On February 13, 2026, ACK Asset Management LLC sold its 1,375,000 shares in Centuri Holdings, valued at $29.11 million. The SEC filing revealed the exit during the fourth quarter, leaving the fund with no Centuri shares in its holdings.

Centuri Holdings’ top holdings include MTRN, GVA, WMS, ATS, and CNM. Centuri’s shares were valued at $31.11 on February 12, 2026, showing a 45.9% increase over one year, outperforming the S&P 500 by 33.0 percentage points.

Centuri Holdings offers utility infrastructure services like gas and electric utility maintenance, serving various utility companies and end markets like renewable energy and data centers. The company focuses on modernizing and expanding energy infrastructure across North America.

Centuri Holdings achieved record quarterly revenue of $850 million in November 2025, with strong growth in base revenue and gross profit. The company secured $815 million in quarterly bookings, driving a 1.8x book-to-bill through the first three quarters, with a record backlog of $5.9 billion. Shares are up 45.9% over the past year, reflecting a strong performance.

Consideration is urged before investing in Centuri, as it was not among the 10 best stocks identified by The Motley Fool Stock Advisor team. The team’s top 10 stocks have produced significant returns historically, outperforming the S&P 500 by a wide margin. Join the investing community for more insights.

Jonathan Ponciano holds no positions in the mentioned stocks. The Motley Fool has positions in and recommends Advanced Drainage Systems and Materion, with a recommendation for ATS Corp. The disclosure policy of The Motley Fool applies to this content.

Read more at Yahoo Finance: Centuri Posted Record Quarterly Revenue, So Why Did One Fund Exit a $29 Million Stake?