RR Advisors, LLC
13F Reported Value
ⓘ$360.5M
Holdings
27
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
RR Advisors, LLC disclosed 27 positions worth $360.5M in its Form 13F-HR for Q1 2026, led by $AM (Antero Midstream Corp) at 9.6% of the equity portfolio, followed by $KMI and $KNTK. During the quarter the fund opened 1 new position and exited 2 — including a new stake in $VG and a full exit from $VST. The portfolio is most concentrated in Energy (93.6% of disclosed assets). All figures are sourced directly from RR Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1322613.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 71.6#254
Quality
$34.5M1,513,610 sh - 74.6#155
Quality
$28.7M855,628 sh - 56.7#1,086
Quality
$28.0M577,936 sh - 72.8
Quality
$27.3M375,077 sh - 48.4
Quality
$26.2M92,197 sh - 64.5
Quality
$23.8M1,235,260 sh - 52.9
Quality
$20.3M837,289 sh - 66.4
Quality
$17.1M451,930 sh - 41.2
Quality
$15.5M868,342 sh - 70.0
Quality
$15.3M61,054 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Antero Midstream Corp$AM | 71.6#254 | $34.5M | 1,513,610 |
 KINDER MORGAN, INC.$KMI | 74.6#155 | $28.7M | 855,628 |
 Kinetik Holdings Inc.$KNTK | 56.7#1,086 | $28.0M | 577,936 |
 WILLIAMS COMPANIES, INC.$WMB | 72.8 | $27.3M | 375,077 |
 Cheniere Energy, Inc.$LNG | 48.4 | $26.2M | 92,197 |
 Energy Transfer LP$ET | 64.5 | $23.8M | 1,235,260 |
 PLAINS GP HOLDINGS LP$PAGP | 52.9 | $20.3M | 837,289 |
 ENTERPRISE PRODUCTS PARTNERS L.P.$EPD | 66.4 | $17.1M | 451,930 |
 GENESIS ENERGY LP$GEL | 41.2 | $15.5M | 868,342 |
 Targa Resources Corp.$TRGP | 70.0 | $15.3M | 61,054 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of RR Advisors, LLC's 27 positions.
Showing top 10 of 27 holdings.
Sector Allocation
Energy
$337.3M
Financials
$23.2M
Full Holdings — RR Advisors, LLC (Q1 2026)
All 27 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AM | Antero Midstream Corp | $34.5M | 9.6% | -10% | 71.6 |
| 2 | $KMI | KINDER MORGAN, INC. | $28.7M | 8.0% | -10% | 74.6 |
| 3 | $KNTK | Kinetik Holdings Inc. | $28.0M | 7.8% | +0% | 56.7 |
| 4 | $WMB | WILLIAMS COMPANIES, INC. | $27.3M | 7.6% | -22% | 72.8 |
| 5 | $LNG | Cheniere Energy, Inc. | $26.2M | 7.3% | -31% | 48.4 |
| 6 | $ET | Energy Transfer LP | $23.8M | 6.6% | +5% | 64.5 |
| 7 | $PAGP | PLAINS GP HOLDINGS LP | $20.3M | 5.6% | -15% | 52.9 |
| 8 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $17.1M | 4.7% | -3% | 66.4 |
| 9 | $GEL | GENESIS ENERGY LP | $15.5M | 4.3% | -1% | 41.2 |
| 10 | $TRGP | Targa Resources Corp. | $15.3M | 4.3% | -26% | 70 |
| 11 |  $VG | Venture Global, Inc. | $13.3M | 3.7% | NEW | 69 |
| 12 |  $WULF | TERAWULF INC. | $13.1M | 3.6% | -1% | 25.2 |
| 13 |  $MPLX | MPLX LP | $12.2M | 3.4% | +2% | 76.5 |
| 14 |  $AR | ANTERO RESOURCES Corp | $11.9M | 3.3% | -34% | 80.1 |
| 15 |  $DTM | DT Midstream, Inc. | $8.3M | 2.3% | +0% | 74.5 |
| 16 |  $VNOM | Viper Energy, Inc. | $8.1M | 2.3% | -15% | — |
| 17 |  $EQT | EQT Corp | $8.0M | 2.2% | -9% | 83.3 |
| 18 |  $EXE | EXPAND ENERGY Corp | $7.7M | 2.1% | +1% | 83.9 |
| 19 |  $WES | Western Midstream Partners, LP | $7.6M | 2.1% | +2% | 78.1 |
| 20 |  $PR | Permian Resources Corp | $7.4M | 2.0% | -16% | 75.6 |
| 21 |  $RIOT | Riot Platforms, Inc. | $6.5M | 1.8% | +398% | 51.3 |
| 22 |  $RRC | RANGE RESOURCES CORP | $5.7M | 1.6% | -29% | 82.8 |
| 23 |  $CIFR | Cipher Digital Inc. | $3.6M | 1.0% | +115% | 30.1 |
| 24 |  $CRK | COMSTOCK RESOURCES INC | $3.1M | 0.9% | +0% | 59.9 |
| 25 |  $GPOR | GULFPORT ENERGY CORP | $3.0M | 0.8% | +0% | 64.3 |
| 26 |  $INR | INFINITY NATURAL RESOURCES, INC. | $2.9M | 0.8% | +0% | 56.2 |
| 27 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $1.4M | 0.4% | +0% | 57.4 |
New Positions (1)
$VG Venture Global, Inc.$13.3M
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