StockDriftsStockDriftsTop 50 Kayne Anderson Capital Advisors LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WMB | WILLIAMS COS INC | 9.81% | 6.73M | $500.3M | +0.40%(+26.72K) | $29.79(+149.35%) | 2026-06-30 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 9.28% | 12.87M | $473.1M | -1.24%(-162.17K) | $24.21(+60.68%) | 2026-06-30 | |
| ET | ENERGY TRANSFER L P | 9.06% | 24.17M | $462.1M | -1.69%(-416.09K) | $15.31(+37.52%) | 2026-06-30 | |
| LNG | CHENIERE ENERGY INC | 8.95% | 1.91M | $456.2M | +14.86%(+246.96K) | $143.26(+89.61%) | 2026-06-30 | |
| OKE | ONEOK INC NEW | 6.59% | 3.86M | $336.0M | -0.01%(-212) | $70.28(+34.57%) | 2026-06-30 | |
| MPLX | MPLX LP | 6.48% | 5.86M | $330.3M | -14.12%(-963.64K) | $39.44(+50.81%) | 2026-06-30 | |
| KMI | KINDER MORGAN INC DEL | 5.84% | 9.31M | $297.7M | -15.00%(-1.64M) | $23.42(+40.12%) | 2026-06-30 | |
| ENB | ENBRIDGE INC | 5.35% | 5.03M | $272.6M | -17.50%(-1.07M) | $44.25(+15.99%) | 2026-06-30 | |
| TRGP | TARGA RES CORP | 5.11% | 970.9K | $260.3M | +24.86%(+193.29K) | $81.36(+237.66%) | 2026-06-30 | |
| TRP | TC ENERGY CORP | 5.1% | 3.92M | $260.0M | -18.58%(-895.14K) | $45.12(+41.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.91% | +63.91% | +13.49% | +88.28% |
| Top 20 Holdings Unweighted | +17.16% | +60.81% | +12.13% | +77.23% |
Kayne Anderson Capital Advisors LP reports $5.10B in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are WMB (9.8%), EPD (9.3%) and ET (9.1%). The top 20 holdings account for 91.81% of reported assets. Its disclosed equity book has returned +63.91% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kayne Anderson Capital Advisors LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 949615). View Kayne Anderson Capital Advisors LP’s 13F filings on SEC