Chickasaw Capital Management LLC
Chickasaw Capital Management LLC is an independent investment adviser founded in 2003 and headquartered in Memphis, Tennessee. The firm specializes in asset management focused on energy infrastructure, particularly in the midstream sector. With approximately 19 employees, Chickasaw serves institutional and individual investors, leveraging decades of experience and a research-driven approach to provide specialized investment opportunities in the U.S. energy infrastructure landscape.
Investment Strategy
Chickasaw Capital Management primarily invests in U.S. energy infrastructure, with a focus on the midstream sector. Utilizing a disciplined, research-driven approach, the firm seeks to identify attractive opportunities based on deep industry knowledge and long-term trends. Their investment philosophy emphasizes responsible stewardship, capital allocation in evolving energy markets—including crude oil, natural gas, NGLs, and LNG—and capturing opportunities driven by the ongoing energy transition. Chickasaw leverages strong industry relationships and a detailed understanding of market dynamics to drive value for both institutional and individual clients.
Top Holdings
Equity Positions (88)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TRGP | Targa Resources Corp | 12.50% | $305.9M | 1,825,558 | $38.42 | $167.54 | -$12.9M |
M MPLX | MPLX LP | 11.46% | $280.3M | 5,611,824 | $30.51 | $49.95 | -$2.6M |
E ET | Energy Transfer LP | 11.02% | $269.7M | 15,715,688 | $14.60 | $17.16 | -$23.3M |
W WES | Western Midstream Partners LP | 9.41% | $230.2M | 5,859,619 | $24.52 | $39.29 | -$32.7M |
W WMB | Williams Cos Inc | 8.19% | $200.3M | 3,161,682 | $44.11 | $63.35 | -$7.2M |
Industry Allocation
Investment Team (8)
| Name | Role | Location | |
|---|---|---|---|
G Geoffrey Mavar | Principal | Memphis, TN , United States | |
 | Managing Director | Memphis, TN , United States | |
C Charles Jumet | Client Portfolio Manager | Memphis, TN , United States | |
H Heather Ottinger | Client Analyst | Memphis, TN , United States | |
 | Senior Equity Research Analyst | Memphis, TN , United States | |
 | Principal | Memphis, TN , United States | |
M Mike Donlon | Managing Director | Memphis, TN , United States | |
S Scott Warren | Senior Analyst | Memphis, TN , United States |