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Recurrent Investment Advisors’s Westlake Corp WLK Stock Holding History

Recurrent Investment Advisors’s Portfolio WLK Stock Details WLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.4M Buy
128,771
+15,981
+14% +$1.56M 0.58% 26
2026
Q1 		$13.2M Buy
112,790
+37,157
+49% +$3.6M 0.79% 23
2025
Q4 		$5.59M Buy
75,633
+57,527
+318% +$4.09M 0.41% 27
2025
Q3 		$1.4M Buy
18,106
+2
+0% +$167 0.11% 44
2025
Q2 		$1.37M Buy
18,104
+6
+0% +$491 0.11% 41
2025
Q1 		$1.81M Buy
18,098
+2,980
+20% +$330K 0.15% 36
2024
Q4 		$1.73M Buy
15,118
+5,877
+64% +$765K 0.16% 39
2024
Q3 		$1.39M Sell
9,241
-642
-6% -$92.4K 0.14% 35
2024
Q2 		$1.43M Sell
9,883
-278
-3% -$42.7K 0.15% 34
2024
Q1 		$1.55M Hold
10,161
– – 0.18% 33
2023
Q4 		$1.42M Sell
10,161
-3,898
-28% -$495K 0.21% 28
2023
Q3 		$1.75M Buy
14,059
+13
+0.1% +$1.67K 0.26% 33
2023
Q2 		$1.68M Buy
14,046
+1,315
+10% +$150K 0.28% 35
2023
Q1 		$1.48M Buy
12,731
+3,100
+32% +$358K 0.29% 32
2022
Q4 		$988K Hold
9,631
– – 0.21% 36
2022
Q3 		$837K Buy
9,631
+1,706
+22% +$164K 0.23% 36
2022
Q2 		$777K Hold
7,925
– – 0.24% 36
2022
Q1 		$978K Buy
7,925
+1,141
+17% +$124K 0.31% 33
2021
Q4 		$659K Hold
6,784
– – 0.27% 37
2021
Q3 		$618K Hold
6,784
– – 0.27% 35
2021
Q2 		$611K Hold
6,784
– – 0.31% 37
2021
Q1 		$602K Sell
6,784
-4,014
-37% -$348K 0.38% 41
2020
Q4 		$881K Buy
10,798
+44
+0.4% +$3.29K 0.65% 32
2020
Q3 		$680K Hold
10,754
– – 0.72% 30
2020
Q2 		$577K Hold
10,754
– – 0.54% 31
2020
Q1 		$410K Buy
10,754
+4,100
+62% +$230K 0.77% 27
2019
Q4 		$467K Buy
+6,654
New +$447K 0.6% 35

Other funds holding WLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Recurrent Investment Advisors's WLK Position: Q2 2026 in Review

Recurrent Investment Advisors increased its Westlake Corp (WLK) stake by 14% in Q2 2026, buying an estimated $1.56M and bringing the position to 128,771 shares worth $9.4M. The position accounts for 0.58% of the portfolio, ranked #26.

Recurrent Investment Advisors first reported a position in WLK in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.2M in Q1 2026. 358 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

  • Recurrent Investment Advisors held 128,771 shares of Westlake Corp worth $9.4M as of Q2 2026.
  • Recurrent Investment Advisors bought 15,981 Westlake Corp shares in Q2 2026, an estimated $1.56M.
  • Westlake Corp made up 0.58% of Recurrent Investment Advisors's portfolio in Q2 2026, its #26 holding.
  • Recurrent Investment Advisors first reported a position in Westlake Corp in Q4 2019 and has held it in 27 quarters since.
  • Recurrent Investment Advisors's Westlake Corp position peaked at $13.2M in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on Recurrent Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.