Institutions / Zimmer Partners, LP / Holdings

Zimmer Partners, LP

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
VODAFONE GROUP PLC NEW	—	$793	60	0.0%
BCE INC	—	$2.5K	106	0.0%
Essential Utilities, Inc.	—	$3.1K	80	0.0%
TELUS CORPORATION	—	$3.1K	233	0.0%
ONE Gas, Inc.	—	$3.9K	50	0.0%
American Tower Corp	—	$4.0K	23	0.0%
VERIZON COMMUNICATIONS INC	—	$4.8K	117	0.0%
Spire Inc	—	$5.6K	68	0.0%
Crown Castle Inc	—	$6.5K	73	0.0%
OGE Energy Corp	—	$7.0K	163	0.0%
SBA Communications Corp	—	$19.3K	100	0.0%
GAUZY LTD	—	$749.7K	581,187	0.0%
WEALTHFRONT CORPWLTH	Common Stock	$951.3K	70,000	0.0%
Equinix Inc	—	$960.0K	1,253	0.0%
Duff & Phelps Utility & Infrastructure Fund Inc.DPG	Closed-End Fund	$1.06M	83,200	0.0%
CASELLA WASTE SYSTEMS INC	—	$1.49M	15,194	0.0%
ALLSPRING UTILITIES & HIGH INCOME FUNDERH	Closed-End Fund	$1.52M	128,803	0.0%
California Water Service Group	—	$1.67M	38,500	0.0%
Slide Insurance Holdings, Inc.SLDE	Common Stock	$1.77M	90,651	0.0%
AVALONBAY COMMUNITIES INC	—	$1.77M	9,769	0.0%
Exzeo Group, Inc.XZO	Common Stock	$1.82M	75,000	0.0%
FirstEnergy Corp	—	$2.01M	45,000	0.1%
TORTOISE ENERGY INFRASTRUCTURE CORPTYG	Closed-End Fund	$2.04M	50,000	0.1%
MINERALYS THERAPEUTICS INCMLYS	Common Stock	$2.09M	57,500	0.1%
BETA Technologies, Inc.BETA	Common Stock	$2.12M	75,000	0.1%
H2O AMERICA	—	$2.15M	43,816	0.1%
Disc Medicine, Inc.IRON	Common Stock	$2.18M	27,500	0.1%
CUBESMART	—	$2.43M	67,500	0.1%
NETSTREIT Corp.	—	$2.48M	140,500	0.1%
CHESAPEAKE UTILITIES CORP	—	$2.50M	20,000	0.1%
Hut 8 Corp.	—	$3.33M	72,500	0.1%
Eledon Pharmaceuticals, Inc.	—	$3.60M	2,384,228	0.1%
Neptune Insurance Holdings Inc.NP	Common Stock	$3.65M	125,000	0.1%
Tamboran Resources CorpTBN	Common Stock	$3.91M	143,732	0.1%
VIRTUS INVESTMENT PARTNERS, INC.	—	$4.08M	25,000	0.1%
BULLISH	—	$4.17M	110,000	0.1%
Four Corners Property Trust, Inc.	—	$4.27M	185,092	0.1%
V2X, Inc.VVX	Common Stock	$4.91M	90,077	0.1%
Bowhead Specialty Holdings Inc.BOW	Common Stock	$6.14M	215,000	0.2%
GENERAL ELECTRIC CO	—	$6.16M	20,000	0.2%
Aveanna Healthcare Holdings, Inc.AVAH	Common Stock	$6.19M	757,500	0.2%
Kenvue Inc.	—	$6.47M	375,000	0.2%
Medline Inc.	—	$6.71M	159,660	0.2%
Kratos Defense & Security Solutions Inc	—	$6.83M	90,000	0.2%
Kayne Anderson Energy Infrastructure Fund, Inc.KYN	Closed-End Fund	$6.87M	554,700	0.2%
CATERPILLAR INC	—	$7.56M	13,200	0.2%
KARBON CAP PARTNERS CORP	—	$8.05M	800,000	0.2%
MODINE MANUFACTURING CO	—	$8.34M	62,500	0.2%
GENUINE PARTS CO	—	$9.22M	75,000	0.2%
MIDDLESEX WATER CO	—	$9.26M	183,657	0.2%