Centuri Holdings, Inc. (NYSE:CTRI) Q3 2025 Earnings Call Transcript
Operator: Greetings, and welcome to Centuri's Third Quarter 2025 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Icahn Capital LP Carl Icahn | 10,847,672 | $229,645,216 | +70% | 2.51% |
| 2. | Hill City Capital Herbert Frazier | 3,830,000 | $81,081,100 | +27% | 3.43% |
| 3. | Carronade Capital Management Daniel Gropper | 3,052,817 | $64,628,000 | +126% | 1.49% |
| 4. | Balyasny Asset Management Dmitry Balyasny | 2,855,064 | $60,441,705 | +78% | 0.08% |
| 5. | Conversant Capital Michael J. Simanovsky | 2,615,737 | $55,375,152 | 9.39% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $21.50 | 3,488,372 | $74,999,998.00 | 14,336,044 | 2025-11-14 | Filing | |
| $16.57 | 500 | $8,285.00 | 6,000 | 2025-03-28 | Filing | |
| $16.63 | 500 | $8,315.00 | 5,500 | 2025-03-26 | Filing | |
| $16.50 | 20,000 | $330,000.00 | 45,000 | 2024-07-31 | Filing | |
| $21.00 | 5,250 | $110,250.00 | 5,250 | 2024-04-22 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $19.60 | 27,362,210 | $536,299,316.00 | 0 | 2025-09-05 | Filing | |
| $19.50 | 18,823,500 | $367,058,250.00 | 27,362,210 | 2025-08-11 | Filing | |
| $20.75 | 1,060,240 | $21,999,980.00 | 46,185,710 | 2025-07-08 | Filing | |
| $20.75 | 11,212,500 | $232,659,375.00 | 47,245,950 | 2025-06-18 | Filing | |
| $17.50 | 13,207,142 | $231,124,985.00 | 58,458,450 | 2025-05-22 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,059,743 | $170,624,759 | 0% | |
| 2. | 5,432,520 | $115,006,448 | 0% | |
| 3. | 5,049,377 | $106,895,307 | 0.01% | |
| 4. | 3,694,956 | $78,222,219 | 0.01% | |
| 5. | 2,509,452 | $53,125,099 | 1.33% |