Recurrent Investment Advisors LLC Long-Term Concentrated

CIK: 0001803146 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value ($000): $862,543 (100.0% shares, 0.0% debt)

Holdings (50)

CVE CENOVUS ENERGY INC 7.2%
Value ($000) $62,147 Shares 3,032,684 Est. Cost $11.17 Unrealized +45.0%
ET ENERGY TRANSFER L P 7.0%
Value ($000) $60,479 Shares 3,844,840 Est. Cost $10.58 Unrealized
EQUITRANS MIDSTREAM CORP 6.8%
Value ($000) $58,445 Shares 4,679,378 Est. Cost $9.18 Unrealized
SU SUNCOR ENERGY INC NEW 6.3%
Value ($000) $53,940 Shares 1,435,488 Est. Cost $25.40 Unrealized +24.6%
PBA PEMBINA PIPELINE CORP 5.9%
Value ($000) $50,643 Shares 1,421,035 Est. Cost $27.17 Unrealized +17.6%
PAGP PLAINS GP HLDGS L P 5.9%
Value ($000) $50,618 Shares 2,773,569 Est. Cost $11.81 Unrealized
PSX PHILLIPS 66 5.8%
Value ($000) $49,881 Shares 305,384 Est. Cost $73.92 Unrealized +82.6%
OKE ONEOK INC NEW 5.6%
Value ($000) $48,100 Shares 599,972 Est. Cost $62.55 Unrealized +6.7%
WES WESTERN MIDSTREAM PARTNERS L 5.3%
Value ($000) $46,078 Shares 1,296,155 Est. Cost $23.16 Unrealized
LNG CHENIERE ENERGY INC 4.9%
Value ($000) $42,221 Shares 261,961 Est. Cost $131.10 Unrealized +22.6%
TRGP TARGA RES CORP 4.6%
Value ($000) $39,791 Shares 355,312 Est. Cost $42.72 Unrealized +112.2%
EPD ENTERPRISE PRODS PARTNERS L 4.1%
Value ($000) $35,504 Shares 1,216,711 Est. Cost $23.65 Unrealized
MPC MARATHON PETE CORP 4.1%
Value ($000) $35,016 Shares 173,778 Est. Cost $52.87 Unrealized +210.8%
VIPER ENERGY INC 3.9%
Value ($000) $34,064 Shares 885,696 Est. Cost $31.55 Unrealized
KMI KINDER MORGAN INC DEL 3.9%
Value ($000) $34,041 Shares 1,856,131 Est. Cost $14.21 Unrealized +12.5%
WMB WILLIAMS COS INC 3.8%
Value ($000) $33,064 Shares 848,452 Est. Cost $23.15 Unrealized +42.5%
VLO VALERO ENERGY CORP 3.4%
Value ($000) $29,222 Shares 171,200 Est. Cost $72.05 Unrealized +88.3%
ARLP ALLIANCE RESOURCE PARTNERS L 2.4%
Value ($000) $20,606 Shares 1,027,744 Est. Cost $16.88 Unrealized
ENB ENBRIDGE INC 1.6%
Value ($000) $14,106 Shares 389,897 Est. Cost $28.88 Unrealized +9.2%
SUN SUNOCO LP/SUNOCO FIN CORP 1.4%
Value ($000) $12,348 Shares 204,815 Est. Cost $39.26 Unrealized
TRP TC ENERGY CORP 0.9%
Value ($000) $7,358 Shares 183,022 Est. Cost $36.22 Unrealized +0.2%
TECK TECK RESOURCES LTD 0.6%
Value ($000) $5,298 Shares 85,530 Est. Cost $40.15 Unrealized 0.0%
NTR NUTRIEN LTD 0.4%
Value ($000) $3,876 Shares 52,691 Est. Cost $48.89 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.4%
Value ($000) $3,105 Shares 66,028 Est. Cost $21.76 Unrealized +81.0%
AA ALCOA CORP 0.3%
Value ($000) $2,907 Shares 86,019 Est. Cost $29.77 Unrealized -4.0%
NUE NUCOR CORP 0.3%
Value ($000) $2,688 Shares 13,584 Est. Cost $91.52 Unrealized +93.7%
MT ARCELORMITTAL SA LUXEMBOURG 0.3%
Value ($000) $2,454 Shares 96,397 Est. Cost $25.46 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $2,146 Shares 16,862 Est. Cost $56.43 Unrealized +90.7%
SHEL SHELL PLC 0.2%
Value ($000) $2,027 Shares 77,082 Est. Cost $26.30 Unrealized
DOW DOW INC 0.2%
Value ($000) $1,827 Shares 31,533 Est. Cost $44.11 Unrealized +11.0%
BHP BHP GROUP LTD 0.2%
Value ($000) $1,765 Shares 30,599 Est. Cost $54.53 Unrealized
BARRICK GOLD CORP 0.2%
Value ($000) $1,682 Shares 74,818 Est. Cost $22.48 Unrealized
WLK WESTLAKE CORPORATION 0.2%
Value ($000) $1,553 Shares 10,161 Est. Cost $81.16 Unrealized +66.8%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,257 Shares 10,818 Est. Cost $59.09 Unrealized +66.0%
TOTALENERGIES SE 0.1%
Value ($000) $1,172 Shares 17,021 Est. Cost $44.60 Unrealized
NEM NEWMONT CORP 0.1%
Value ($000) $1,115 Shares 31,114 Est. Cost $46.38 Unrealized -28.5%
HAL HALLIBURTON CO 0.1%
Value ($000) $1,113 Shares 28,223 Est. Cost $32.66 Unrealized +4.5%
RIO RIO TINTO PLC 0.1%
Value ($000) $1,104 Shares 17,328 Est. Cost $59.49 Unrealized
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $965 Shares 26,872 Est. Cost $25.60 Unrealized +24.7%
FMC FMC CORP 0.1%
Value ($000) $961 Shares 15,085 Est. Cost $97.22 Unrealized -45.2%
WESTROCK CO 0.1%
Value ($000) $940 Shares 19,003 Est. Cost $40.29 Unrealized
PKX POSCO HOLDINGS INC 0.1%
Value ($000) $775 Shares 9,879 Est. Cost $52.07 Unrealized
DAR DARLING INGREDIENTS INC 0.1%
Value ($000) $770 Shares 16,557 Est. Cost $60.39 Unrealized -27.1%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $705 Shares 18,076 Est. Cost $31.74 Unrealized +5.9%
BP BP PLC 0.1%
Value ($000) $587 Shares 118,080 Est. Cost $4.97 Unrealized
VALE VALE S A 0.1%
Value ($000) $536 Shares 44,000 Est. Cost $13.34 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $496 Shares 7,894 Est. Cost $46.31 Unrealized +18.4%
MUSA MURPHY USA INC 0.1%
Value ($000) $482 Shares 1,150 Est. Cost $276.59 Unrealized +40.1%
MOS MOSAIC CO NEW 0.0%
Value ($000) $352 Shares 10,832 Est. Cost $52.50 Unrealized -42.8%
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $211 Shares 7,000 Est. Cost $28.48 Unrealized 0.0%