Recurrent Investment Advisors LLC

Position in DOW — Dow Inc.

CIK 1803146 HOUSTON, TX

Position in DOW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$10,008,698

-$3,952,756 QoQ

Shares Held

365,815

+9.1% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#129

of 1,198 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Recurrent Investment Advisors LLC holds $18,424,793 across 2 Chemicals names. DOW ranks #1 (54.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DOW	Dow Inc. This page	365,815	$10,008,698
2	HUN	Huntsman CORP	792,476	$8,416,095

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,008,698	365,815	+9.1%	Shares	Sole	2026-08-14
2026-03-31	$13,961,454	335,209	+55.2%	Shares	Sole	2026-05-15
2025-12-31	$5,048,116	215,916	+664.0%	Shares	Sole	2026-02-13
2025-09-30	$648,047	28,262	0.0%	Shares	Sole	2025-11-13
2025-06-30	$748,377	28,262	0.0%	Shares	Sole	2025-08-14
2025-03-31	$986,909	28,262	+5.5%	Shares	Sole	2025-05-15
2024-12-31	$1,074,721	26,781	-6.7%	Shares	Sole	2025-02-14
2024-09-30	$1,568,154	28,705	-6.6%	Shares	Sole	2024-11-14
2024-06-30	$1,630,332	30,732	-2.5%	Shares	Sole	2024-08-14
2024-03-31	$1,826,706	31,533	+23.5%	Shares	Sole	2024-05-15
2023-12-31	$1,400,229	25,533	-10.0%	Shares	Sole	2024-02-14
2023-09-30	$1,462,447	28,364	+0.1%	Shares	Sole	2023-11-14
2023-06-30	$1,509,122	28,335	+10.6%	Shares	Sole	2023-08-14
2023-03-31	$1,404,762	25,625	+34.7%	Shares	Sole	2023-05-15
2022-12-31	$958,669	19,025	+51.9%	Shares	Sole	2023-02-14
2022-09-30	$550,223	12,525	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.