Zimmer Partners, LP

CIK

1565854

Location

NEW YORK, NY

Portfolio Value

Micro $84,302,662

Diversification

Diversified

Filing Date

Global Rank

#614 / 8,232 ▲ 96

Top Industry

Utilities - Regulated Electric 29.1%

3Y Alpha vs SPY

+1.0%

Period ended 2 months ago

Filed May 15, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+80.8%

SPY

+76.3%

Annualised alpha

+1.0%

Max drawdown

−11.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

118 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top 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	Positions
Utilities	42.3%	$1,688,081,722	21
Energy	17.7%	$703,977,517	15
Industrials	15.7%	$627,397,789	31
Real Estate	14.7%	$588,165,917	13
Financial Services	2.9%	$116,143,081	11
Consumer Cyclical	2.1%	$85,314,072	6
Basic Materials	2.1%	$84,302,662	5
Technology	1.4%	$56,055,250	6
Consumer Defensive	0.5%	$19,387,360	3
Healthcare	0.5%	$19,305,069	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

5 positions · $84,302,662 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CRH	Crh Public Ltd Co Basic Materials	Added	400,000	+320,000	$42,048,000	+321.2%	49.88%
USAR	USA Rare Earth, Inc. Basic Materials	NEW	1,151,640	NEW	$17,430,070	NEW	20.68%
FCX	Freeport-Mcmoran Inc Basic Materials	NEW	237,500	NEW	$13,960,250	NEW	16.56%
ALM	Almonty Industries Inc. Basic Materials	NEW	475,000	NEW	$6,878,000	NEW	8.16%
TTAM	Titan America SA Basic Materials	Reduced	266,111	-723,718	$3,986,342	−75.6%	4.73%