Recurrent Investment Advisors LLC Long-Term Concentrated

CIK: 0001803146 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 14, 2023

Total Value ($000): $468,842 (100.0% shares, 0.0% debt)

Holdings (53)

CVE CENOVUS ENERGY INC 7.6%
Value ($000) $35,501 Shares 1,828,989 Est. Cost $7.67 Unrealized +130.3%
ET ENERGY TRANSFER L P 7.5%
Value ($000) $35,072 Shares 2,954,707 Est. Cost $9.62 Unrealized
PBA PEMBINA PIPELINE CORP 6.2%
Value ($000) $28,992 Shares 853,964 Est. Cost $25.91 Unrealized +11.6%
PAGP PLAINS GP HLDGS L P 6.1%
Value ($000) $28,460 Shares 2,291,371 Est. Cost $11.24 Unrealized
TRGP TARGA RES CORP 5.7%
Value ($000) $26,831 Shares 365,051 Est. Cost $41.35 Unrealized +57.5%
PSX PHILLIPS 66 5.6%
Value ($000) $26,481 Shares 254,428 Est. Cost $69.81 Unrealized +30.9%
MPC MARATHON PETE CORP 5.6%
Value ($000) $26,053 Shares 223,841 Est. Cost $44.06 Unrealized +141.6%
WES WESTERN MIDSTREAM PARTNERS L 5.2%
Value ($000) $24,237 Shares 902,696 Est. Cost $20.53 Unrealized
VIPER ENERGY PARTNERS LP 5.1%
Value ($000) $24,025 Shares 755,732 Est. Cost $16.22 Unrealized
VLO VALERO ENERGY CORP 5.1%
Value ($000) $23,810 Shares 187,690 Est. Cost $62.59 Unrealized +82.3%
EPD ENTERPRISE PRODS PARTNERS L 5.1%
Value ($000) $23,803 Shares 986,857 Est. Cost $22.82 Unrealized
SU SUNCOR ENERGY INC NEW 5.0%
Value ($000) $23,575 Shares 742,980 Est. Cost $21.15 Unrealized +37.6%
LNG CHENIERE ENERGY INC 4.5%
Value ($000) $20,922 Shares 139,517 Est. Cost $109.38 Unrealized +53.0%
KMI KINDER MORGAN INC DEL 4.4%
Value ($000) $20,541 Shares 1,136,138 Est. Cost $13.59 Unrealized +11.7%
WMB WILLIAMS COS INC 4.2%
Value ($000) $19,834 Shares 602,848 Est. Cost $21.10 Unrealized +33.8%
ARLP ALLIANCE RESOURCE PARTNERS L 2.5%
Value ($000) $11,686 Shares 575,084 Est. Cost $14.36 Unrealized
ENB ENBRIDGE INC 2.3%
Value ($000) $10,778 Shares 275,644 Est. Cost $27.92 Unrealized +14.1%
MAGELLAN MIDSTREAM PRTNRS LP 2.2%
Value ($000) $10,477 Shares 208,663 Est. Cost $45.00 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 1.4%
Value ($000) $6,520 Shares 151,271 Est. Cost $34.75 Unrealized
EQUITRANS MIDSTREAM CORP 1.3%
Value ($000) $5,901 Shares 880,697 Est. Cost $8.36 Unrealized
TRP TC ENERGY CORP 1.0%
Value ($000) $4,523 Shares 113,476 Est. Cost $36.78 Unrealized +0.1%
FCX FREEPORT-MCMORAN INC 0.6%
Value ($000) $2,781 Shares 73,178 Est. Cost $21.76 Unrealized +53.8%
AA ALCOA CORP 0.6%
Value ($000) $2,653 Shares 58,348 Est. Cost $27.57 Unrealized +52.1%
COP CONOCOPHILLIPS 0.5%
Value ($000) $2,386 Shares 20,218 Est. Cost $52.48 Unrealized +108.5%
TOTALENERGIES SE 0.5%
Value ($000) $2,293 Shares 36,933 Est. Cost $44.60 Unrealized
BHP BHP GROUP LTD 0.4%
Value ($000) $1,908 Shares 30,744 Est. Cost $53.98 Unrealized
FMC FMC CORP 0.4%
Value ($000) $1,894 Shares 15,180 Est. Cost $96.91 Unrealized +11.8%
NUE NUCOR CORP 0.4%
Value ($000) $1,793 Shares 13,602 Est. Cost $86.23 Unrealized +50.3%
CTVA CORTEVA INC 0.3%
Value ($000) $1,483 Shares 25,228 Est. Cost $42.61 Unrealized +43.5%
NEM NEWMONT CORP 0.3%
Value ($000) $1,474 Shares 31,236 Est. Cost $46.81 Unrealized -12.8%
PKX POSCO HOLDINGS INC 0.3%
Value ($000) $1,332 Shares 24,462 Est. Cost $49.81 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,262 Shares 11,446 Est. Cost $57.17 Unrealized +68.4%
RIO RIO TINTO PLC 0.3%
Value ($000) $1,243 Shares 17,452 Est. Cost $59.04 Unrealized
WESTROCK CO 0.3%
Value ($000) $1,201 Shares 34,169 Est. Cost $41.47 Unrealized
HAL HALLIBURTON CO 0.2%
Value ($000) $1,110 Shares 28,199 Est. Cost $32.98 Unrealized 0.0%
WLK WESTLAKE CORPORATION 0.2%
Value ($000) $988 Shares 9,631 Est. Cost $68.30 Unrealized +39.4%
DOW DOW INC 0.2%
Value ($000) $959 Shares 19,025 Est. Cost $41.14 Unrealized -1.5%
WY WEYERHAEUSER CO MTN BE 0.2%
Value ($000) $838 Shares 27,048 Est. Cost $25.37 Unrealized +8.7%
VALE VALE S A 0.2%
Value ($000) $751 Shares 44,279 Est. Cost $13.33 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $740 Shares 7,965 Est. Cost $43.99 Unrealized +90.1%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $628 Shares 18,133 Est. Cost $32.03 Unrealized -6.4%
DAR DARLING INGREDIENTS INC 0.1%
Value ($000) $567 Shares 9,059 Est. Cost $63.37 Unrealized +11.3%
MOS MOSAIC CO NEW 0.1%
Value ($000) $476 Shares 10,846 Est. Cost $54.31 Unrealized -16.6%
SHEL SHELL PLC 0.0%
Value ($000) $9 Shares 94,575 Est. Cost $0.10 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $8 Shares 458 Est. Cost $17.18 Unrealized
TECK TECK RESOURCES LTD 0.0%
Value ($000) $8 Shares 206 Est. Cost $34.62 Unrealized 0.0%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $7 Shares 123 Est. Cost $25.10 Unrealized 0.0%
PIONEER NAT RES CO 0.0%
Value ($000) $6 Shares 28 Est. Cost $228.39 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $6 Shares 33 Est. Cost $153.23 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $6 Shares 41 Est. Cost $127.99 Unrealized 0.0%
NTR NUTRIEN LTD 0.0%
Value ($000) $5 Shares 70 Est. Cost $71.13 Unrealized 0.0%
MT ARCELORMITTAL SA LUXEMBOURG 0.0%
Value ($000) $4 Shares 171 Est. Cost $26.22 Unrealized
BP BP PLC 0.0%
Value ($000) $1 Shares 39 Est. Cost $34.92 Unrealized