RR Advisors, LLC holds a focused book of 25 stocks worth $345.6M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they trimmed Plains GP Holdings LP-CL A. Their largest long position is Kinetik Holdings Inc at 11% of the equity book.
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 RR Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 27 / 25 | $12.5B |
| BANK OF AMERICA CORP /DE/ | 27 / 25 | $9.4B |
| GOLDMAN SACHS GROUP INC | 27 / 25 | $8.3B |
| JPMORGAN CHASE & CO | 27 / 25 | $8.0B |
| FMR LLC | 27 / 25 | $6.6B |
| UBS Group AG | 27 / 25 | $5.2B |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 27 / 25 | $3.7B |
| ROYAL BANK OF CANADA | 27 / 25 | $2.6B |
Ranked by the share of each fund's own book sitting in the names it shares with RR Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded — they hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Kinetik Holdings Inc COM NEW CL A | $38.6M | 798.0K | 11.2% | ▲+38% Added · +220K sh | |
| 2 | Antero Midstream Corp COM | $34.4M | 1.51M | 10.0% | —Held | |
| 3 | Williams Cos Inc COM | $27.9M | 375.1K | 8.1% | —Held | |
| 4 | Kinder Morgan Inc Del COM | $27.4M | 855.6K | 7.9% | —Held | |
| 5 | Energy Transfer L P COM UT LTD PTN | $23.6M | 1.24M | 6.8% | —Held | |
| 6 | Cheniere Energy Inc COM NEW | $22.0M | 92.2K | 6.4% | —Held | |
| 7 | Plains GP Hldgs L P LTD PARTNR INT A | $19.1M | 787.9K | 5.5% | ▼−5.9% Reduced · −49K sh | |
| 8 | Terawulf Inc COM | $17.6M | 713.8K | 5.1% | ▼−22% Reduced · −196K sh | |
| 9 | Western Midstream Partners L COM UNIT LP INT | $15.6M | 356.1K | 4.5% | ▲+93% Added · +172K sh | |
| 10 | Targa Res Corp COM | $13.7M | 51.1K | 4.0% | ▼−16% Reduced · −10K sh | |
| 11 | Enterprise Prods Partners L COM | $12.9M | 351.9K | 3.7% | ▼−22% Reduced · −100K sh | |
| 12 | Genesis Energy L P UNIT LTD PARTN | $12.3M | 868.3K | 3.6% | —Held | |
| 13 | MPLX LP COM UNIT REP LTD | $12.1M | 214.2K | 3.5% | —Held | |
| 14 | Antero Resources Corp COM | $10.7M | 304.8K | 3.1% | ▲+8.9% Added · +25K sh | |
| 15 | DT Midstream Inc COMMON STOCK | $9.1M | 61.7K | 2.6% | —Held | |
| 16 | Viper Energy Inc CL A | $7.3M | 173.2K | 2.1% | —Held | |
| 17 | Cipher Digital Inc COM | $6.7M | 272.3K | 1.9% | ▼−2.8% Reduced · −8K sh | |
| 18 | Eqt Corp COM | $6.6M | 124.9K | 1.9% | —Held | |
| 19 | Expand Energy Corporation COM | $6.4M | 70.1K | 1.8% | —Held | |
| 20 | Permian Resources Corp CLASS A COM | $6.4M | 345.4K | 1.8% | —Held | |
| 21 | Riot Platforms Inc COM | $4.7M | 171.6K | 1.4% | ▼−67% Reduced · −352K sh | |
| 22 | Range Res Corp COM | $4.7M | 125.1K | 1.3% | —Held | |
| 23 | Gulfport Energy Corp COMMON SHARES | $2.4M | 14.0K | 0.7% | —Held | |
| 24 | Infinity Nat Res Inc COM CL A | $2.1M | 166.0K | 0.6% | —Held | |
| 25 | Plains All Amern Pipeline L UNIT LTD PARTN | $1.4M | 62.5K | 0.4% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1322613/holdings"
Use Arkolith to show RR Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
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. Price-derived performance is withheld until the price-source policy and freshness gate are green.