Recurrent Investment Advisors LLC Long-Term Concentrated

CIK: 0001803146 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 14, 2023

Total Value ($000): $681,006 (100.0% shares, 0.0% debt)

Holdings (51)

CVE CENOVUS ENERGY INC 8.1%
Value ($000) $55,115 Shares 2,562,586 Est. Cost $10.09 Unrealized +77.4%
ET ENERGY TRANSFER L P 7.2%
Value ($000) $49,295 Shares 3,513,544 Est. Cost $10.18 Unrealized
PAGP PLAINS GP HLDGS L P 6.6%
Value ($000) $44,643 Shares 2,771,107 Est. Cost $11.81 Unrealized
SU SUNCOR ENERGY INC NEW 5.9%
Value ($000) $39,918 Shares 1,128,581 Est. Cost $23.47 Unrealized +25.6%
PSX PHILLIPS 66 5.5%
Value ($000) $37,783 Shares 314,466 Est. Cost $73.92 Unrealized +39.8%
PBA PEMBINA PIPELINE CORP 5.4%
Value ($000) $36,869 Shares 1,212,978 Est. Cost $26.65 Unrealized +4.0%
EQUITRANS MIDSTREAM CORP 5.3%
Value ($000) $36,315 Shares 3,875,686 Est. Cost $8.98 Unrealized
MPC MARATHON PETE CORP 5.2%
Value ($000) $35,744 Shares 236,186 Est. Cost $52.87 Unrealized +150.8%
LNG CHENIERE ENERGY INC 5.1%
Value ($000) $34,874 Shares 210,135 Est. Cost $123.71 Unrealized +30.4%
WES WESTERN MIDSTREAM PARTNERS L 4.7%
Value ($000) $32,116 Shares 1,179,418 Est. Cost $22.00 Unrealized
VLO VALERO ENERGY CORP 4.7%
Value ($000) $31,834 Shares 224,644 Est. Cost $72.05 Unrealized +69.5%
EPD ENTERPRISE PRODS PARTNERS L 4.5%
Value ($000) $30,730 Shares 1,122,751 Est. Cost $23.32 Unrealized
TRGP TARGA RES CORP 4.4%
Value ($000) $29,874 Shares 348,508 Est. Cost $41.82 Unrealized +88.1%
KMI KINDER MORGAN INC DEL 4.2%
Value ($000) $28,576 Shares 1,723,515 Est. Cost $14.13 Unrealized +8.0%
WMB WILLIAMS COS INC 4.2%
Value ($000) $28,535 Shares 846,993 Est. Cost $23.15 Unrealized +33.3%
VIPER ENERGY PARTNERS LP 3.5%
Value ($000) $23,662 Shares 848,697 Est. Cost $17.50 Unrealized
ARLP ALLIANCE RESOURCE PARTNERS L 2.4%
Value ($000) $16,577 Shares 735,784 Est. Cost $15.63 Unrealized
ENB ENBRIDGE INC 1.9%
Value ($000) $12,867 Shares 387,571 Est. Cost $28.88 Unrealized +5.2%
OKE ONEOK INC NEW 1.7%
Value ($000) $11,300 Shares 178,148 Est. Cost $57.83 Unrealized +0.2%
SUN SUNOCO LP/SUNOCO FIN CORP 1.3%
Value ($000) $9,022 Shares 184,308 Est. Cost $36.93 Unrealized
TRP TC ENERGY CORP 0.9%
Value ($000) $6,310 Shares 183,379 Est. Cost $36.22 Unrealized -9.6%
TECK TECK RESOURCES LTD 0.8%
Value ($000) $5,549 Shares 95,002 Est. Cost $42.97 Unrealized -3.6%
NTR NUTRIEN LTD 0.5%
Value ($000) $3,510 Shares 41,870 Est. Cost $58.12 Unrealized +0.3%
MT ARCELORMITTAL SA LUXEMBOURG 0.4%
Value ($000) $3,044 Shares 128,015 Est. Cost $24.65 Unrealized
AA ALCOA CORP 0.4%
Value ($000) $2,776 Shares 95,532 Est. Cost $29.77 Unrealized +2.2%
FCX FREEPORT-MCMORAN INC 0.4%
Value ($000) $2,734 Shares 73,308 Est. Cost $21.76 Unrealized +79.3%
NUE NUCOR CORP 0.3%
Value ($000) $2,358 Shares 15,082 Est. Cost $91.52 Unrealized +74.3%
COP CONOCOPHILLIPS 0.3%
Value ($000) $2,242 Shares 18,718 Est. Cost $56.43 Unrealized +91.2%
SHEL SHELL PLC 0.3%
Value ($000) $2,219 Shares 84,761 Est. Cost $23.47 Unrealized
TOTALENERGIES SE 0.3%
Value ($000) $1,972 Shares 29,995 Est. Cost $44.60 Unrealized
BHP BHP GROUP LTD 0.3%
Value ($000) $1,933 Shares 33,991 Est. Cost $54.53 Unrealized
BARRICK GOLD CORP 0.3%
Value ($000) $1,784 Shares 90,574 Est. Cost $22.37 Unrealized
WLK WESTLAKE CORPORATION 0.3%
Value ($000) $1,753 Shares 14,059 Est. Cost $81.16 Unrealized +50.9%
DOW DOW INC 0.2%
Value ($000) $1,462 Shares 28,364 Est. Cost $42.97 Unrealized +7.8%
CTVA CORTEVA INC 0.2%
Value ($000) $1,429 Shares 27,925 Est. Cost $43.95 Unrealized +17.2%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,411 Shares 12,001 Est. Cost $59.09 Unrealized +70.9%
WESTROCK CO 0.2%
Value ($000) $1,352 Shares 37,757 Est. Cost $40.29 Unrealized
NEM NEWMONT CORP 0.2%
Value ($000) $1,277 Shares 34,547 Est. Cost $46.38 Unrealized -17.3%
HAL HALLIBURTON CO 0.2%
Value ($000) $1,268 Shares 31,319 Est. Cost $32.66 Unrealized +13.2%
RIO RIO TINTO PLC 0.2%
Value ($000) $1,225 Shares 19,249 Est. Cost $59.49 Unrealized
PKX POSCO HOLDINGS INC 0.2%
Value ($000) $1,125 Shares 10,974 Est. Cost $52.07 Unrealized
FMC FMC CORP 0.2%
Value ($000) $1,122 Shares 16,754 Est. Cost $97.22 Unrealized -20.1%
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $915 Shares 29,851 Est. Cost $25.60 Unrealized +19.6%
DAR DARLING INGREDIENTS INC 0.1%
Value ($000) $796 Shares 15,257 Est. Cost $62.38 Unrealized +0.2%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $712 Shares 20,080 Est. Cost $31.74 Unrealized -3.3%
BP BP PLC 0.1%
Value ($000) $692 Shares 129,611 Est. Cost $4.62 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $661 Shares 8,769 Est. Cost $46.31 Unrealized +61.1%
VALE VALE S A 0.1%
Value ($000) $655 Shares 48,876 Est. Cost $13.34 Unrealized
MOS MOSAIC CO NEW 0.1%
Value ($000) $428 Shares 12,033 Est. Cost $52.50 Unrealized -31.9%
MUSA MURPHY USA INC 0.1%
Value ($000) $393 Shares 1,150 Est. Cost $276.59 Unrealized +13.6%
AMR ALPHA METALLURGICAL RESOUR I 0.0%
Value ($000) $247 Shares 950 Est. Cost $194.65 Unrealized 0.0%