StockDriftsStockDriftsTop 43 Chickasaw Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WES | Western Midstream Partners LP | 8.67% | 5.51M | $241.0M | -1.24%(-69.37K) | $25.63(+86.18%) | 2026-06-30 | |
| WMB | Williams Cos Inc | 8.1% | 3.03M | $225.2M | +0.77%(+23.15K) | $42.94(+68.64%) | 2026-06-30 | |
| EPD | Enterprise Products Partners L | 6.25% | 4.73M | $173.8M | -1.47%(-70.73K) | $28.92(+31.66%) | 2026-06-30 | |
| OKE | ONEOK Inc | 5.94% | 1.90M | $165.2M | -19.06%(-447.51K) | $70.42(+28.12%) | 2026-06-30 | |
| PAA | Plains All American Pipeline L | 2.09% | 2.62M | $58.2M | -1.41%(-37.32K) | $42.22(-45.30%) | 2026-06-30 | |
| PSX | Phillips 66 | 1.79% | 294.0K | $49.7M | +8.80%(+23.78K) | $121.54(+79.19%) | 2026-06-30 | |
| AAPL | Apple Inc | 1.32% | 127.3K | $36.8M | +0.40%(+510) | $19.96(+1436.45%) | 2026-06-30 | |
| GEL | Genesis Energy LP | 0.64% | 1.26M | $17.9M | -52.66%(-1.41M) | $27.18(-42.94%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 0.38% | 28.4K | $10.6M | +0.71%(+200) | $210.63(+138.69%) | 2026-06-30 | |
| WMT | Wal Mart Stores Inc | 0.37% | 91.2K | $10.3M | +1.24%(+1.11K) | $20.65(+447.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.98% | +85.98% | +17.72% | +126.10% |
| Top 20 Holdings Unweighted | +22.59% | +84.23% | +15.76% | +107.87% |
Chickasaw Capital Management LLC reports $2.78B in US-listed equity holdings across 97 positions in its most recent 13F filing. Its largest disclosed positions are WES (8.7%), WMB (8.1%) and EPD (6.3%). The top 20 holdings account for 36.97% of reported assets. Its disclosed equity book has returned +85.98% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Chickasaw Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1276460). View Chickasaw Capital Management LLC’s 13F filings on SEC