EdgeMarket › What Infrastructure Capital Advisors, Llc reported owning
What Infrastructure Capital Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
149Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ET Energy Transfer LP | 81.9M | 5.7% | 4.2M | 21.19 | +22.3% |
| PAA PLAINS ALL AMERICAN PIPELINE LP | 69.0M | 4.8% | 3.1M | 24.61 | +40.2% |
| SUN Sunoco LP | 63.2M | 4.4% | 972.9K | 75.85 | +45.6% |
| MPLX MPLX LP | 61.0M | 4.2% | 1.1M | 58.41 | +15.7% |
| EPD ENTERPRISE PRODUCTS PARTNERS L.P. | 58.6M | 4.1% | 1.5M | 38.01 | +20.6% |
| unmapped CUSIP 29273V704 | 58.0M | 4.0% | 5.0M | — | — |
| WES Western Midstream Partners, LP | 50.8M | 3.5% | 1.2M | 48.36 | +27.1% |
| unmapped CUSIP 74965L200 | 46.2M | 3.2% | 1.9M | — | — |
| unmapped CUSIP 48251W500 | 43.8M | 3.1% | 1.1M | — | — |
| unmapped CUSIP 64944P307 | 43.0M | 3.0% | 1.1M | — | — |
| unmapped CUSIP 03769M304 | 39.5M | 2.8% | 676.3K | — | — |
| unmapped CUSIP 012653200 | 37.8M | 2.6% | 526.2K | — | — |
| HESM Hess Midstream LP | 26.0M | 1.8% | 668.7K | 39.14 | -5.3% |
| TRGP Targa Resources Corp. | 23.5M | 1.6% | 93.6K | 299.10 | +83.6% |
| LNG Cheniere Energy, Inc. | 23.3M | 1.6% | 82.2K | 277.51 | +17.6% |
| WMB WILLIAMS COMPANIES, INC. | 22.0M | 1.5% | 302.1K | 70.49 | +23.2% |
| KMI KINDER MORGAN, INC. | 18.6M | 1.3% | 554.4K | 30.98 | +16.6% |
| unmapped CUSIP 70509V704 | 18.0M | 1.3% | 933.3K | — | — |
| unmapped CUSIP 03990B309 | 16.8M | 1.2% | 465.2K | — | — |
| unmapped CUSIP 16115Q308 | 15.1M | 1.1% | 73.2K | — | — |
| CQP Cheniere Energy Partners, L.P. | 14.6M | 1.0% | 226.6K | 68.38 | +26.7% |
| GEL GENESIS ENERGY LP | 11.3M | 0.8% | 631.9K | 16.20 | -4.4% |
| STRK Strategy Inc | 10.8M | 0.8% | 153.0K | 72.26 | -24.9% |
| unmapped CUSIP 10482B200 | 8.7M | 0.6% | 601.1K | — | — |
| USAC USA Compression Partners, LP | 8.5M | 0.6% | 314.7K | 26.55 | +9.6% |
| OKE ONEOK INC /NEW/ | 8.2M | 0.6% | 91.2K | 93.33 | +26.7% |
| DKL Delek Logistics Partners, LP | 7.8M | 0.5% | 156.5K | 54.13 | +25.5% |
| unmapped CUSIP 097023204 | 7.7M | 0.5% | 120.5K | — | — |
| AMZN AMAZON COM INC | 6.8M | 0.5% | 32.4K | 258.63 | +15.6% |
| MRVL Marvell Technology, Inc. | 6.1M | 0.4% | 61.8K | 237.04 | +232.8% |
| unmapped CUSIP 38983D862 | 6.1M | 0.4% | 245.2K | — | — |
| MPC Marathon Petroleum Corp | 6.0M | 0.4% | 24.6K | 360.72 | +117.5% |
| PFFA Virtus InfraCap U.S. Preferred Stock ETF | 5.9M | 0.4% | 289.2K | 20.89 | -3.6% |
| TRP TC ENERGY CORP | 5.7M | 0.4% | 91.3K | 62.02 | +19.6% |
| CFG CITIZENS FINANCIAL GROUP INC/RI | 4.9M | 0.3% | 82.2K | 69.86 | +43.1% |
| unmapped CUSIP 42824C208 | 4.7M | 0.3% | 73.2K | — | — |
| GLP GLOBAL PARTNERS LP | 4.6M | 0.3% | 110.2K | 50.38 | -0.3% |
| CELH Celsius Holdings, Inc. | 4.3M | 0.3% | 122.5K | 33.36 | -46.2% |
| TOL Toll Brothers, Inc. | 4.3M | 0.3% | 31.2K | 147.09 | +11.9% |
| KKR KKR & Co. Inc. | 3.9M | 0.3% | 42.5K | 108.48 | -21.4% |
| unmapped CUSIP 70509V605 | 3.9M | 0.3% | 200.4K | — | — |
| NEE NEXTERA ENERGY INC | 3.7M | 0.3% | 39.9K | 83.65 | +9.8% |
| unmapped CUSIP 963320205 | 3.7M | 0.3% | 90.1K | — | — |
| GS GOLDMAN SACHS GROUP INC | 3.5M | 0.2% | 4.1K | 1,039.28 | +44.2% |
| unmapped CUSIP 65339F655 | 3.4M | 0.2% | 67.9K | — | — |
| APO Apollo Global Management, Inc. | 3.3M | 0.2% | 29.9K | 132.69 | -2.0% |
| unmapped CUSIP 26884U307 | 3.0M | 0.2% | 100.1K | — | — |
| unmapped CUSIP 68389X204 | 2.9M | 0.2% | 65.7K | — | — |
| LEN LENNAR CORP /NEW/ | 2.9M | 0.2% | 32.9K | 87.02 | -33.2% |
| META Meta Platforms, Inc. | 2.8M | 0.2% | 4.8K | 549.90 | -26.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →