Recurrent Investment Advisors LLC - Q12026 Holdings

Recurrent Investment Advisors LLC holds 67 stocks with a total portfolio value of $ 1.66B as of Q12026. In Q12026, Recurrent Investment Advisors LLC added 0 new positions, increased stakes in 41 stocks, reduced 17 holdings, and fully exited 4 positions. The largest holding is Cenovus Energy Inc (CVE), representing 9.61% of the total portfolio.