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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
RIORio Tinto Plc
Recent Activity
Decreased -6.64%
0.12%
$1.119M
15,716 shares@ $71.18 avg price
TTETotalenergies Se
Recent Activity
Decreased -6.4%
0.1%
$998,056
15,445 shares@ $64.63 avg price
FMCFmc Corp
Recent Activity
Decreased -6.67%
0.09%
$902,323
13,684 shares@ $65.95 avg price
WYWeyerhaeuser Co Mtn Be
Recent Activity
Decreased -6.64%
0.09%
$824,119
24,339 shares@ $33.87 avg price
IPInternational Paper Co
Recent Activity
Decreased -6.64%
0.08%
$801,775
16,413 shares@ $48.85 avg price
DARDarling Ingredients Inc
Recent Activity
Decreased -3.84%
0.08%
$789,241
21,239 shares@ $37.16 avg price
HALHalliburton Co
Recent Activity
Decreased -6.41%
0.08%
$745,888
25,676 shares@ $29.06 avg price
MOSMosaic Co New
Recent Activity
Decreased -6.48%
0.07%
$677,186
25,287 shares@ $26.79 avg price
CFCf Inds Hldgs Inc
Recent Activity
Decreased -6.64%
0.07%
$674,731
7,864 shares@ $85.8 avg price
VALEVale S A
Recent Activity
Decreased -6.63%
0.05%
$466,231
39,917 shares@ $11.69 avg price