Recurrent Investment Advisors LLC

Est. AUM

$1.66B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CENOVUS ENERGY INC	COM	$159.6M	5799641	9.61%	SOLE
2	TARGA RES CORP	COM	$118.3M	471801	7.12%	SOLE
3	ENERGY TRANSFER L P	COM UT LTD PTN	$107.4M	5562381	6.46%	SOLE
4	ONEOK INC NEW	COM	$104.5M	1156034	6.29%	SOLE
5	SUNCOR ENERGY INC NEW	COM	$101.9M	1515161	6.14%	SOLE
6	CHENIERE ENERGY INC	COM NEW	$85.1M	300074	5.13%	SOLE
7	KINDER MORGAN INC DEL	COM	$81.5M	2430444	4.91%	SOLE
8	PHILLIPS 66	COM	$75.4M	414064	4.54%	SOLE
9	MURPHY USA INC	COM	$72.0M	146119	4.33%	SOLE
10	PEMBINA PIPELINE CORP	COM	$67.2M	1494250	4.04%	SOLE
11	SUNOCO LP/SUNOCO FIN CORP	COM UT REP LP	$66.8M	1027877	4.02%	SOLE
12	ENTERPRISE PRODS PARTNERS L	COM	$63.4M	1675483	3.82%	SOLE
13	WILLIAMS COS INC	COM	$55.5M	762867	3.34%	SOLE
14	PLAINS GP HLDGS L P	LTD PARTNR INT A	$51.4M	2124947	3.09%	SOLE
15	DT MIDSTREAM INC	COMMON STOCK	$47.8M	355156	2.88%	SOLE
16	PBF ENERGY INC	CL A	$47.8M	1002915	2.87%	SOLE
17	WESTERN MIDSTREAM PARTNERS L	COM UNIT LP INT	$46.7M	1134758	2.81%	SOLE
18	VIPER ENERGY INC	CL A	$46.5M	989318	2.80%	SOLE
19	MARATHON PETE CORP	COM	$44.2M	180958	2.66%	SOLE
20	SOUTH BOW CORP	COM	$38.7M	1161016	2.33%	SOLE
21	ENBRIDGE INC	COM	$25.2M	465619	1.52%	SOLE
22	DOW HLDGS INC	COM	$14.0M	335209	0.84%	SOLE
23	WESTLAKE CORPORATION	COM	$13.2M	112790	0.79%	SOLE
24	BARRICK MNG CORP	COM SHS	$11.4M	234761	0.68%	SOLE
25	NEWMONT CORP	COM	$10.5M	97245	0.63%	SOLE
26	LYONDELLBASELL INDUSTRIES NV	SHS - A -	$10.1M	125488	0.61%	SOLE
27	EXXON MOBIL CORP	COM	$9.9M	58300	0.60%	SOLE
28	CHEVRON CORPORATION	COM	$8.9M	43163	0.54%	SOLE
29	HUNTSMAN CORP	COM	$7.1M	535914	0.43%	SOLE
30	EASTMAN CHEM CO	COM	$6.7M	87136	0.40%	SOLE
31	NUTRIEN LTD	COM	$5.5M	52360	0.33%	SOLE
32	MATADOR RES CO	COM	$4.9M	76996	0.29%	SOLE
33	CONOCOPHILLIPS	COM	$4.5M	33972	0.27%	SOLE
34	VALE S A	SPONSORED ADS	$3.1M	196130	0.19%	SOLE
35	FREEPORT MCMORAN INC	CL B	$3.1M	52517	0.19%	SOLE
36	CANADIAN NAT RES LTD MED TER	COM	$2.9M	59242	0.17%	SOLE
37	HALLIBURTON CO	COM	$2.9M	73648	0.17%	SOLE
38	NUCOR CORP	COM	$2.8M	16615	0.17%	SOLE
39	TECK RESOURCES LTD	CL B	$2.6M	40394	0.16%	SOLE
40	RIO TINTO PLC	SPONSORED ADR	$2.5M	27247	0.15%	SOLE
41	DIAMONDBACK ENERGY INC	COM	$2.3M	11756	0.14%	SOLE
42	SHELL PLC	SPON ADS	$2.0M	56141	0.12%	SOLE
43	BHP BILLITON LIMITED	SPONSORED ADS	$2.0M	27271	0.12%	SOLE
44	DARLING INGREDIENTS INC	COM	$1.7M	27265	0.10%	SOLE
45	POSCO HOLDINGS INC	SPONSORED ADR	$1.5M	24960	0.09%	SOLE
46	MOSAIC CO	COM	$1.4M	54447	0.08%	SOLE
47	TOTALENERGIES SE	ACT	$1.3M	15824	0.08%	SOLE
48	ALBEMARLE CORP	COM	$1.1M	6283	0.07%	SOLE
49	EXPAND ENERGY CORPORATION	COM	$1.1M	9689	0.06%	SOLE
50	CF INDUSTRIES HOLD	COM	$1.1M	8163	0.06%	SOLE

1–50 of 67

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.