Recurrent Investment Advisors LLC Long-Term Concentrated

CIK: 0001803146 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $949,943 (100.0% shares, 0.0% debt)

Holdings (51)

CVE CENOVUS ENERGY INC 7.8%
Value ($000) $73,752 Shares 3,674,210 Est. Cost $12.59 Unrealized +53.5%
ET ENERGY TRANSFER L P 7.2%
Value ($000) $68,799 Shares 4,241,638 Est. Cost $11.10 Unrealized
LNG CHENIERE ENERGY INC 6.6%
Value ($000) $62,982 Shares 360,245 Est. Cost $138.77 Unrealized +14.7%
PBA PEMBINA PIPELINE CORP 6.3%
Value ($000) $59,654 Shares 1,596,628 Est. Cost $27.92 Unrealized +21.6%
SU SUNCOR ENERGY INC NEW 6.0%
Value ($000) $56,734 Shares 1,462,914 Est. Cost $25.62 Unrealized +43.4%
OKE ONEOK INC NEW 5.9%
Value ($000) $56,462 Shares 692,359 Est. Cost $64.06 Unrealized +15.4%
WES WESTERN MIDSTREAM PARTNERS L 5.5%
Value ($000) $52,679 Shares 1,325,930 Est. Cost $23.53 Unrealized
PAGP PLAINS GP HLDGS L P 5.5%
Value ($000) $52,131 Shares 2,768,569 Est. Cost $11.81 Unrealized
PSX PHILLIPS 66 4.9%
Value ($000) $46,952 Shares 332,590 Est. Cost $79.30 Unrealized +76.1%
TRGP TARGA RES CORP 4.9%
Value ($000) $46,807 Shares 363,465 Est. Cost $44.30 Unrealized +155.5%
EPD ENTERPRISE PRODS PARTNERS L 4.7%
Value ($000) $45,046 Shares 1,554,379 Est. Cost $24.81 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 4.0%
Value ($000) $37,802 Shares 668,593 Est. Cost $51.25 Unrealized
KMI KINDER MORGAN INC DEL 4.0%
Value ($000) $37,736 Shares 1,899,136 Est. Cost $14.29 Unrealized +24.1%
WMB WILLIAMS COS INC 3.8%
Value ($000) $36,517 Shares 859,225 Est. Cost $23.34 Unrealized +61.6%
VIPER ENERGY INC 3.2%
Value ($000) $30,502 Shares 812,743 Est. Cost $31.55 Unrealized
ARLP ALLIANCE RESOURCE PARTNERS L 2.8%
Value ($000) $26,377 Shares 1,078,384 Est. Cost $17.24 Unrealized
MPC MARATHON PETE CORP 2.7%
Value ($000) $25,875 Shares 149,153 Est. Cost $52.87 Unrealized +239.6%
VLO VALERO ENERGY CORP 2.5%
Value ($000) $23,838 Shares 152,065 Est. Cost $72.05 Unrealized +113.0%
EQUITRANS MIDSTREAM CORP 2.3%
Value ($000) $21,900 Shares 1,687,238 Est. Cost $9.18 Unrealized
DTM DT MIDSTREAM INC 2.2%
Value ($000) $21,217 Shares 298,703 Est. Cost $62.00 Unrealized 0.0%
ENB ENBRIDGE INC 1.7%
Value ($000) $16,238 Shares 456,244 Est. Cost $29.39 Unrealized +10.1%
TRP TC ENERGY CORP 0.7%
Value ($000) $6,958 Shares 183,595 Est. Cost $36.22 Unrealized -2.2%
TECK TECK RESOURCES LTD 0.6%
Value ($000) $5,456 Shares 83,366 Est. Cost $40.15 Unrealized +22.6%
NTR NUTRIEN LTD 0.4%
Value ($000) $3,768 Shares 54,138 Est. Cost $48.97 Unrealized +5.9%
AA ALCOA CORP 0.3%
Value ($000) $3,324 Shares 83,569 Est. Cost $29.77 Unrealized +27.4%
SHEL SHELL PLC 0.2%
Value ($000) $2,170 Shares 153,277 Est. Cost $20.26 Unrealized
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $2,093 Shares 43,070 Est. Cost $21.76 Unrealized +126.6%
NUE NUCOR CORP 0.2%
Value ($000) $2,085 Shares 13,188 Est. Cost $91.52 Unrealized +84.6%
MT ARCELORMITTAL SA LUXEMBOURG 0.2%
Value ($000) $2,021 Shares 94,537 Est. Cost $25.46 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,872 Shares 16,367 Est. Cost $56.43 Unrealized +104.5%
BHP BHP GROUP LTD 0.2%
Value ($000) $1,696 Shares 29,699 Est. Cost $54.53 Unrealized
BARRICK GOLD CORP 0.2%
Value ($000) $1,656 Shares 72,746 Est. Cost $22.48 Unrealized
DOW DOW INC 0.2%
Value ($000) $1,630 Shares 30,732 Est. Cost $44.11 Unrealized +16.1%
WLK WESTLAKE CORPORATION 0.2%
Value ($000) $1,431 Shares 9,883 Est. Cost $81.16 Unrealized +82.6%
NEM NEWMONT CORP 0.1%
Value ($000) $1,265 Shares 30,224 Est. Cost $46.38 Unrealized -14.6%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,222 Shares 10,615 Est. Cost $59.09 Unrealized +86.3%
RIO RIO TINTO PLC 0.1%
Value ($000) $1,110 Shares 16,834 Est. Cost $59.49 Unrealized
TOTALENERGIES SE 0.1%
Value ($000) $1,100 Shares 16,502 Est. Cost $44.60 Unrealized
WESTROCK CO 0.1%
Value ($000) $929 Shares 18,485 Est. Cost $40.29 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $927 Shares 27,435 Est. Cost $32.66 Unrealized +8.1%
FMC FMC CORP 0.1%
Value ($000) $844 Shares 14,663 Est. Cost $97.22 Unrealized -43.3%
DAR DARLING INGREDIENTS INC 0.1%
Value ($000) $812 Shares 22,089 Est. Cost $55.65 Unrealized -25.5%
MOS MOSAIC CO NEW 0.1%
Value ($000) $781 Shares 27,041 Est. Cost $38.17 Unrealized -25.1%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $759 Shares 17,581 Est. Cost $31.74 Unrealized +20.0%
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $740 Shares 26,072 Est. Cost $25.60 Unrealized +14.9%
PKX POSCO HOLDINGS INC 0.1%
Value ($000) $630 Shares 9,587 Est. Cost $52.07 Unrealized
CF CF INDS HLDGS INC 0.1%
Value ($000) $624 Shares 8,424 Est. Cost $74.64 Unrealized 0.0%
BP BP PLC 0.1%
Value ($000) $554 Shares 116,022 Est. Cost $4.97 Unrealized
MUSA MURPHY USA INC 0.1%
Value ($000) $540 Shares 1,150 Est. Cost $276.59 Unrealized +56.3%
VALE VALE S A 0.1%
Value ($000) $478 Shares 42,754 Est. Cost $13.34 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $465 Shares 7,694 Est. Cost $46.31 Unrealized +24.6%