Data as of Q4 2025 (Dec 31, 2025)

RR Advisors, LLC

•CIK: 1322613•Filing: Q4 2025

**RR Advisors, LLC** manages $320M across a concentrated portfolio of 28 positions. The fund exhibits significant conviction in energy and industrials, with top holdings including AM at $29.8M and WMB at $28.8M. Notable allocations also include KMI ($26.0M), LNG ($25.9M), and KNTK ($20.8M). This structure suggests a tactical, high-conviction approach targeting established sector leaders.

Total AUM
$319.8M
QoQ Performance
-24.2%
Positions
28
Top 10 Concentration
67.0%
Latest Filing
Q4 2025

Top Holdings Allocation

AM
WMB
KMI
LNG
KNTK
ET
PAGP
AM9.3%
WMB9.0%
KMI8.1%
LNG8.1%
KNTK6.5%
ET6.1%
PAGP5.9%
TRGP4.7%

📈 Biggest Buys

TRGP
TARGA RESOURCES CORP
+82.3%
4.7% of portfolio
CRK
COMSTOCK RESOURCES INC
NEW
1.1% of portfolio
AR
ANTERO RESOURCES CORP
+20.2%
4.6% of portfolio
CIFR
CIPHER MINING INC
NEW
0.6% of portfolio
KNTK
KINETIK HOLDINGS INC
+9.0%
6.5% of portfolio

📉 Biggest Sells

ET
ENERGY TRANSFER LP
-52.9%
6.1% of portfolio
GEL
GENESIS ENERGY LP
-61.1%
4.3% of portfolio
EPD
ENTERPRISE PRODUCTS PARTNERS LP
-55.7%
4.7% of portfolio
MPLX
MPLX LP
-58.0%
3.5% of portfolio
WES
WESTERN MIDSTREAM PARTNERS LP
-59.9%
2.2% of portfolio

Sector Breakdown

Other100.0%

🚪 Exited Positionssold since Q3 2025

GLNG
GOLAR LNG LTD
SOLD
$6.5M
SJT
SAN JUAN BASIN ROYALTY TRUST
SOLD
$1.8M

Changes from Q3 2025

NEW2 new positions
↑14 increased
↓11 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

AM9.3%
ANTERO MIDSTREAM CORP
$29.8M
WMB9.0%
WILLIAMS COS INC/THE
$28.8M
KMI8.1%
KINDER MORGAN INC
$26.0M
LNG8.1%
CHENIERE ENERGY INC
$25.9M
KNTK6.5%
KINETIK HOLDINGS INC
$20.8M

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