RR Advisors, LLC
RR Advisors, LLC reported 25 US-listed holdings worth $345.6 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Kinetik Holdings Inc. (11.2%), Antero Midstream Corp. (10.0%) and Williams Companies, Inc. (8.1%). Against the quarter before, it opened 0 positions, added to 3, trimmed 6 and sold out of 2.
The 14 largest of its 25 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +40.7% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 3
- Kinetik Holdings Inc. KNTK+220,063 shares · +38%
- Western Midstream Partners L WES+171,810 shares · +93%
- Antero Resources Corp. AR+25,000 shares · +9%
Trimmed 6
- Riot Platforms Inc. RIOT-351,733 shares · -67%
- Terawulf Inc. WULF-196,200 shares · -22%
- Enterprise Products Partners LP EPD-100,000 shares · -22%
- Targa Resources Corp. TRGP-10,000 shares · -16%
- Plains GP Hldgs L P PAGP-49,401 shares · -6%
- Cipher Mining Inc. CIFR-7,750 shares · -3%
Sold out of 2
- Venture Global Inc. VG$13.3 million last quarter
- Comstock Resources Inc. CRK$3.1 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Kinetik Holdings Inc. KNTK | 798.0K | $38.6 million | 11.16% | +220.1K |
| Antero Midstream Corp. AM | 1.5M | $34.4 million | 9.96% | no change |
| Williams Companies, Inc. WMB | 375.1K | $27.9 million | 8.07% | no change |
| Kinder Morgan, Inc. KMI | 855.6K | $27.4 million | 7.91% | no change |
| Energy Transfer LP ET | 1.2M | $23.6 million | 6.83% | no change |
| Cheniere Energy Inc. LNG | 92.2K | $22.0 million | 6.38% | no change |
| Plains GP Hldgs L P PAGP | 787.9K | $19.1 million | 5.53% | -49.4K |
| Terawulf Inc. WULF | 713.8K | $17.6 million | 5.10% | -196.2K |
| Western Midstream Partners L WES | 356.1K | $15.6 million | 4.51% | +171.8K |
| Targa Resources Corp. TRGP | 51.1K | $13.7 million | 3.96% | -10.0K |
| Enterprise Products Partners LP EPD | 351.9K | $12.9 million | 3.74% | -100.0K |
| Genesis Energy L P GEL | 868.3K | $12.3 million | 3.56% | no change |
| Mplx LP MPLX | 214.2K | $12.1 million | 3.49% | no change |
| Antero Resources Corp. AR | 304.8K | $10.7 million | 3.10% | +25.0K |
| DT Midstream, Inc. DTM | 61.7K | $9.1 million | 2.62% | no change |
| Viper Energy, Inc. VNOM | 173.2K | $7.3 million | 2.12% | no change |
| Cipher Mining Inc. CIFR | 272.2K | $6.7 million | 1.93% | -7.8K |
| EQT Corp. EQT | 124.9K | $6.6 million | 1.92% | no change |
| Expand Energy Corp. EXE | 70.1K | $6.4 million | 1.85% | no change |
| Permian Resources Corp. PR | 345.4K | $6.4 million | 1.84% | no change |
| Riot Platforms Inc. RIOT | 171.6K | $4.7 million | 1.36% | -351.7K |
| Range Resources Corp. RRC | 125.1K | $4.7 million | 1.35% | no change |
| Gulfport Energy Corp. GPOR | 14.0K | $2.4 million | 0.69% | no change |
| Infinity Natural Resources, Inc. INR | 166.0K | $2.1 million | 0.61% | no change |
| Plains All American Pipeline L.p./plains All American Finance Co. PAA | 62.5K | $1.4 million | 0.40% | no change |