RR Advisors, LLC

CIK

1322613

Location

DALLAS, TX

Portfolio Value

Small $360,463,550

Diversification

Diversified

Filing Date

Global Rank

#3,127 / 8,586 ▲ 272

Top Industry

Oil & Gas Midstream 79.8%

3Y Alpha vs SPY

+6.2%

Period ended 3 months ago

Filed May 13, 2026 · 34d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+105.8%

SPY

+78.1%

Annualised alpha

+6.0%

Max drawdown

−16.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

27 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.6%

+0.3 pts

Top 5

40.1%

−0.9 pts

Top 10

65.7%

−1.3 pts

HHI

546

Diversified−14

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Energy	93.6%	$337,260,969	24
Financial Services	5.4%	$19,598,981	2
Technology	1.0%	$3,603,600	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
RIOT	Riot Platforms, Inc.	+418,308	523,308	$6,468,086
CIFR	Cipher Digital Inc.	+150,000	280,000	$3,603,600
ET	Energy Transfer LP	+55,393	1,235,260	$23,840,518
MPLX	Mplx LP	+4,756	214,194	$12,224,051
WES	Western Midstream Partners, LP	+2,871	184,313	$7,588,166
EXE	EXPAND ENERGY Corp	+1,000	70,068	$7,692,065
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
AM	Antero Midstream Corp	−161,701	1,513,610	$34,510,308
PAGP	Plains Gp Holdings LP	−148,840	837,289	$20,329,376
AR	ANTERO RESOURCES Corp	−144,704	279,750	$11,872,590
WMB	Williams Companies, Inc.	−103,803	375,077	$27,298,104
KMI	Kinder Morgan, Inc.	−90,000	855,628	$28,689,206
PR	Permian Resources Corp	−66,852	345,432	$7,364,610
RRC	Range Resources Corp	−50,000	125,094	$5,651,746
LNG	Cheniere Energy, Inc.	−40,873	92,197	$26,161,820
VNOM	Viper Energy, Inc.	−30,000	173,203	$8,138,808
TRGP	Targa Resources Corp.	−21,000	61,054	$15,308,069
EPD	Enterprise Products Partners L.P.	−13,661	451,930	$17,101,031
EQT	EQT Corp	−11,982	124,949	$7,951,754
WULF	Terawulf Inc.	−9,000	909,972	$13,130,895
GEL	Genesis Energy LP	−4,804	868,342	$15,482,537
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
VG	Venture Global, Inc.	846,300	$13,337,688
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
VST	Vistra Corp.	26,153	$4,219,263
CEG	Constellation Energy Corp	9,764	$3,449,328
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

27 positions · $360,463,550 total · as of Mar 31, 2026

All sectors Energy Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AM	Antero Midstream Corp Energy	Reduced	1,513,610	-161,701	$34,510,308	+15.8%	9.57%
KMI	Kinder Morgan, Inc. Energy	Reduced	855,628	-90,000	$28,689,206	+10.4%	7.96%
KNTK	Kinetik Holdings Inc. Energy	Held	577,936	0	$27,977,881	+34.3%	7.76%
WMB	Williams Companies, Inc. Energy	Reduced	375,077	-103,803	$27,298,104	−5.2%	7.57%
LNG	Cheniere Energy, Inc. Energy	Reduced	92,197	-40,873	$26,161,820	+1.1%	7.26%
ET	Energy Transfer LP Energy	Added	1,235,260	+55,393	$23,840,518	+22.5%	6.61%
PAGP	Plains Gp Holdings LP Energy	Reduced	837,289	-148,840	$20,329,376	+7.7%	5.64%
EPD	Enterprise Products Partners L.P. Energy	Reduced	451,930	-13,661	$17,101,031	+14.6%	4.74%
GEL	Genesis Energy LP Energy	Reduced	868,342	-4,804	$15,482,537	+13.7%	4.30%
TRGP	Targa Resources Corp. Energy	Reduced	61,054	-21,000	$15,308,069	+1.1%	4.25%
VG	Venture Global, Inc. Energy	NEW	846,300	NEW	$13,337,688	NEW	3.70%
WULF	Terawulf Inc. Financial Services	Reduced	909,972	-9,000	$13,130,895	+24.4%	3.64%
MPLX	Mplx LP Energy	Added	214,194	+4,756	$12,224,051	+9.4%	3.39%
AR	ANTERO RESOURCES Corp Energy	Reduced	279,750	-144,704	$11,872,590	−18.8%	3.29%
DTM	DT Midstream, Inc. Energy	Held	61,733	0	$8,313,583	+12.5%	2.31%
VNOM	Viper Energy, Inc. Energy	Reduced	173,203	-30,000	$8,138,808	+3.7%	2.26%
EQT	EQT Corp Energy	Reduced	124,949	-11,982	$7,951,754	+8.3%	2.21%
EXE	EXPAND ENERGY Corp Energy	Added	70,068	+1,000	$7,692,065	+0.9%	2.13%
WES	Western Midstream Partners, LP Energy	Added	184,313	+2,871	$7,588,166	+5.9%	2.11%
PR	Permian Resources Corp Energy	Reduced	345,432	-66,852	$7,364,610	+27.3%	2.04%
RIOT	Riot Platforms, Inc. Financial Services	Added	523,308	+418,308	$6,468,086	+386.2%	1.79%
RRC	Range Resources Corp Energy	Reduced	125,094	-50,000	$5,651,746	−8.5%	1.57%
CIFR	Cipher Digital Inc. Technology	Added	280,000	+150,000	$3,603,600	+87.8%	1.00%
CRK	Comstock Resources Inc Energy	Held	149,210	0	$3,145,346	−9.1%	0.87%
GPOR	Gulfport Energy Corp Energy	Held	14,000	0	$2,961,980	+1.7%	0.82%
INR	Infinity Natural Resources, Inc. Energy	Held	165,986	0	$2,923,013	+19.6%	0.81%
PAA	Plains All American Pipeline LP Energy	Held	62,549	0	$1,396,719	+24.3%	0.39%