RR Advisors, LLC
RR Advisors, LLC is a Dallas, Texas-based registered investment adviser specializing in managing energy-focused investment portfolios, with a primary expertise in the oil and gas sector. The firm was founded in 2004 and focuses on serving institutional investors, high-net-worth individuals, and other accredited investors by offering active management solutions tailored to the energy markets.
Investment Strategy
RR Advisors, LLC employs a fundamental, research-driven investment strategy centered on the energy sector, particularly publicly traded oil and gas companies. The firm seeks attractive risk-adjusted returns by identifying undervalued securities in North American energy markets, engaging in active portfolio management with both long and short equity positions, and leveraging deep sector expertise to capitalize on price inefficiencies and industry trends.
Top Holdings
Equity Positions (27)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E ET | ENERGY TRANSFER LP | 10.41% | $43.3M | 2,388,000 | $13.44 | $18.13 | -$8.8M |
G GEL | GENESIS ENERGY LP | 9.47% | $39.4M | 2,286,000 | $20.44 | $17.23 | -$87.0K |
L LNG | CHENIERE ENERGY INC | 9.30% | $38.7M | 159,000 | $173.69 | $243.52 | -$2.4M |
W WMB | WILLIAMS COS INC/THE | 8.40% | $34.9M | 556,000 | $48.51 | $62.81 | +$767.0K |
A AM | ANTERO MIDSTREAM CORP | 8.25% | $34.3M | 1,811,000 | $6.82 | $18.95 | -$6.1M |