Investor
RR Advisors, LLC
CIK 0001322613 · filed 2026-05-13 · SEC filing
13F book
$360.5M
Positions
27
1 new · 2 sold
Largest name
9.6%
Antero Midstream Corp · AM
Est. mark
$62.6M
Price effect on 26 names still held. Flow −$22M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Antero Midstream Corp | AM | 1.51M | $34.5M | 9.6% | $7.58M | Cut$4.71M |
| Kinder Morgan Inc Del | — | 855.6K | $28.7M | 8.0% | $5.17M | Cut$2.69M |
| Kinetik Holdings Inc. | KNTK | 577.9K | $28M | 7.8% | $7.14M | Held |
| Williams Cos Inc | — | 375.1K | $27.3M | 7.6% | $4.75M | Cut−$1.49M |
| Cheniere Energy, Inc. | LNG | 92.2K | $26.2M | 7.3% | $8.24M | Cut$294.3K |
| Energy Transfer L P | — | 1.24M | $23.8M | 6.6% | $3.32M | Added$4.38M |
| Plains Gp Hldgs L P | — | 837.3K | $20.3M | 5.6% | $4.3M | Cut$1.45M |
| Enterprise Prods Partners L | — | 451.9K | $17.1M | 4.7% | $2.61M | Cut$2.17M |
| Genesis Energy L P | — | 868.3K | $15.5M | 4.3% | $1.94M | Cut$1.86M |
| Targa Res Corp | — | 61.1K | $15.3M | 4.2% | $4.04M | Cut$169.1K |
| Venture Global, Inc. | VG | 846.3K | $13.3M | 3.7% | — | New |
| Terawulf Inc. | WULF | 910K | $13.1M | 3.6% | $2.68M | Cut$2.57M |
| Mplx Lp | — | 214.2K | $12.2M | 3.4% | $774.9K | Added$1.05M |
| Antero Resources Corp | AR | 279.8K | $11.9M | 3.3% | $2.23M | Cut−$2.75M |
| DT Midstream, Inc. | DTM | 61.7K | $8.31M | 2.3% | $925.4K | Held |
| Viper Energy, Inc. | VNOM | 173.2K | $8.14M | 2.3% | $1.45M | Cut$289.1K |
| Eqt Corp | EQT | 124.9K | $7.95M | 2.2% | $1.25M | Cut$612.3K |
| EXPAND ENERGY Corp | EXE | 70.1K | $7.69M | 2.1% | −$40.1K | Added$69.7K |
| Western Midstream Partners L | — | 184.3K | $7.59M | 2.1% | $303K | Added$421.2K |
| Permian Resources Corp | PR | 345.4K | $7.36M | 2.0% | $2.52M | Cut$1.58M |
| Riot Platforms, Inc. | RIOT | 523.3K | $6.47M | 1.8% | −$32.5K | Added$5.14M |
| Range Res Corp | — | 125.1K | $5.65M | 1.6% | $1.24M | Cut−$522.1K |
| Cipher Mining Inc | CIFR | 280K | $3.6M | 1.0% | −$245.7K | Added$1.68M |
| Comstock Res Inc | — | 149.2K | $3.15M | 0.9% | −$313.3K | Held |
| Gulfport Energy Corp | GPOR | 14K | $2.96M | 0.8% | $50.1K | Held |
| Infinity Nat Res Inc | — | 166K | $2.92M | 0.8% | $478K | Held |
| Plains All Amern Pipeline L | — | 62.5K | $1.4M | 0.4% | $273.3K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.