Zimmer Partners, LP
Filing Date
Global Rank
#779
/ 8,622
▲ 54
· as of Mar 2026
Top Industry
Utilities - Regulated Electric
29.1%
3Y Alpha vs SPY
+1.0%
Period ended 4 months ago
Filed May 15, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+75.9%
SPY
+67.9%
Annualised alpha
+1.9%
Max drawdown
−11.7%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 97% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
118 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.2%
−0.8 pts
Top 5
29.3%
+2.2 pts
Top 10
48.2%
+3.4 pts
HHI
304
Diversified+14
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Utilities | 42.3% | $1,688,081,722 |
| Energy | 17.7% | $703,977,517 |
| Industrials | 15.7% | $627,397,789 |
| Real Estate | 14.7% | $588,165,917 |
| Financial Services | 2.9% | $116,143,081 |
| Consumer Cyclical | 2.1% | $85,314,072 |
| Basic Materials | 2.1% | $84,302,662 |
| Technology | 1.4% | $56,055,250 |
| Consumer Defensive | 0.5% | $19,387,360 |
| Healthcare | 0.5% | $19,305,069 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KMI | Kinder Morgan, Inc. | +1,719,300 | 5,735,100 | $192,297,903 | |
| BKV | BKV Corp | +1,447,314 | 1,946,314 | $55,508,875 | |
| NI | Nisource Inc. | +1,272,859 | 5,142,959 | $239,970,466 | |
| HTO | H2o America | +1,207,184 | 1,251,000 | $73,396,170 | |
| QXO | QXO, Inc. | +975,000 | 1,575,000 | $30,586,500 | |
| KTOS | Kratos Defense & Security Solutions, Inc. | +693,148 | 783,148 | $55,219,765 | |
| BKH | Black Hills Corp /Sd/ | +590,000 | 866,034 | $60,111,419 | |
| SARO | StandardAero, Inc. | +489,049 | 850,000 | $21,955,500 | |
| SWX | Southwest Gas Holdings, Inc. | +422,100 | 606,922 | $52,741,521 | |
| PNW | Pinnacle West Capital Corp | +363,600 | 500,055 | $50,380,541 | |
| CRH | Crh Public Ltd Co | +320,000 | 400,000 | $42,048,000 | |
| LOAR | Loar Holdings Inc. | +297,500 | 572,500 | $32,798,525 | |
| CWST | Casella Waste Systems Inc | +242,500 | 257,694 | $20,445,441 | |
| CNM | Core & Main, Inc. | +230,000 | 430,000 | $21,242,000 | |
| HUT | Hut 8 Corp. | +202,500 | 275,000 | $12,900,250 | |
| ALH | Alliance Laundry Holdings Inc. | +195,003 | 1,145,003 | $23,747,362 | |
| NTST | NETSTREIT Corp. | +175,000 | 315,500 | $5,940,865 | |
| AERO | Grupo Aeromexico, S.A.B. de C.V. | +163,165 | 1,223,565 | $17,142,145 | |
| BLDR | Builders FirstSource, Inc. | +160,000 | 332,500 | $27,374,725 | |
| GE | General Electric Co | +110,000 | 130,000 | $36,890,100 | |
| VRTS | Virtus Investment Partners, Inc. | +59,121 | 84,121 | $11,301,656 | |
| GPC | Genuine Parts Co | +50,000 | 125,000 | $13,218,750 | |
| VVX | V2X, Inc. | +34,923 | 125,000 | $8,562,500 | |
| KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | +32,800 | 587,500 | $8,389,500 | |
| DPG | Duff & Phelps Utility & Infrastructure Fund Inc. | +24,500 | 107,700 | $1,555,188 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KNTK | Kinetik Holdings Inc. | −2,602,250 | 133,150 | $6,445,791 | |
| KGS | Kodiak Gas Services, Inc. | −1,889,637 | 2,381,916 | $138,913,341 | |
| VNOM | Viper Energy, Inc. | −970,000 | 770,000 | $36,182,300 | |
