Recurrent Investment Advisors Boosts Murphy USA Stake

Investment firm increases holding in specialty retailer by nearly 5,000%

Mar. 13, 2026 at 10:52am

Recurrent Investment Advisors LLC significantly increased its stake in Murphy USA Inc. (NYSE:MUSA) during the third quarter, boosting its position by 4,972.5% to 100,942 shares. The investment firm now owns about 0.54% of the specialty retailer, making it one of the company's larger institutional shareholders.

Why it matters

Murphy USA is a leading operator of gas stations and convenience stores across the United States. The significant increase in Recurrent Investment Advisors' stake suggests the firm sees strong growth potential in the company, which could signal positive momentum for Murphy USA's business.

The details

According to a 13F filing, Recurrent Investment Advisors added 98,952 shares of Murphy USA during the third quarter, bringing its total position to 100,942 shares. The firm now owns about 0.54% of the company, up from just 0.01% in the prior quarter. Murphy USA operates over 1,700 stores across 27 states, primarily in the Southeast, Southwest and Midwest regions.

  • Recurrent Investment Advisors increased its stake in Murphy USA during the third quarter of 2026.

The players

Recurrent Investment Advisors LLC

An investment management firm that significantly increased its stake in Murphy USA Inc. during the third quarter of 2026.

Murphy USA Inc.

A leading operator of gas stations and convenience stores in the United States, with over 1,700 locations across 27 states.

Got photos? Submit your photos here. ›

The takeaway

Recurrent Investment Advisors' substantial increase in its Murphy USA position suggests the firm sees strong growth potential in the specialty retailer, which could signal positive momentum for the company's business going forward.