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RECURRENT INVESTMENT ADVISORS LLC
RECURRENT INVESTMENT ADVISORS LLC
Latest filing: 2026-06-30
RECURRENT INVESTMENT ADVISORS LLC runs RECURRENT INVESTMENT ADVISORS LLC and currently holds 71 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.61B. Their top holdings are TRGP, CVE, ET, OKE, KMI. The top five represent 33.9% of reported portfolio weight. RECURRENT INVESTMENT ADVISORS LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, RECURRENT INVESTMENT ADVISORS LLC initiated 3 new positions. They added to 27 existing positions. They trimmed 22 positions. Their current best-performing preview position is NUE with returns of +31.73%.
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71 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 TRGP TARGA RES CORP | 7.83% | $89.45 | $299.05 | +234.32% | Trimmed -0.25% |
 CVE CENOVUS ENERGY INC | 7.61% | $13.94 | $32.94 | +136.30% | Trimmed -18.28% |
 ET ENERGY TRANSFER L P | 7.04% | $13.00 | $21.20 | +63.04% | Added +6.71% |
 OKE ONEOK INC NEW | 6.26% | $75.99 | $93.35 | +22.85% | Added +0.34% |
 KMI KINDER MORGAN INC DEL | 5.12% | $24.15 | $30.98 | +28.28% | Added +6.09% |
 MUSA MURPHY USA INC | 4.88% | $409.98 | $569.85 | +38.99% | Added +0.10% |
 SUN SUNOCO LP/SUNOCO FIN CORP | 4.82% | $57.57 | $75.81 | +31.68% | Added +11.83% |
 EPD ENTERPRISE PRODS PARTNERS L | 4.64% | $27.76 | $38.04 | +37.01% | Added +21.24% |
 LNG CHENIERE ENERGY INC | 4.47% | $160.99 | $277.34 | +72.27% | Added +0.43% |
 PBA PEMBINA PIPELINE CORP | 4.32% | $33.97 | $48.74 | +43.48% | Added +0.27% |
Showing 1-10 of 71