CHICKASAW CAPITAL MANAGEMENT LLC

Est. AUM

$2.83B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Targa Resources Corp	cs	$442.5M	1764758	15.64%	SOLE
2	Energy Transfer LP	ml	$299.0M	15494678	10.57%	SOLE
3	MPLX LP	ml	$298.1M	5222687	10.54%	SOLE
4	Western Midstream Partners LP	ml	$229.6M	5577025	8.12%	SOLE
5	Williams Cos Inc	cs	$218.7M	3005588	7.73%	SOLE
6	ONEOK Inc	cs	$212.2M	2347628	7.50%	SOLE
7	Plains GP Holdings	ml	$210.6M	8675146	7.45%	SOLE
8	Cheniere Energy Inc	cs	$207.3M	730598	7.33%	SOLE
9	Enterprise Products Partners L	ml	$181.6M	4798337	6.42%	SOLE
10	Plains All American Pipeline L	ml	$59.3M	2653685	2.09%	SOLE
11	Dt Midstream Inc Common Stock	cs	$52.7M	391282	1.86%	SOLE
12	Phillips 66	cs	$49.2M	270230	1.74%	SOLE
13	Genesis Energy LP	ml	$47.6M	2670272	1.68%	SOLE
14	Apple Inc	cs	$32.2M	126751	1.14%	SOLE
15	Antero Midstream Corp	cs	$30.7M	1347581	1.09%	SOLE
16	Kinetik Holdings Inc Cl A	cs	$28.6M	590347	1.01%	SOLE
17	Kinder Morgan Inc	cs	$26.7M	797163	0.94%	SOLE
18	Maingate MLP Fund Class I	mf	$14.6M	1237413	0.52%	SOLE
19	Sunoco LP	ml	$13.2M	203093	0.47%	SOLE
20	Wal Mart Stores Inc	cs	$11.2M	90120	0.40%	SOLE
21	NVIDIA Corp	cs	$11.1M	63878	0.39%	SOLE
22	Microsoft Corp	cs	$10.4M	28190	0.37%	SOLE
23	Enbridge Inc	cs	$9.5M	176334	0.34%	SOLE
24	KKR & Co Inc Cl A	cs	$9.3M	100304	0.33%	SOLE
25	Visa Inc Cl A	cs	$8.6M	28496	0.30%	SOLE
26	Alphabet Inc Cap Stock Cl A	cs	$7.6M	26284	0.27%	SOLE
27	Oakworth Cap Inc	cs	$7.3M	197699	0.26%	SOLE
28	Amazon.com Inc	cs	$6.8M	32671	0.24%	SOLE
29	AutoZone Inc	cs	$6.6M	1966	0.23%	SOLE
30	MasterCard Inc Cl A	cs	$6.1M	12113	0.21%	SOLE
31	Johnson & Johnson	cs	$4.9M	20068	0.17%	SOLE
32	Alphabet Inc Cap Stock Cl C	cs	$4.8M	16784	0.17%	SOLE
33	Meta Platforms Inc Cl A	cs	$4.4M	7654	0.15%	SOLE
34	USA Compression Partners LP	ml	$3.8M	139000	0.13%	SOLE
35	Oracle Corp	cs	$3.4M	23399	0.12%	SOLE
36	Coca-Cola Co	cs	$3.1M	40392	0.11%	SOLE
37	Atlanta Braves Hldgs Inc Com S	cs	$3.0M	62709	0.10%	SOLE
38	UnitedHealth Group Inc	cs	$2.7M	9884	0.09%	SOLE
39	Exxon Mobil Corp	cs	$2.5M	14792	0.09%	SOLE
40	Uber Technologies Inc	cs	$2.5M	34841	0.09%	SOLE
41	Philip Morris Intl Inc	cs	$2.3M	14175	0.08%	SOLE
42	GE AEROSPACE COM NEW	cs	$2.3M	8085	0.08%	SOLE
43	SPDR S&P 500 ETF TR	ui	$2.3M	3506	0.08%	SOLE
44	Hancock Whitney Corporation	cs	$2.1M	33020	0.07%	SOLE
45	HCA Inc	cs	$2.1M	4436	0.07%	SOLE
46	GE Vernova Inc	cs	$2.0M	2260	0.07%	SOLE
47	Blackstone Group Inc Cl A	cs	$1.9M	16750	0.07%	SOLE
48	Samsung Electronic KRW	fs	$1.6M	15000	0.06%	SOLE
49	Starbucks Corp	cs	$1.6M	18137	0.06%	SOLE
50	Chevron Corp	cs	$1.5M	7430	0.05%	SOLE

1–50 of 95

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.