Recurrent Investment Advisors LLC Long-Term Concentrated

CIK: 0001803146 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value ($000): $1,304,219 (100.0% shares, 0.0% debt)

Holdings (64)

CVE CENOVUS ENERGY INC 8.6%
Value ($000) $112,404 Shares 6,422,579 Est. Cost $13.38 Unrealized +16.7%
ET ENERGY TRANSFER L P 6.6%
Value ($000) $85,576 Shares 4,986,943 Est. Cost $12.01 Unrealized
TRGP TARGA RES CORP 6.5%
Value ($000) $84,945 Shares 507,014 Est. Cost $79.95 Unrealized +106.6%
OKE ONEOK INC NEW 6.2%
Value ($000) $81,390 Shares 1,115,396 Est. Cost $70.26 Unrealized +6.8%
SU SUNCOR ENERGY INC NEW 5.8%
Value ($000) $75,817 Shares 1,787,675 Est. Cost $27.72 Unrealized +44.7%
PBA PEMBINA PIPELINE CORP 5.3%
Value ($000) $69,007 Shares 1,699,083 Est. Cost $29.69 Unrealized +27.1%
PSX PHILLIPS 66 4.8%
Value ($000) $63,177 Shares 464,470 Est. Cost $90.67 Unrealized +39.4%
LNG CHENIERE ENERGY INC 4.8%
Value ($000) $63,082 Shares 268,456 Est. Cost $140.28 Unrealized +67.5%
EPD ENTERPRISE PRODS PARTNERS L 4.2%
Value ($000) $54,334 Shares 1,737,572 Est. Cost $25.78 Unrealized
MPC MARATHON PETE CORP 4.2%
Value ($000) $54,133 Shares 280,862 Est. Cost $97.48 Unrealized +79.0%
PBF PBF ENERGY INC 4.1%
Value ($000) $53,464 Shares 1,772,106 Est. Cost $25.73 Unrealized +1.6%
WES WESTERN MIDSTREAM PARTNERS L 4.1%
Value ($000) $53,344 Shares 1,357,697 Est. Cost $24.28 Unrealized
WMB WILLIAMS COS INC 3.7%
Value ($000) $48,141 Shares 759,920 Est. Cost $23.34 Unrealized +147.8%
SUN SUNOCO LP/SUNOCO FIN CORP 3.6%
Value ($000) $46,716 Shares 934,137 Est. Cost $52.08 Unrealized
SOBO SOUTH BOW CORP 3.5%
Value ($000) $45,578 Shares 1,605,964 Est. Cost $24.96 Unrealized +8.9%
PAGP PLAINS GP HLDGS L P 3.4%
Value ($000) $44,378 Shares 2,433,011 Est. Cost $11.81 Unrealized
KMI KINDER MORGAN INC DEL 3.2%
Value ($000) $41,730 Shares 1,474,041 Est. Cost $14.29 Unrealized +88.7%
DTM DT MIDSTREAM INC 3.1%
Value ($000) $39,799 Shares 352,018 Est. Cost $64.84 Unrealized +59.1%
MUSA MURPHY USA INC 3.0%
Value ($000) $39,192 Shares 100,942 Est. Cost $394.19 Unrealized +0.2%
ENB ENBRIDGE INC 1.8%
Value ($000) $23,440 Shares 464,535 Est. Cost $29.51 Unrealized +56.3%
ARLP ALLIANCE RESOURCE PARTNERS L 1.3%
Value ($000) $16,367 Shares 647,283 Est. Cost $18.92 Unrealized
VNOM VIPER ENERGY INC 1.0%
Value ($000) $13,225 Shares 346,017 Est. Cost $38.10 Unrealized 0.0%
TRP TC ENERGY CORP 0.9%
Value ($000) $12,357 Shares 227,111 Est. Cost $38.03 Unrealized +32.0%
B BARRICK MNG CORP 0.7%
Value ($000) $8,907 Shares 229,763 Est. Cost $19.64 Unrealized +28.0%
NEM NEWMONT CORP 0.6%
Value ($000) $8,052 Shares 95,509 Est. Cost $46.43 Unrealized +49.4%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $6,687 Shares 43,063 Est. Cost $148.94 Unrealized +2.2%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $6,514 Shares 57,777 Est. Cost $102.35 Unrealized +7.2%
NTR NUTRIEN LTD 0.3%
Value ($000) $4,088 Shares 50,060 Est. Cost $49.03 Unrealized +18.9%
FCX FREEPORT-MCMORAN INC 0.3%
Value ($000) $3,501 Shares 89,261 Est. Cost $32.72 Unrealized +32.0%
SEE SEALED AIR CORP NEW 0.2%
