Recurrent Investment Advisors’s South Bow Corp SOBO Stock Holding History

Recurrent Investment Advisors’s Portfolio SOBO Stock Details SOBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$38.7M	Sell	1,161,016 -209,619	-15%	-$6.36M	2.33%	20
2025 Q4	$37.8M	Sell	1,370,635 -235,329	-15%	-$6.39M	2.79%	18
2025 Q3	$45.6M	Buy	1,605,964 +1,100	+0.1%	+$29.9K	3.49%	15
2025 Q2	$41.7M	Buy	+1,604,864	New	+$40.8M	3.37%	17
2025 Q1	–	Sell	-31,628	Closed	-$994K	–	67
2024 Q4	$994K	Buy	+31,628	New	+$774K	0.09%	44

Other funds holding SOBO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Recurrent Investment Advisors's SOBO Position: Q1 2026 in Review

Recurrent Investment Advisors reduced its South Bow Corp (SOBO) stake by 15% in Q1 2026, selling an estimated $6.36M and leaving 1,161,016 shares worth $38.7M. The position accounts for 2.33% of the portfolio, ranked #20.

Recurrent Investment Advisors first reported a position in SOBO in Q4 2024 and has held it in 5 quarters since. The position peaked at $45.6M in Q3 2025. 301 funds tracked by Wall St. Rank hold SOBO as of Q1 2026.

Recurrent Investment Advisors held 1,161,016 shares of South Bow Corp worth $38.7M as of Q1 2026.
Recurrent Investment Advisors sold 209,619 South Bow Corp shares in Q1 2026, an estimated $6.36M.
South Bow Corp made up 2.33% of Recurrent Investment Advisors's portfolio in Q1 2026, its #20 holding.
Recurrent Investment Advisors first reported a position in South Bow Corp in Q4 2024 and has held it in 5 quarters since.
Recurrent Investment Advisors's South Bow Corp position peaked at $45.6M in Q3 2025.
301 funds tracked by Wall St. Rank held South Bow Corp as of Q1 2026.

Based on Recurrent Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.