Recurrent Investment Advisors LLC — 13F holdings

Recurrent Investment Advisors LLC reported 71 holdings worth $1.61B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. TRGP TARGA RES CORP — $126M (7.8%)
2. CVE Cenovus Energy Inc — $123M (7.6%)
3. ET ENERGY TRANSFER L P — $113M (7.0%)
4. OKE ONEOK INC NEW — $101M (6.3%)
5. KMI KINDER MORGAN INC DEL — $82.4M (5.1%)
6. MUSA MURPHY USA INC — $78.6M (4.9%)
7. SUN SUNOCO LP/SUNOCO FIN CORP — $77.6M (4.8%)
8. EPD ENTERPRISE PRODS PARTNERS L — $74.7M (4.6%)
9. LNG CHENIERE ENERGY INC — $72.0M (4.5%)
10. PBA PEMBINA PIPELINE CORP — $69.6M (4.3%)