RR Advisors, LLC 13F Holdings

Holdings from the most recent 13F from RR Advisors, LLC

Filed: 2023-05-12 (Q1 2023) | Holdings: 18 | Value: $573.9M | Filing Link

PREMIUM

Author Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
ET - ENERGY TRANSFER LP
Reduce 3% $(3.4M)
17.26%
$99.0M
+54.79%
+5.58%
+40.18%
WES - WESTERN MIDSTREAM PARTNERS LP
Reduce 4% $(3.2M)
13.81%
$79.3M
+69.63%
+8.88%
+56.68%
PAGP - PLAINS GP HOLDINGS LP
Reduce 3% $(2.4M)
12.38%
$71.1M
+56.82%
+20.58%
+45.14%
AM - ANTERO MIDSTREAM CORP
Add 25% ($13.2M)
11.58%
$66.4M
+79.09%
+15.37%
+47.67%
EPD - ENTERPRISE PRODUCTS PARTNERS LP
Reduce 1% $(828.9K)
11.45%
$65.7M
+33.17%
+5.31%
+19.54%
GEL - GENESIS ENERGY LP
Add 6% ($3.4M)
10.85%
$62.3M
+52.81%
-4.45%
+33.75%
TRGP - TARGA RESOURCES CORP
Add 2% ($1.3M)
10.08%
$57.8M
+155.08%
+21.60%
+65.29%
MPLX - MPLX LP
Add 109% ($16.3M)
5.44%
$31.2M
+72.47%
+4.24%
+31.43%
NFE - NEW FORTRESS ENERGY INC
Reduce 17% $(3.8M)
3.20%
$18.4M
-81.34%
-3.60%
-7.38%
PAA - PLAINS ALL AMERICAN PIPELINE LP
Reduce 3% $(236.9K)
1.15%
$6.6M
+55.78%
+22.21%
+46.57%
DK - DELEK US HOLDINGS INC
0.80%
$4.6M
-36.92%
+27.22%
+26.61%
SLB - SCHLUMBERGER NV
0.42%
$2.4M
-21.53%
+34.84%
+12.08%
RIG - TRANSOCEAN LTD
Reduce 75% $(6.6M)
0.39%
$2.2M
-63.96%
+41.29%
-1.69%
OXY - OCCIDENTAL PETROLEUM CORP
New Purchase
0.35%
$2.0M
-30.45%
+11.82%
+9.08%
FTI - TECHNIPFMC PLC
Reduce 72% $(4.5M)
0.30%
$1.7M
+101.27%
+30.49%
+87.40%
NESR - NATIONAL ENERGY SERVICES REUNITED CORP
0.28%
$1.6M
+122.50%
+44.64%
+248.21%
PR - PERMIAN RESOURCES CORP
Reduce 74% $(3.5M)
0.22%
$1.2M
+33.38%
+30.85%
+80.65%
VOC - VOC ENERGY TRUST
0.05%
$313.0K
-52.02%
+11.13%
-19.66%
DCP - DCP MIDSTREAM LP
Reduce 100%
0.00%
$0.00