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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001803146

Recurrent Investment Advisors LLC

HOUSTON, TX · File #028-20078

Latest AUM
$1.35B
Positions
71
Top-10 Concentration
57.3%
Filings
12

Sector Allocation

Energy
58.3%$788.0M
Financials
3.4%$45.8M
Materials
2.8%$37.2M
Utilities
0.1%$1.3M
Real Estate
0.0%$569,602

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1CENOVUS ENERGY INCCVE6,363,516$111.1M8.29%
2TARGA RES CORPTRGP528,546$97.5M7.28%
3ENERGY TRANSFER L PET-PI5,351,355$88.2M6.59%
4ONEOK INC NEWOKE1,152,806$84.7M6.32%
5KEYCORP4932671081,920,957$84.5M6.31%
6SUNCOR ENERGY INC NEWSU1,760,388$79.2M5.91%
7PHILLIPS 66PSX454,741$58.7M4.38%
8PEMBINA PIPELINE CORPPPLOF1,490,143$57.0M4.25%
9ENTERPRISE PRODS PARTNERS L2937921071,700,650$54.5M4.07%
10WESTERN MIDSTREAM PARTNERS LWES1,338,654$52.9M3.95%
11CHENIERE ENERGY INCLNG264,474$51.4M3.84%
12MURPHY USA INCMUSA118,606$47.7M3.56%
13PLAINS GP HLDGS L PPAGP2,432,797$46.6M3.48%
14MARATHON PETE CORPMARA281,631$45.8M3.42%
15WILLIAMS COS INC969457100760,627$45.7M3.41%
16DT MIDSTREAM INCDTM353,786$42.3M3.16%
17KINDER MORGAN INC DELEP-PC1,485,473$40.8M3.05%
18SOUTH BOW CORPSOBO1,370,635$37.8M2.82%
19SUNOCO LP/SUNOCO FIN CORPSUN678,623$35.6M2.65%
20PBF ENERGY INCPBF1,250,915$33.9M2.53%