Chickasaw Capital Management LLC
Annual return '25
+17.6%
SPY '25
+17.7%
Alpha
-0.1ptsvs SPY
Invested
$2.8M
Holdings
93
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TRGP
Targa Resources Corp
Q4 2025: Exited (was 1.83M shares)
15.6%
02
$ET
Energy Transfer LP
Q1 2026: Sold 23.4% (339.0k → 259.8k shares)
10.6%
03
$MPLX
MPLX LP
Q1 2026: Sold 18.9% (424.9k → 344.7k shares)
10.5%
04
$WES
Western Midstream Partners LP
Q4 2025: Exited (was 5.86M shares)
8.1%
05
$WMB
Williams Cos Inc
Q4 2025: Exited (was 3.16M shares)
7.7%
06
$OKE
ONEOK Inc
Q4 2025: Exited (was 2.70M shares)
7.5%
07
$PAGP
Plains GP Holdings
Q4 2025: Exited (was 8.83M shares)
7.4%
08
$LNG
Cheniere Energy Inc
Q4 2025: Exited (was 730.0k shares)
7.3%
09
$EPD
Enterprise Products Partners L
Q4 2025: Exited (was 4.96M shares)
6.4%
10
$PAA
Plains All American Pipeline L
Q4 2025: Exited (was 2.74M shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:44 UTC.