RECURRENT INVESTMENT ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DAR | 30K | $930.85K |
 | DOW | 28K | $648.05K |
 | BHP | 27K | $1.53M |
 | MOS | 25K | $865.51K |
 | PKX | 25K | $1.23M |
 | WY | 24K | $595.95K |
 | WLK | 18K | $1.40M |
 | NUE | 17K | $2.26M |
 | RIO | 16K | $1.02M |
 | ALB | 15K | $1.24M |
 | TTE | 15K | $897.62K |
 | FMC | 14K | $454.51K |
 | FANG | 12K | $1.68M |
 | VLO | 11K | $1.92M |
 | EXE | 10K | $1.03M |
 | CCK | 9K | $908.53K |
 | CF | 8K | $696.16K |
 | ADM | 7K | $423.56K |
 | CCJ | 7K | $566.64K |
 | CRH | 6K | $742.42K |
Darling Ingredients Inc.
DAR
Shares Held
30K
Value
$930.85K
Dow Inc.
DOW
Shares Held
28K
Value
$648.05K
BHP Group Limited
BHP
Shares Held
27K
Value
$1.53M
The Mosaic Company
MOS
Shares Held
25K
Value
$865.51K
POSCO Holdings Inc.
PKX
Shares Held
25K
Value
$1.23M
Weyerhaeuser Company
WY
Shares Held
24K
Value
$595.95K
Westlake Corporation
WLK
Shares Held
18K
Value
$1.40M
Nucor Corporation
NUE
Shares Held
17K
Value
$2.26M
Rio Tinto Group
RIO
Shares Held
16K
Value
$1.02M
Albemarle Corporation
ALB
Shares Held
15K
Value
$1.24M
TotalEnergies SE
TTE
Shares Held
15K
Value
$897.62K
FMC Corporation
FMC
Shares Held
14K
Value
$454.51K
Diamondback Energy, Inc.
FANG
Shares Held
12K
Value
$1.68M
Valero Energy Corporation
VLO
Shares Held
11K
Value
$1.92M
Expand Energy Corporation
EXE
Shares Held
10K
Value
$1.03M
Crown Holdings, Inc.
CCK
Shares Held
9K
Value
$908.53K
CF Industries Holdings, Inc.
CF
Shares Held
8K
Value
$696.16K
Archer-Daniels-Midland Company
ADM
Shares Held
7K
Value
$423.56K
Cameco Corporation
CCJ
Shares Held
7K
Value
$566.64K
CRH plc
CRH
Shares Held
6K
Value
$742.42K