# RR Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1322613. Source: https://holderbook.com/funds/1322613-rr-advisors-llc/

- Reported value: $345.6M
- Positions: 25
- Weight of the ten largest: 69.4%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| KINETIK HOLDINGS INC | [KNTK](https://holderbook.com/stocks/KNTK/) | $38.6M | 797,999 | 11.2% | 5 |
| ANTERO MIDSTREAM CORP | [AM](https://holderbook.com/stocks/AM/) | $34.4M | 1,513,610 | 10.0% | 25 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $27.9M | 375,077 | 8.1% | 10 |
| KINDER MORGAN INC DEL | [KMI](https://holderbook.com/stocks/KMI/) | $27.4M | 855,628 | 7.9% | 10 |
| ENERGY TRANSFER L P | [ET](https://holderbook.com/stocks/ET/) | $23.6M | 1,235,260 | 6.8% | 31 |
| CHENIERE ENERGY INC | [LNG](https://holderbook.com/stocks/LNG/) | $22.0M | 92,197 | 6.4% | 11 |
| PLAINS GP HLDGS L P | [PAGP](https://holderbook.com/stocks/PAGP/) | $19.1M | 787,888 | 5.5% | 31 |
| TERAWULF INC | [WULF](https://holderbook.com/stocks/WULF/) | $17.6M | 713,772 | 5.1% | 6 |
| WESTERN MIDSTREAM PARTNERS L | [WES](https://holderbook.com/stocks/WES/) | $15.6M | 356,123 | 4.5% | 20 |
| TARGA RES CORP | [TRGP](https://holderbook.com/stocks/TRGP/) | $13.7M | 51,054 | 4.0% | 31 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $12.9M | 351,930 | 3.7% | 31 |
| GENESIS ENERGY L P | [GEL](https://holderbook.com/stocks/GEL/) | $12.3M | 868,342 | 3.6% | 31 |
| MPLX LP | [MPLX](https://holderbook.com/stocks/MPLX/) | $12.1M | 214,194 | 3.5% | 20 |
| ANTERO RESOURCES CORP | [AR](https://holderbook.com/stocks/AR/) | $10.7M | 304,750 | 3.1% | 13 |
| DT MIDSTREAM INC | [DTM](https://holderbook.com/stocks/DTM/) | $9.1M | 61,733 | 2.6% | 4 |
| VIPER ENERGY INC | [VNOM](https://holderbook.com/stocks/VNOM/) | $7.3M | 173,203 | 2.1% | 4 |
| CIPHER DIGITAL INC | [CIFR](https://holderbook.com/stocks/CIFR/) | $6.7M | 272,250 | 1.9% | 3 |
| EQT CORP | [EQT](https://holderbook.com/stocks/EQT/) | $6.6M | 124,949 | 1.9% | 7 |
| EXPAND ENERGY CORPORATION | [EXE](https://holderbook.com/stocks/EXE/) | $6.4M | 70,068 | 1.8% | 9 |
| PERMIAN RESOURCES CORP | [PR](https://holderbook.com/stocks/PR/) | $6.4M | 345,432 | 1.8% | 16 |
| RIOT PLATFORMS INC | [RIOT](https://holderbook.com/stocks/RIOT/) | $4.7M | 171,575 | 1.4% | 4 |
| RANGE RES CORP | [RRC](https://holderbook.com/stocks/RRC/) | $4.7M | 125,094 | 1.3% | 12 |
| GULFPORT ENERGY CORP | [GPOR](https://holderbook.com/stocks/GPOR/) | $2.4M | 14,000 | 0.7% | 4 |
| INFINITY NAT RES INC | [INR](https://holderbook.com/stocks/INR/) | $2.1M | 165,986 | 0.6% | 5 |
| PLAINS ALL AMERN PIPELINE L | [PAA](https://holderbook.com/stocks/PAA/) | $1.4M | 62,549 | 0.4% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +0.0% | +14.8% | -14.8% | 100% |
| Q1 2026 | +22.7% | -4.6% | +27.4% | 100% |
| Q4 2025 | -3.5% | +2.4% | -5.9% | 100% |
| Q3 2025 | -0.8% | +7.8% | -8.7% | 100% |
| Q2 2025 | +0.5% | +10.5% | -9.9% | 100% |
| Q1 2025 | +12.7% | -4.6% | +17.2% | 98% |
| Q4 2024 | +6.0% | +2.1% | +3.9% | 100% |
| Q3 2024 | -1.0% | +5.4% | -6.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $345.6M | 25 |
| Q1 2026 | $360.5M | 27 |
| Q4 2025 | $319.8M | 28 |
| Q3 2025 | $422.1M | 28 |
| Q2 2025 | $415.8M | 27 |
| Q1 2025 | $418.7M | 28 |
| Q4 2024 | $389.1M | 24 |
| Q3 2024 | $362.2M | 20 |
| Q2 2024 | $372.8M | 24 |
| Q1 2024 | $377.3M | 22 |
| Q4 2023 | $584.3M | 21 |
| Q3 2023 | $577.9M | 20 |