Walnut Private Equity Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 6, 2026), Walnut Private Equity Partners, LLC reported 13 stock positions worth $171.9 million. Its top holding was Blackstone (BX) at 31.6% of the portfolio, followed by Energy Transfer (ET, 19.6%) and Williams Cos (WMB, 16.9%). Compared with Q3 2025, it added to 4. The biggest buy was Plains All Amer Pipeline (PAA, shares +4%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001599275
- Portfolio Value
- $171.9M (Q4 2025)
- SEC Filing
- 0001214659-26-000133 ↗ filed Jan 6, 2026
Holdings Value
Holdings 13 stocks · $171.9M
| BX Blackstone Inc. | 31.64% | 352,817 | $54.4M | Add +1.5% |
| ET Energy Transfer LP | 19.64% | 2,047,500 | $33.8M | Add +0.5% |
| WMB Williams Cos Inc. | 16.91% | 483,499 | $29.1M | Add +0.3% |
| MPLX MPLX LP | 7.99% | 257,500 | $13.7M | No change |
| Sunoco LP | 7.38% | 242,100 | $12.7M | No change |
| PAA Plains All Amer Pipeline LP | 6.27% | 600,000 | $10.8M | Add +4.3% |
| EPD Enterprise Products Partners | 4.87% | 260,978 | $8.4M | No change |
| BEP Brookfield Renewable Partner | 2.07% | 131,804 | $3.6M | No change |
| BIP Brookfield Infrastructure Pa | 2.06% | 102,000 | $3.5M | No change |
| Alliance Bernstein Hldg L P | 0.58% | 25,949 | $999K | No change |
| PAGP Plains GP Holdings LP | 0.57% | 51,000 | $976K | No change |
| USAC USA Compression Partners LP | 0.02% | 1,756 | $40K | No change |
| AMJ JPMorgan Alerian MLP Index | 0.01% | 345 | $10K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| None this quarter. | |||
Portfolio Buys Q3 2025 → Q4 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 15 | $185.0M | BX, ET, WMB, Sunoco LP, MPLX |
| Q1 2026 | 14 | $181.3M | BX, ET, WMB, Sunoco LP, MPLX |
| Q4 2025 | 13 | $171.9M | BX, ET, WMB, MPLX, Sunoco LP |
| Q3 2025 | 13 | $176.6M | BX, ET, WMB, MPLX, Sunoco LP |
| Q2 2025 | 13 | $171.2M | BX, ET, WMB, Sunoco LP, MPLX |
| Q1 2025 | 13 | $182.5M | BX, ET, WMB, EPD, SUNOCO LOGISTICS PRTNRS L P |
| Q4 2024 | 12 | $188.2M | BX, 0, ET, SUNOCO LOGISTICS PRTNRS L P, MPLX |
| Q3 2024 | 15 | $168.1M | BX, ET, WMB, EPD, KKR |
| Q2 2024 | 15 | $157.5M | BX, ET, WMB, EPD, SUNOCO LOGISTICS PRTNRS L P |
| Q1 2024 | 16 | $157.3M | BX, ET, EPD, WMB, SUNOCO LOGISTICS PRTNRS L P |