Institutions / Recurrent Investment Advisors LLC
Recurrent Investment Advisors LLC
CIK 1803146 · Institution · as of Dec 31, 2025
Portfolio value
$1.35B
Positions
71
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 71 →
| Company | Value | % of portfolio |
|---|---|---|
| Cenovus Energy Inc | $111.06M | 8.2% |
| Targa Resources Corp | $97.52M | 7.2% |
| Energy Transfer LPET | $88.24M | 6.5% |
| ONEOK Inc | $84.73M | 6.3% |
| Keycorp /New | $84.52M | 6.2% |
| Suncor Energy Inc New | $79.17M | 5.9% |
| Phillips 66 | $58.68M | 4.3% |
| Pembina Pipeline Corp | $56.95M | 4.2% |
| Enterprise Products Partners L.P.EPD | $54.52M | 4.0% |
| Western Midstream Partners LP | $52.88M | 3.9% |
| Cheniere Energy, Inc. | $51.41M | 3.8% |
| Murphy USA Inc. | $47.75M | 3.5% |
| Plains Gp Holdings LPPAGP | $46.59M | 3.4% |
| Marathon Petroleum Corp | $45.80M | 3.4% |
| Williams Cos Inc/The | $45.72M | 3.4% |
| DT Midstream, Inc. | $42.34M | 3.1% |
| Kinder Morgan, Inc. | $40.84M | 3.0% |
| South Bow Corp | $37.79M | 2.8% |
| Sunoco LP | $35.57M | 2.6% |
| PBF Energy Inc. | $33.92M | 2.5% |
| Viper Energy, Inc. | $27.91M | 2.1% |
| Enbridge Inc | $22.16M | 1.6% |
| Barrick Mng Corp | $11.73M | 0.9% |
| Newmont Corp | $9.46M | 0.7% |
| Exxon Mobil Corp | $6.91M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.