CIK 1803146
Recurrent Investment Advisors LLC
Institutional 13F holdings & portfolio
Holdings
71
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–71 of 71
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VLO | VALERO ENERGY CORP | 6K | $500K+ | SH |
| CCK | CROWN HLDGS INC | 9K | $500K+ | SH |
| TTE | TOTALENERGIES SE | 15K | $500K+ | SH |
| CRH | CRH PLC | 6K | $500K+ | SH |
| TRP | TC ENERGY CORP | 13K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| VST | VISTRA CORP | 4K | $500K+ | SH |
| MLM | MARTIN MARIETTA MATLS INC | 1K | $500K+ | SH |
| CCJ | CAMECO CORP | 7K | $500K+ | SH |
| CF | CF INDS HLDGS INC | 8K | $500K+ | SH |
| MT | ARCELORMITTAL SA LUXEMBOURG | 15K | $500K+ | SH |
| WY | WEYERHAEUSER CO MTN BE | 24K | $500K+ | SH |
| SEE | SEALED AIR CORP NEW | 13K | $500K+ | SH |
| IP | INTERNATIONAL PAPER CO | 14K | $500K+ | SH |
| — | SUNOCOCORP LLC | 11K | $500K+ | SH |
| BP | BP PLC | 118K | $500K+ | SH |
| EOG | EOG RES INC | 5K | $100K–$500K | SH |
| SW | SMURFIT WESTROCK PLC | 12K | $100K–$500K | SH |
| KNTK | KINETIK HOLDINGS INC | 12K | $100K–$500K | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 7K | $100K–$500K | SH |
| AM | ANTERO MIDSTREAM CORP | 15K | $100K–$500K | SH |