LongCTRIJun 2026
Centuri
Baird initiated Centuri because it believes the market is underestimating the company's growth potential. A record backlog points to earnings growth above current market…
CTRI
2 published ideas on Centuri across 2 funds — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Centuri: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Baird initiated Centuri because it believes the market is underestimating the company's growth potential. A record backlog points to earnings growth above current market…
Baird purchased Centuri because it believes the market is underestimating the company's growth potential. Its record backlog suggests earnings growth could come in well above…