Stock Taper 
RECURRENT INVESTMENT ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Nutrien Ltd. | NTR | 52.36K | $4.67M |
 Chevron Corporation | CVX | 43.16K | $7.16M |
 Teck Resources Limited | TECK | 40.39K | $3.05M |
 ConocoPhillips | COP | 33.97K | $3.53M |
 International Paper Company | IP | 28.32K | $1.08M |
 Darling Ingredients Inc. | DAR | 27.27K | $1.49M |
 BHP Group Limited | BHP | 27.26K | $2.27M |
 Rio Tinto Group | RIO | 27.25K | $2.59M |
 Smurfit Westrock plc | SW | 26.09K | $1.21M |
 Weyerhaeuser Company | WY | 25.13K | $601.71K |
 Nucor Corporation | NUE | 16.62K | $3.7M |
 Expand Energy Corporation | EXE | 15.65K | $1.43M |
 ArcelorMittal S.A. | MT | 15.37K | $810.39K |
 Alcoa Corporation | AA | 15.1K | $787.31K |
 TC Energy Corporation | TRP | 14.46K | $958.22K |
 CRH plc | CRH | 13.55K | $1.45M |
 POSCO Holdings Inc. | PKX | 12.42K | $638.24K |
 Diamondback Energy, Inc. | FANG | 11.76K | $2.07M |
 Kinetik Holdings Inc. | KNTK | 9.97K | $481.95K |
 Crown Holdings, Inc. | CCK | 9.41K | $1.05M |