Recurrent Investment Advisors LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,610,960
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 71 | 1,610,960 | 13F-HR | Recurrent Investment Advisors LLC |
| Q1 2026 | 5/15/2026 | 67 | 1,661,361 | 13F-HR | Recurrent Investment Advisors LLC |
| Q4 2025 | 2/13/2026 | 71 | 1,352,409 | 13F-HR | Recurrent Investment Advisors LLC |
| Q3 2025 | 11/13/2025 | 64 | 1,304,219 | 13F-HR | Recurrent Investment Advisors LLC |
| Q2 2025 | 8/14/2025 | 64 | 1,235,939 | 13F-HR | Recurrent Investment Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.611 M | 100.0% | 0 | 50.4 K | -50.4 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
1,610,960
Holdings
71
QoQ value change ($000)
-50,401
(-3.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.