RR Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Dallas, TX
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
28
Total value ($000)
$319,849
Net value change ($000)
-102,228 (-24.2%)
New positions
2
Sold out positions
2
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TRGP 7,659 102.4%
CRK 3,459 NEW
AR 2,783 23.5%
CIFR 1,919 NEW
DTM 974 15.2%
PAGP 889 4.9%
EXE 815 12.0%
RIOT 569 74.8%
PR 506 9.6%
EQT 431 6.2%
Top Reduces (Value $000, Stocks/ETFs)
GEL -23,912 -63.7%
ET -23,512 -54.7%
EPD -17,943 -54.6%
MPLX -13,750 -55.2%
LNG -11,453 -30.7%
WES -10,616 -59.7%
GOLAR LNG LTD -6,465 -100.0%
WMB -4,593 -13.8%
AM -2,763 -8.5%
WULF -2,300 -17.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type