RR Advisors, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
RR Advisors, LLC disclosed 27 US equity positions worth $415.8m in its Q2 2025 13F filing. The largest position was ET at 10.4% of the reported book, followed by GEL and LNG. Against the Q1 2025 filing, it opened 2 new positions, added to 11 and reduced 10 among the top 27 holdings.
What did RR Advisors, LLC own in Q2 2025? Top 27 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ET ENERGY TRANSFER LP | Energy | 10.4% | $43.3m | 2,388,000 | -15% | reduced |
| 2 | GEL GENESIS ENERGY LP | 9.5% | $39.4m | 2,286,000 | -9% | reduced | |
| 3 | LNG CHENIERE ENERGY INC | Energy | 9.3% | $38.7m | 159,000 | -11% | reduced |
| 4 | WMB WILLIAMS COS INC/THE | Energy | 8.4% | $34.9m | 556,000 | -3% | reduced |
| 5 | AM ANTERO MIDSTREAM CORP | Energy | 8.3% | $34.3m | 1,811,000 | -19% | reduced |
| 6 | EPD ENTERPRISE PRODUCTS PARTNERS LP | Energy | 6.8% | $28.3m | 912,000 | 8% | added |
| 7 | MPLX MPLX LP | 6.2% | $25.7m | 499,000 | -3% | reduced | |
| 8 | KMI KINDER MORGAN INC | Energy | 5.7% | $23.9m | 812,000 | -11% | reduced |
| 9 | KNTK KINETIK HOLDINGS INC | Energy | 5.4% | $22.5m | 510,000 | – | new |
| 10 | PAGPEUR PLAINS GP HOLDINGS LP | 5.1% | $21.2m | 1,089,000 | -10% | reduced | |
| 11 | WES WESTERN MIDSTREAM PARTNERS LP | 4.2% | $17.5m | 453,000 | -3% | reduced | |
| 12 | AR ANTERO RESOURCES CORP | Energy | 2.9% | $11.9m | 296,000 | 3% | added |
| 13 | TRGP TARGA RESOURCES CORP | Energy | 1.9% | $7.8m | 45,000 | -2% | reduced |
| 14 | VNOM VIPER ENERGY INC | 1.9% | $7.7m | 203,000 | 13% | added | |
| 15 | EQT EQT CORP | Energy | 1.6% | $6.8m | 117,000 | 2% | added |
| 16 | EXE EXPAND ENERGY CORP | Energy | 1.6% | $6.7m | 57,000 | 0% | held |
| 17 | GLNG GOLAR LNG LTD | Energy | 1.6% | $6.6m | 160,000 | 0% | held |
| 18 | OKE ONEOK INC | Energy | 1.5% | $6.1m | 74,000 | 9% | added |
| 19 | RRC RANGE RESOURCES CORP | Energy | 1.4% | $5.7m | 140,000 | 4% | added |
| 20 | PR PERMIAN RESOURCES CORP | Energy | 1.4% | $5.6m | 412,000 | 26% | added |
| 21 | WULF TERAWULF INC | Financial Services | 1.2% | $4.9m | 1,126,000 | 101% | added |
| 22 | VST VISTRA CORP | Utilities | 1.1% | $4.6m | 24,000 | 100% | added |
| 23 | CEG CONSTELLATION ENERGY CORP | Utilities | 0.8% | $3.2m | 10,000 | 100% | added |
| 24 | PAA PLAINS ALL AMERICAN PIPELINE LP | 0.7% | $2.9m | 159,000 | 0% | held | |
| 25 | SAN JUAN BASIN ROYALTY TRUST | 0.6% | $2.5m | 416,000 | 0% | held | |
| 26 | INR INFINITY NATURAL RESOURCES INC | 0.5% | $2.2m | 122,000 | – | new | |
| 27 | HUT HUT 8 CORP | Financial Services | 0.2% | $1.0m | 55,000 | 22% | added |
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.