| ETR | Entergy Corp /De/ | −733,400 | 928,573 | $104,334,462 | |
| TTAM | Titan America SA | −723,718 | 266,111 | $3,986,342 | |
| SRE | Sempra | −709,700 | 699,600 | $67,980,132 | |
| CNP | Centerpoint Energy Inc | −561,600 | 443,500 | $19,141,460 | |
| ELDN | Eledon Pharmaceuticals, Inc. | −509,228 | 1,875,000 | $5,775,000 | |
| FVR | FrontView REIT, Inc. | −496,252 | 424,233 | $6,562,884 | |
| GAUZ | Gauzy Ltd. | −481,187 | 100,000 | $76,400 | |
| PRMB | Primo Brands Corp | −410,654 | 717,000 | $13,501,110 | |
| PCG | PG&E Corp | −367,669 | 6,920,105 | $121,586,244 | |
| TXNM | Txnm Energy Inc | −329,860 | 1,532,247 | $89,575,159 | |
| LMRI | Lumexa Imaging Holdings, Inc. | −310,000 | 300,000 | $2,580,000 | |
| CTRE | CareTrust REIT, Inc. | −275,640 | 1,486,155 | $54,467,580 | |
| LNG | Cheniere Energy, Inc. | −254,200 | 55,000 | $15,606,800 | |
| ES | Eversource Energy | −251,390 | 3,592,607 | $248,895,812 | |
| DUK | Duke Energy CORP | −205,000 | 437,929 | $57,342,423 | |
| PACS | PACS Group, Inc. | −162,500 | 140,000 | $4,496,800 | |
| CARR | CARRIER GLOBAL Corp | −157,500 | 230,000 | $12,951,300 | |
| NVT | nVent Electric plc | −139,500 | 235,500 | $27,854,940 | |
| RYAN | Ryan Specialty Holdings, Inc. | −125,000 | 875,000 | $29,522,500 | |
| XEL | Xcel Energy Inc | −110,053 | 2,629,300 | $208,871,592 | |
| STC | Stewart Information Services Corp | −108,465 | 245,942 | $15,145,108 | |
| ITT | Itt Inc. | −92,500 | 50,000 | $9,526,500 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ADC | Agree Realty Corp | 3,296,414 | $248,483,687 | |
| WEC | Wec Energy Group, Inc. | 833,814 | $96,530,646 | |
| FPS | Forgent Power Solutions, Inc. | 1,950,520 | $57,091,720 | |
| D | Dominion Energy, Inc | 500,000 | $30,910,000 | |
| VSEC | Vse Corp | 160,500 | $29,596,200 | |
| APH | Amphenol Corp /De/ | 231,500 | $29,250,025 | |
| WHR | Whirlpool Corp /De/ | 430,500 | $23,212,560 | |
| HE | Hawaiian Electric Industries Inc | 1,500,000 | $22,260,000 | |
| USAR | USA Rare Earth, Inc. | 1,151,640 | $17,430,070 | |
| PNR | PENTAIR plc | 200,000 | $17,422,000 | |
| SM | SM Energy Co | 532,500 | $16,603,350 | |
| CR | Crane Co | 85,000 | $14,535,000 | |
| POOL | Pool Corp | 70,000 | $14,163,100 | |
| FCX | Freeport-Mcmoran Inc | 237,500 | $13,960,250 | |
| JAN | Janus Living, Inc. | 575,000 | $13,552,750 | |
| CMI | Cummins Inc | 25,000 | $13,450,500 | |
| GNRC | Generac Holdings Inc. | 54,600 | $10,665,018 | |
| WBI | WaterBridge Infrastructure LLC | 320,000 | $8,572,800 | |
| AIV | Apartment Investment & Management Co | 2,027,500 | $8,251,925 | |
| EQPT | EquipmentShare.com Inc | 401,500 | $8,178,555 | |
| ROL | Rollins Inc | 150,000 | $8,011,500 | |
| EMA | Emera Inc | 150,436 | $7,803,115 | |
| INVX | Innovex International, Inc. | 297,425 | $7,254,195 | |
| ALM | Almonty Industries Inc. | 475,000 | $6,878,000 | |
| GEV | GE Vernova Inc. | 7,500 | $6,546,750 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ADT | ADT Inc. | 12,365,246 | $99,787,535 | |
| AEE | Ameren Corp | 713,945 | $71,294,547 | |
