Q2 2026 13F · SEC CIK 949615

Kayne Anderson Capital Advisors LP

Hedge fundFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $5.1B
Reported positions: 53
Top holdings a year, 3 yrs: +20.2%
Average holding period: 11.4 yrs

Kayne Anderson Capital Advisors LP is a hedge fund that reported 53 positions worth $5.1B in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Williams Companies (WMB, 9.8%), Enterprise Prods Partners L (EPD, 9.3%), Energy Transfer L P (ETPC, 9.1%). A portfolio copying its top holdings returned 20.2% a year over the last 3 years, against 20.4% for the S&P 500.

Kayne Anderson Capital Advisors LP holdings largest 50 of 53 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Kayne Anderson Capital Advisors LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
WMBWilliams Companies	9.8%	9.4%	6,729,960	+0.4%	$500.3M
EPDEnterprise Prods Partners L	9.3%	9.5%	12,869,425	-1.2%	$473.1M
ETPCEnergy Transfer L P	9.1%	9.1%	24,166,229	-1.7%	$462.1M
LNGCheniere Energy Inc	8.9%	9.0%	1,908,577	+14.9%	$456.2M
OKEOneok Inc	6.6%	6.7%	3,864,249	-0.0%	$336.0M
MPLXMplx LP	6.5%	7.5%	5,862,925	-14.1%	$330.3M
KMIKinder Morgan Inc Del Com	5.8%	7.0%	9,310,932	-15.0%	$297.7M
ENBEnbridge Inc Com	5.3%	6.3%	5,029,159	-17.5%	$272.6M
TRGPTarga Res Corp	5.1%	3.7%	970,898	+24.9%	$260.3M
TRPTc Energy Corp	5.1%	5.8%	3,922,519	-18.6%	$260.0M
MNRMach Natural Resource LP	3.8%	5.1%	15,517,713	-18.2%	$196.1M
WESWestern Midstream Partners LP	3.4%	3.1%	3,928,197	+0.3%	$171.9M
PAAPlains All American Pipeline LP	2.7%	2.7%	6,191,802	-0.1%	$137.8M
PBAPembina Pipeline Corp	1.9%	1.4%	2,112,513	+31.5%	$97.7M
DTMDt Midstream Inc Common Stock	1.9%	1.7%	644,326	-0.9%	$94.5M
KGSKodiak Gas Services Inc	1.7%	0.7%	1,128,985	+81.2%	$84.8M
SRESempra	1.4%	1.4%	791,520	+1.9%	$73.4M
VGVenture Global Inc	1.3%	New	5,743,473	—	$63.9M
CNPCenterpoint Energy Inc	1.1%	1.0%	1,282,748	+3.1%	$56.5M
SUNCSunococorp LLC	1.1%	0.3%	819,337	+277.8%	$55.4M
MPCMarathon Petroleum Corporation	1.0%	0.7%	206,525	+29.1%	$52.8M
AMAntero Midstream Corp	1.0%	1.9%	2,192,659	-48.4%	$49.9M
ETREntergy Corp.	0.9%	1.3%	384,367	-36.2%	$44.1M
AROCArchrock Inc	0.8%	0.7%	964,888	-3.2%	$39.3M
EEExcelerate Energy Inc Cl A Com	0.5%	0.4%	664,577	+2.8%	$25.2M
SWXSouthwest Gas Holdings Inc	0.5%	0.4%	266,765	+23.1%	$23.7M
OXYOccidental Petrol Co	0.3%	New	346,953	—	$16.9M
BPBp PLC Sponsored ADR ADR	0.3%	New	441,511	—	$16.3M
HESMHess Midstream LP	0.3%	1.1%	411,563	-72.8%	$15.5M
GLPGlobal Partners LP	0.3%	0.0%	285,481	+794.2%	$13.3M
CVXChevron Corp New	0.2%	New	72,254	—	$12.0M
KNRGSimplify Exchange Traded Fun	0.2%	0.2%	399,553	+0.0%	$10.3M
PPLPpl Corp	0.2%	0.1%	277,802	+38.9%	$10.1M
DDominion Energy Inc	0.2%	New	134,767	—	$9.2M
AEPAmerican Elec Pwr Co Inc	0.2%	0.1%	61,748	+75.1%	$8.4M
IDAIdacorp Inc	0.1%	0.1%	49,090	+27.5%	$7.4M
GEVGe Vernova Inc	0.1%	0.1%	5,845	-15.0%	$6.9M
USACUSA Compression Partners LP	0.1%	0.1%	250,946	+0.0%	$6.6M
NRGNrg Energy Inc	0.1%	0.2%	41,996	-34.6%	$6.1M
PWRQuanta Svcs Inc Com	0.1%	0.1%	7,362	-12.0%	$5.3M
PAGPPlains Gp Hldgs L P	0.1%	0.1%	197,711	+0.0%	$4.8M
NFGNational Fuel Gas Co NJ	0.1%	0.2%	59,763	-43.8%	$4.6M
SUNSunoco Lp/sunoco Fin Corp	0.1%	New	57,396	—	$3.9M
CCJCameco Corp Com	0.1%	0.1%	37,214	+9.0%	$3.8M
LLoews Corp	0.1%	New	24,744	—	$2.8M
CEGConstellation Energy Corp	0.1%	0.1%	11,084	-31.5%	$2.8M
POWLPowell Industries Inc	0.1%	0.0%	9,572	+204.9%	$2.7M
TLNTalen Energy Corp	0.1%	0.1%	6,928	-40.0%	$2.7M
PRIMPrimoris Svcs Corp	0.0%	New	25,359	—	$2.5M
VSTVistra Corp Com	0.0%	0.1%	15,553	-54.8%	$2.5M

