Recurrent Investment Advisors LLC Long-Term Concentrated

CIK: 0001803146 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $1,235,939 (100.0% shares, 0.0% debt)

Holdings (64)

CVE CENOVUS ENERGY INC 7.1%
Value ($000) $88,119 Shares 6,300,950 Est. Cost $13.34 Unrealized -3.4%
ET ENERGY TRANSFER L P 7.0%
Value ($000) $86,894 Shares 4,792,806 Est. Cost $11.80 Unrealized
OKE ONEOK INC NEW 6.3%
Value ($000) $77,447 Shares 948,758 Est. Cost $69.42 Unrealized +16.2%
TRGP TARGA RES CORP 6.1%
Value ($000) $75,880 Shares 435,891 Est. Cost $66.05 Unrealized +150.7%
LNG CHENIERE ENERGY INC 6.1%
Value ($000) $75,802 Shares 311,278 Est. Cost $140.28 Unrealized +65.1%
PBA PEMBINA PIPELINE CORP 5.6%
Value ($000) $69,663 Shares 1,851,164 Est. Cost $29.69 Unrealized +25.7%
SU SUNCOR ENERGY INC NEW 5.5%
Value ($000) $67,976 Shares 1,791,431 Est. Cost $27.72 Unrealized +29.4%
PSX PHILLIPS 66 4.5%
Value ($000) $55,711 Shares 466,980 Est. Cost $90.67 Unrealized +20.7%
EPD ENTERPRISE PRODS PARTNERS L 4.4%
Value ($000) $53,963 Shares 1,740,189 Est. Cost $25.78 Unrealized
PAGP PLAINS GP HLDGS L P 4.3%
Value ($000) $52,582 Shares 2,704,194 Est. Cost $11.81 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 4.3%
Value ($000) $52,569 Shares 1,358,380 Est. Cost $24.28 Unrealized
PBF PBF ENERGY INC 4.2%
Value ($000) $51,744 Shares 2,387,824 Est. Cost $25.73 Unrealized -26.1%
SUN SUNOCO LP/SUNOCO FIN CORP 4.0%
Value ($000) $50,031 Shares 933,586 Est. Cost $52.08 Unrealized
WMB WILLIAMS COS INC 3.9%
Value ($000) $47,854 Shares 761,885 Est. Cost $23.34 Unrealized +147.1%
MPC MARATHON PETE CORP 3.8%
Value ($000) $46,602 Shares 280,551 Est. Cost $97.48 Unrealized +51.7%
KMI KINDER MORGAN INC DEL 3.5%
Value ($000) $43,649 Shares 1,484,654 Est. Cost $14.29 Unrealized +87.3%
SOBO SOUTH BOW CORP 3.4%
Value ($000) $41,705 Shares 1,604,864 Est. Cost $24.96 Unrealized 0.0%
DTM DT MIDSTREAM INC 3.1%
Value ($000) $38,570 Shares 350,928 Est. Cost $64.84 Unrealized +53.0%
VLO VALERO ENERGY CORP 2.0%
Value ($000) $24,149 Shares 179,654 Est. Cost $81.24 Unrealized +50.5%
ENB ENBRIDGE INC 1.7%
Value ($000) $21,033 Shares 464,099 Est. Cost $29.51 Unrealized +48.3%
ARLP ALLIANCE RESOURCE PARTNERS L 1.4%
Value ($000) $17,170 Shares 656,855 Est. Cost $18.92 Unrealized
VIPER ENERGY INC 1.1%
Value ($000) $13,183 Shares 345,748 Est. Cost $31.55 Unrealized
TRP TC ENERGY CORP 0.9%
Value ($000) $10,970 Shares 224,854 Est. Cost $37.91 Unrealized +27.9%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $6,227 Shares 57,766 Est. Cost $102.35 Unrealized +2.1%
NEM NEWMONT CORP 0.5%
Value ($000) $5,564 Shares 95,509 Est. Cost $46.43 Unrealized +13.9%
B BARRICK MNG CORP 0.4%
Value ($000) $5,295 Shares 215,805 Est. Cost $19.29 Unrealized 0.0%
NTR NUTRIEN LTD 0.3%
Value ($000) $3,969 Shares 50,060 Est. Cost $49.03 Unrealized +14.2%
FCX FREEPORT-MCMORAN INC 0.3%
Value ($000) $3,869 Shares 89,261 Est. Cost $32.72 Unrealized +15.2%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $3,039 Shares 21,224 Est. Cost $145.50 Unrealized -5.8%
COP CONOCOPHILLIPS 0.2%
Value ($000) $2,986 Shares 33,272 Est. Cost $81.03 Unrealized +8.6%
