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Zimmer Partners, LP

hedge fundUpdated 27 days ago

Managed by Zimmer Partners, Lp • Latest filing Q2 2026

Portfolio value
$4.3B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
97.4%
Weight of largest holdings
Annualized return
-5.2%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$4.9B
Q2 2023$4.2B
Q3 2023$3.9B
Q4 2023$2.7B
Q1 2024$4.7B
Q2 2024$5.4B
Q3 2024$5.5B
Q4 2024$5.8B
Q1 2025$5.3B
Q2 2025$4.6B
Q3 2025$4.6B
Q4 2025$3.8B
Q1 2026$4.1B
Q2 2026$4.3B

Top holdings

122 positions as of Q2 2026

View filing
W

WELLTOWER INC

Value
$255.1M
Shares
1.12M
% Port
5.87%
N
2.NI

NISOURCE INC

Value
$203.4M
Shares
4.28M
% Port
4.68%
E
3.ES

EVERSOURCE ENERGY

Value
$194.5M
Shares
2.69M
% Port
4.48%
K
4.KGS

KODIAK GAS SVCS INC

Value
$190.1M
Shares
2.53M
% Port
4.38%
X

XCEL ENERGY INC

Value
$186.6M
Shares
2.32M
% Port
4.30%
T

TARGA RES CORP

Value
$175.5M
Shares
654.5K
% Port
4.04%
P

PG&E CORP

Value
$166.3M
Shares
9.88M
% Port
3.83%
M

MADISON AIR SOLUTIONS CORP

Value
$161.9M
Shares
4.15M
% Port
3.73%
P

PPL CORP

Value
$142.6M
Shares
3.92M
% Port
3.28%
E

KINDER MORGAN INC DEL

Value
$142.1M
Shares
4.45M
% Port
3.27%
A

AGREE RLTY CORP

Value
$139.6M
Shares
1.84M
% Port
3.21%
F
12.FPS

FORGENT POWER SOLUTIONS INC

Value
$126.9M
Shares
2.27M
% Port
2.92%
C
13.CQP

CHENIERE ENERGY INC

Value
$112.1M
Shares
469.0K
% Port
2.58%
S
14.SREA

SEMPRA

Value
$85.2M
Shares
918.8K
% Port
1.96%
M
15.MGEE

MGE ENERGY INC

Value
$81.5M
Shares
1.00M
% Port
1.88%
I
16.IDA

IDACORP INC

Value
$69.7M
Shares
460.6K
% Port
1.60%
J
17.JAN

JANUS LIVING INC

Value
$61.8M
Shares
2.15M
% Port
1.42%
P
18.PH

PARKER-HANNIFIN CORP

Value
$60.2M
Shares
61.5K
% Port
1.39%
C
19.CTRE

CARETRUST REIT INC

Value
$59.4M
Shares
1.47M
% Port
1.37%
G
20.GEV

GE VERNOVA INC

Value
$51.7M
Shares
44.0K
% Port
1.19%

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