StockDriftsStockDriftsTop 25 Rr Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KNTK | KINETIK HOLDINGS INC | 11.16% | 798.0K | $38.6M | +38.08%(+220.06K) | $47.27(+13.05%) | 2026-06-30 | |
| AM | ANTERO MIDSTREAM CORP | 9.96% | 1.51M | $34.4M | +0.00%(+0) | $6.02(+274.83%) | 2026-06-30 | |
| WMB | WILLIAMS COS INC | 8.07% | 375.1K | $27.9M | +0.00%(+0) | $46.15(+60.96%) | 2026-06-30 | |
| KMI | KINDER MORGAN INC DEL | 7.91% | 855.6K | $27.4M | +0.00%(+0) | $20.21(+62.39%) | 2026-06-30 | |
| ET | ENERGY TRANSFER L P | 6.83% | 1.24M | $23.6M | +0.00%(+0) | $13.15(+60.06%) | 2026-06-30 | |
| LNG | CHENIERE ENERGY INC | 6.38% | 92.2K | $22.0M | +0.00%(+0) | $172.99(+57.03%) | 2026-06-30 | |
| PAGP | PLAINS GP HLDGS L P | 5.53% | 787.9K | $19.1M | -5.90%(-49.40K) | $13.81(+87.12%) | 2026-06-30 | |
| WULF | TERAWULF INC | 5.1% | 713.8K | $17.6M | -21.56%(-196.20K) | $3.87(+342.35%) | 2026-06-30 | |
| WES | WESTERN MIDSTREAM PARTNERS L | 4.51% | 356.1K | $15.6M | +93.22%(+171.81K) | $48.42(+1.04%) | 2026-06-30 | |
| TRGP | TARGA RES CORP | 3.96% | 51.1K | $13.7M | -16.38%(-10.00K) | $105.44(+160.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.26% | +78.29% | +16.62% | +115.69% |
| Top 20 Holdings Unweighted | +17.90% | +63.89% | +17.08% | +120.02% |
Rr Advisors LLC reports $345.63M in US-listed equity holdings across 25 positions in its most recent 13F filing. Its largest disclosed positions are KNTK (11.2%), AM (10.0%) and WMB (8.1%). The top 20 holdings account for 95.58% of reported assets. Its disclosed equity book has returned +78.29% 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 Rr Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1322613). View Rr Advisors LLC’s 13F filings on SEC