CHICKASAW CAPITAL MANAGEMENT LLC
CIK: 0001276460SEC EDGAR →
Portfolio Value
$2.4B
Holdings
93
As of
Q4 2025
New Positions
1
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Targa Resources Corp | 1,834,117 | $338.4M | 13.95% |
| 2 | MPLX LP | 5,429,906 | $289.8M | 11.94% |
| 3 | Energy Transfer LP | 15,496,547 | $255.5M | 10.53% |
| 4 | Western Midstream Partners LP | 5,655,505 | $223.4M | 9.21% |
| 5 | ONEOK Inc | 2,709,534 | $199.2M | 8.21% |
| 6 | Williams Cos Inc | 3,051,969 | $183.5M | 7.56% |
| 7 | Plains GP Holdings | 8,819,184 | $168.8M | 6.96% |
| 8 | Enterprise Products Partners L | 4,805,291 | $154.1M | 6.35% |
| 9 | Cheniere Energy Inc | 720,125 | $140.0M | 5.77% |
| 10 | Plains All American Pipeline L | 2,721,420 | $48.9M | 2.01% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Energy | 28 | $2.2B | 92.2% |
| Technology | 8 | $69.7M | 2.9% |
| Unknown | 14 | $41.7M | 1.7% |
| Financial Services | 15 | $32.1M | 1.3% |
| Consumer Defensive | 7 | $17.0M | 0.7% |
| Consumer Cyclical | 7 | $11.1M | 0.5% |
| Healthcare | 4 | $7.3M | 0.3% |
| Industrials | 4 | $4.3M | 0.2% |
| Communication Services | 2 | $2.7M | 0.1% |
| Utilities | 3 | $1.1M | 0.0% |
| Basic Materials | 1 | $1.1M | 0.0% |