SEC 13F Intelligence

Recurrent Investment Advisors LLC / ETRNUSD

Recurrent Investment Advisors LLC’s Equitrans Midstream Corp Position

Does Recurrent Investment Advisors LLC own Equitrans Midstream Corp (ETRNUSD)? Not currently — the last reported position was 1.69M shares worth $22M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$22M
Q2 2024
Shares
1.69M
% of Portfolio
+2.31%
Quarters Held
19
position exited

Position History ETRNUSD

Reported value by quarter
Q4 ’19: $4MQ4 ’19Q1 ’20: $2MQ2 ’20: $5MQ3 ’20: $4MQ3 ’20Q4 ’20: $5MQ1 ’21: $3MQ2 ’21: $3MQ2 ’21Q3 ’21: $4MQ4 ’21: $5MQ1 ’22: $4MQ1 ’22Q2 ’22: $4MQ3 ’22: $5MQ4 ’22: $6MQ4 ’22Q1 ’23: $7MQ2 ’23: $24MQ3 ’23: $36MQ3 ’23Q4 ’23: $47MQ1 ’24: $58MQ2 ’24: $22MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20241.69M$22M+2.31%
Q1 20244.68M$58M+6.78%
Q4 20234.65M$47M+6.95%
Q3 20233.88M$36M+5.33%
Q2 20232.49M$24M+4.03%
Q1 20231.13M$7M+1.29%
Q4 2022880.7K$6M+1.26%
Q3 2022720.7K$5M+1.45%
Q2 2022598.4K$4M+1.15%
Q1 2022488.4K$4M+1.31%
Q4 2021495.6K$5M+2.07%
Q3 2021422.5K$4M+1.88%
Q2 2021382.2K$3M+1.64%
Q1 2021335.1K$3M+1.73%
Q4 2020636.1K$5M+3.80%
Q3 2020522.6K$4M+4.71%
Q2 2020571.9K$5M+4.47%
Q1 2020474.5K$2M+4.48%
Q4 2019289.9K$4M+4.94%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Recurrent Investment Advisors LLC’s full portfolio or all institutional holders of ETRNUSD.