Recurrent Investment Advisors LLC Long-Term Concentrated

CIK: 0001803146 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $1,180,421 (100.0% shares, 0.0% debt)

Holdings (65)

ET ENERGY TRANSFER L P 7.4%
Value ($000) $87,842 Shares 4,725,234 Est. Cost $11.71 Unrealized
LNG CHENIERE ENERGY INC 7.3%
Value ($000) $86,188 Shares 372,462 Est. Cost $140.28 Unrealized +60.5%
PBA PEMBINA PIPELINE CORP 6.7%
Value ($000) $79,639 Shares 1,982,211 Est. Cost $29.69 Unrealized +23.4%
TRGP TARGA RES CORP 6.1%
Value ($000) $71,710 Shares 357,709 Est. Cost $44.30 Unrealized +339.5%
CVE CENOVUS ENERGY INC 6.0%
Value ($000) $70,831 Shares 4,897,021 Est. Cost $13.47 Unrealized +5.0%
SU SUNCOR ENERGY INC NEW 6.0%
Value ($000) $70,324 Shares 1,787,491 Est. Cost $27.72 Unrealized +35.1%
OKE ONEOK INC NEW 5.7%
Value ($000) $67,207 Shares 677,349 Est. Cost $64.91 Unrealized +46.3%
EPD ENTERPRISE PRODS PARTNERS L 5.0%
Value ($000) $58,834 Shares 1,723,317 Est. Cost $25.78 Unrealized
PAGP PLAINS GP HLDGS L P 4.9%
Value ($000) $57,719 Shares 2,700,980 Est. Cost $11.81 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 4.7%
Value ($000) $55,609 Shares 1,357,630 Est. Cost $24.28 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 4.6%
Value ($000) $54,162 Shares 932,862 Est. Cost $52.08 Unrealized
KMI KINDER MORGAN INC DEL 4.6%
Value ($000) $53,800 Shares 1,885,726 Est. Cost $14.29 Unrealized +86.9%
PSX PHILLIPS 66 4.3%
Value ($000) $51,320 Shares 415,614 Est. Cost $88.35 Unrealized +35.0%
WMB WILLIAMS COS INC 4.3%
Value ($000) $50,887 Shares 851,524 Est. Cost $23.34 Unrealized +137.5%
ARLP ALLIANCE RESOURCE PARTNERS L 3.1%
Value ($000) $36,007 Shares 1,319,900 Est. Cost $18.92 Unrealized
DTM DT MIDSTREAM INC 2.9%
Value ($000) $33,785 Shares 350,178 Est. Cost $64.84 Unrealized +49.9%
PBF PBF ENERGY INC 2.4%
Value ($000) $27,940 Shares 1,463,615 Est. Cost $29.97 Unrealized -16.9%
MPC MARATHON PETE CORP 2.3%
Value ($000) $26,865 Shares 184,399 Est. Cost $71.19 Unrealized +103.9%
VLO VALERO ENERGY CORP 2.0%
Value ($000) $23,689 Shares 179,367 Est. Cost $81.24 Unrealized +59.2%
ENB ENBRIDGE INC 1.7%
Value ($000) $20,540 Shares 463,550 Est. Cost $29.51 Unrealized +40.2%
VIPER ENERGY INC 1.3%
Value ($000) $15,583 Shares 345,141 Est. Cost $31.55 Unrealized
TRP TC ENERGY CORP 0.9%
Value ($000) $10,570 Shares 223,890 Est. Cost $37.91 Unrealized +20.0%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $6,200 Shares 52,131 Est. Cost $102.11 Unrealized +5.0%
BARRICK GOLD CORP 0.4%
Value ($000) $5,087 Shares 215,128 Est. Cost $21.64 Unrealized
NEM NEWMONT CORP 0.3%
Value ($000) $3,698 Shares 76,587 Est. Cost $44.83 Unrealized -3.5%
NTR NUTRIEN LTD 0.3%
Value ($000) $3,572 Shares 50,060 Est. Cost $49.03 Unrealized +2.3%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $3,539 Shares 21,153 Est. Cost $145.50 Unrealized +3.4%
COP CONOCOPHILLIPS 0.3%
Value ($000) $3,488 Shares 33,215 Est. Cost $81.03 Unrealized +19.5%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $2,776 Shares 73,332 Est. Cost $31.64 Unrealized +19.5%
HESS CORP 0.2%
Value ($000) $2,722 Shares 17,042 Est. Cost $139.07 Unrealized
SEE SEALED AIR CORP NEW 0.2%
