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
- CVE - CENOVUS ENERGY INC, 9.49%
- TRGP - TARGA RES CORP, 7.03%
- 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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