Kayne Anderson Capital Advisors LP holds a focused book of 48 stocks worth $5.2B as of Q1 2026 (disclosed May 11, 2026, a ~41-day 13F lag). This quarter they opened Marathon Petroleum Corp and trimmed Enterprise Products Partners. Their largest long position is Enterprise Products Partners at 9% of the equity book. Cloning the disclosed picks since 2013 would be +151% (+7.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show KAYNE ANDERSON CAPITAL ADVISORS LP's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 82.8 points over this window.
Growth of $10,000 cloning Kayne Anderson Capital Advisors LP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Kayne Anderson Capital Advisors LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 54 / 48 | $38.7B |
| BANK OF AMERICA CORP /DE/ | 54 / 48 | $27.1B |
| UBS Group AG | 54 / 48 | $14.6B |
| WELLS FARGO & COMPANY/MN | 54 / 48 | $8.6B |
| OSAIC HOLDINGS, INC. | 54 / 48 | $706.7M |
| BlackRock, Inc. | 53 / 48 | $141.1B |
| GOLDMAN SACHS GROUP INC | 53 / 48 | $21.7B |
| RAYMOND JAMES FINANCIAL INC | 53 / 48 | $7.8B |
Ranked by how many of Kayne Anderson Capital Advisors LP's top 48 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Enterprise Prods Partners L COM | $493.1M | 13.03M | 9.5% | ▼−2.4% Reduced · −318K sh | |
| 2 | Williams Cos Inc COM | $487.9M | 6.70M | 9.4% | ▼−12% Reduced · −948K sh | |
| 3 | Energy Transfer L P COM UT LTD PTN | $474.4M | 24.58M | 9.1% | ▲+2.6% Added · +627K sh | |
| 4 | Cheniere Energy Inc COM NEW | $471.5M | 1.66M | 9.0% | ▲+5.7% Added · +89K sh | |
| 5 | MPLX LP COM UNIT REP LTD | $389.6M | 6.83M | 7.5% | ▼−5.5% Reduced · −401K sh | |
| 6 | Kinder Morgan Inc Del COM | $367.3M | 10.95M | 7.0% | ▼−13% Reduced · −1.7M sh | |
| 7 | Oneok Inc New COM | $349.3M | 3.86M | 6.7% | ▲+6.4% Added · +233K sh | |
| 8 | Enbridge Inc COM | $330.0M | 6.10M | 6.3% | ▲+33% Added · +1.5M sh | |
| 9 | TC Energy Corp COM | $301.6M | 4.82M | 5.8% | ▼−9.9% Reduced · −530K sh | |
| 10 | Mach Natural Resources LP COM UNIT LTD PAR | $265.4M | 18.96M | 5.1% | ▼−1.2% Reduced · −228K sh | |
| 11 | Targa Res Corp COM | $195.0M | 777.6K | 3.7% | ▼−10% Reduced · −87K sh | |
| 12 | Western Midstream Partners L COM UNIT LP INT | $161.3M | 3.92M | 3.1% | ▲+0.4% Added · +17K sh | |
| 13 | Plains All Amern Pipeline L UNIT LTD PARTN | $138.5M | 6.20M | 2.7% | ▲+21% Added · +1.1M sh | |
| 14 | Antero Midstream Corp COM | $96.9M | 4.25M | 1.9% | ▼−6.3% Reduced · −286K sh | |
| 15 | DT Midstream Inc COMMON STOCK | $87.5M | 650.0K | 1.7% | ▼−25% Reduced · −214K sh | |
| 16 | Sempra COM | $75.4M | 776.4K | 1.4% | ▼−19% Reduced · −182K sh | |
| 17 | Pembina Pipeline Corp COM | $71.9M | 1.61M | 1.4% | ▼−9.0% Reduced · −159K sh | |
| 18 | Entergy Corp New COM | $67.7M | 602.4K | 1.3% | ▼−1.6% Reduced · −10K sh | |
| 19 | Hess Midstream LP CL A SHS | $58.7M | 1.51M | 1.1% | ▼−8.2% Reduced · −135K sh | |
| 20 | Centerpoint Energy Inc COM | $53.7M | 1.24M | 1.0% | ▲+0.8% Added · +9K sh | |
| 21 | Marathon Pete Corp COM | $39.1M | 160.0K | 0.7% | ▲New New position | |
| 22 | Kodiak Gas Svcs Inc COM | $36.3M | 623.0K | 0.7% | ▲15× Added · +582K sh | |
| 23 | Archrock Inc COM | $34.7M | 996.5K | 0.7% | ▲+81% Added · +445K sh | |
| 24 | Excelerate Energy Inc CL A COM | $21.6M | 646.5K | 0.4% | ▼−29% Reduced · −265K sh | |
| 25 | Southwest Gas Hldgs Inc COM | $18.8M | 216.7K | 0.4% | ▲New New position | |
| 26 | Sunococorp LLC COM SHS LLC | $13.4M | 216.9K | 0.3% | ▲New New position | |