Value ($000) $3,182 Shares 90,027 Est. Cost $33.62 Unrealized -6.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $3,147 Shares 33,272 Est. Cost $81.03 Unrealized +15.1%
TECK TECK RESOURCES LTD 0.2%
Value ($000) $2,494 Shares 47,177 Est. Cost $41.20 Unrealized -11.8%
NUE NUCOR CORP 0.2%
Value ($000) $2,262 Shares 16,703 Est. Cost $114.35 Unrealized +22.9%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $1,917 Shares 11,259 Est. Cost $81.24 Unrealized +81.9%
MTDR MATADOR RES CO 0.1%
Value ($000) $1,912 Shares 42,557 Est. Cost $51.80 Unrealized -5.7%
CNQ CANADIAN NAT RES LTD 0.1%
Value ($000) $1,893 Shares 59,242 Est. Cost $32.47 Unrealized -3.5%
HAL HALLIBURTON CO 0.1%
Value ($000) $1,782 Shares 72,448 Est. Cost $29.79 Unrealized -26.6%
AA ALCOA CORP 0.1%
Value ($000) $1,757 Shares 53,411 Est. Cost $29.87 Unrealized +3.7%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $1,682 Shares 11,756 Est. Cost $164.75 Unrealized -14.5%
MT ARCELORMITTAL SA LUXEMBOURG 0.1%
Value ($000) $1,636 Shares 53,477 Est. Cost $25.32 Unrealized
BHP BHP GROUP LTD 0.1%
Value ($000) $1,527 Shares 27,385 Est. Cost $54.21 Unrealized
VALE VALE S A 0.1%
Value ($000) $1,416 Shares 130,400 Est. Cost $11.02 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $1,410 Shares 53,120 Est. Cost $27.93 Unrealized
WLK WESTLAKE CORPORATION 0.1%
Value ($000) $1,395 Shares 18,106 Est. Cost $100.26 Unrealized -17.9%
ALB ALBEMARLE CORP 0.1%
Value ($000) $1,238 Shares 15,264 Est. Cost $79.81 Unrealized -4.0%
PKX POSCO HOLDINGS INC 0.1%
Value ($000) $1,228 Shares 24,951 Est. Cost $52.88 Unrealized
EXE EXPAND ENERGY CORPORATION 0.1%
Value ($000) $1,029 Shares 9,689 Est. Cost $92.72 Unrealized +6.9%
RIO RIO TINTO PLC 0.1%
Value ($000) $1,024 Shares 15,517 Est. Cost $59.52 Unrealized
DAR DARLING INGREDIENTS INC 0.1%
Value ($000) $931 Shares 30,154 Est. Cost $49.41 Unrealized -32.4%
CCK CROWN HLDGS INC 0.1%
Value ($000) $909 Shares 9,406 Est. Cost $91.39 Unrealized +9.4%
TOTALENERGIES SE 0.1%
Value ($000) $898 Shares 15,038 Est. Cost $45.65 Unrealized
MOS MOSAIC CO NEW 0.1%
Value ($000) $866 Shares 24,957 Est. Cost $37.52 Unrealized -9.5%
VST VISTRA CORP 0.1%
Value ($000) $848 Shares 4,326 Est. Cost $141.04 Unrealized +40.2%
CRH CRH PLC 0.1%
Value ($000) $742 Shares 6,192 Est. Cost $91.00 Unrealized +16.0%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $709 Shares 2,155 Est. Cost $252.05 Unrealized +27.8%
CF CF INDS HLDGS INC 0.1%
Value ($000) $696 Shares 7,761 Est. Cost $75.03 Unrealized +17.8%
DOW DOW INC 0.0%
Value ($000) $648 Shares 28,262 Est. Cost $43.68 Unrealized -44.3%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $635 Shares 1,008 Est. Cost $563.61 Unrealized +5.5%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $596 Shares 24,040 Est. Cost $25.77 Unrealized -2.3%
CCJ CAMECO CORP 0.0%
Value ($000) $567 Shares 6,757 Est. Cost $54.31 Unrealized +42.5%
EOG EOG RES INC 0.0%
Value ($000) $520 Shares 4,637 Est. Cost $123.33 Unrealized -4.4%
BP BP PLC 0.0%
Value ($000) $499 Shares 116,703 Est. Cost $4.27 Unrealized
FMC FMC CORP 0.0%
Value ($000) $455 Shares 13,515 Est. Cost $94.34 Unrealized -59.6%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $424 Shares 7,090 Est. Cost $46.33 Unrealized +24.7%