Chickasaw Capital Management’s Cheniere Energy LNG Stock Holding History

Chickasaw Capital Management’s Portfolio LNG Stock Details LNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$240M	Buy	893,452 +37,325	+4%	+$10M	8.62%	6
2026 Q2	$205M	Buy	856,127 +125,529	+17%	+$31.3M	7.36%	7
2026 Q1	$207M	Buy	730,598 +10,473	+1%	+$2.42M	7.33%	8
2025 Q4	$140M	Sell	720,125 -9,868	-1%	-$2.07M	5.77%	9
2025 Q3	$172M	Sell	729,993 -25,785	-3%	-$6.06M	7.01%	7
2025 Q2	$184M	Sell	755,778 -8,171	-1%	-$1.89M	7.31%	6
2025 Q1	$177M	Buy	763,949 +228,498	+43%	+$51.4M	6.81%	8
2024 Q4	$115M	Sell	535,451 -7,697	-1%	-$1.56M	4.65%	9
2024 Q3	$97.7M	Sell	543,148 -3,349	-0.6%	-$602K	4.18%	9
2024 Q2	$95.5M	Buy	546,497 +53,335	+11%	+$8.49M	4.24%	9
2024 Q1	$79.5M	Buy	493,162 +39,733	+9%	+$6.39M	3.8%	9
2023 Q4	$77.4M	Buy	453,429 +27,440	+6%	+$4.71M	4.05%	9
2023 Q3	$70.7M	Buy	425,989 +278	+0.1%	+$44.8K	3.77%	10
2023 Q2	$64.9M	Sell	425,711 -10,951	-3%	-$1.62M	3.59%	10
2023 Q1	$68.8M	Buy	436,662 +203,674	+87%	+$30.8M	3.67%	9
2022 Q4	$34.9M	Sell	232,988 -24,639	-10%	-$4.12M	1.85%	14
2022 Q3	$42.7M	Sell	257,627 -14,164	-5%	-$2.15M	2.17%	14
2022 Q2	$36.2M	Buy	271,791 +14,739	+6%	+$2.01M	1.86%	14
2022 Q1	$35.6M	Buy	257,052 +67,974	+36%	+$8.26M	1.57%	15
2021 Q4	$19.2M	Buy	+189,078	New	+$19.7M	0.97%	19
2021 Q2	–	Sell	-36,975	Closed	-$2.66M	–	86
2021 Q1	$2.66M	Sell	36,975 -146,564	-80%	-$10M	0.14%	33
2020 Q4	$11M	Buy	183,539 +8,051	+5%	+$432K	0.61%	20
2020 Q3	$8.12M	Sell	175,488 -69,537	-28%	-$3.53M	0.55%	20
2020 Q2	$11.8M	Sell	245,025 -55,618	-18%	-$2.43M	0.62%	20
2020 Q1	$10.1M	Buy	300,643 +3,022	+1%	+$155K	0.74%	21
2019 Q4	$18.2M	Buy	+297,621	New	+$18.3M	0.54%	20

Other funds holding LNG

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

TIM

Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return

Chickasaw Capital Management's LNG Position: Q3 2026 in Review

Chickasaw Capital Management increased its Cheniere Energy (LNG) stake by 4.4% in Q3 2026, buying an estimated $10M and bringing the position to 893,452 shares worth $240M. The position accounts for 8.62% of the portfolio, ranked #6.

Chickasaw Capital Management first reported a position in LNG in Q4 2019 and has held it in 26 quarters since. 122 funds tracked by Wall St. Rank hold LNG as of Q3 2026.

Chickasaw Capital Management held 893,452 shares of Cheniere Energy worth $240M as of Q3 2026.
Chickasaw Capital Management bought 37,325 Cheniere Energy shares in Q3 2026, an estimated $10M.
Cheniere Energy made up 8.62% of Chickasaw Capital Management's portfolio in Q3 2026, its #6 holding.
Chickasaw Capital Management first reported a position in Cheniere Energy in Q4 2019 and has held it in 26 quarters since.
122 funds tracked by Wall St. Rank held Cheniere Energy as of Q3 2026.

Based on Chickasaw Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.