§ 13F · FUND PROFILE
CHICKASAW CAPITAL MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.5T (13F)Positions · 95Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.1B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TRGP | Targa Resources Corp | 1.83M | $338.4B | 13.9% | ±0% |
| 2 | MPLX | MPLX LP | 5.43M | $289.8B | 11.9% | −3% |
| 3 | ET | Energy Transfer LP | 15.50M | $255.5B | 10.5% | −1% |
| 4 | WES | Western Midstream Partners LP | 5.66M | $223.4B | 9.2% | −3% |
| 5 | OKE | ONEOK Inc | 2.71M | $199.2B | 8.2% | ±0% |
| 6 | WMB | Williams Cos Inc | 3.05M | $183.5B | 7.6% | −3% |
| 7 | PAGP | Plains GP Holdings | 8.82M | $168.8B | 7.0% | ±0% |
| 8 | EPD | Enterprise Products Partners L | 4.81M | $154.1B | 6.3% | −3% |
| 9 | LNG | Cheniere Energy Inc | 720K | $140.0B | 5.8% | −1% |
| 10 | PAA | Plains All American Pipeline L | 2.72M | $48.9B | 2.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHICKASAW SIGNAL
AC read
CHICKASAW CAPITAL MANAGEMENT LLC is a Other fund managing $2518.8 trillion in assets. The fund runs a portfolio of 95 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed