13F Insight
DOSSIER · 13F-HR · Q1 2026

Recurrent Investment Advisors LLC

$1.7B in tracked AUM across 67 positions as of Q1 2026.

RI
CIK 0001803146 · last filed Mar 31, 2026
Total AUM
$1.7B
as of Q1 2026
Holdings
67
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Recurrent Investment Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
CVE
CENOVUS ENERGY INC
$160M5.8M9.6%02
TRGP
TARGA RES CORP
$118M472K7.1%03
ET
ENERGY TRANSFER L P
$107M5.6M6.5%04
OKE
ONEOK INC NEW
$104M1.2M6.3%05
SU
SUNCOR ENERGY INC NEW
$102M1.5M6.1%06
LNG
CHENIERE ENERGY INC
$85M300K5.1%07
KMI
KINDER MORGAN INC DEL
$81M2.4M4.9%08
PSX
PHILLIPS 66
$75M414K4.5%09
MUSA
MURPHY USA INC
$72M146K4.3%10
PBA
PEMBINA PIPELINE CORP
$67M1.5M4.0%

Filing history

2026Q1Mar 31
$1.7B▲ 22.8%
67 positionsView →2025Q4Dec 31
$1.4B▲ 3.7%
71 positionsView →2025Q3Sep 30
$1.3B▲ 5.5%
64 positionsView →2025Q2Jun 30
$1.2B▲ 4.7%
64 positionsLocked2025Q1Mar 31
$1.2B▲ 8.3%
65 positionsLocked2024Q4Dec 31
$1.1B▲ 8.3%
65 positionsLocked2024Q3Sep 30
$1.0B▲ 5.9%
54 positionsLocked2024Q2Jun 30
$950M▲ 10.1%
51 positionsLocked2024Q1Mar 31
$863M▲ 26.5%
50 positionsLocked2023Q4Dec 31
$682M▲ 0.1%
44 positionsLocked2023Q3Sep 30
$681M▲ 15.3%
51 positionsLocked2023Q2Jun 30
$591M▲ 16.8%
53 positionsLocked
Showing 12 of 26