| 27 | Kayne Anderson Energy Infrst COM | $11.5M | 808.7K | 0.2% | —Held | |
| 28 | Simplify Exchange Traded Fun KAYNE ANDERSON | $10.2M | 399.6K | 0.2% | ▲+34% Added · +101K sh | |
| 29 | National Fuel Gas Co COM | $10.0M | 106.3K | 0.2% | ▲+13% Added · +12K sh | |
| 30 | NRG Energy Inc COM NEW | $9.4M | 64.2K | 0.2% | ▲+23% Added · +12K sh | |
| 31 | Xcel Energy Inc COM | $7.7M | 97.4K | 0.1% | ▲+27% Added · +21K sh | |
| 32 | PPL Corp COM | $7.6M | 200.0K | 0.1% | ▼−47% Reduced · −176K sh | |
| 33 | USA Compression Partners LP COM UNIT LTDPAR | $6.8M | 250.9K | 0.1% | ▲New New position | |
| 34 | Ge Vernova Inc COM | $6.0M | 6.9K | 0.1% | ▼−17% Reduced · −1K sh | |
| 35 | Idacorp Inc COM | $5.5M | 38.5K | 0.1% | ▲New New position | |
| 36 | Vistra Corp COM | $5.2M | 34.4K | 0.1% | ▲New New position | |
| 37 | Plains GP Hldgs L P LTD PARTNR INT A | $4.8M | 197.7K | 0.1% | ▲+13% Added · +22K sh | |
| 38 | American Elec PWR Co Inc COM | $4.6M | 35.3K | 0.1% | ▲New New position | |
| 39 | Quanta Svcs Inc COM | $4.6M | 8.4K | 0.1% | ▼−19% Reduced · −2K sh | |
| 40 | Constellation Energy Corp COM | $4.5M | 16.2K | 0.1% | ▲New New position | |
| 41 | Cameco Corp COM | $3.7M | 34.1K | 0.1% | ▲+16% Added · +5K sh | |
| 42 | Talen Energy Corp COM | $3.7M | 11.5K | 0.1% | ▼−27% Reduced · −4K sh | |
| 43 | Centuri Holdings Inc COM SHS | $2.9M | 98.9K | 0.1% | ▼−50% Reduced · −99K sh | |
| 44 | BWX Technologies Inc COM | $1.7M | 8.4K | 0.0% | ▲New New position | |
| 45 | Powell Inds Inc COM | $1.7M | 3.1K | 0.0% | ▼−72% Reduced · −8K sh | |
| 46 | Solv Energy Inc COM SHS CL A | $1.4M | 45.7K | 0.0% | ▲New New position | |
| 47 | Global Partners LP COM UNITS | $1.3M | 31.9K | 0.0% | —Held | |
| 48 | First Solar Inc COM | $941K | 4.8K | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 74 | $5.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 66 | $4.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 73 | $4.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 68 | $4.3B | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 70 | $4.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 72 | $4.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 70 | $3.9B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 9, 2024 | 80 | $3.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 6, 2024 | 88 | $3.6B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 7, 2024 | 118 | $3.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 9, 2023 | 124 | $3.2B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 7, 2023 | 111 | $3.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 2, 2023 | 118 | $3.4B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 7, 2023 | 121 | $3.4B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 7, 2022 | 127 | $3.4B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 5, 2022 | 130 | $3.6B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 11, 2022 | 141 | $4.2B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 7, 2022 | 137 | $3.3B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 4, 2021 | 133 | $3.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 138 | $3.5B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 6, 2021 | 132 | $3.1B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 9, 2021 | 122 | $2.8B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 6, 2020 | 126 | $2.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.