Recurrent Investment Advisors LLC

Position in NUE — Nucor Corp

CIK 1803146 HOUSTON, TX

Position in NUE

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,809,596

+$164,768 QoQ

Shares Held

16,615

+2.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Mar 31, 2026

Recurrent Investment Advisors LLC holds $5,070,153 across 3 Steel names. NUE ranks #1 (55.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NUE	Nucor Corp This page	16,615	$2,809,596
2	PKX	Posco Holdings Inc.	24,960	$1,459,910
3	MT	ArcelorMittal	15,403	$800,647

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,809,596	16,615	+2.5%	Shares	Sole	2026-05-15
2025-12-31	$2,644,828	16,215	-2.9%	Shares	Sole	2026-02-13
2025-09-30	$2,262,087	16,703	-20.9%	Shares	Sole	2025-11-13
2025-06-30	$2,736,143	21,122	0.0%	Shares	Sole	2025-08-14
2025-03-31	$2,541,821	21,122	-7.9%	Shares	Sole	2025-05-15
2024-12-31	$2,677,910	22,945	+86.0%	Shares	Sole	2025-02-14
2024-09-30	$1,854,293	12,334	-6.5%	Shares	Sole	2024-11-14
2024-06-30	$2,084,759	13,188	-2.9%	Shares	Sole	2024-08-14
2024-03-31	$2,688,273	13,584	0.0%	Shares	Sole	2024-05-15
2023-12-31	$2,364,159	13,584	-9.9%	Shares	Sole	2024-02-14
2023-09-30	$2,358,070	15,082	+0.0%	Shares	Sole	2023-11-14
2023-06-30	$2,472,162	15,076	+10.8%	Shares	Sole	2023-08-14
2023-03-31	$2,101,100	13,602	0.0%	Shares	Sole	2023-05-15
2022-12-31	$1,792,879	13,602	0.0%	Shares	Sole	2023-02-14
2022-09-30	$1,455,277	13,602	+20.7%	Shares	Sole	2022-11-14
2022-06-30	$1,176,909	11,272	+55.0%	Shares	Sole	2022-08-15
2022-03-31	$1,080,982	7,272	+16.8%	Shares	Sole	2022-05-16
2021-12-31	$710,926	6,228	0.0%	Shares	Sole	2022-02-14
2021-09-30	$613,395	6,228	0.0%	Shares	Sole	2021-11-15
2021-06-30	$597,452	6,228	-41.4%	Shares	Sole	2021-08-16
2021-03-31	$853,831	10,637	0.0%	Shares	Sole	2021-05-14
2020-12-31	$565,782	10,637	-19.9%	Shares	Sole	2021-02-16
2020-09-30	$595,830	13,282	0.0%	Shares	Sole	2020-11-16
2020-06-30	$550,007	13,282	+25.5%	Shares	Sole	2020-08-17
2020-03-31	$381,163	10,582	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.