What Kayne Anderson Capital Advisors LP bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.6% /yr; S&P 500 +20.1%
3 years: +20.2% /yr; S&P 500 +20.4%
5 years: +15.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$5.1B	53
Q1 2026	$5.2B	48
Q4 2025	$4.4B	44
Q3 2025	$4.5B	48
Q2 2025	$4.3B	44
Q1 2025	$4.5B	45
Q4 2024	$4.2B	48
Q3 2024	$3.9B	48
Q2 2024	$3.7B	57
Q1 2024	$3.6B	62
Q4 2023	$3.2B	90
Q3 2023	$3.2B	96

Questions about Kayne Anderson Capital Advisors LP's portfolio

What stocks does Kayne Anderson Capital Advisors LP own?

Kayne Anderson Capital Advisors LP's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 53 positions worth $5.1B. The largest are Williams Companies (WMB) at 9.8%, Enterprise Prods Partners L (EPD) at 9.3%, Energy Transfer L P (ETPC) at 9.1%, Cheniere Energy Inc (LNG) at 8.9% and Oneok Inc (OKE) at 6.6%.

What did Kayne Anderson Capital Advisors LP buy last quarter?

In Q2 2026, Kayne Anderson Capital Advisors LP added a new position in Venture Global Inc (VG), a new position in Occidental Petrol Co (OXY), a new position in Bp PLC Sponsored ADR ADR (BP), a new position in Chevron Corp New (CVX), a new position in Dominion Energy Inc (D), Global Partners LP (GLP) (+794.2% shares), Sunococorp LLC (SUNC) (+277.8% shares) and Powell Industries Inc (POWL) (+204.9% shares), compared with its Q1 2026 filing.

What did Kayne Anderson Capital Advisors LP sell last quarter?

In Q2 2026, Kayne Anderson Capital Advisors LP cut from its top 50 Kayne Anderson Energy Infrst (KYN), cut from its top 50 Xcel Energy Inc (XEL), cut from its top 50 Centuri Holdings Inc (CTRI), cut from its top 50 Bwx Technologies Inc (BWXT), cut from its top 50 Solv Energy Inc (MWH), Hess Midstream LP (HESM) (-72.8% shares), Vistra Corp Com (VST) (-54.8% shares) and Antero Midstream Corp (AM) (-48.4% shares), compared with its Q1 2026 filing.

How has Kayne Anderson Capital Advisors LP's portfolio performed?

A portfolio copying Kayne Anderson Capital Advisors LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.6% against +20.1%. Over 5 years: +15.2% a year against +11.6%.

When is Kayne Anderson Capital Advisors LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Kayne Anderson Capital Advisors LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.