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RECURRENT INVESTMENT ADVISORS LLC 13F portfolio summary

RECURRENT INVESTMENT ADVISORS LLC of RECURRENT INVESTMENT ADVISORS LLC has 67 current stock holdings with a reported portfolio value of $1.66B. The portfolio 1 year return is +31.02%. Top holdings include CVE (9.61%), TRGP (7.12%), ET (6.46%), OKE (6.29%), SU (6.14%).

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RECURRENT INVESTMENT ADVISORS LLC

RECURRENT INVESTMENT ADVISORS LLC
Latest filing: 2026-03-31

RECURRENT INVESTMENT ADVISORS LLC runs RECURRENT INVESTMENT ADVISORS LLC and currently holds 67 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $1.66B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. RECURRENT INVESTMENT ADVISORS LLC ranks #127 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, RECURRENT INVESTMENT ADVISORS LLC's portfolio at RECURRENT INVESTMENT ADVISORS LLC has delivered returns of +31.02%. Their 3-year annualized return is +84.36%. Looking at the 5-year horizon, RECURRENT INVESTMENT ADVISORS LLC has achieved +178.70% annualized returns at RECURRENT INVESTMENT ADVISORS LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+31.02%
#345/1000
3 Year
+84.36%
#327/1000
5 Year
+178.70%
#71/1000

Portfolio Value

$1.66B

Alpha Score

105.9

#127 of 1000

Holdings

67

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change