Recurrent Investment Advisors LLC - Portfolio overview

Recurrent Investment Advisors LLC has 71 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Energy and Basic Materials.

Largest reported holdings by portfolio allocation

  1. CVE - CENOVUS ENERGY INC, 9.49%
  2. TRGP - TARGA RES CORP, 7.03%
  3. ET - ENERGY TRANSFER L P, 6.38%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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