Recurrent Investment Advisors LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $988 Million distributed in 54 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Energy Transfer LP with a value of $73.5M, Cenovus Energy Inc. with a value of $68.6M, Pembina Pipeline Corp with a value of $67.5M, Cheniere Energy, Inc. with a value of $66.1M, and Suncor Energy Inc with a value of $61.1M.
Examining the 13F form we can see an increase of $61.9M in the current position value, from $926M to 988M.
Recurrent Investment Advisors LLC is based out at Houston, TX
Below you can find more details about Recurrent Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$988 Million
Energy: $957 Million
Basic Materials: $26.4 Million
Consumer Cyclical: $2.05 Million
Consumer Defensive: $1.22 Million
Real Estate: $823,000
Utilities: $202,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
