1 (each manager’s latest book)

10 owners 4 exits max 4.9% (Carl Icahn - Icahn Capita...)

owners 10
max % 4.9%
tracked value $841M
qoq A 3 R 4 E 4

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Carl Icahn - Icahn Capital LP 2026 Q1 4.9% 14,336,044 $419M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +0.03 pp 4,714,750 $138M hist
Ancora Advisors LLC 2026 Q1 0.1% Reduce 0.00 pp 103,518 $3M hist
Renaissance Technologies LLC 2026 Q1 0.0% Add +0.01 pp 934,300 $27M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.04 pp 985,739 $25M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 7,958,216 $201M hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 480,005 $12M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 273,231 $8M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 174,919 $5M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce -0.03 pp 107,745 $3M hist
Lee Ainslie - Maverick Capital Ltd exited 2026 Q1 last 2025 Q4 0.5% Exit -0.45 pp 1,672,863 $42M hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.03 pp 1,067,259 $27M hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 333,075 $8M hist
Israel Englander - Millennium Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 72,651 $2M hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2024 FY2025
Revenue $2.64B $2.98B
Gross profit $220.67M $246.57M
Gross margin * 8.4% 8.3%
Net income -$6.72M $22.4M
Net margin * -0.3% 0.8%

Balance sheet

Metric FY2024 FY2025
Total current assets $601.38M $881.38M
Total non-current assets * $1.47B $1.53B
Total assets $2.07B $2.41B
Total current liabilities $382.33M $496.39M
Total non-current liabilities * $1.13B $1.03B
Total equity $555.55M $872.97M

Cash flow

Metric FY2024 FY2025
Cash from operations $158.23M $78.12M
Cash from investing -$89.38M -$88.2M
Cash from financing -$52.62M $88.76M
Net change in cash $15.61M $79.04M

ownership over time

filing count by report period · click a bar for that quarter’s holders