Stock Taper 
RECURRENT INVESTMENT ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Martin Marietta Materials, Inc. | MLM | 1.01K | $581.31K |
 Constellation Energy Corporation | CEG | 1.31K | $325.61K |
 Valero Energy Corporation | VLO | 2.25K | $586.25K |
 Albemarle Corporation | ALB | 2.54K | $342.57K |
 Vistra Corp. | VST | 2.82K | $447.65K |
 EOG Resources, Inc. | EOG | 4.64K | $601.56K |
 Cameco Corporation | CCJ | 6.76K | $688.27K |
 Archer-Daniels-Midland Company | ADM | 7.39K | $564.75K |
 CF Industries Holdings, Inc. | CF | 8.16K | $883.73K |
 Crown Holdings, Inc. | CCK | 9.41K | $1.05M |
 Kinetik Holdings Inc. | KNTK | 9.97K | $481.95K |
 Diamondback Energy, Inc. | FANG | 11.76K | $2.07M |
 POSCO Holdings Inc. | PKX | 12.42K | $638.24K |
 CRH plc | CRH | 13.55K | $1.45M |
 TC Energy Corporation | TRP | 14.46K | $958.22K |
 Alcoa Corporation | AA | 15.1K | $787.31K |
 ArcelorMittal S.A. | MT | 15.37K | $810.39K |
 Expand Energy Corporation | EXE | 15.65K | $1.43M |
 Nucor Corporation | NUE | 16.62K | $3.7M |
 Weyerhaeuser Company | WY | 25.13K | $601.71K |