Recurrent Investment Advisors LLC
Annual return '25
+9.7%
SPY '25
+17.7%
Alpha
-8.0ptsvs SPY
Invested
$3.3B
Holdings
67
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 91%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CVE
CENOVUS ENERGY INC
Q1 2026: Exited (was 6.36M shares)
9.6%
02
$TRGP
TARGA RES CORP
Q1 2026: Exited (was 528.5k shares)
7.1%
03
$ET
ENERGY TRANSFER L P
Q1 2026: Exited (was 5.35M shares)
6.5%
04
$OKE
ONEOK INC NEW
Q1 2026: Exited (was 1.15M shares)
6.3%
05
$SU
SUNCOR ENERGY INC NEW
Q1 2026: Exited (was 1.76M shares)
6.2%
06
$LNG
CHENIERE ENERGY INC
Q1 2026: Exited (was 264.5k shares)
5.1%
07
$KMI
KINDER MORGAN INC DEL
Q1 2026: Exited (was 1.49M shares)
4.9%
08
$PSX
PHILLIPS 66
Q1 2026: Exited (was 454.7k shares)
4.6%
09
$MUSA
MURPHY USA INC
Q1 2026: Exited (was 118.6k shares)
4.4%
10
$PBA
PEMBINA PIPELINE CORP
Q1 2026: Exited (was 1.49M shares)
4.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:42 UTC.