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Bradley R. Olsen

@Recurrent Investment Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$1.006BTotal holdings54
Assets growth rate5.88%Assets growth rate (2-Q avg)8.01%Continuous growth in asset value16 quarters

Portfolio positions

This chart displays the top 10 holdings in Recurrent Investment Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 54 positions.

Assets under management

The assets under management (AUM) of Recurrent Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 16 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.006B in assets, with a quarterly growth rate of 5.88% and a 2-quarter average growth rate of 8.01%. The portfolio is managed by Bradley R. Olsen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ETRNEquitrans Midstream Corp
Recent Activity
Exited
0%
$21.9M
1.687M shares@ $12.98 avg price
WRKWestrock Co
Recent Activity
Exited
0%
$929,056
18,485 shares@ $50.26 avg price