Recurrent Investment Advisors LLC

Position in NTR — Nutrien Ltd.

CIK 1803146 HOUSTON, TX

Position in NTR

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

Position Value

$3,295,873

-$655,212 QoQ

Shares Held

52,357

-0.0% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#233

of 725 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Recurrent Investment Advisors LLC holds $5,335,343 across 3 Agricultural Inputs names. NTR ranks #1 (61.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NTR	Nutrien Ltd. This page	52,357	$3,295,873
2	MOS	Mosaic Co	54,542	$1,155,744
3	CF	CF Industries Holdings, Inc.	8,163	$883,726

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,295,873	52,357	-0.0%	Shares	Sole	2026-08-14
2026-03-31	$3,951,085	52,360	+4.6%	Shares	Sole	2026-05-15
2025-12-31	$3,089,703	50,060	0.0%	Shares	Sole	2026-02-13
2025-09-30	$2,939,022	50,060	0.0%	Shares	Sole	2025-11-13
2025-06-30	$2,915,494	50,060	0.0%	Shares	Sole	2025-08-14
2025-03-31	$2,486,480	50,060	+5.3%	Shares	Sole	2025-05-15
2024-12-31	$2,128,310	47,560	-5.9%	Shares	Sole	2025-02-14
2024-09-30	$2,429,913	50,560	-6.6%	Shares	Sole	2024-11-14
2024-06-30	$2,756,165	54,138	+2.7%	Shares	Sole	2024-08-14
2024-03-31	$2,861,648	52,691	+25.8%	Shares	Sole	2024-05-15
2023-09-30	$2,585,891	41,870	+0.0%	Shares	Sole	2023-11-14
2023-06-30	$2,471,537	41,855	+59692.9%	Shares	Sole	2023-08-14
2022-12-31	$5,112	70	-99.7%	Shares	Sole	2023-02-14
2021-12-31	$2,036,792	27,085	0.0%	Shares	Sole	2022-02-14
2021-06-30	$1,641,621	27,085	0.0%	Shares	Sole	2021-08-16
2021-03-31	$1,459,610	27,085	0.0%	Shares	Sole	2021-05-14
2020-12-31	$1,304,413	27,085	0.0%	Shares	Sole	2021-02-16
2020-06-30	$869,428	27,085	0.0%	Shares	Sole	2020-08-17
2020-03-31	$919,264	27,085	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.