CHICKASAW CAPITAL MANAGEMENT LLC 13F Portfolio
CHICKASAW CAPITAL MANAGEMENT LLC runs CHICKASAW CAPITAL MANAGEMENT LLC and currently holds 95 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $2.79B. Their top holdings are TRGP, ET, MPLX, WES, WMB. The top five represent 54.2% of reported portfolio weight. CHICKASAW CAPITAL MANAGEMENT LLC ranks #271 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CHICKASAW CAPITAL MANAGEMENT LLC initiated 3 new positions. They added to 14 existing positions. They trimmed 44 positions. Their current best-performing preview position is MPC with returns of +54.66%.
Portfolio Value
$2.79B
Alpha Score
78.4
#271 of 1000
Holdings
95
CHICKASAW CAPITAL MANAGEMENT LLC Current 13F Holdings
Reported holdings from CHICKASAW CAPITAL MANAGEMENT LLC's latest SEC 13F filing, ranked by portfolio weight.
95 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 TRGP Targa Resources Corp | 15.58% | $39.11 | $286.71 | +633.09% | Trimmed -2.74% |
 ET Energy Transfer LP | 10.75% | $14.60 | $20.72 | +41.92% | Trimmed -1.28% |
 MPLX MPLX LP | 10.53% | $30.51 | $56.29 | +84.50% | Added +0.01% |
 WES Western Midstream Partners LP | 8.70% | $24.52 | $45.65 | +86.17% | Trimmed -0.76% |
 WMB Williams Cos Inc | 8.67% | $47.86 | $72.67 | +51.84% | Added +17.45% |
 LNG Cheniere Energy Inc | 8.62% | $183.66 | $278.19 | +51.47% | Added +4.36% |
 PAGP Plains GP Holdings | 7.95% | $23.58 | $26.62 | +12.89% | Trimmed -0.86% |
 EPD Enterprise Products Partners L | 5.83% | $29.08 | $36.07 | +24.02% | Trimmed -3.44% |
 DTM Dt Midstream Inc Common Stock | 2.24% | $90.95 | $124.08 | +36.43% | Added +37.95% |
 PAA Plains All American Pipeline L | 2.21% | $28.86 | $24.34 | -15.66% | Trimmed -0.73% |
Showing 1-10 of 95