CHICKASAW CAPITAL MANAGEMENT LLC
CIK: 1276460SEC EDGAR →
Portfolio Value
$2.8B
Holdings
97
As of
Q2 2026
New Positions
5
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Targa Resources Corp | 1,651,449 | $442.8M | 15.93% |
| 2 | Energy Transfer LP | 15,361,046 | $293.7M | 10.56% |
| 3 | MPLX LP | 5,211,734 | $293.6M | 10.56% |
| 4 | Western Midstream Partners LP | 5,507,654 | $241.0M | 8.67% |
| 5 | Williams Cos Inc | 3,028,738 | $225.2M | 8.10% |
| 6 | Plains GP Holdings | 8,630,172 | $209.5M | 7.53% |
| 7 | Cheniere Energy Inc | 856,127 | $204.6M | 7.36% |
| 8 | Enterprise Products Partners L | 4,727,610 | $173.8M | 6.25% |
| 9 | ONEOK Inc | 1,900,118 | $165.2M | 5.94% |
| 10 | Plains All American Pipeline L | 2,616,369 | $58.2M | 2.09% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Energy | 30 | $2.6B | 92.1% |
| Technology | 9 | $71.4M | 2.6% |
| Unknown | 13 | $47.8M | 1.7% |
| Financial Services | 15 | $37.2M | 1.3% |
| Consumer Defensive | 8 | $18.4M | 0.7% |
| Consumer Cyclical | 6 | $17.5M | 0.6% |
| Healthcare | 5 | $9.3M | 0.3% |
| Communication Services | 2 | $7.9M | 0.3% |
| Industrials | 4 | $5.4M | 0.2% |
| Utilities | 3 | $3.1M | 0.1% |
| Basic Materials | 2 | $1.4M | 0.0% |