SL Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, dated October 13, 2026, lists 31 distinct positions held by the firm.
The portfolio is dominated by energy and infrastructure companies. The largest position is in NextDecade Corp, where the firm holds 7,158,555 shares. Other significant holdings include Williams Companies with 6,379,100 shares, Kinder Morgan Inc with 30,882 shares, and Enterprise Products Partners LP with 71,351 shares.
The filing also lists substantial stakes in several other energy and pipeline entities, including Energy Transfer LP (448,898 shares), Plains GP Holdings (15,084 shares), and MPLX, LP (17,116 shares). Additionally, the firm holds positions in Berkshire Hathaway Class B (3,222 shares), McDonald's Corp (1,059 shares), and Procter & Gamble (1,419 shares).
The filing lists Simon Lack, Chief Compliance Officer, as the authorized representative for the firm.
