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Latest RR Advisors, LLC Stock Portfolio

$360Million– No. of Holdings #27

RR Advisors, LLC Performance:
2026 Q1: 20.36%YTD: 20.36%2025: 7.19%
Performance for 2026 Q1 is 20.36%, and YTD is 20.36%, and 2025 is 7.19%.

About RR Advisors, LLC and 13F Hedge Fund Stock Holdings

RR Advisors, LLC is a hedge fund based in Dallas, TX. On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, RR Advisors, LLC reported an equity portfolio of $360.5 Millions as of 31 Mar, 2026.

The top stock holdings of RR Advisors, LLC are AM, KMI, KNTK. The fund has invested 9.6% of it's portfolio in ANTERO MIDSTREAM CORP and 8% of portfolio in KINDER MORGAN INC DEL.

The fund managers got completely rid off VISTRA CORP (VST) and CONSTELLATION ENERGY CORP (CEG) stocks. They significantly reduced their stock positions in ANTERO RESOURCES CORP (AR), CHENIERE ENERGY INC (LNG) and RANGE RES CORP (RRC). RR Advisors, LLC opened new stock positions in VENTURE GLOBAL INC. The fund showed a lot of confidence in some stocks as they added substantially to RIOT PLATFORMS INC (RIOT), CIPHER DIGITAL INC (CIFR) and ENERGY TRANSFER L P (ET).
RR Advisors, LLC Equity Portfolio Value
Last Reported on: 13 May, 2026

RR Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that RR Advisors, LLC made a return of 20.36% in the last quarter. In trailing 12 months, it's portfolio return was 16.5%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
venture global inc13,337,700
New stocks bought by RR Advisors, LLC

Additions

Ticker% Inc.
riot platforms inc398
cipher digital inc115
energy transfer l p4.69
mplx lp2.27
western midstream partners l1.58
expand energy corporation1.45
Additions to existing portfolio by RR Advisors, LLC

Reductions

Ticker% Reduced
antero resources corp-34.09
cheniere energy inc-30.72
range res corp-28.56
targa res corp-25.59
williams cos inc-21.68
permian resources corp-16.22
plains gp hldgs l p-15.09
viper energy inc-14.76
RR Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
vistra corp-4,219,260
constellation energy corp-3,449,330
RR Advisors, LLC got rid off the above stocks

Sector Distribution

RR Advisors, LLC has about 86.8% of it's holdings in Energy sector.

  • Energy
  • Others
  • Financial Services
Sector%
Energy86.8
Others6.8
Financial Services6.4

Market Cap. Distribution

RR Advisors, LLC has about 63.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MID-CAP
  • UNALLOCATED
  • SMALL-CAP
Category%
LARGE-CAP63.7
MID-CAP27.4
UNALLOCATED6.8
SMALL-CAP2.1

Stocks belong to which Index?

About 39.9% of the stocks held by RR Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others60.1
S&P 50022
RUSSELL 200017.9
Top 5 Winners (%)%
PR
permian resources corp
47.8 %
LNG
cheniere energy inc
38.9 %
KNTK
kinetik holdings inc
34.3 %
TRGP
targa res corp
31.3 %
AM
antero midstream corp
26.8 %
Top 5 Winners ($)$
LNG
cheniere energy inc
10.1 M
AM
antero midstream corp
8.0 M
KNTK
kinetik holdings inc
7.1 M
KMI
kinder morgan inc del
5.4 M
WMB
williams cos inc
5.4 M
Top 5 Losers (%)%
CIFR
cipher digital inc
-9.7 %
CRK
comstock res inc
-9.1 %
RIOT
riot platforms inc
-1.5 %
CHK
expand energy corporation
-0.5 %
Top 5 Losers ($)$
CIFR
cipher digital inc
-0.4 M
CRK
comstock res inc
-0.3 M
RIOT
riot platforms inc
-0.1 M
CHK
expand energy corporation
0.0 M

RR Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of RR Advisors, LLC

RR Advisors, LLC has 27 stocks in it's portfolio. About 65.7% of the portfolio is in top 10 stocks. CIFR proved to be the most loss making stock for the portfolio. LNG was the most profitable stock for RR Advisors, LLC last quarter.

Last Reported on: 13 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions