Zimmer Partners, LP

CIK 0001565854 • 6 13F filings • May 15, 2025 – Aug 14, 2026

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Filer information

Filed by: Zimmer Partners, LP, General Counsel
Address: 9 WEST 57TH STREET, 33RD FLOOR, NEW YORK, NY, 10019
Phone: 212.710.4311
AUM: $3.80B

AUM over time

$4.34B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareCommunicationIndustrialsReal EstateOther

Holdings by filing

Portfolio value: $3.80B119 positionsView on SEC.gov

			% of Portfolio
AAR CORP	COM	$14.1M	0.4%	170,000 SH	New
ADT INC DEL	COM	$99.8M	2.6%Prev: 1.5%	12,365,246 SH	Increased+4,287,435 SH
AIR PRODS & CHEMS INC	COM	$24.7M	0.7%Prev: 0.4%	100,000 SH	Increased+25,000 SH
ALLIANCE LAUNDRY HLDGS INC	COM	$19.3M	0.5%	950,000 SH	New
ALLSPRING UTILITIES AND HIGH	WF UTILITIES INC	$1.5M	0.0%Prev: 0.0%	128,803 SH	Decreased
AMEREN CORP	COM	$71.3M	1.9%Prev: 1.7%	713,945 SH	Decreased-35,400 SH
AMERICAN TOWER CORP NEW	COM	$4K	0.0%	23 SH	New
AMRIZE LTD	SHS	$19.8M	0.5%Prev: 0.3%	366,000 SH	Increased+41,000 SH
ANTERO RESOURCES CORP	COM	$9.8M	0.3%Prev: 0.2%	284,000 SH	Increased+14,000 SH
AUTOZONE INC	COM	$47.5M	1.3%Prev: 0.7%	14,000 SH	Increased+6,500 SH
AVALONBAY CMNTYS INC	COM	$1.8M	0.0%Prev: 0.0%	9,769 SH	Decreased-1,894 SH
AVEANNA HEALTHCARE HLDGS INC	COM	$6.2M	0.2%	757,500 SH	New
BCE INC	COM NEW	$3K	0.0%	106 SH	New
BETA TECHNOLOGIES INC	COM SHS CL A	$2.1M	0.1%	75,000 SH	New
BKV CORP	COM	$13.5M	0.4%	499,000 SH	New
BLACK HILLS CORP	COM	$19.2M	0.5%Prev: 1.5%	276,034 SH	Decreased-823,986 SH
BOWHEAD SPECIALTY HLDGS INC	COM SHS	$6.1M	0.2%Prev: 0.1%	215,000 SH	Increased
BUILDERS FIRSTSOURCE INC	COM	$17.7M	0.5%Prev: 0.2%	172,500 SH	Increased+99,500 SH
BULLISH	ORD SHS	$4.2M	0.1%Prev: 0.2%	110,000 SH	Decreased
CALIFORNIA WTR SVC GROUP	COM	$1.7M	0.0%	38,500 SH	New
CARETRUST REIT INC	COM	$63.7M	1.7%Prev: 1.2%	1,761,795 SH	Increased+173,665 SH
CARRIER GLOBAL CORPORATION	COM	$20.5M	0.5%Prev: 0.2%	387,500 SH	Increased+217,500 SH
CASELLA WASTE SYS INC	CL A	$1.5M	0.0%Prev: 0.8%	15,194 SH	Decreased-354,806 SH
CATERPILLAR INC	COM	$7.6M	0.2%	13,200 SH	New
CENTERPOINT ENERGY INC	COM	$38.5M	1.0%Prev: 2.3%	1,005,100 SH	Decreased-1,710,200 SH
CHENIERE ENERGY INC	COM NEW	$60.1M	1.6%Prev: 0.1%	309,200 SH	Increased+296,700 SH
CHESAPEAKE UTILS CORP	COM	$2.5M	0.1%Prev: 0.2%	20,000 SH	Decreased-44,192 SH
CMS ENERGY CORP	COM	$51.9M	1.4%Prev: 1.1%	742,500 SH	Increased+48,100 SH
CONSTRUCTION PARTNERS INC	COM CL A	$13.0M	0.3%	120,000 SH	New
CORE & MAIN INC	CL A	$10.4M	0.3%Prev: 0.7%	200,000 SH	Decreased-445,000 SH
CORPAY INC	COM SHS	$15.6M	0.4%Prev: 0.6%	52,000 SH	Decreased-48,700 SH
CRH PLC	ORD	$10.0M	0.3%Prev: 0.1%	80,000 SH	Increased+40,000 SH
CROWN CASTLE INC	COM	$6K	0.0%	73 SH	New
CUBESMART	COM	$2.4M	0.1%Prev: 0.0%	67,500 SH	Increased+29,566 SH
DISC MEDICINE INC	COM	$2.2M	0.1%Prev: 0.1%	27,500 SH	Decreased-62,663 SH
DUFF & PHELPS UTLITY AND INF	COM	$1.1M	0.0%Prev: 0.0%	83,200 SH	Increased+55,200 SH
DUKE ENERGY CORP NEW	COM NEW	$75.4M	2.0%Prev: 1.5%	642,929 SH	Increased+86,400 SH
EATON CORP PLC	SHS	$43.3M	1.1%Prev: 1.3%	136,000 SH	Decreased-18,900 SH
ELEDON PHARMACEUTICALS INC	COM	$3.6M	0.1%Prev: 0.1%	2,384,228 SH	Decreased+559,228 SH
EMCOR GROUP INC	COM	$10.1M	0.3%	16,500 SH	New
ENTERGY CORP NEW	COM	$153.6M	4.0%	1,661,973 SH	New
EQUINIX INC	COM	$960K	0.0%Prev: 0.0%	1,253 SH	Decreased-751 SH
ESSENTIAL UTILS INC	COM	$3K	0.0%	80 SH	New
EVERGY INC	COM	$10.0M	0.3%Prev: 0.5%	137,500 SH	Decreased-150,000 SH
EVERSOURCE ENERGY	COM	$258.8M	6.8%Prev: 6.5%	3,843,997 SH	Decreased-408,303 SH
EXZEO GROUP INC	COM SHS	$1.8M	0.0%	75,000 SH	New
FIRSTENERGY CORP	COM	$2.0M	0.1%	45,000 SH	New
FOUR CORNERS PPTY TR INC	COM	$4.3M	0.1%Prev: 0.1%	185,092 SH	Decreased+10,000 SH
FRONTVIEW REIT INC	COM	$13.6M	0.4%Prev: 0.3%	920,485 SH	Decreased-197,923 SH
GAUZY LTD	SHS	$750K	0.0%Prev: 0.1%	581,187 SH	Decreased-64,421 SH
GE AEROSPACE	COM NEW	$6.2M	0.2%Prev: 0.4%	20,000 SH	Decreased-35,000 SH
GENUINE PARTS CO	COM	$9.2M	0.2%Prev: 0.1%	75,000 SH	Increased+50,000 SH
GRUPO AEROMEXICO SAB DE CV	SPONSORED ADS	$23.3M	0.6%	1,060,400 SH	New
H2O AMERICA	COM	$2.1M	0.1%Prev: 0.1%	43,816 SH	Decreased-80,500 SH
HESS MIDSTREAM LP	CL A SHS	$12.1M	0.3%Prev: 0.8%	351,700 SH	Decreased-755,800 SH
HUT 8 CORP	COM	$3.3M	0.1%Prev: 0.0%	72,500 SH	Increased+25,000 SH
IDACORP INC	COM	$101.3M	2.7%Prev: 1.5%	800,492 SH	Increased+262,992 SH
ITT INC	COM	$24.7M	0.7%	142,500 SH	New
JAMES RIV GROUP HOLDINGS INC	COM SHS	$29.2M	0.8%	4,591,638 SH	New
KARBON CAP PARTNERS CORP	UNIT 12/11/2030	$8.1M	0.2%	800,000 SH	New
KAYNE ANDERSON ENERGY INFRST	COM	$6.9M	0.2%Prev: 0.1%	554,700 SH	Increased+304,700 SH
KENVUE INC	COM	$6.5M	0.2%Prev: 0.5%	375,000 SH	Decreased-994,800 SH
