Institutions / Zimmer Partners, LP
Zimmer Partners, LP
CIK 1565854 · Institution · as of Dec 31, 2025
Portfolio value
$3.80B
Positions
119
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 119 →
| Company | Value | % of portfolio |
|---|---|---|
| Eversource Energy | $258.82M | 6.8% |
| Welltower, Inc. | $207.28M | 5.5% |
| Xcel Energy Inc | $202.33M | 5.3% |
| NiSource Inc | $161.62M | 4.3% |
| Kodiak Gas Services, Inc. | $159.76M | 4.2% |
| Entergy Corp /De | $153.62M | 4.0% |
| Targa Resources Corp | $144.27M | 3.8% |
| Txnm Energy Inc | $127.55M | 3.4% |
| Sempra | $124.43M | 3.3% |
| PG&E Corp | $117.11M | 3.1% |
| Kinder Morgan, Inc. | $110.39M | 2.9% |
| Helix Acquisition Corp. III | $109.64M | 2.9% |
| IDACORP Inc | $101.31M | 2.7% |
| ADT Inc. | $99.79M | 2.6% |
| Kinetik Holdings Inc. | $98.61M | 2.6% |
| Duke Energy Corp | $75.36M | 2.0% |
| Ameren Corp | $71.29M | 1.9% |
| Viper Energy, Inc. | $67.22M | 1.8% |
| CareTrust REIT, Inc. | $63.71M | 1.7% |
| Cheniere Energy, Inc. | $60.11M | 1.6% |
| Kyndryl Holdings, Inc. | $59.16M | 1.6% |
| Cms Energy Corp | $51.92M | 1.4% |
| Ryan Specialty Holdings, Inc. | $51.63M | 1.4% |
| Autozone Inc | $47.48M | 1.3% |
| Smithfield Foods IncSFD | $46.67M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.