| KD | Kyndryl Holdings, Inc. | 2,227,253 | $59,155,839 | |
| CMS | Cms Energy Corp | 742,500 | $51,923,025 | |
| SFD | Smithfield Foods Inc | 2,090,000 | $46,669,700 | |
| ETN | Eaton Corp plc | 136,000 | $43,317,360 | |
| ULS | UL Solutions Inc. | 444,790 | $35,076,139 | |
| APD | Air Products & Chemicals, Inc. | 100,000 | $24,702,000 | |
| VRT | Vertiv Holdings Co | 135,800 | $22,000,958 | |
| AMRZ | Amrize Ltd | 366,000 | $19,793,280 | |
| RIG | Transocean Ltd. | 4,463,252 | $18,433,230 | |
| SNCY | Sun Country Airlines Holdings, LLC | 1,051,408 | $15,129,761 | |
| AIR | Aar Corp | 170,000 | $14,074,300 | |
| ROAD | Construction Partners, Inc. | 120,000 | $13,026,000 | |
| EVRG | Evergy, Inc. | 137,500 | $9,967,375 | |
| MOD | Modine Manufacturing Co | 62,500 | $8,344,375 | |
| MDLN | Medline Inc. | 159,660 | $6,705,720 | |
| KVUE | Kenvue Inc. | 375,000 | $6,468,750 | |
| BLSH | Bullish | 110,000 | $4,165,700 | |
| NP | Neptune Insurance Holdings Inc. | 125,000 | $3,645,000 | |
| CPK | Chesapeake Utilities Corp | 20,000 | $2,495,200 | |
| BETA | BETA Technologies, Inc. | 75,000 | $2,115,750 | |
| MLYS | Mineralys Therapeutics, Inc. | 57,500 | $2,086,675 | |
| TYG | Tortoise Energy Infrastructure Corp | 50,000 | $2,045,000 | |
| XZO | Exzeo Group, Inc. | 75,000 | $1,818,750 | |
| No positions match the current search. | ||||
118 tracked positions ·
$3,988,130,439 total
· as of Mar 31, 2026
All sectors
Basic Materials
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 118 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ES |
Eversource Energy
CALL
+ SHARES
Utilities
|
Reduced | 3,592,607 | $248,895,812 | 6.24% | |
| ADC |
Agree Realty Corp
Real Estate
|
NEW | 3,296,414 | $248,483,687 | 6.23% | |
| NI |
Nisource Inc.
Utilities
|
Added | 5,142,959 | $239,970,466 | 6.02% | |
| WELL |
Welltower Inc.
Real Estate
|
Added | 1,118,925 | $221,222,661 | 5.55% | |
| XEL |
Xcel Energy Inc
Utilities
|
Reduced | 2,629,300 | $208,871,592 | 5.24% | |
| TRGP |
Targa Resources Corp.
Energy
|
Added | 794,933 | $199,313,551 | 5.00% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Added | 5,735,100 | $192,297,903 | 4.82% | |
| KGS |
Kodiak Gas Services, Inc.
Energy
|
Reduced | 2,381,916 | $138,913,341 | 3.48% | |
| PCG |
PG&E Corp
CALL
+ SHARES
Utilities
|
Reduced | 6,920,105 | $121,586,244 | 3.05% | |
| ETR |
Entergy Corp /De/
Utilities
|
Reduced | 928,573 | $104,334,462 | 2.62% | |
| IDA |
Idacorp Inc
Utilities
|
Reduced | 723,692 | $103,466,245 | 2.59% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
NEW | 833,814 | $96,530,646 | 2.42% | |
| TXNM |
Txnm Energy Inc
Utilities
|
Reduced | 1,532,247 | $89,575,159 | 2.25% | |
| HTO |
H2o America
PUT
+ SHARES
Utilities
|
Added | 1,251,000 | $73,396,170 | 1.84% | |
| SRE |
Sempra
Utilities
|
Reduced | 699,600 | $67,980,132 | 1.70% | |
| BKH |
Black Hills Corp /Sd/
CALL
+ SHARES
Utilities
|
Added | 866,034 | $60,111,419 | 1.51% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 437,929 | $57,342,423 | 1.44% | |
| FPS |
Forgent Power Solutions, Inc.
