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Recurrent Investment Advisors LLC

Recurrent Investment Advisors LLC is a Mutual Fund institutional filer with the SEC under CIK 1803146, reporting 71 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: TX
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in Recurrent Investment Advisors LLC's most recent 13F filing, ranked by reported market value.

  1. TARGA RES CORP (TRGP)
  2. CENOVUS ENERGY INC (CVE)
  3. ENERGY TRANSFER L P (ET)
  4. ONEOK INC NEW (OKE)
  5. KINDER MORGAN INC DEL (KMI)
  6. MURPHY USA INC (MUSA)
  7. SUNOCO LP/SUNOCO FIN CORP (SUN)
  8. ENTERPRISE PRODS PARTNERS L (EPD)
  9. CHENIERE ENERGY INC (LNG)
  10. PEMBINA PIPELINE CORP (PBA)
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