RR Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), RR Advisors, LLC reported 27 stock positions worth $360.5 million. Its top holding was Antero Midstream (AM) at 9.6% of the portfolio, followed by Kinder Morgan (KMI, 8.0%) and Kinetik (KNTK, 7.8%). Compared with Q4 2025, it opened 1 new position, sold out of 2, added to 6 and reduced 14. The biggest buy was a new position in Venture Global Class A (VG) and the biggest sale Williams Cos (WMB, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001322613
- Portfolio Value
- $360.5M (Q1 2026)
- SEC Filing
- 0001322613-26-000003 ↗ filed May 13, 2026
Holdings Value
Holdings 27 stocks · $360.5M
| AM Antero Midstream Corp. | 9.57% | 1,513,610 | $34.5M | Reduce -9.7% |
| KMI Kinder Morgan Inc. | 7.96% | 855,628 | $28.7M | Reduce -9.5% |
| KNTK Kinetik Holdings Inc. | 7.76% | 577,936 | $28.0M | No change |
| WMB Williams Cos Inc. | 7.57% | 375,077 | $27.3M | Reduce -21.7% |
| LNG Cheniere Energy Inc. | 7.26% | 92,197 | $26.2M | Reduce -30.7% |
| ET Energy Transfer LP | 6.61% | 1,235,260 | $23.8M | Add +4.7% |
| PAGP Plains GP Holdings LP | 5.64% | 837,289 | $20.3M | Reduce -15.1% |
| EPD Enterprise Products Partners | 4.74% | 451,930 | $17.1M | Reduce -2.9% |
| GEL Genesis Energy L.P. | 4.30% | 868,342 | $15.5M | Reduce -0.6% |
| TRGP Targa Resources Corp. | 4.25% | 61,054 | $15.3M | Reduce -25.6% |
| VG Venture Global Inc. Class A | 3.70% | 846,300 | $13.3M | New |
| WULF Terawulf Inc. | 3.64% | 909,972 | $13.1M | Reduce -1.0% |
| MPLX MPLX LP | 3.39% | 214,194 | $12.2M | Add +2.3% |
| AR Antero Resources Corp. | 3.29% | 279,750 | $11.9M | Reduce -34.1% |
| DTM DT Midstream Inc. | 2.31% | 61,733 | $8.3M | No change |
| VNOM Viper Energy Inc. Class A | 2.26% | 173,203 | $8.1M | Reduce -14.8% |
| EQT Eqt Corp. | 2.21% | 124,949 | $8.0M | Reduce -8.8% |
| EXE Expand Energy Corp. | 2.13% | 70,068 | $7.7M | Add +1.4% |
| WES Western Midstream Partners L | 2.11% | 184,313 | $7.6M | Add +1.6% |
| PR Permian Resources Corp. Class A | 2.04% | 345,432 | $7.4M | Reduce -16.2% |
| RIOT Riot Platforms Inc. | 1.79% | 523,308 | $6.5M | Add +398.4% |
| RRC Range Resources Corp. | 1.57% | 125,094 | $5.7M | Reduce -28.6% |
| CIFR Cipher Digital Inc. | 1.00% | 280,000 | $3.6M | Add +115.4% |
| CRK Comstock Resources Inc. | 0.87% | 149,210 | $3.1M | No change |
| GPOR Gulfport Energy Corp. | 0.82% | 14,000 | $3.0M | No change |
| INR Infinity Natural Resour Class A | 0.81% | 165,986 | $2.9M | No change |
| PAA Plains All Amer Pipeline LP | 0.39% | 62,549 | $1.4M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| WMB Williams Cos Inc. | Reduce -21.7% | 7.57% | −1.43 |
| VST Vistra Corp. | Sold out | 0.00% | −1.32 |
| AR Antero Resources Corp. | Reduce -34.1% | 3.29% | −1.28 |
| CEG Constellation Energy | Sold out | 0.00% | −1.08 |
| LNG Cheniere Energy Inc. | Reduce -30.7% | 7.26% | −0.83 |
| TRGP Targa Resources Corp. | Reduce -25.6% | 4.25% | −0.49 |
| RRC Range Resources Corp. | Reduce -28.6% | 1.57% | −0.36 |
| PAGP Plains GP Holdings LP | Reduce -15.1% | 5.64% | −0.26 |
| VNOM Viper Energy Inc. Class A | Reduce -14.8% | 2.26% | −0.20 |
| KMI Kinder Morgan Inc. | Reduce -9.5% | 7.96% | −0.17 |
| EQT Eqt Corp. | Reduce -8.8% | 2.21% | −0.09 |
| GEL Genesis Energy L.P. | Reduce -0.6% | 4.30% | +0.04 |
| EPD Enterprise Products Partners | Reduce -2.9% | 4.74% | +0.08 |
| PR Permian Resources Corp. Class A | Reduce -16.2% | 2.04% | +0.23 |
| AM Antero Midstream Corp. | Reduce -9.7% | 9.57% | +0.26 |
| WULF Terawulf Inc. | Reduce -1.0% | 3.64% | +0.34 |
Portfolio Buys Q4 2025 → Q1 2026
| VG Venture Global Inc. Class A | New | 3.70% | +3.70 |
| RIOT Riot Platforms Inc. | Add +398.4% | 1.79% | +1.38 |
| ET Energy Transfer LP | Add +4.7% | 6.61% | +0.53 |
| CIFR Cipher Digital Inc. | Add +115.4% | 1.00% | +0.40 |
| MPLX MPLX LP | Add +2.3% | 3.39% | −0.10 |
| WES Western Midstream Partners L | Add +1.6% | 2.11% | −0.14 |
| EXE Expand Energy Corp. | Add +1.4% | 2.13% | −0.25 |
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 |