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Recurrent Investment Advisors LLC: PBF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Recurrent Investment Advisors LLC on PBF, newest first. How the timeline and the estimate are built.

Recurrent Investment Advisors LLC held 729,534 PBF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 729,534 shares
    Change vs previous 13F -273,381 shares

    2.06% of the 13F portfolio, value $33,208,388.

    13F-HR 0001420506-26-001686 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,002,915 shares
    Change vs previous 13F -248,000 shares

    2.87% of the 13F portfolio, value $47,758,812.

    13F-HR 0001420506-26-001065 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,250,915 shares
    Change vs previous 13F -521,191 shares

    2.51% of the 13F portfolio, value $33,924,815.

    13F-HR 0001420506-26-000354 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,772,106 shares
    Change vs previous 13F -615,718 shares

    4.1% of the 13F portfolio, value $53,464,438.

    13F-HR 0001420506-25-003193 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,387,824 shares
    Change vs previous 13F +924,209 shares

    4.19% of the 13F portfolio, value $51,744,146.

    13F-HR 0001420506-25-002061 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,463,615 shares
    Change vs previous 13F +518,376 shares

    2.37% of the 13F portfolio, value $27,940,410.

    13F-HR 0001420506-25-001207 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 945,239 shares
    Change vs previous 13F +573,161 shares

    2.3% of the 13F portfolio, value $25,096,095.

    13F-HR 0001420506-25-000549 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 372,078 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $11,515,814.

    13F-HR 0001420506-24-002436 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).