Recurrent Investment Advisors LLC

Position in PKX — Posco Holdings Inc.

CIK 1803146 HOUSTON, TX

Position in PKX

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

Position Value

$1,459,910

+$131,789 QoQ

Shares Held

24,960

0.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.09%

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. PKX ranks #2 (28.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NUE	Nucor Corp	16,615	$2,809,596
2	PKX	Posco Holdings Inc. This page	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	$1,459,910	24,960	0.0%	Shares	Sole	2026-05-15
2025-12-31	$1,328,121	24,960	+0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,227,838	24,951	0.0%	Shares	Sole	2025-11-13
2025-06-30	$1,209,873	24,951	0.0%	Shares	Sole	2025-08-14
2025-03-31	$1,185,921	24,951	+90.5%	Shares	Sole	2025-05-15
2024-12-31	$568,016	13,100	-6.4%	Shares	Sole	2025-02-14
2024-09-30	$979,999	14,002	+46.1%	Shares	Sole	2024-11-14
2024-06-30	$630,249	9,587	-3.0%	Shares	Sole	2024-08-14
2024-03-31	$774,711	9,879	0.0%	Shares	Sole	2024-05-15
2023-12-31	$939,591	9,879	-10.0%	Shares	Sole	2024-02-14
2023-09-30	$1,124,835	10,974	-59.3%	Shares	Sole	2023-11-14
2023-06-30	$1,996,058	26,992	+10.3%	Shares	Sole	2023-08-14
2023-03-31	$1,704,756	24,462	0.0%	Shares	Sole	2023-05-15
2022-12-31	$1,332,445	24,462	-0.0%	Shares	Sole	2023-02-14
2022-09-30	$895,883	24,471	+21.2%	Shares	Sole	2022-11-14
2022-06-30	$899,125	20,196	+32.9%	Shares	Sole	2022-08-15
2022-03-31	$900,666	15,196	+16.9%	Shares	Sole	2022-05-16
2021-12-31	$757,770	13,000	0.0%	Shares	Sole	2022-02-14
2021-09-30	$896,610	13,000	+73.3%	Shares	Sole	2021-11-15
2021-06-30	$575,775	7,500	-26.5%	Shares	Sole	2021-08-16
2021-03-31	$736,440	10,200	0.0%	Shares	Sole	2021-05-14
2020-12-31	$635,562	10,200	-26.6%	Shares	Sole	2021-02-16
2020-09-30	$581,854	13,900	0.0%	Shares	Sole	2020-11-16
2020-06-30	$514,856	13,900	0.0%	Shares	Sole	2020-08-17
2020-03-31	$453,835	13,900	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.