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%

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. <br><br> 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. <br><br> 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

$360Million

as of May 13, 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 inc	13,337,700

New stocks bought by RR Advisors, LLC

Additions

Ticker	% Inc.
riot platforms inc	398
cipher digital inc	115
energy transfer l p	4.69
mplx lp	2.27
western midstream partners l	1.58
expand energy corporation	1.45

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	%
Energy	86.8
Others	6.8
Financial Services	6.4

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-CAP	63.7
MID-CAP	27.4
UNALLOCATED	6.8
SMALL-CAP	2.1

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	%
Others	60.1
S&P 500	22
RUSSELL 2000	17.9

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.

$360.46MTotal Value

29.00Positions

13 May, 2026Last Reported

Current holdings of Current Stock Holdings of RR Advisors, LLC, last reported on 13 May, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AM Antero Midstream Corp Antero Midstream CorpAM RR Advisors, LLC's holding in Antero Midstream Corp over time	9.57%	1,513,610	$34.51M 9.57%	decreased 9.65 percentreduced

AR Antero Resources Corp Antero Resources CorpAR RR Advisors, LLC's holding in Antero Resources Corp over time	3.29%	279,750	$11.87M 3.29%	decreased 34.09 percentreduced

CEG Constellation Energy Corp Constellation Energy CorpCEG RR Advisors, LLC's holding in Constellation Energy Corp over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

CHK Expand Energy Corporation Expand Energy CorporationCHK RR Advisors, LLC's holding in Expand Energy Corporation over time	2.13%	70,068	$7.69M 2.13%	increased 1.45 percentadded

CIFR Cipher Digital Inc Cipher Digital IncCIFR RR Advisors, LLC's holding in Cipher Digital Inc over time	1%	280,000	$3.60M 1%	increased 115.38 percentadded

CRK Comstock Res Inc Comstock Res IncCRK RR Advisors, LLC's holding in Comstock Res Inc over time	0.87%	149,210	$3.15M 0.87%	unchanged 0 percentunchanged

DTM Dt Midstream Inc Dt Midstream IncDTM RR Advisors, LLC's holding in Dt Midstream Inc over time	2.31%	61,733	$8.31M 2.31%	unchanged 0 percentunchanged

EPD Enterprise Prods Partners L Enterprise Prods Partners LEPD RR Advisors, LLC's holding in Enterprise Prods Partners L over time	4.74%	451,930	$17.10M 4.74%	decreased 2.93 percentreduced

EQT Eqt Corp Eqt CorpEQT RR Advisors, LLC's holding in Eqt Corp over time	2.21%	124,949	$7.95M 2.21%	decreased 8.75 percentreduced

ET Energy Transfer L P Energy Transfer L PET RR Advisors, LLC's holding in Energy Transfer L P over time	6.61%	1,235,260	$23.84M 6.61%	increased 4.69 percentadded

GEL Genesis Energy L P Genesis Energy L PGEL RR Advisors, LLC's holding in Genesis Energy L P over time	4.3%	868,342	$15.48M 4.3%	decreased 0.55 percentreduced

GPOR Gulfport Energy Corp Gulfport Energy CorpGPOR RR Advisors, LLC's holding in Gulfport Energy Corp over time	0.82%	14,000	$2.96M 0.82%	unchanged 0 percentunchanged

KMI Kinder Morgan Inc Del Kinder Morgan Inc DelKMI RR Advisors, LLC's holding in Kinder Morgan Inc Del over time	7.96%	855,628	$28.69M 7.96%	decreased 9.52 percentreduced

KNTK Kinetik Holdings Inc Kinetik Holdings IncKNTK RR Advisors, LLC's holding in Kinetik Holdings Inc over time	7.76%	577,936	$27.98M 7.76%	unchanged 0 percentunchanged

LNG Cheniere Energy Inc Cheniere Energy IncLNG RR Advisors, LLC's holding in Cheniere Energy Inc over time	7.26%	92,197	$26.16M 7.26%	decreased 30.72 percentreduced

MPLX Mplx Lp Mplx LpMPLX RR Advisors, LLC's holding in Mplx Lp over time	3.39%	214,194	$12.22M 3.39%	increased 2.27 percentadded

PAA Plains All Amern Pipeline L Plains All Amern Pipeline LPAA RR Advisors, LLC's holding in Plains All Amern Pipeline L over time	0.39%	62,549	$1.40M 0.39%	unchanged 0 percentunchanged

PAGP Plains Gp Hldgs L P Plains Gp Hldgs L PPAGP RR Advisors, LLC's holding in Plains Gp Hldgs L P over time	5.64%	837,289	$20.33M 5.64%	decreased 15.09 percentreduced

PR Permian Resources Corp Permian Resources CorpPR RR Advisors, LLC's holding in Permian Resources Corp over time	2.04%	345,432	$7.36M 2.04%	decreased 16.22 percentreduced

RIOT Riot Platforms Inc Riot Platforms IncRIOT RR Advisors, LLC's holding in Riot Platforms Inc over time	1.79%	523,308	$6.47M 1.79%	increased 398.39 percentadded