1y return+17.5%S&P 500 +20.9%
3y return+84.3%S&P 500 +68.5%
5y return+127.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2020: $519 against $290 in the S&P 500.2
RR Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| KNTKKinetik Holdings Inc | $38.6M | 11.2% | +38.1% |
| AMAntero Midstream Corp | $34.4M | 10.0% | |
| WMBWilliams Cos Inc | $27.9M | 8.1% | |
| KMIKinder Morgan Inc Del | $27.4M | 7.9% | |
| ETEnergy Transfer L P | $23.6M | 6.8% | |
| LNGCheniere Energy Inc | $22.0M | 6.4% | |
| PAGPPlains Gp Hldgs L P | $19.1M | 5.5% | −5.9% |
| WULFTerawulf Inc | $17.6M | 5.1% | −21.6% |
| WESWestern Midstream Partners L | $15.6M | 4.5% | +93.2% |
| TRGPTarga Res Corp | $13.7M | 4.0% | −16.4% |
| EPDEnterprise Prods Partners L | $12.9M | 3.7% | −22.1% |
| GELGenesis Energy L P | $12.3M | 3.6% | |
| MPLXMplx LP | $12.1M | 3.5% | |
| ARAntero Resources Corp | $10.7M | 3.1% | +8.9% |
| DTMDt Midstream Inc | $9.1M | 2.6% | |
| VNOMViper Energy Inc | $7.3M | 2.1% | |
| CIFRCipher Digital Inc | $6.7M | 1.9% | −2.8% |
| EQTEqt Corp | $6.6M | 1.9% | |
| EXEExpand Energy Corporation | $6.4M | 1.8% | |
| PRPermian Resources Corp | $6.4M | 1.8% | |
| RIOTRiot Platforms Inc | $4.7M | 1.4% | −67.2% |
| RRCRange Res Corp | $4.7M | 1.3% | |
| GPORGulfport Energy Corp | $2.4M | 0.7% | |
| INRInfinity Nat Res Inc | $2.1M | 0.6% | |
| PAAPlains All Amern Pipeline L | $1.4M | 0.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TRGPTarga Res Corp | June 30, 2020 | +1236.0% | $13.7M |
| WULFTerawulf Inc | March 31, 2025 | +804.8% | $17.6M |
| AMAntero Midstream Corp | June 30, 2020 | +346.1% | $34.4M |
| PAGPPlains Gp Hldgs L P | June 30, 2020 | +172.7% | $19.1M |
| PRPermian Resources Corp | September 30, 2022 | +170.7% | $6.4M |
| ETEnergy Transfer L P | June 30, 2020 | +168.6% | $23.6M |
| PAAPlains All Amern Pipeline L | June 30, 2020 | +151.8% | $1.4M |
| WESWestern Midstream Partners L | September 30, 2021 | +108.8% | $15.6M |
| EPDEnterprise Prods Partners L | June 30, 2020 | +102.3% | $12.9M |
| MPLXMplx LP | September 30, 2021 | +97.9% | $12.1M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +0.0% | +14.8% |
| March 31, 2026 | +22.7% | −4.6% |
| December 31, 2025 | −3.5% | +2.4% |
| September 30, 2025 | −0.8% | +7.8% |
| June 30, 2025 | +0.5% | +10.5% |
| March 31, 2025 | +12.4% | −4.6% |
| December 31, 2024 | +6.0% | +2.1% |
| September 30, 2024 | −1.0% | +5.4% |
| June 30, 2024 | +6.0% | +4.0% |
| March 31, 2024 | +13.0% | +10.0% |
| December 31, 2023 | +2.3% | +11.2% |
| September 30, 2023 | +7.9% | −3.6% |
| June 30, 2023 | +2.0% | +8.3% |
| March 31, 2023 | +1.9% | +7.0% |
| December 31, 2022 | +10.4% | +7.1% |
| September 30, 2022 | +8.0% | −5.3% |
| June 30, 2022 | −13.0% | −16.5% |
| March 31, 2022 | +23.3% | −4.9% |
| December 31, 2021 | −1.3% | +10.7% |
| September 30, 2021 | −5.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: RR Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1322613&type=13F-HR&dateb=&owner=include&count=40CIK 1322613
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1322613/000132261326000004/Filed August 13, 2026 · accession 0001322613-26-000004