SEC 13F Intelligence

Chickasaw Capital Management LLC / GEL

Chickasaw Capital Management LLC’s Genesis Energy L P Position

Does Chickasaw Capital Management LLC own Genesis Energy L P (GEL)? Yes — 2.67M shares worth $48M (+1.68% of its 13F portfolio) as of Q1 2026, down from 2.80M shares the prior filed quarter.

Position Value
$48M
Q1 2026
Shares
2.67M
% of Portfolio
+1.68%
Quarters Held
29
currently held

Position History GEL

Reported value by quarter
Q1 ’19: $249MQ1 ’19Q2 ’19: $221MQ3 ’19: $202MQ4 ’19: $181MQ1 ’20: $33MQ1 ’20Q2 ’20: $57MQ3 ’20: $25MQ4 ’20: $28MQ1 ’21: $46MQ1 ’21Q2 ’21: $54MQ3 ’21: $44MQ4 ’21: $46MQ1 ’22: $48MQ1 ’22Q2 ’22: $32MQ3 ’22: $37MQ4 ’22: $37MQ1 ’23: $41MQ1 ’23Q2 ’23: $34MQ3 ’23: $37MQ4 ’23: $45MQ1 ’24: $45MQ1 ’24Q2 ’24: $61MQ3 ’24: $51MQ4 ’24: $39MQ1 ’25: $58MQ1 ’25Q2 ’25: $61MQ3 ’25: $48MQ4 ’25: $44MQ1 ’26: $48MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.67M$48M+1.68%
Q4 20252.80M$44M+1.80%
Q3 20252.85M$48M+1.94%
Q2 20253.55M$61M+2.43%
Q1 20253.73M$58M+2.25%
Q4 20243.84M$39M+1.57%
Q3 20243.82M$51M+2.19%
Q2 20244.29M$61M+2.72%
Q1 20244.03M$45M+2.14%
Q4 20233.85M$45M+2.34%
Q3 20233.57M$37M+1.97%
Q2 20233.55M$34M+1.87%
Q1 20233.68M$41M+2.21%
Q4 20223.66M$37M+1.97%
Q3 20224.04M$37M+1.89%
Q2 20223.98M$32M+1.64%
Q1 20224.07M$48M+2.10%
Q4 20214.28M$46M+2.33%
Q3 20214.45M$44M+2.18%
Q2 20214.65M$54M+2.40%
Q1 20214.98M$46M+2.48%
Q4 20204.56M$28M+1.58%
Q3 20205.45M$25M+1.66%
Q2 20207.83M$57M+2.95%
Q1 20208.49M$33M+2.44%
Q4 20198.86M$181M+5.35%
Q3 20199.42M$202M+5.71%
Q2 201910.08M$221M+5.46%
Q1 201910.67M$249M+6.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Chickasaw Capital Management LLC’s full portfolio or all institutional holders of GEL.