Recurrent Investment Advisors LLC - Portfolio Stock Holdings

Recurrent Investment Advisors LLC disclosed 71 stock positions in a recent SEC 13F filing. $1,657,163,428 of stock holdings were filed, with the largest holdings including CVE, TRGP, and ET. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $1,381,535,163 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from investment companies.