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Recurrent Investment Advisors LLC: SUN position timeline

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

Recurrent Investment Advisors LLC held 1,149,434 SUN 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 1,149,434 shares
    Change vs previous 13F +121,557 shares

    4.82% of the 13F portfolio, value $77,586,795.

    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 1,027,877 shares
    Change vs previous 13F +349,254 shares

    4.02% of the 13F portfolio, value $66,781,167.

    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 678,623 shares
    Change vs previous 13F -255,514 shares

    2.63% of the 13F portfolio, value $35,566,631.

    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 934,137 shares
    Change vs previous 13F +551 shares

    3.58% of the 13F portfolio, value $46,716,191.

    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 933,586 shares
    Change vs previous 13F +724 shares

    4.05% of the 13F portfolio, value $50,030,874.

    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 932,862 shares
    Change vs previous 13F +44,000 shares

    4.59% of the 13F portfolio, value $54,161,968.

    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 888,862 shares
    Change vs previous 13F +24,686 shares

    4.2% of the 13F portfolio, value $45,723,061.

    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 864,176 shares
    Change vs previous 13F not available

    4.61% of the 13F portfolio, value $46,388,968.

    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).