Vault-13

RR Advisors, LLC

DALLAS, TX · CIK 1322613 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2012 · limited liability company

As an employer

$345.6m reported value -4.1% vs Q1 2026
25positions
69.4%in top 10
0 new 3 added 6 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 KINETIK HOLDINGS INC COM NEW CL A KNTK KNTK 797,999 $38.6m11.16% 11.16% AddedShares held: Q3 2025 530.0k, Q4 2025 577.9k, Q1 2026 577.9k, Q2 2026 798.0k +220.1k +220,063 38.1%
2 ANTERO MIDSTREAM CORP COM AM AM 1,513,610 $34.4m9.96% 9.96% UnchangedShares held: Q3 2025 1.7m, Q4 2025 1.7m, Q1 2026 1.5m, Q2 2026 1.5m
3 WILLIAMS COS INC COM WMB WMB 375,077 $27.9m8.07% 8.07% UnchangedShares held: Q3 2025 527.0k, Q4 2025 478.9k, Q1 2026 375.1k, Q2 2026 375.1k
4 KINDER MORGAN INC DEL COM KMI KMI 855,628 $27.4m7.91% 7.91% UnchangedShares held: Q3 2025 925.0k, Q4 2025 945.6k, Q1 2026 855.6k, Q2 2026 855.6k
5 ENERGY TRANSFER L P COM UT LTD PTN ET ET 1,235,260 $23.6m6.83% 6.83% UnchangedShares held: Q3 2025 2.5m, Q4 2025 1.2m, Q1 2026 1.2m, Q2 2026 1.2m
6 CHENIERE ENERGY INC COM NEW LNG LNG 92,197 $22.0m6.38% 6.38% UnchangedShares held: Q3 2025 159.0k, Q4 2025 133.1k, Q1 2026 92.2k, Q2 2026 92.2k
7 PLAINS GP HLDGS L P LTD PARTNR INT A PAGP PAGP 787,888 $19.1m5.53% 5.53% ReducedShares held: Q3 2025 986.0k, Q4 2025 986.1k, Q1 2026 837.3k, Q2 2026 787.9k -49.4k -49,401 -5.9%
8 TERAWULF INC COM WULF WULF 713,772 $17.6m5.10% 5.10% ReducedShares held: Q3 2025 1.1m, Q4 2025 919.0k, Q1 2026 910.0k, Q2 2026 713.8k -196.2k -196,200 -21.6%
9 WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT WES WES 356,123 $15.6m4.51% 4.51% AddedShares held: Q3 2025 453.0k, Q4 2025 181.4k, Q1 2026 184.3k, Q2 2026 356.1k +171.8k +171,810 93.2%
10 TARGA RES CORP COM TRGP TRGP 51,054 $13.7m3.96% 3.96% ReducedShares held: Q3 2025 45.0k, Q4 2025 82.1k, Q1 2026 61.1k, Q2 2026 51.1k -10.0k -10,000 -16.4%
11 ENTERPRISE PRODS PARTNERS L COM EPD EPD 351,930 $12.9m3.74% 3.74% ReducedShares held: Q3 2025 1.1m, Q4 2025 465.6k, Q1 2026 451.9k, Q2 2026 351.9k -100.0k -100,000 -22.1%
12 GENESIS ENERGY L P UNIT LTD PARTN GEL GEL 868,342 $12.3m3.56% 3.56% UnchangedShares held: Q3 2025 2.2m, Q4 2025 873.1k, Q1 2026 868.3k, Q2 2026 868.3k
13 MPLX LP COM UNIT REP LTD MPLX MPLX 214,194 $12.1m3.49% 3.49% UnchangedShares held: Q3 2025 499.0k, Q4 2025 209.4k, Q1 2026 214.2k, Q2 2026 214.2k
14 ANTERO RESOURCES CORP COM AR AR 304,750 $10.7m3.10% 3.10% AddedShares held: Q3 2025 353.0k, Q4 2025 424.5k, Q1 2026 279.8k, Q2 2026 304.8k +25.0k +25,000 8.9%
15 DT MIDSTREAM INC COMMON STOCK DTM DTM 61,733 $9.1m2.62% 2.62% UnchangedShares held: Q3 2025 57.0k, Q4 2025 61.7k, Q1 2026 61.7k, Q2 2026 61.7k
16 VIPER ENERGY INC CL A VNOM VNOM 173,203 $7.3m2.12% 2.12% UnchangedShares held: Q3 2025 203.0k, Q4 2025 203.2k, Q1 2026 173.2k, Q2 2026 173.2k
17 CIPHER MINING INC COM CIFR CIFR 272,250 $6.7m1.93% 1.93% ReducedShares held: Q3 2025 0, Q4 2025 130.0k, Q1 2026 280.0k, Q2 2026 272.2k -7.8k -7,750 -2.8%
18 EQT CORP COM EQT EQT 124,949 $6.6m1.92% 1.92% UnchangedShares held: Q3 2025 127.0k, Q4 2025 136.9k, Q1 2026 124.9k, Q2 2026 124.9k
19 EXPAND ENERGY CORPORATION COM EXE EXE 70,068 $6.4m1.85% 1.85% UnchangedShares held: Q3 2025 64.0k, Q4 2025 69.1k, Q1 2026 70.1k, Q2 2026 70.1k
20 PERMIAN RESOURCES CORP CLASS A COM PR PR 345,432 $6.4m1.84% 1.84% UnchangedShares held: Q3 2025 412.0k, Q4 2025 412.3k, Q1 2026 345.4k, Q2 2026 345.4k
21 RIOT PLATFORMS INC COM RIOT RIOT 171,575 $4.7m1.36% 1.36% ReducedShares held: Q3 2025 40.0k, Q4 2025 105.0k, Q1 2026 523.3k, Q2 2026 171.6k -351.7k -351,733 -67.2%
22 RANGE RES CORP COM RRC RRC 125,094 $4.7m1.35% 1.35% UnchangedShares held: Q3 2025 154.0k, Q4 2025 175.1k, Q1 2026 125.1k, Q2 2026 125.1k
23 GULFPORT ENERGY CORP COMMON SHARES GPOR GPOR 14,000 $2.4m0.69% 0.69% UnchangedShares held: Q3 2025 14.0k, Q4 2025 14.0k, Q1 2026 14.0k, Q2 2026 14.0k
24 INFINITY NAT RES INC COM CL A INR INR 165,986 $2.1m0.61% 0.61% UnchangedShares held: Q3 2025 166.0k, Q4 2025 166.0k, Q1 2026 166.0k, Q2 2026 166.0k
25 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN PAA PAA 62,549 $1.4m0.40% 0.40% UnchangedShares held: Q3 2025 155.0k, Q4 2025 62.5k, Q1 2026 62.5k, Q2 2026 62.5k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
VENTURE GLOBAL INC VG VG 846,300 $13.3m846.3k shares
COMSTOCK RES INC CRK CRK 149,210 $3.1m149.2k shares