HESS CORP 0.2%
Value ($000) $2,952 Shares 21,308 Est. Cost $138.97 Unrealized
SEE SEALED AIR CORP NEW 0.2%
Value ($000) $2,794 Shares 90,027 Est. Cost $33.62 Unrealized -12.9%
NUE NUCOR CORP 0.2%
Value ($000) $2,736 Shares 21,122 Est. Cost $114.35 Unrealized +1.0%
TECK TECK RESOURCES LTD 0.2%
Value ($000) $2,267 Shares 47,177 Est. Cost $41.20 Unrealized -12.3%
MTDR MATADOR RES CO 0.2%
Value ($000) $2,030 Shares 42,546 Est. Cost $51.80 Unrealized -14.8%
CNQ CANADIAN NAT RES LTD 0.2%
Value ($000) $1,860 Shares 59,242 Est. Cost $32.47 Unrealized -7.7%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $1,615 Shares 11,756 Est. Cost $164.75 Unrealized -17.4%
AA ALCOA CORP 0.1%
Value ($000) $1,576 Shares 53,411 Est. Cost $29.87 Unrealized -10.3%
HAL HALLIBURTON CO 0.1%
Value ($000) $1,476 Shares 72,448 Est. Cost $29.79 Unrealized -31.0%
MT ARCELORMITTAL SA LUXEMBOURG 0.1%
Value ($000) $1,438 Shares 53,477 Est. Cost $25.32 Unrealized
WLK WESTLAKE CORPORATION 0.1%
Value ($000) $1,375 Shares 18,104 Est. Cost $100.26 Unrealized -19.9%
SHEL SHELL PLC 0.1%
Value ($000) $1,349 Shares 52,591 Est. Cost $27.94 Unrealized
BHP BHP GROUP LTD 0.1%
Value ($000) $1,317 Shares 27,385 Est. Cost $54.21 Unrealized
DAR DARLING INGREDIENTS INC 0.1%
Value ($000) $1,220 Shares 32,152 Est. Cost $49.41 Unrealized -33.4%
PKX POSCO HOLDINGS INC 0.1%
Value ($000) $1,210 Shares 24,951 Est. Cost $52.88 Unrealized
EXE EXPAND ENERGY CORPORATION 0.1%
Value ($000) $1,133 Shares 9,689 Est. Cost $92.72 Unrealized +17.7%
VST VISTRA CORP 0.1%
Value ($000) $984 Shares 5,076 Est. Cost $141.04 Unrealized +4.5%
VALE VALE S A 0.1%
Value ($000) $975 Shares 100,377 Est. Cost $11.07 Unrealized
CCK CROWN HLDGS INC 0.1%
Value ($000) $969 Shares 9,406 Est. Cost $91.39 Unrealized +3.5%
ALB ALBEMARLE CORP 0.1%
Value ($000) $957 Shares 15,278 Est. Cost $79.81 Unrealized -26.9%
TOTALENERGIES SE 0.1%
Value ($000) $923 Shares 15,038 Est. Cost $45.65 Unrealized
MOS MOSAIC CO NEW 0.1%
Value ($000) $910 Shares 24,957 Est. Cost $37.52 Unrealized -16.3%
RIO RIO TINTO PLC 0.1%
Value ($000) $905 Shares 15,517 Est. Cost $59.52 Unrealized
MUSA MURPHY USA INC 0.1%
Value ($000) $810 Shares 1,990 Est. Cost $361.95 Unrealized +25.1%
DOW DOW INC 0.1%
Value ($000) $748 Shares 28,262 Est. Cost $43.68 Unrealized -36.4%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $744 Shares 2,305 Est. Cost $252.05 Unrealized +4.7%
CF CF INDS HLDGS INC 0.1%
Value ($000) $714 Shares 7,758 Est. Cost $75.03 Unrealized +11.9%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $618 Shares 24,040 Est. Cost $25.77 Unrealized -0.8%
CRH CRH PLC 0.0%
Value ($000) $568 Shares 6,192 Est. Cost $91.00 Unrealized 0.0%
FMC FMC CORP 0.0%
Value ($000) $564 Shares 13,515 Est. Cost $94.34 Unrealized -59.4%
EOG EOG RES INC 0.0%
Value ($000) $555 Shares 4,637 Est. Cost $123.33 Unrealized -9.1%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $553 Shares 1,008 Est. Cost $563.61 Unrealized -6.6%
CCJ CAMECO CORP 0.0%
Value ($000) $502 Shares 6,757 Est. Cost $54.31 Unrealized -1.9%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $374 Shares 7,089 Est. Cost $46.33 Unrealized +2.7%