KINDER MORGAN INC DEL	COM	$110.4M	2.9%Prev: 3.7%	4,015,800 SH	Decreased-2,054,300 SH
KINETIK HOLDINGS INC	COM NEW CL A	$98.6M	2.6%	2,735,400 SH	New
KODIAK GAS SVCS INC	COM	$159.8M	4.2%Prev: 2.3%	4,271,553 SH	Increased+1,339,849 SH
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$6.8M	0.2%	90,000 SH	New
KYNDRYL HLDGS INC	COMMON STOCK	$59.2M	1.6%Prev: 1.4%	2,227,253 SH	Decreased-651 SH
LOAR HOLDINGS INC	COM SHS	$18.7M	0.5%Prev: 0.2%	275,000 SH	Increased+145,000 SH
LUMEXA IMAGING HOLDINGS INC	COM	$11.3M	0.3%	610,000 SH	New
MEDLINE INC	COM CL A	$6.7M	0.2%	159,660 SH	New
MICROSOFT CORP	COM	$9.7M	0.3%Prev: 0.2%	20,000 SH	Decreased
MIDDLESEX WTR CO	COM	$9.3M	0.2%Prev: 0.2%	183,657 SH	Increased+29,100 SH
MINERALYS THERAPEUTICS INC	COM	$2.1M	0.1%Prev: 0.1%	57,500 SH	Decreased-42,500 SH
MODINE MFG CO	COM	$8.3M	0.2%	62,500 SH	New
NEPTUNE INS HLDGS INC	CL A	$3.6M	0.1%	125,000 SH	New
NETSTREIT CORP	COM	$2.5M	0.1%Prev: 0.1%	140,500 SH	Decreased-154,280 SH
NISOURCE INC	COM	$161.6M	4.3%Prev: 6.4%	3,870,100 SH	Decreased-3,016,883 SH
NVENT ELECTRIC PLC	SHS	$38.2M	1.0%Prev: 0.2%	375,000 SH	Increased+265,000 SH
OGE ENERGY CORP	COM	$7K	0.0%	163 SH	New
ONE GAS INC	COM	$4K	0.0%	50 SH	New
PACS GROUP INC	COM SHS	$11.6M	0.3%Prev: 0.1%	302,500 SH	Increased
PARKER-HANNIFIN CORP	COM	$26.4M	0.7%Prev: 0.6%	30,000 SH	Decreased-5,000 SH
PG&E CORP	COM	$117.1M	3.1%Prev: 9.0%	7,287,774 SH	Decreased-11,123,253 SH
PINNACLE WEST CAP CORP	COM	$12.1M	0.3%Prev: 0.3%	136,455 SH	Decreased-12,177 SH
PRIMO BRANDS CORPORATION	CLASS A COM SHS	$18.4M	0.5%Prev: 1.2%	1,127,654 SH	Decreased-1,311,408 SH
QUANTA SVCS INC	COM	$36.8M	1.0%Prev: 0.4%	87,250 SH	Increased+47,250 SH
QXO INC	COM NEW	$11.6M	0.3%Prev: 0.7%	600,000 SH	Decreased-1,210,000 SH
RYAN SPECIALTY HOLDINGS INC	CL A	$51.6M	1.4%Prev: 0.4%	1,000,000 SH	Increased+640,000 SH
SBA COMMUNICATIONS CORP NEW	CL A	$19K	0.0%	100 SH	New
SEMPRA	COM	$124.4M	3.3%Prev: 1.7%	1,409,300 SH	Increased+553,500 SH
SLIDE INS HLDGS INC	COM	$1.8M	0.0%Prev: 0.0%	90,651 SH	Decreased-46,834 SH
SMARTSTOP SELF STORAG REIT I	COMMON STOCK	$19.5M	0.5%Prev: 0.7%	631,500 SH	Decreased-221,165 SH
SMITHFIELD FOODS INC	COM	$46.7M	1.2%Prev: 0.9%	2,090,000 SH	Increased+253,286 SH
SOUTHWEST GAS HLDGS INC	COM	$14.8M	0.4%Prev: 1.3%	184,822 SH	Decreased-587,993 SH
SPIRE INC	COM	$6K	0.0%	68 SH	New
STANDARDAERO INC	COM	$10.4M	0.3%Prev: 0.6%	360,951 SH	Decreased-639,049 SH
