CHICKASAW CAPITAL MANAGEMENT LLC — 13F holdings

CHICKASAW CAPITAL MANAGEMENT LLC reported 95 holdings worth $2.79B in its 13F filing for Q3 2026, filed October 8, 2026.

Largest positions

  1. TRGP TARGA RES CORP — $434M (15.6%)
  2. ET ENERGY TRANSFER L P — $300M (10.8%)
  3. MPLX MPLX LP — $294M (10.5%)
  4. WES WESTERN MIDSTREAM PARTNERS L — $243M (8.7%)
  5. WMB WILLIAMS COS INC — $242M (8.7%)
  6. LNG CHENIERE ENERGY INC — $240M (8.6%)
  7. PAGP PLAINS GP HLDGS L P — $222M (7.9%)
  8. EPD ENTERPRISE PRODS PARTNERS L — $163M (5.8%)
  9. OKE ONEOK INC NEW — $83.0M (3.0%)
  10. DTM DT MIDSTREAM INC — $62.4M (2.2%)