CHICKASAW CAPITAL MANAGEMENT LLC
CHICKASAW CAPITAL MANAGEMENT LLC runs CHICKASAW CAPITAL MANAGEMENT LLC and currently holds 97 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $2.78B. Their top holdings are TRGP, ET, MPLX, WES, WMB. The top five represent 53.8% of reported portfolio weight. CHICKASAW CAPITAL MANAGEMENT LLC ranks #304 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CHICKASAW CAPITAL MANAGEMENT LLC initiated 4 new positions. They added to 38 existing positions. They trimmed 27 positions. Their current best-performing preview position is INTC with returns of +216.35%.
97 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
TRGP Targa Resources Corp | 15.93% | $39.11 | $299.05 | +664.64% | Trimmed -6.42% |
ET Energy Transfer LP | 10.56% | $14.60 | $21.20 | +45.17% | Trimmed -0.86% |
MPLX MPLX LP | 10.56% | $30.51 | $58.40 | +91.41% | Trimmed -0.21% |
WES Western Midstream Partners LP | 8.67% | $24.52 | $48.35 | +97.19% | Trimmed -1.24% |
WMB Williams Cos Inc | 8.10% | $44.35 | $70.50 | +58.96% | Added +0.77% |
PAGP Plains GP Holdings | 7.53% | $23.58 | $26.84 | +13.83% | Trimmed -0.52% |
LNG Cheniere Energy Inc | 7.36% | $179.94 | $277.34 | +54.13% | Added +17.18% |
EPD Enterprise Products Partners L | 6.25% | $28.94 | $38.04 | +31.43% | Trimmed -1.47% |
OKE ONEOK Inc | 5.94% | $70.81 | $93.35 | +31.83% | Trimmed -19.06% |
PAA Plains All American Pipeline L | 2.09% | $27.88 | $24.61 | -11.73% | Trimmed -1.41% |
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