Recurrent Investment Advisors LLC Long-Term Concentrated

CIK: 0001803146 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 14, 2023

Total Value ($000): $590,790 (100.0% shares, 0.0% debt)

Holdings (53)

CVE CENOVUS ENERGY INC 7.6%
Value ($000) $44,799 Shares 2,562,060 Est. Cost $10.09 Unrealized +55.5%
ET ENERGY TRANSFER L P 7.1%
Value ($000) $42,208 Shares 3,323,461 Est. Cost $9.96 Unrealized
PAGP PLAINS GP HLDGS L P 6.7%
Value ($000) $39,416 Shares 2,656,107 Est. Cost $11.62 Unrealized
PBA PEMBINA PIPELINE CORP 5.7%
Value ($000) $33,805 Shares 1,062,940 Est. Cost $26.50 Unrealized +6.6%
SU SUNCOR ENERGY INC NEW 5.4%
Value ($000) $31,633 Shares 1,049,419 Est. Cost $23.01 Unrealized +17.9%
MPC MARATHON PETE CORP 5.1%
Value ($000) $30,032 Shares 257,566 Est. Cost $52.87 Unrealized +107.9%
LNG CHENIERE ENERGY INC 5.0%
Value ($000) $29,807 Shares 195,635 Est. Cost $120.93 Unrealized +22.4%
PSX PHILLIPS 66 4.9%
Value ($000) $29,061 Shares 304,689 Est. Cost $72.98 Unrealized +21.3%
WES WESTERN MIDSTREAM PARTNERS L 4.7%
Value ($000) $27,786 Shares 1,047,735 Est. Cost $21.34 Unrealized
VLO VALERO ENERGY CORP 4.7%
Value ($000) $27,559 Shares 234,942 Est. Cost $72.05 Unrealized +48.8%
EPD ENTERPRISE PRODS PARTNERS L 4.6%
Value ($000) $26,949 Shares 1,022,751 Est. Cost $22.92 Unrealized
TRGP TARGA RES CORP 4.5%
Value ($000) $26,719 Shares 351,108 Est. Cost $41.82 Unrealized +63.6%
WMB WILLIAMS COS INC 4.2%
Value ($000) $25,055 Shares 767,853 Est. Cost $22.36 Unrealized +19.7%
EQUITRANS MIDSTREAM CORP 4.0%
Value ($000) $23,826 Shares 2,492,235 Est. Cost $8.76 Unrealized
KMI KINDER MORGAN INC DEL 3.9%
Value ($000) $23,049 Shares 1,338,515 Est. Cost $13.80 Unrealized +7.1%
VIPER ENERGY PARTNERS LP 3.9%
Value ($000) $22,875 Shares 852,597 Est. Cost $17.50 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 2.7%
Value ($000) $16,236 Shares 260,531 Est. Cost $47.41 Unrealized
ARLP ALLIANCE RESOURCE PARTNERS L 2.2%
Value ($000) $12,967 Shares 701,284 Est. Cost $15.29 Unrealized
ENB ENBRIDGE INC 2.1%
Value ($000) $12,169 Shares 327,571 Est. Cost $28.61 Unrealized +12.1%
TRP TC ENERGY CORP 1.3%
Value ($000) $7,410 Shares 183,379 Est. Cost $36.22 Unrealized -1.3%
SUN SUNOCO LP/SUNOCO FIN CORP 1.2%
Value ($000) $7,148 Shares 164,102 Est. Cost $35.45 Unrealized
TECK TECK RESOURCES LTD 0.9%
Value ($000) $5,290 Shares 94,964 Est. Cost $42.97 Unrealized 0.0%
NTR NUTRIEN LTD 0.6%
Value ($000) $3,272 Shares 41,855 Est. Cost $58.12 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.5%
Value ($000) $2,932 Shares 73,308 Est. Cost $21.76 Unrealized +68.9%
NUE NUCOR CORP 0.4%
Value ($000) $2,472 Shares 15,076 Est. Cost $91.52 Unrealized +53.3%
MT ARCELORMITTAL SA LUXEMBOURG 0.4%
Value ($000) $2,417 Shares 96,948 Est. Cost $24.93 Unrealized
AA ALCOA CORP 0.4%
Value ($000) $2,358 Shares 69,483 Est. Cost $29.52 Unrealized +19.1%
COP CONOCOPHILLIPS 0.4%
Value ($000) $2,312 Shares 22,318 Est. Cost $56.43 Unrealized +67.4%
SHEL SHELL PLC 0.4%
Value ($000) $2,286 Shares 97,423 Est. Cost $23.47 Unrealized
TOTALENERGIES SE 0.4%
Value ($000) $2,132 Shares 36,995 Est. Cost $44.60 Unrealized
BHP BHP GROUP LTD 0.3%
Value ($000) $2,027 Shares 33,974 Est. Cost $54.53 Unrealized
BARRICK GOLD CORP 0.3%
Value ($000) $2,025 Shares 90,513 Est. Cost $22.37 Unrealized
PKX POSCO HOLDINGS INC 0.3%
Value ($000) $1,996 Shares 26,992 Est. Cost $52.07 Unrealized
FMC FMC CORP 0.3%
Value ($000) $1,747 Shares 16,740 Est. Cost $97.22 Unrealized +3.1%
WLK WESTLAKE CORPORATION 0.3%
Value ($000) $1,678 Shares 14,046 Est. Cost $81.16 Unrealized +34.0%
CTVA CORTEVA INC 0.3%
Value ($000) $1,599 Shares 27,908 Est. Cost $43.95 Unrealized +28.8%
DOW DOW INC 0.3%
Value ($000) $1,509 Shares 28,335 Est. Cost $42.97 Unrealized +5.3%
NEM NEWMONT CORP 0.2%
Value ($000) $1,473 Shares 34,536 Est. Cost $46.38 Unrealized -8.6%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,286 Shares 11,991 Est. Cost $59.09 Unrealized +68.6%
RIO RIO TINTO PLC 0.2%
Value ($000) $1,228 Shares 19,242 Est. Cost $59.49 Unrealized
WESTROCK CO 0.2%
Value ($000) $1,097 Shares 37,749 Est. Cost $40.29 Unrealized
HAL HALLIBURTON CO 0.2%
Value ($000) $1,031 Shares 31,259 Est. Cost $32.66 Unrealized -9.1%
WY WEYERHAEUSER CO MTN BE 0.2%
Value ($000) $1,000 Shares 29,838 Est. Cost $25.60 Unrealized +8.7%
DAR DARLING INGREDIENTS INC 0.2%
Value ($000) $972 Shares 15,239 Est. Cost $62.38 Unrealized -2.3%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $662 Shares 8,765 Est. Cost $46.31 Unrealized +49.7%
VALE VALE S A 0.1%
Value ($000) $656 Shares 48,849 Est. Cost $13.34 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $639 Shares 20,073 Est. Cost $31.74 Unrealized -8.4%
BP BP PLC 0.1%
Value ($000) $591 Shares 128,230 Est. Cost $4.61 Unrealized
MOS MOSAIC CO NEW 0.1%
Value ($000) $421 Shares 12,026 Est. Cost $52.50 Unrealized -31.7%
OKE ONEOK INC NEW 0.1%
Value ($000) $395 Shares 6,400 Est. Cost $54.14 Unrealized 0.0%
MUSA MURPHY USA INC 0.1%
Value ($000) $358 Shares 1,150 Est. Cost $276.59 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $212 Shares 1,611 Est. Cost $120.96 Unrealized 0.0%
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $205 Shares 3,500 Est. Cost $60.14 Unrealized 0.0%