RR Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), RR Advisors, LLC reported 28 stock positions worth $319.8 million. Its top holding was Antero Midstream (AM) at 9.3% of the portfolio, followed by Williams Cos (WMB, 9.0%) and Kinder Morgan (KMI, 8.1%). Compared with Q3 2025, it opened 2 new positions, sold out of 2, added to 14 and reduced 11. The biggest buy was Targa Resources (TRGP, shares +82%) and the biggest sale Genesis Energy (GEL, shares −61%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001322613
- Portfolio Value
- $319.8M (Q4 2025)
- SEC Filing
- 0001322613-26-000002 ↗ filed Feb 12, 2026
Holdings Value
Holdings 28 stocks · $319.8M
| AM Antero Midstream Corp. | 9.32% | 1,675,311 | $29.8M | Add +0.0% |
| WMB Williams Cos Inc. | 9.00% | 478,880 | $28.8M | Reduce -9.1% |
| KMI Kinder Morgan Inc. | 8.13% | 945,628 | $26.0M | Add +2.2% |
| LNG Cheniere Energy Inc. | 8.09% | 133,070 | $25.9M | Reduce -16.3% |
| KNTK Kinetik Holdings Inc. | 6.51% | 577,936 | $20.8M | Add +9.0% |
| ET Energy Transfer LP | 6.08% | 1,179,867 | $19.5M | Reduce -52.9% |
| PAGP Plains GP Holdings LP | 5.90% | 986,129 | $18.9M | Add +0.0% |
| TRGP Targa Resources Corp. | 4.73% | 82,054 | $15.1M | Add +82.3% |
| EPD Enterprise Products Partners | 4.67% | 465,591 | $14.9M | Reduce -55.7% |
| AR Antero Resources Corp. | 4.57% | 424,454 | $14.6M | Add +20.2% |
| GEL Genesis Energy L.P. | 4.26% | 873,146 | $13.6M | Reduce -61.1% |
| MPLX MPLX LP | 3.49% | 209,438 | $11.2M | Reduce -58.0% |
| WULF Terawulf Inc. | 3.30% | 918,972 | $10.6M | Reduce -18.4% |
| VNOM Viper Energy Inc. Class A | 2.45% | 203,203 | $7.8M | Add +0.1% |
| EXE Expand Energy Corp. | 2.38% | 69,068 | $7.6M | Add +7.9% |
| DTM DT Midstream Inc. | 2.31% | 61,733 | $7.4M | Add +8.3% |
| EQT Eqt Corp. | 2.29% | 136,931 | $7.3M | Add +7.8% |
| WES Western Midstream Partners L | 2.24% | 181,442 | $7.2M | Reduce -60.0% |
| RRC Range Resources Corp. | 1.93% | 175,094 | $6.2M | Add +13.7% |
| PR Permian Resources Corp. Class A | 1.81% | 412,284 | $5.8M | Add +0.1% |
| VST Vistra Corp. | 1.32% | 26,153 | $4.2M | Add +0.6% |
| CRK Comstock Resources Inc. | 1.08% | 149,210 | $3.5M | New |
| CEG Constellation Energy | 1.08% | 9,764 | $3.4M | Reduce -2.4% |
| GPOR Gulfport Energy Corp. | 0.91% | 14,000 | $2.9M | No change |
| INR Infinity Natural Resour Class A | 0.76% | 165,986 | $2.4M | Reduce -0.0% |
| CIFR Cipher Digital Inc. | 0.60% | 130,000 | $1.9M | New |
| RIOT Riot Platforms Inc. | 0.42% | 105,000 | $1.3M | Add +162.5% |
| PAA Plains All Amer Pipeline LP | 0.35% | 62,549 | $1.1M | Reduce -59.6% |
Portfolio Sells Q3 2025 → Q4 2025
| GEL Genesis Energy L.P. | Reduce -61.1% | 4.26% | −4.63 |
| ET Energy Transfer LP | Reduce -52.9% | 6.08% | −4.10 |
| EPD Enterprise Products Partners | Reduce -55.7% | 4.67% | −3.12 |
| MPLX MPLX LP | Reduce -58.0% | 3.49% | −2.41 |
| WES Western Midstream Partners L | Reduce -60.0% | 2.24% | −1.97 |
| GLNG Golar LNG Ltd. | Sold out | 0.00% | −1.53 |
| LNG Cheniere Energy Inc. | Reduce -16.3% | 8.09% | −0.75 |
| SJT San Juan Basin Royalty TR | Sold out | 0.00% | −0.43 |
| PAA Plains All Amer Pipeline LP | Reduce -59.6% | 0.35% | −0.28 |
| INR Infinity Natural Resour Class A | Reduce -0.0% | 0.76% | +0.25 |
| WULF Terawulf Inc. | Reduce -18.4% | 3.30% | +0.25 |
| CEG Constellation Energy | Reduce -2.4% | 1.08% | +0.32 |
| WMB Williams Cos Inc. | Reduce -9.1% | 9.00% | +1.09 |
Portfolio Buys Q3 2025 → Q4 2025
| TRGP Targa Resources Corp. | Add +82.3% | 4.73% | +2.96 |
| KMI Kinder Morgan Inc. | Add +2.2% | 8.13% | +1.93 |
| AR Antero Resources Corp. | Add +20.2% | 4.57% | +1.77 |
| PAGP Plains GP Holdings LP | Add +0.0% | 5.90% | +1.64 |
| AM Antero Midstream Corp. | Add +0.0% | 9.32% | +1.60 |
| KNTK Kinetik Holdings Inc. | Add +9.0% | 6.51% | +1.15 |
| CRK Comstock Resources Inc. | New | 1.08% | +1.08 |
| DTM DT Midstream Inc. | Add +8.3% | 2.31% | +0.79 |
| EXE Expand Energy Corp. | Add +7.9% | 2.38% | +0.77 |
| EQT Eqt Corp. | Add +7.8% | 2.29% | +0.66 |
| VNOM Viper Energy Inc. Class A | Add +0.1% | 2.45% | +0.61 |
| CIFR Cipher Digital Inc. | New | 0.60% | +0.60 |
| PR Permian Resources Corp. Class A | Add +0.1% | 1.81% | +0.56 |
| RRC Range Resources Corp. | Add +13.7% | 1.93% | +0.56 |
| RIOT Riot Platforms Inc. | Add +162.5% | 0.42% | +0.24 |
| VST Vistra Corp. | Add +0.6% | 1.32% | +0.11 |
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 |