Walnut Private Equity Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), Walnut Private Equity Partners, LLC reported 14 stock positions worth $181.3 million. Its top holding was Blackstone (BX) at 23.1% of the portfolio, followed by Energy Transfer (ET, 21.8%) and Williams Cos (WMB, 19.3%). Compared with Q4 2025, it opened 1 new position, added to 3 and reduced 1. The biggest buy was Plains All Amer Pipeline (PAA, shares +0%) and the biggest sale Williams Cos (WMB, shares −1%).

Most Recent 13F
Q2 2026
Location
OMAHA, NE
CIK
0001599275
Portfolio Value
$181.3M (Q1 2026)
SEC Filing
0001214659-26-004493 ↗ filed Apr 9, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $157.3M Q1 2024 Q2 2024: $157.5M Q2 2024 Q3 2024: $168.1M Q3 2024 Q4 2024: $188.2M Q4 2024 Q1 2025: $182.5M Q1 2025 Q2 2025: $171.2M Q2 2025 Q3 2025: $176.6M Q3 2025 Q4 2025: $171.9M Q4 2025 Q1 2026: $181.3M $181.3M Q1 2026 Q2 2026: $185.0M Q2 2026

Holdings 14 stocks · $181.3M

BX Blackstone Inc. 23.08% 363,892 $41.8M Add +3.1%
ET Energy Transfer LP 21.79% 2,047,500 $39.5M No change
WMB Williams Cos Inc. 19.26% 479,825 $34.9M Reduce -0.8%
Sunoco LP 8.67% 242,100 $15.7M No change
MPLX MPLX LP 8.39% 266,500 $15.2M Add +3.5%
PAA Plains All Amer Pipeline LP 7.42% 602,300 $13.4M Add +0.4%
EPD Enterprise Products Partners 5.45% 260,978 $9.9M No change
BEP Brookfield Renewable Partner 2.37% 131,804 $4.3M No change
BIP Brookfield Infrastructure Pa 2.03% 102,000 $3.7M No change
PAGP Plains GP Holdings LP 0.68% 51,000 $1.2M No change
Alliance Bernstein Hldg L P 0.54% 25,949 $972K No change
SUNC Sunococorp LLC 0.29% 8,500 $524K New
USAC USA Compression Partners LP 0.03% 1,756 $48K No change
AMJ JPMorgan Alerian MLP Index 0.01% 345 $12K No change

Portfolio Sells Q4 2025 → Q1 2026

WMB Williams Cos Inc. Reduce -0.8% 19.26% +2.35

Portfolio Buys Q4 2025 → Q1 2026

PAA Plains All Amer Pipeline LP Add +0.4% 7.42% +1.15
MPLX MPLX LP Add +3.5% 8.39% +0.39
SUNC Sunococorp LLC New 0.29% +0.29
BX Blackstone Inc. Add +3.1% 23.08% −8.56

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 15$185.0MBX, ET, WMB, Sunoco LP, MPLX
Q1 2026 14$181.3MBX, ET, WMB, Sunoco LP, MPLX
Q4 2025 13$171.9MBX, ET, WMB, MPLX, Sunoco LP
Q3 2025 13$176.6MBX, ET, WMB, MPLX, Sunoco LP
Q2 2025 13$171.2MBX, ET, WMB, Sunoco LP, MPLX
Q1 2025 13$182.5MBX, ET, WMB, EPD, SUNOCO LOGISTICS PRTNRS L P
Q4 2024 12$188.2MBX, 0, ET, SUNOCO LOGISTICS PRTNRS L P, MPLX
Q3 2024 15$168.1MBX, ET, WMB, EPD, KKR
Q2 2024 15$157.5MBX, ET, WMB, EPD, SUNOCO LOGISTICS PRTNRS L P
Q1 2024 16$157.3MBX, ET, EPD, WMB, SUNOCO LOGISTICS PRTNRS L P