Fund Update: Recurrent Investment Advisors LLC Just Disclosed New Holdings

Recurrent Investment Advisors LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-14 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 41,376 shares of $XOM (~$4,354,808). This was a increase of ~415.88% from their previous position.
• An increase of 41,364 shares of $SEE (~$1,352,755). This was a increase of ~219.30% from their previous position.
• A decrease of 25,872 shares of $AA (~$1,039,897). This was a increase of ~-33.14% from their previous position.
• A decrease of 159,757 shares of $VNOM (~$5,842,141). This was a increase of ~-31.68% from their previous position.
• An increase of 45,268 shares of $HAL (~$1,183,079). This was a increase of ~176.30% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Recurrent Investment Advisors LLC for more details.