Recurrent Investment Advisors
$1.6B 13F equity value
71 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Recurrent Investment Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TRGP | TARGA RES CORP | 470,637 | $126M | 7.8% |
| CVE | CENOVUS ENERGY INC | 4,739,325 | $123M | 7.6% |
| ET | ENERGY TRANSFER L P | 5,935,394 | $113M | 7.0% |
| OKE | ONEOK INC NEW | 1,159,957 | $101M | 6.3% |
| KMI | KINDER MORGAN INC DEL | 2,578,529 | $82M | 5.1% |
| MUSA | MURPHY USA INC | 146,263 | $79M | 4.9% |
| SUN | SUNOCO LP/SUNOCO FIN CORP | 1,149,434 | $78M | 4.8% |
| EPD | ENTERPRISE PRODS PARTNERS L | 2,031,416 | $75M | 4.6% |
| LNG | CHENIERE ENERGY INC | 301,353 | $72M | 4.5% |
| PBA | PEMBINA PIPELINE CORP | 1,498,252 | $70M | 4.3% |
Track Recurrent Investment Advisors's 13F portfolio: $1.6B in reported holdings, 71 positions. Top holdings and quarterly changes on SentiSense.
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