Industrials
|
NEW | 1,950,520 | $57,091,720 | 1.43% | |
| BKV |
BKV Corp
Energy
|
Added | 1,946,314 | $55,508,875 | 1.39% | |
| KTOS |
Kratos Defense & Security Solutions, Inc.
Industrials
|
Added | 783,148 | $55,219,765 | 1.38% | |
| CTRE |
CareTrust REIT, Inc.
Real Estate
|
Reduced | 1,486,155 | $54,467,580 | 1.37% | |
| SWX |
Southwest Gas Holdings, Inc.
Utilities
|
Added | 606,922 | $52,741,521 | 1.32% | |
| PNW |
Pinnacle West Capital Corp
Utilities
|
Added | 500,055 | $50,380,541 | 1.26% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
Added | 400,000 | $42,048,000 | 1.05% | |
| GE |
General Electric Co
Industrials
|
Added | 130,000 | $36,890,100 | 0.92% | |
| VNOM |
Viper Energy, Inc.
Energy
|
Reduced | 770,000 | $36,182,300 | 0.91% | |
| LOAR |
Loar Holdings Inc.
Industrials
|
Added | 572,500 | $32,798,525 | 0.82% | |
| D |
Dominion Energy, Inc
Utilities
|
NEW | 500,000 | $30,910,000 | 0.78% | |
| QXO |
QXO, Inc.
Industrials
|
Added | 1,575,000 | $30,586,500 | 0.77% | |
| VSEC |
Vse Corp
Industrials
|
NEW | 160,500 | $29,596,200 | 0.74% | |
| RYAN |
Ryan Specialty Holdings, Inc.
Financial Services
|
Reduced | 875,000 | $29,522,500 | 0.74% | |
| APH |
Amphenol Corp /De/
Technology
|
NEW | 231,500 | $29,250,025 | 0.73% | |
| TDG |
TransDigm Group INC
Industrials
|
Reduced | 25,000 | $28,974,000 | 0.73% | |
| JRVR |
James River Group Holdings, Inc.
Financial Services
|
Held | 4,591,638 | $28,927,319 | 0.73% | |
| NVT |
nVent Electric plc
Industrials
|
Reduced | 235,500 | $27,854,940 | 0.70% | |
| BLDR |
Builders FirstSource, Inc.
Industrials
|
Added | 332,500 | $27,374,725 | 0.69% | |
| WM |
Waste Management Inc
Industrials
|
Added | 115,000 | $26,425,850 | 0.66% | |
| EME |
EMCOR Group, Inc.
Industrials
|
Added | 35,000 | $25,840,850 | 0.65% | |
| ALH |
Alliance Laundry Holdings Inc.
Consumer Cyclical
|
Added | 1,145,003 | $23,747,362 | 0.60% | |
| WHR |
Whirlpool Corp /De/
Consumer Cyclical
|
NEW | 430,500 | $23,212,560 | 0.58% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 25,000 | $22,381,000 | 0.56% | |
| YORW |
York Water Co
Utilities
|
Reduced | 732,677 | $22,310,014 | 0.56% | |
| HE |
Hawaiian Electric Industries Inc
PUT
Utilities
|
NEW | 1,500,000 | $22,260,000 | 0.56% | |
| SARO |
StandardAero, Inc.
Industrials
|
Added | 850,000 | $21,955,500 | 0.55% | |
| CNM |
Core & Main, Inc.
Industrials
|
Added | 430,000 | $21,242,000 | 0.53% | |
| CWST |
Casella Waste Systems Inc
Industrials
|
Added | 257,694 | $20,445,441 | 0.51% | |
| CNP |
Centerpoint Energy Inc
Utilities
|
Reduced | 443,500 | $19,141,460 | 0.48% | |
| SMA |
SmartStop Self Storage REIT, Inc.
Real Estate
|
Reduced | 600,000 | $18,168,000 | 0.46% | |
| USAR |
USA Rare Earth, Inc.
Basic Materials
|
NEW | 1,151,640 | $17,430,070 | 0.44% | |
| PNR |
PENTAIR plc
Industrials
|
NEW | 200,000 | $17,422,000 | 0.44% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.