Recurrent Investment Advisors LLC
Recurrent Investment Advisors LLC reported 71 positions worth $1.61B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: TRGP (7.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | TRGP | SH | $126.2M | 7.83% | 470,637 | — | — | |
| ▸ 2 | CVE | SH | $122.6M | 7.61% | 4,739,325 | — | — | |
| ▸ 3 | ET | SH | $113.5M | 7.04% | 5,935,394 | — | — | |
| ▸ 4 | OKE | SH | $100.8M | 6.26% | 1,159,957 | — | — | |
| ▸ 5 | KMI | SH | $82.4M | 5.12% | 2,578,529 | — | — | |
| ▸ 6 | MUSA | SH | $78.6M | 4.88% | 146,263 | — | — | |
| ▸ 7 | SUN | SH | $77.6M | 4.82% | 1,149,434 | — | — | |
| ▸ 8 | EPD | SH | $74.7M | 4.63% | 2,031,416 | — | — | |
| ▸ 9 | LNG | SH | $72.0M | 4.47% | 301,353 | — | — | |
| ▸ 10 | PBA | SH | $69.6M | 4.32% | 1,498,252 | — | — |
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Frequently Asked Questions
What stocks does Recurrent Investment Advisors LLC hold as of Q2 2026?
Recurrent Investment Advisors LLC reported 71 positions worth $1.61B in its Q2 2026 13F filing. Largest positions: TRGP (7.8%), CVE (7.6%), ET (7.0%), OKE (6.3%) and KMI (5.1%).
What did Recurrent Investment Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Recurrent Investment Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.