SEC 13F Intelligence

Recurrent Investment Advisors LLC / KMI

Recurrent Investment Advisors LLC’s Kinder Morgan Inc Del Position

Does Recurrent Investment Advisors LLC own Kinder Morgan Inc Del (KMI)? Yes — 2.43M shares worth $81M (+4.91% of its 13F portfolio) as of Q1 2026, up from 1.49M shares the prior filed quarter.

Position Value
$81M
Q1 2026
Shares
2.43M
% of Portfolio
+4.91%
Quarters Held
26
currently held

Position History KMI

Reported value by quarter
Q4 ’19: $5MQ4 ’19Q1 ’20: $5MQ2 ’20: $7MQ3 ’20: $7MQ4 ’20: $8MQ4 ’20Q1 ’21: $10MQ2 ’21: $11MQ3 ’21: $11MQ4 ’21: $10MQ4 ’21Q1 ’22: $13MQ2 ’22: $13MQ3 ’22: $15MQ4 ’22: $21MQ4 ’22Q1 ’23: $21MQ2 ’23: $23MQ3 ’23: $29MQ4 ’23: $33MQ4 ’23Q1 ’24: $34MQ2 ’24: $38MQ3 ’24: $42MQ4 ’24: $51MQ4 ’24Q1 ’25: $54MQ2 ’25: $44MQ3 ’25: $42MQ4 ’25: $41MQ4 ’25Q1 ’26: $81Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.43M$81M+4.91%
Q4 20251.49M$41M+3.02%
Q3 20251.47M$42M+3.20%
Q2 20251.48M$44M+3.53%
Q1 20251.89M$54M+4.56%
Q4 20241.88M$51M+4.72%
Q3 20241.89M$42M+4.16%
Q2 20241.90M$38M+3.97%
Q1 20241.86M$34M+3.95%
Q4 20231.85M$33M+4.79%
Q3 20231.72M$29M+4.20%
Q2 20231.34M$23M+3.90%
Q1 20231.21M$21M+4.20%
Q4 20221.14M$21M+4.38%
Q3 2022891.1K$15M+4.00%
Q2 2022773.5K$13M+3.93%
Q1 2022704.5K$13M+4.23%
Q4 2021621.2K$10M+3.97%
Q3 2021650.3K$11M+4.78%
Q2 2021624.8K$11M+5.74%
Q1 2021593.4K$10M+6.25%
Q4 2020616.2K$8M+6.26%
Q3 2020537.5K$7M+7.06%
Q2 2020486.1K$7M+6.94%
Q1 2020348.1K$5M+9.09%
Q4 2019253.1K$5M+6.84%

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 KMI.