Long-term investor
Recurrent Investment Advisors LLC @recurrentinvestmentadvis
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001803146).
Record
- Tracked since 2025-06-30 (454 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +24.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TRGP · 7.8% · long · since 2025-06-30
- CVE · 7.6% · long · since 2025-06-30
- ET · 7.0% · long · since 2025-06-30
- OKE · 6.3% · long · since 2025-06-30
- KMI · 5.1% · long · since 2025-06-30
- MUSA · 4.9% · long · since 2025-06-30
- 86765K109 · 4.8% · long · since 2025-06-30
- EPD · 4.6% · long · since 2025-06-30
- LNG · 4.5% · long · since 2025-06-30
- PBA · 4.3% · long · since 2025-06-30
- PSX · 4.2% · long · since 2025-06-30
- SU · 3.9% · long · since 2025-06-30