Verbena Value LP

Position in CTRI — Centuri Holdings, Inc.

CIK 2082932 WESTPORT, CT

Position in CTRI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$66,426,998

+$14,682,740 QoQ

Shares Held

2,196,660

+24.0% QoQ

Ownership

2.18%

of shares outstanding

% of Portfolio

11.22%

of 13F equity value

Holder Rank

#12

of 251 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Verbena Value LP holds $90,384,265 across 3 Utilities - Regulated Gas names. CTRI ranks #1 (73.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTRI	Centuri Holdings, Inc. This page	2,196,660	$66,426,998
2	BKH	Black Hills Corp /Sd/	178,800	$13,302,720
3	SWX	Southwest Gas Holdings, Inc.	120,146	$10,654,547

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$66,426,998	2,196,660	+24.0%	Shares	Sole	2026-08-14
2026-03-31	$51,744,258	1,771,457	+31.3%	Shares	Sole	2026-05-04
2025-12-31	$34,058,816	1,348,864	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.