RR Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), RR Advisors, LLC reported 25 stock positions worth $345.6 million. Its top holding was Kinetik (KNTK) at 11.2% of the portfolio, followed by Antero Midstream (AM, 10.0%) and Williams Cos (WMB, 8.1%). Compared with Q1 2026, it sold out of 2, added to 3 and reduced 6. The biggest buy was Kinetik (KNTK, shares +38%) and the biggest sale an exit from Venture Global Class A (VG).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001322613
- Portfolio Value
- $345.6M (Q2 2026)
- SEC Filing
- 0001322613-26-000004 ↗ filed Aug 13, 2026
Holdings Value
Holdings 25 stocks · $345.6M
| KNTK Kinetik Holdings Inc. | 11.16% | 797,999 | $38.6M | Add +38.1% |
| AM Antero Midstream Corp. | 9.96% | 1,513,610 | $34.4M | No change |
| WMB Williams Cos Inc. | 8.07% | 375,077 | $27.9M | No change |
| KMI Kinder Morgan Inc. | 7.91% | 855,628 | $27.4M | No change |
| ET Energy Transfer LP | 6.83% | 1,235,260 | $23.6M | No change |
| LNG Cheniere Energy Inc. | 6.38% | 92,197 | $22.0M | No change |
| PAGP Plains GP Holdings LP | 5.53% | 787,888 | $19.1M | Reduce -5.9% |
| WULF Terawulf Inc. | 5.10% | 713,772 | $17.6M | Reduce -21.6% |
| WES Western Midstream Partners L | 4.51% | 356,123 | $15.6M | Add +93.2% |
| TRGP Targa Resources Corp. | 3.96% | 51,054 | $13.7M | Reduce -16.4% |
| EPD Enterprise Products Partners | 3.74% | 351,930 | $12.9M | Reduce -22.1% |
| GEL Genesis Energy L.P. | 3.56% | 868,342 | $12.3M | No change |
| MPLX MPLX LP | 3.49% | 214,194 | $12.1M | No change |
| AR Antero Resources Corp. | 3.10% | 304,750 | $10.7M | Add +8.9% |
| DTM DT Midstream Inc. | 2.62% | 61,733 | $9.1M | No change |
| VNOM Viper Energy Inc. Class A | 2.12% | 173,203 | $7.3M | No change |
| CIFR Cipher Digital Inc. | 1.93% | 272,250 | $6.7M | Reduce -2.8% |
| EQT Eqt Corp. | 1.92% | 124,949 | $6.6M | No change |
| EXE Expand Energy Corp. | 1.85% | 70,068 | $6.4M | No change |
| PR Permian Resources Corp. Class A | 1.84% | 345,432 | $6.4M | No change |
| RIOT Riot Platforms Inc. | 1.36% | 171,575 | $4.7M | Reduce -67.2% |
| RRC Range Resources Corp. | 1.35% | 125,094 | $4.7M | No change |
| GPOR Gulfport Energy Corp. | 0.69% | 14,000 | $2.4M | No change |
| INR Infinity Natural Resour Class A | 0.61% | 165,986 | $2.1M | No change |
| PAA Plains All Amer Pipeline LP | 0.40% | 62,549 | $1.4M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| VG Venture Global Inc. Class A | Sold out | 0.00% | −3.70 |
| EPD Enterprise Products Partners | Reduce -22.1% | 3.74% | −1.00 |
| CRK Comstock Resources Inc. | Sold out | 0.00% | −0.87 |
| RIOT Riot Platforms Inc. | Reduce -67.2% | 1.36% | −0.44 |
| TRGP Targa Resources Corp. | Reduce -16.4% | 3.96% | −0.29 |
| PAGP Plains GP Holdings LP | Reduce -5.9% | 5.53% | −0.11 |
| CIFR Cipher Digital Inc. | Reduce -2.8% | 1.93% | +0.93 |
| WULF Terawulf Inc. | Reduce -21.6% | 5.10% | +1.46 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 25 | $345.6M | KNTK, AM, WMB, KMI, ET |
| Q1 2026 | 27 | $360.5M | AM, KMI, KNTK, WMB, LNG |
| Q4 2025 | 28 | $319.8M | AM, WMB, KMI, LNG, KNTK |
| Q3 2025 | 28 | $422.1M | ET, GEL, LNG, WMB, EPD |
| Q2 2025 | 27 | $415.8M | ET, GEL, LNG, WMB, AM |
| Q1 2025 | 28 | $418.7M | ET, LNG, AM, GEL, WMB |
| Q4 2024 | 24 | $389.1M | ET, LNG, GEL, AM, EPD |
| Q3 2024 | 20 | $362.2M | GEL, ET, AM, LNG, EPD |
| Q2 2024 | 24 | $372.8M | GEL, ET, AM, EPD, PAGP |
| Q1 2024 | 22 | $377.3M | AM, ET, GEL, EPD, PAGP |