RR Advisors, LLC — 13F Holdings & Portfolio
CIK 1322613 · latest 13F-HR filed 2026-05-13
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$360.5M
Long-equity book
27
Distinct positions
2026-03-31
Filed 2026-05-13
+1 / −2 / ↑17 / ↓4
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- KINETIK HOLDINGS INC$7.1M +34.3%
- RIOT PLATFORMS INC$5.1M +386.2%
- ANTERO MIDSTREAM CORP$4.7M +15.8%
- ENERGY TRANSFER L P$4.4M +22.5%
- KINDER MORGAN INC DEL$2.7M +10.4%
Top Trims
- ANTERO RESOURCES CORP-$2.8M -18.8%
- WILLIAMS COS INC-$1.5M -5.2%
- RANGE RES CORP-$522.1K -8.5%
- COMSTOCK RES INC-$313.3K -9.1%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ANTERO MIDSTREAM CORP | AM | 03676B102 | $34.5M | 9.57% | 1,513,610 | SH |
| 2 | KINDER MORGAN INC DEL | KMI | 49456B101 | $28.7M | 7.96% | 855,628 | SH |
| 3 | KINETIK HOLDINGS INC | KNTK | 02215L209 | $28.0M | 7.76% | 577,936 | SH |
| 4 | WILLIAMS COS INC | WMB | 969457100 | $27.3M | 7.57% | 375,077 | SH |
| 5 | CHENIERE ENERGY INC | LNG | 16411R208 | $26.2M | 7.26% | 92,197 | SH |
| 6 | ENERGY TRANSFER L P | ET | 29273V100 | $23.8M | 6.61% | 1,235,260 | SH |
| 7 | PLAINS GP HLDGS L P | PAGP | 72651A207 | $20.3M | 5.64% | 837,289 | SH |
| 8 | ENTERPRISE PRODS PARTNERS L | EPD | 293792107 | $17.1M | 4.74% | 451,930 | SH |
| 9 | GENESIS ENERGY L P | GEL | 371927104 | $15.5M | 4.30% | 868,342 | SH |
| 10 | TARGA RES CORP | TRGP | 87612G101 | $15.3M | 4.25% | 61,054 | SH |
| 11 | VENTURE GLOBAL INC | VG | 92333F101 | $13.3M | 3.70% | 846,300 | SH |
| 12 | TERAWULF INC | WULF | 88080T104 | $13.1M | 3.64% | 909,972 | SH |
| 13 | MPLX LP | MPLX | 55336V100 | $12.2M | 3.39% | 214,194 | SH |
| 14 | ANTERO RESOURCES CORP | AR | 03674X106 | $11.9M | 3.29% | 279,750 | SH |
| 15 | DT MIDSTREAM INC | DTM | 23345M107 | $8.3M | 2.31% | 61,733 | SH |
| 16 | VIPER ENERGY INC | VNOM | 64361Q101 | $8.1M | 2.26% | 173,203 | SH |
| 17 | EQT CORP | EQT | 26884L109 | $8.0M | 2.21% | 124,949 | SH |
| 18 | EXPAND ENERGY CORPORATION | EXE | 165167735 | $7.7M | 2.13% | 70,068 | SH |
| 19 | WESTERN MIDSTREAM PARTNERS L | WES | 958669103 | $7.6M | 2.11% | 184,313 | SH |
| 20 | PERMIAN RESOURCES CORP | PR | 71424F105 | $7.4M | 2.04% | 345,432 | SH |
| 21 | RIOT PLATFORMS INC | RIOT | 767292105 | $6.5M | 1.79% | 523,308 | SH |
| 22 | RANGE RES CORP | RRC | 75281A109 | $5.7M | 1.57% | 125,094 | SH |
| 23 | CIPHER DIGITAL INC | CIFR | 17253J106 | $3.6M | 1.00% | 280,000 | SH |
| 24 | COMSTOCK RES INC | CRK | 205768302 | $3.1M | 0.87% | 149,210 | SH |
| 25 | GULFPORT ENERGY CORP | GPOR | 402635502 | $3.0M | 0.82% | 14,000 | SH |
| 26 | INFINITY NAT RES INC | INR | 456941103 | $2.9M | 0.81% | 165,986 | SH |
| 27 | PLAINS ALL AMERN PIPELINE L | PAA | 726503105 | $1.4M | 0.39% | 62,549 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $360.5M | 27 | 0001322613-26-000003 |
| 2025-12-31 | 2026-02-12 | $319.8M | 28 | 0001322613-26-000002 |
| 2025-09-30 | 2025-11-13 | $422.1K | 28 | 0001322613-25-000009 |