RR Advisors, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
RR Advisors, LLC disclosed 28 US equity positions worth $418.7m in its Q1 2025 13F filing. The largest position was ET at 12.5% of the reported book, followed by LNG and AM. Against the Q4 2024 filing, it opened 7 new positions, added to 7 and reduced 12 among the top 28 holdings.
What did RR Advisors, LLC own in Q1 2025? Top 28 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | ET ENERGY TRANSFER LP | Energy | 12.5% | $52.1m | 2,805,000 | -4% | reduced |
| 2 | LNG CHENIERE ENERGY INC | Energy | 9.8% | $41.1m | 178,000 | -2% | reduced |
| 3 | AM ANTERO MIDSTREAM CORP | Energy | 9.7% | $40.4m | 2,246,000 | -11% | reduced |
| 4 | GEL GENESIS ENERGY LP | 9.4% | $39.5m | 2,516,000 | -35% | reduced | |
| 5 | WMB WILLIAMS COS INC/THE | Energy | 8.2% | $34.2m | 572,000 | 86% | added |
| 6 | EPD ENTERPRISE PRODUCTS PARTNERS LP | Energy | 6.9% | $28.8m | 843,000 | -11% | reduced |
| 7 | MPLX MPLX LP | 6.5% | $27.4m | 512,000 | -3% | reduced | |
| 8 | PAGPEUR PLAINS GP HOLDINGS LP | 6.2% | $26.0m | 1,215,000 | -11% | reduced | |
| 9 | KMI KINDER MORGAN INC | Energy | 6.2% | $25.9m | 909,000 | 5% | added |
| 10 | WES WESTERN MIDSTREAM PARTNERS LP | 4.6% | $19.1m | 466,000 | -2% | reduced | |
| 11 | AR ANTERO RESOURCES CORP | Energy | 2.8% | $11.6m | 287,000 | 9% | added |
| 12 | TRGP TARGA RESOURCES CORP | Energy | 2.2% | $9.3m | 46,000 | -31% | reduced |
| 13 | VNOM VIPER ENERGY INC | 1.9% | $8.1m | 180,000 | 6% | added | |
| 14 | SOC SABLE OFFSHORE CORP | 1.6% | $6.9m | 270,000 | 0% | held | |
| 15 | OKE ONEOK INC | Energy | 1.6% | $6.8m | 68,000 | – | new |
| 16 | EXE EXPAND ENERGY CORP | Energy | 1.5% | $6.3m | 57,000 | 21% | added |
| 17 | EQT EQT CORP | Energy | 1.5% | $6.2m | 115,000 | 5% | added |
| 18 | GLNG GOLAR LNG LTD | Energy | 1.5% | $6.1m | 160,000 | – | new |
| 19 | RRC RANGE RESOURCES CORP | Energy | 1.3% | $5.3m | 134,000 | -11% | reduced |
| 20 | PR PERMIAN RESOURCES CORP | Energy | 1.1% | $4.5m | 327,000 | 0% | held |
| 21 | PAA PLAINS ALL AMERICAN PIPELINE LP | 0.8% | $3.2m | 159,000 | -11% | reduced | |
| 22 | FANG DIAMONDBACK ENERGY INC | Energy | 0.6% | $2.6m | 16,000 | -41% | reduced |
| 23 | SAN JUAN BASIN ROYALTY TRUST | 0.5% | $2.3m | 416,000 | 191% | added | |
| 24 | WULF TERAWULF INC | Financial Services | 0.4% | $1.5m | 559,000 | – | new |
| 25 | VST VISTRA CORP | Utilities | 0.3% | $1.4m | 12,000 | – | new |
| 26 | CEG CONSTELLATION ENERGY CORP | Utilities | 0.2% | $980.0k | 5,000 | – | new |
| 27 | CIFR CIPHER MINING INC | Technology | 0.1% | $619.0k | 269,000 | – | new |
| 28 | HUT HUT 8 CORP | Financial Services | 0.1% | $518.0k | 45,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.