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Recurrent Investment Advisors LLC

Position in MUSA — Murphy USA Inc.

CIK 1803146 HOUSTON, TX

Position in MUSA

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$72,178,402
+$24,318,509 QoQ
Shares Held
146,119
+23.2% QoQ
Ownership
0.791%
of shares outstanding
% of Portfolio
4.36%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in MUSA Over Time

Shares Held

Position Value (USD)

Position in Specialty Retail

Consumer Cyclical · as of Mar 31, 2026

Recurrent Investment Advisors LLC holds $72,178,402 across 1 Specialty Retail name. MUSA ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MUSA
Murphy USA Inc.
This page
146,119 $72,178,402

All Filings in MUSA

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12 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $72,178,402 146,119
2025-12-31 $47,859,893 118,606
2025-09-30 $39,191,740 100,942
2025-06-30 $809,532 1,990
2025-03-31 $859,752 1,830
2024-12-31 $697,432 1,390
2024-09-30 $566,800 1,150
2024-06-30 $539,879 1,150
2024-03-31 $482,080 1,150
2023-12-31 $410,044 1,150
2023-09-30 $392,989 1,150
2023-06-30 $357,776 1,150