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
Which hedge funds are long CTRI?
2 published ideas on Centuri across 2 funds — 2 long and 0 short.
Centuri hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Centuri: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongCTRIJun 2026
Centuri
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…