STEWART INFORMATION SVCS COR	COM	$24.9M	0.7%	354,407 SH	New
SUN CTRY AIRLS HLDGS INC	COM	$15.1M	0.4%Prev: 0.5%	1,051,408 SH	Decreased-1,044,492 SH
TAMBORAN RES CORP	COM	$3.9M	0.1%	143,732 SH	New
TARGA RES CORP	COM	$144.3M	3.8%Prev: 4.8%	781,933 SH	Decreased-544,917 SH
TELUS CORPORATION	COM	$3K	0.0%	233 SH	New
TITAN AMER SA	COMMON SHARES	$16.3M	0.4%Prev: 0.4%	989,829 SH	Decreased-166,400 SH
TORTOISE ENERGY INFRA CORP	COM	$2.0M	0.1%Prev: 0.1%	50,000 SH	Decreased-31,418 SH
TRANSDIGM GROUP INC	COM	$38.9M	1.0%Prev: 1.1%	29,250 SH	Decreased-8,750 SH
TRANSOCEAN LTD	REGISTERED SHS	$18.4M	0.5%Prev: 0.7%	4,463,252 SH	Decreased-5,236,000 SH
TXNM ENERGY INC	COM	$109.6M	2.9%Prev: 4.1%	1,862,107 SH	Decreased-1,526,911 SH
TXNM ENERGY INC	NOTE 5.750% 6/0	$127.5M	3.4%Prev: 2.7%	95,022,000 SH	Increased
UL SOLUTIONS INC	CLASS A COM SHS	$35.1M	0.9%	444,790 SH	New
V2X INC	COM	$4.9M	0.1%	90,077 SH	New
VERIZON COMMUNICATIONS INC	COM	$5K	0.0%	117 SH	New
VERTIV HOLDINGS CO	COM CL A	$22.0M	0.6%Prev: 0.2%	135,800 SH	Increased+85,800 SH
VIPER ENERGY INC	CL A	$67.2M	1.8%Prev: 1.5%	1,740,000 SH	Decreased-100,000 SH
VIRTUS INVT PARTNERS INC	COM	$4.1M	0.1%	25,000 SH	New
VODAFONE GROUP PLC NEW	SPONSORED ADR	$793	0.0%	60 SH	New
WASTE MGMT INC DEL	COM	$24.2M	0.6%Prev: 0.5%	110,000 SH	Increased+10,000 SH
WEALTHFRONT CORP	COM	$951K	0.0%	70,000 SH	New
WELLTOWER INC	COM	$207.3M	5.5%Prev: 4.3%	1,116,725 SH	Increased+10,480 SH
XCEL ENERGY INC	COM	$202.3M	5.3%Prev: 4.3%	2,739,353 SH	Increased+288,353 SH
YORK WTR CO	COM	$23.6M	0.6%Prev: 0.5%	741,849 SH	Increased-15,774 SH

Sold (vs prior filing)

ABBVIE INC — $12.7M
ADAPTIVE BIOTECHNOLOGIES COR — $4.9M
AGREE RLTY CORP — $385K
ALGONQUIN PWR UTILS CORP — $4.3M
AMERICAN ELEC PWR CO INC — $100.9M
ARIS WATER SOLUTIONS INC — $6.0M
ASCENDIS PHARMA A/S — $3.1M
ASTRAZENECA PLC — $8.3M
BLACK ROCK COFFEE BAR INC — $239K
BRIDGEBIO PHARMA INC — $9.6M
BRISTOL-MYERS SQUIBB CO — $16.1M
BROWN & BROWN INC — $11.7M
CARLSMED INC — $670K
CENTURI HOLDINGS INC — $15.1M
CHEWY INC — $3.2M
CSW INDUSTRIALS INC — $14.6M
CSX CORP — $2.7M
CYTOKINETICS INC — $2.7M
DIGITAL RLTY TR INC — $415K
ELI LILLY & CO — $46.4M
… and 39 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001565854-26-000001	$3.80B	View
Nov 14, 2025	Q3 2025	13F-HR	0001565854-25-000005	$4.63B	View
Aug 14, 2026	Q2 2026