Recurrent Investment Advisors LLC

Position in NEM — NEWMONT Corp /DE/

CIK 1803146 HOUSTON, TX

Position in NEM

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

Position Value

$9,082,683

-$1,444,088 QoQ

Shares Held

97,245

0.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#386

of 1,774 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Recurrent Investment Advisors LLC holds $21,198,098 across 3 Gold names. NEM ranks #1 (42.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEM	NEWMONT Corp /DE/ This page	97,245	$9,082,683
2	B	Barrick Mining Corp	234,844	$8,625,820
3	KGC	Kinross Gold Corp	147,739	$3,489,595

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,082,683	97,245	0.0%	Shares	Sole	2026-08-14
2026-03-31	$10,526,771	97,245	+2.6%	Shares	Sole	2026-05-15
2025-12-31	$9,460,288	94,745	-0.8%	Shares	Sole	2026-02-13
2025-09-30	$8,052,363	95,509	0.0%	Shares	Sole	2025-11-13
2025-06-30	$5,564,354	95,509	+24.7%	Shares	Sole	2025-08-14
2025-03-31	$3,697,620	76,587	+47.7%	Shares	Sole	2025-05-15
2024-12-31	$1,929,447	51,839	+83.5%	Shares	Sole	2025-02-14
2024-09-30	$1,509,855	28,248	-6.5%	Shares	Sole	2024-11-14
2024-06-30	$1,265,478	30,224	-2.9%	Shares	Sole	2024-08-14
2024-03-31	$1,115,125	31,114	0.0%	Shares	Sole	2024-05-15
2023-12-31	$1,287,808	31,114	-9.9%	Shares	Sole	2024-02-14
2023-09-30	$1,276,511	34,547	+0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,473,305	34,536	+10.6%	Shares	Sole	2023-08-14
2023-03-31	$1,531,188	31,236	0.0%	Shares	Sole	2023-05-15
2022-12-31	$1,474,339	31,236	+54.7%	Shares	Sole	2023-02-14
2022-09-30	$848,627	20,191	+21.1%	Shares	Sole	2022-11-14
2022-06-30	$995,116	16,677	0.0%	Shares	Sole	2022-08-15
2022-03-31	$1,324,987	16,677	+16.8%	Shares	Sole	2022-05-16
2021-12-31	$885,521	14,278	0.0%	Shares	Sole	2022-02-14
2021-09-30	$775,295	14,278	0.0%	Shares	Sole	2021-11-15
2021-06-30	$904,939	14,278	0.0%	Shares	Sole	2021-08-16
2021-03-31	$860,535	14,278	0.0%	Shares	Sole	2021-05-14
2020-12-31	$855,109	14,278	+24.2%	Shares	Sole	2021-02-16
2020-09-30	$729,675	11,500	0.0%	Shares	Sole	2020-11-16
2020-06-30	$710,010	11,500	—	Shares	Sole	2020-08-17
No filing history on record for this holder in this stock.