Holdings
Recurrent Investment Advisors LLC
As of Jun 30, 2026, Recurrent Investment Advisors LLC reported 67 positions worth US$1.6B. Largest: Targa Resources, Inc., Cenovus Energy Inc. and Energy Transfer Lp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Targa Resources, Inc. | 471K | US$126M | −1,164 | Jun 30, 2026 |
| Cenovus Energy Inc. | 4.74M | US$123M | −1.06M | Jun 30, 2026 |
| Energy Transfer Lp | 5.94M | US$113M | +373K | Jun 30, 2026 |
| Oneok, Inc. | 1.16M | US$101M | +3,923 | Jun 30, 2026 |
| Kinder Morgan, Inc. | 2.58M | US$82.4M | +148K | Jun 30, 2026 |
| Murphy Usa Inc. | 146K | US$78.6M | +144 | Jun 30, 2026 |
| Sunoco Lp | 1.15M | US$77.6M | +122K | Jun 30, 2026 |
| Enterprise Products Partners L.p. | 2.03M | US$74.7M | +356K | Jun 30, 2026 |
| Cheniere Energy, Inc. | 301K | US$72M | +1,279 | Jun 30, 2026 |
| Pembina Pipeline Corporation | 1.5M | US$69.6M | +4,002 | Jun 30, 2026 |