Value ($000) $2,597 Shares 89,853 Est. Cost $33.62 Unrealized -4.7%
NUE NUCOR CORP 0.2%
Value ($000) $2,542 Shares 21,122 Est. Cost $114.35 Unrealized +10.9%
TECK TECK RESOURCES LTD 0.2%
Value ($000) $2,110 Shares 47,097 Est. Cost $41.20 Unrealized +0.7%
HAL HALLIBURTON CO 0.2%
Value ($000) $1,833 Shares 72,264 Est. Cost $29.79 Unrealized -14.1%
CNQ CANADIAN NAT RES LTD 0.2%
Value ($000) $1,818 Shares 59,020 Est. Cost $32.47 Unrealized -8.9%
WLK WESTLAKE CORPORATION 0.2%
Value ($000) $1,810 Shares 18,098 Est. Cost $100.26 Unrealized +7.7%
AA ALCOA CORP 0.1%
Value ($000) $1,625 Shares 53,291 Est. Cost $29.87 Unrealized +15.9%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $1,546 Shares 9,670 Est. Cost $170.91 Unrealized -8.1%
MTDR MATADOR RES CO 0.1%
Value ($000) $1,523 Shares 29,818 Est. Cost $55.06 Unrealized +0.4%
SHEL SHELL PLC 0.1%
Value ($000) $1,455 Shares 52,088 Est. Cost $27.94 Unrealized
MT ARCELORMITTAL SA LUXEMBOURG 0.1%
Value ($000) $1,405 Shares 53,072 Est. Cost $25.32 Unrealized
UNITED STATES STL CORP NEW 0.1%
Value ($000) $1,402 Shares 33,176 Est. Cost $42.26 Unrealized
BHP BHP GROUP LTD 0.1%
Value ($000) $1,329 Shares 27,385 Est. Cost $54.21 Unrealized
PKX POSCO HOLDINGS INC 0.1%
Value ($000) $1,186 Shares 24,951 Est. Cost $52.88 Unrealized
ALB ALBEMARLE CORP 0.1%
Value ($000) $1,096 Shares 15,220 Est. Cost $79.81 Unrealized 0.0%
EXE EXPAND ENERGY CORPORATION 0.1%
Value ($000) $1,074 Shares 9,647 Est. Cost $92.72 Unrealized +8.9%
DAR DARLING INGREDIENTS INC 0.1%
Value ($000) $996 Shares 31,870 Est. Cost $49.41 Unrealized -29.2%
DOW DOW INC 0.1%
Value ($000) $987 Shares 28,262 Est. Cost $43.68 Unrealized -17.7%
TOTALENERGIES SE 0.1%
Value ($000) $973 Shares 15,038 Est. Cost $45.65 Unrealized
RIO RIO TINTO PLC 0.1%
Value ($000) $932 Shares 15,517 Est. Cost $59.52 Unrealized
MUSA MURPHY USA INC 0.1%
Value ($000) $860 Shares 1,830 Est. Cost $354.00 Unrealized +33.5%
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $704 Shares 24,040 Est. Cost $25.77 Unrealized +12.0%
MOS MOSAIC CO NEW 0.1%
Value ($000) $674 Shares 24,957 Est. Cost $37.52 Unrealized -31.5%
CF CF INDS HLDGS INC 0.1%
Value ($000) $607 Shares 7,764 Est. Cost $75.03 Unrealized +9.5%
EOG EOG RES INC 0.1%
Value ($000) $594 Shares 4,633 Est. Cost $123.33 Unrealized +1.5%
CCK CROWN HLDGS INC 0.0%
Value ($000) $575 Shares 6,446 Est. Cost $89.91 Unrealized -3.9%
FMC FMC CORP 0.0%
Value ($000) $570 Shares 13,510 Est. Cost $94.34 Unrealized -55.2%
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $531 Shares 11,780 Est. Cost $46.65 Unrealized +6.2%
VST VISTRA CORP 0.0%
Value ($000) $520 Shares 4,424 Est. Cost $140.10 Unrealized +6.1%
BP BP PLC 0.0%
Value ($000) $489 Shares 111,818 Est. Cost $4.94 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $481 Shares 1,007 Est. Cost $563.61 Unrealized -10.4%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $434 Shares 2,153 Est. Cost $251.22 Unrealized +6.1%
VALE VALE S A 0.0%
Value ($000) $393 Shares 39,377 Est. Cost $13.17 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $340 Shares 7,092 Est. Cost $46.33 Unrealized +1.0%
CCJ CAMECO CORP 0.0%
Value ($000) $278 Shares 6,746 Est. Cost $54.31 Unrealized -13.5%