CHICKASAW CAPITAL MANAGEMENT LLC
CIK 1276460
13F filing for Q2 2026・No. 1,346
- Holdings
- US$2.78B
- Quarter change
- −US$48.45M
- Entries
- 97
- Net bought (estimate)
- −US$54.22M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 3
- Cut 28
- Added 41
- Corporate actions 0
- Unchanged 23
Largest holdings
97 stocks worth US$2.78B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TRGPTarga Resources Corpcs | Cut | 1,651,449 | US$442.82M | 15.93% |
| Energy Transfer LPml | Cut | 15,361,046 | US$293.7M | 10.56% |
| MPLX LPml | Cut | 5,211,734 | US$293.58M | 10.56% |
| Western Midstream Partners LPml | Cut | 5,507,654 | US$241.02M | 8.67% |
| WMBWilliams Cos Inccs | Added | 3,028,738 | US$225.16M | 8.10% |
| Plains GP Holdingsml | Cut | 8,630,172 | US$209.45M | 7.53% |
| LNGCheniere Energy Inccs | Added | 856,127 | US$204.62M | 7.36% |
| Enterprise Products Partners Lml | Cut | 4,727,610 | US$173.79M | 6.25% |
| 9666690DONEOK Inccs | Cut | 1,900,118 | US$165.2M | 5.94% |
| Plains All American Pipeline Lml | Cut | 2,616,369 | US$58.24M | 2.09% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.