Zimmer Partners, LP

CIK

1565854

City

NEW YORK

State / Country

NY

Stock

KGS — Kodiak Gas Services, Inc.

Top Portfolio Positions

118 positions · $3,988,130,439 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
ES	Eversource Energy Utilities	3,592,607	$248,895,812	6.24%
ADC	Agree Realty Corp Real Estate	3,296,414	$248,483,687	6.23%
NI	Nisource Inc. Utilities	5,142,959	$239,970,466	6.02%
WELL	Welltower Inc. Real Estate	1,118,925	$221,222,661	5.55%
XEL	Xcel Energy Inc Utilities	2,629,300	$208,871,592	5.24%
TRGP	Targa Resources Corp. Energy	794,933	$199,313,551	5.00%
KMI	Kinder Morgan, Inc. Energy	5,735,100	$192,297,903	4.82%
KGS	Kodiak Gas Services, Inc. Energy	2,381,916	$138,913,341	3.48%
PCG	PG&E Corp Utilities	6,920,105	$121,586,244	3.05%
ETR	Entergy Corp /De/ Utilities	928,573	$104,334,462	2.62%

Portfolio Trend

25 quarters · across all stocks

Holdings in KGS

Compact Export CSV

Shares Held

Position Value (USD)

12 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$138,913,341	2,381,916	-44.2%	Shares	Sole	2026-05-15
2025-12-31	$159,756,082	4,271,553	+45.7%	Shares	Sole	2026-02-17
2025-09-30	$108,385,096	2,931,704	-31.7%	Shares	Sole	2025-11-14
2025-06-30	$147,167,443	4,294,352	+2353.9%	Shares	Sole	2025-08-14
2025-06-30	$5,997,250	175,000	-95.4%	Call	Sole	2025-08-14
2025-03-31	$142,637,549	3,824,063	+14.2%	Shares	Sole	2025-05-15
2024-12-31	$136,686,591	3,347,700	+88.1%	Shares	Sole	2025-02-14
2024-09-30	$51,615,679	1,779,851	+219.2%	Shares	Sole	2024-11-14
2024-03-31	$15,246,205	557,652	-9.3%	Shares	Sole	2024-05-15
2023-12-31	$12,352,252	615,152	-31.0%	Shares	Sole	2024-02-14
2023-09-30	$15,930,329	890,958	-31.5%	Shares	Sole	2023-11-14
2023-06-30	$21,112,000	1,300,000	—	Shares	Sole	2023-08-14
No 13F history on record for this holder in this stock.