RR Advisors, LLC
13F Reported Value
ⓘ$345.6M
Holdings
25
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
RR Advisors, LLC disclosed 25 positions worth $345.6M in its Form 13F-HR for Q2 2026, led by $KNTK (Kinetik Holdings Inc.) at 11.2% of the equity portfolio, followed by $AM and $WMB. During the quarter the fund opened 0 new positions and exited 2 and a full exit from $VG. The portfolio is most concentrated in Energy (91.6% 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
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 59.6#917
Quality
$38.6M797,999 sh - 65.4#482
Quality
$34.4M1,513,610 sh - 64.3#554
Quality
$27.9M375,077 sh - 71.3
Quality
$27.4M855,628 sh - 64.4
Quality
$23.6M1,235,260 sh - 66.5
Quality
$22.0M92,197 sh - 55.1
Quality
$19.1M787,888 sh - 33.8
Quality
$17.6M713,772 sh - 71.0
Quality
$15.6M356,123 sh - 63.3
Quality
$13.7M51,054 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Kinetik Holdings Inc.$KNTK | 59.6#917 | $38.6M | 797,999 |
 Antero Midstream Corp$AM | 65.4#482 | $34.4M | 1,513,610 |
 WILLIAMS COMPANIES, INC.$WMB | 64.3#554 | $27.9M | 375,077 |
 KINDER MORGAN, INC.$KMI | 71.3 | $27.4M | 855,628 |
 Energy Transfer LP$ET | 64.4 | $23.6M | 1,235,260 |
 Cheniere Energy, Inc.$LNG | 66.5 | $22.0M | 92,197 |
 PLAINS GP HOLDINGS LP$PAGP | 55.1 | $19.1M | 787,888 |
 TERAWULF INC.$WULF | 33.8 | $17.6M | 713,772 |
 Western Midstream Partners, LP$WES | 71.0 | $15.6M | 356,123 |
 Targa Resources Corp.$TRGP | 63.3 | $13.7M | 51,054 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of RR Advisors, LLC's 25 positions.
Showing top 10 of 25 holdings.
Sector Allocation
Energy
$316.6M
Financials
$29.0M
Full Holdings — RR Advisors, LLC (Q2 2026)
All 25 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 | $KNTK | Kinetik Holdings Inc. | $38.6M | 11.2% | +38% | 59.6 |
| 2 | $AM | Antero Midstream Corp | $34.4M | 10.0% | +0% | 65.4 |
| 3 | $WMB | WILLIAMS COMPANIES, INC. | $27.9M | 8.1% | +0% | 64.3 |
| 4 | $KMI | KINDER MORGAN, INC. | $27.4M | 7.9% | +0% | 71.3 |
| 5 | $ET | Energy Transfer LP | $23.6M | 6.8% | +0% | 64.4 |
| 6 | $LNG | Cheniere Energy, Inc. | $22.0M | 6.4% | +0% | 66.5 |
| 7 | $PAGP | PLAINS GP HOLDINGS LP | $19.1M | 5.5% | -6% | 55.1 |
| 8 | $WULF | TERAWULF INC. | $17.6M | 5.1% | -22% | 33.8 |
| 9 | $WES | Western Midstream Partners, LP | $15.6M | 4.5% | +93% | 71 |
| 10 | $TRGP | Targa Resources Corp. | $13.7M | 4.0% | -16% | 63.3 |
| 11 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $12.9M | 3.7% | -22% | 61.4 |
| 12 |  $GEL | GENESIS ENERGY LP | $12.3M | 3.6% | +0% | 53.6 |
| 13 |  $MPLX | MPLX LP | $12.1M | 3.5% | +0% | 70 |
| 14 |  $AR | ANTERO RESOURCES Corp | $10.7M | 3.1% | +9% | 75.4 |
| 15 |  $DTM | DT Midstream, Inc. | $9.1M | 2.6% | +0% | 68.6 |
| 16 |  $VNOM | Viper Energy, Inc. | $7.3M | 2.1% | +0% | 71.8 |
| 17 |  $CIFR | Cipher Digital Inc. | $6.7M | 1.9% | -3% | 30.6 |
| 18 |  $EQT | EQT Corp | $6.6M | 1.9% | +0% | 83.7 |
| 19 |  $EXE | EXPAND ENERGY Corp | $6.4M | 1.9% | +0% | 80.8 |
| 20 |  $PR | Permian Resources Corp | $6.4M | 1.8% | +0% | 79.5 |
| 21 |  $RIOT | Riot Platforms, Inc. | $4.7M | 1.4% | -67% | 38.3 |
| 22 |  $RRC | RANGE RESOURCES CORP | $4.7M | 1.4% | +0% | 79.4 |
| 23 |  $GPOR | GULFPORT ENERGY CORP | $2.4M | 0.7% | +0% | 72.4 |
| 24 |  $INR | INFINITY NATURAL RESOURCES, INC. | $2.1M | 0.6% | +0% | 72.6 |
| 25 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $1.4M | 0.4% | +0% | 59.1 |
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