CHICKASAW CAPITAL MANAGEMENT LLC
CIK: 1276460SEC EDGAR →
Portfolio Value
$1.8T
Holdings
95
As of
Q3 2026
New Positions
2
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Energy Transfer LP | 15,164,014 | $299.8B | 16.32% |
| 2 | MPLX LP | 5,212,185 | $293.6B | 15.98% |
| 3 | Western Midstream Partners LP | 5,465,979 | $242.5B | 13.20% |
| 4 | Williams Cos Inc | 3,557,136 | $241.8B | 13.16% |
| 5 | Plains GP Holdings | 8,556,202 | $221.6B | 12.06% |
| 6 | Enterprise Products Partners L | 4,564,870 | $162.6B | 8.85% |
| 7 | — ONEOK INC | 973,599 | $83.0B | 4.52% |
| 8 | Plains All American Pipeline L | 2,597,171 | $61.6B | 3.35% |
| 9 | Kodiak Gas Services Inc | 1,017,357 | $53.9B | 2.93% |
| 10 | Antero Midstream Corp | 1,301,708 | $26.2B | 1.43% |
Quarterly Changes
Top Buys
New Positions (5)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Energy | 28 | $1.7T | 91.9% |
| Unknown | 16 | $121.8B | 6.6% |
| Financial Services | 15 | $15.6B | 0.8% |
| Consumer Defensive | 8 | $4.3B | 0.2% |
| Communication Services | 2 | $3.5B | 0.2% |
| Consumer Cyclical | 5 | $2.1B | 0.1% |
| Technology | 8 | $1.2B | 0.1% |
| Utilities | 2 | $572.2M | 0.0% |
| Industrials | 4 | $259.4M | 0.0% |
| Basic Materials | 2 | $228.4M | 0.0% |
| Healthcare | 5 | $8.6M | 0.0% |