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Recurrent Investment Advisors LLC

Q1 2026 · 13F-HR

Recurrent Investment Advisors LLCholdings as filed

Filed 2026-05-15 · accession 0001420506-26-001065

$1.66B
Reported value
67
Positions
2026-03-31
Period end
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The Brief · Recurrent Investment Advisors LLC · Q1 2026

AI · grounded in 13F

Recurrent Investment Advisors LLC closed its position in KEY, reducing its exposure by $84.5M. The fund increased its stake in Kinder Morgan Inc Del by 63.6% and Sunoco LP/Sunoco Fin Corp SUN by 51.5%. Other activity included adding 41 positions and trimming holdings in Freeport McMoran Inc FCX by 40.1% and Marathon Pete Corp MPC by 35.7%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
15135U109CVECENOVUS ENERGY INC$159.6M9.61%5,799,641CommonSOLE
87612G101TRGPTARGA RES CORP$118.3M7.12%471,801CommonSOLE
29273V100ETENERGY TRANSFER L P$107.4M6.46%5,562,381CommonSOLE
682680103OKEONEOK INC NEW$104.5M6.29%1,156,034CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$101.9M6.14%1,515,161CommonSOLE
16411R208LNGCHENIERE ENERGY INC$85.1M5.13%300,074CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$81.5M4.91%2,430,444CommonSOLE
718546104PSXPHILLIPS 66$75.4M4.54%414,064CommonSOLE
626755102MUSAMURPHY USA INC$72.0M4.33%146,119CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$67.2M4.04%1,494,250CommonSOLE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$66.8M4.02%1,027,877CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$63.4M3.82%1,675,483CommonSOLE
969457100WMBWILLIAMS COS INC$55.5M3.34%762,867CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$51.4M3.09%2,124,947CommonSOLE
23345M107DTMDT MIDSTREAM INC$47.8M2.88%355,156CommonSOLE
69318G106PBFPBF ENERGY INC$47.8M2.87%1,002,915CommonSOLE
958669103WESWESTERN MIDSTREAM PARTNERS L$46.7M2.81%1,134,758CommonSOLE
64361Q101VNOMVIPER ENERGY INC$46.5M2.80%989,318CommonSOLE
56585A102MPCMARATHON PETE CORP$44.2M2.66%180,958CommonSOLE
83671M105SOBOSOUTH BOW CORP$38.7M2.33%1,161,016CommonSOLE
29250N105ENBENBRIDGE INC$25.2M1.52%465,619CommonSOLE
260557103DOWDOW HLDGS INC$14.0M0.84%335,209CommonSOLE
960413102WLKWESTLAKE CORPORATION$13.2M0.79%112,790CommonSOLE
06849F108BBARRICK MNG CORP$11.4M0.68%234,761CommonSOLE
651639106NEMNEWMONT CORP$10.5M0.63%97,245CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$10.1M0.61%125,488CommonSOLE
30231G102XOMEXXON MOBIL CORP$9.9M0.60%58,300CommonSOLE
166764100CVXCHEVRON CORPORATION$8.9M0.54%43,163CommonSOLE
447011107HUNHUNTSMAN CORP$7.1M0.43%535,914CommonSOLE
277432100EMNEASTMAN CHEM CO$6.7M0.40%87,136CommonSOLE
67077M108NTRNUTRIEN LTD$5.5M0.33%52,360CommonSOLE
576485205MTDRMATADOR RES CO$4.9M0.29%76,996CommonSOLE
20825C104COPCONOCOPHILLIPS$4.5M0.27%33,972CommonSOLE
91912E105VALEVALE S A$3.1M0.19%196,130CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$3.1M0.19%52,517CommonSOLE
136385101CNQCANADIAN NAT RES LTD MED TER$2.9M0.17%59,242CommonSOLE
406216101HALHALLIBURTON CO$2.9M0.17%73,648CommonSOLE
670346105NUENUCOR CORP$2.8M0.17%16,615CommonSOLE
878742204TECKTECK RESOURCES LTD$2.6M0.16%40,394CommonSOLE
767204100RIORIO TINTO PLC$2.5M0.15%27,247CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$2.3M0.14%11,756CommonSOLE
780259305SHELSHELL PLC$2.0M0.12%56,141CommonSOLE
088606108BHPBHP BILLITON LIMITED$2.0M0.12%27,271CommonSOLE
237266101DARDARLING INGREDIENTS INC$1.7M0.10%27,265CommonSOLE
693483109PKXPOSCO HOLDINGS INC$1.5M0.09%24,960CommonSOLE
61945C103MOSMOSAIC CO$1.4M0.08%54,447CommonSOLE
F92124100TTETOTALENERGIES SE$1.3M0.08%15,824CommonSOLE
012653101ALBALBEMARLE CORP$1.1M0.07%6,283CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$1.1M0.06%9,689CommonSOLE
125269100CFCF INDUSTRIES HOLD$1.1M0.06%8,163CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$1.0M0.06%26,095CommonSOLE
460146103IPINTERNATIONAL PAPER CO$1.0M0.06%28,266CommonSOLE
013872106AAALCOA CORP$1.0M0.06%15,130CommonSOLE
G25508105CRHCRH PLC$988,3390.06%9,402CommonSOLE
86765Q106SUNCSUNOCOCORP LLC$948,1770.06%15,380CommonSOLE
228368106CCKCROWN HLDGS INC$942,9510.06%9,406CommonSOLE
87807B107TRPTC ENERGY CORP$904,8830.05%14,455CommonSOLE
13321L108CCJCAMECO CORP$733,8780.04%6,757CommonSOLE
03938L203MTARCELORMITTAL SA LUXEMBOURG$676,1140.04%15,403CommonSOLE
26875P101EOGEOG RES INC$670,3710.04%4,637CommonSOLE
962166104WYWEYERHAEUSER CO$614,2680.04%25,144CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$593,3890.04%1,008CommonSOLE
02215L209KNTKKINETIK HOLDINGS INC$566,3970.03%11,700CommonSOLE
91913Y100VLOVALERO ENERGY CORP$556,1770.03%2,251CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$537,6150.03%7,396CommonSOLE
92840M102VSTVISTRA CORP$424,2310.03%2,822CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$366,0970.02%1,311CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.