Position in KGS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$190,141,858
+$51,228,517 QoQ
Shares Held
2,530,838
+6.3% QoQ
Ownership
2.50%
of shares outstanding
% of Portfolio
4.50%
of 13F equity value
Holder Rank
#9
of 406 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KGS Over Time
Shares Held
Position Value (USD)
Derivatives in KGS
reported options exposure · as of Jun 30, 2025CallValue
$5,997,250
CallShares
175,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Zimmer Partners, LP holds $191,864,748 across 2 Oil & Gas Equipment & Services names. KGS ranks #1 (99.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KGS |
Kodiak Gas Services, Inc.
This page
|
2,530,838 | $190,141,858 | |
| 2 | NEXT |
NextDecade Corp
|
228,500 | $1,722,890 |
All Filings in KGS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,141,858 | 2,530,838 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $138,913,341 | 2,381,916 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $159,756,082 | 4,271,553 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $108,385,096 | 2,931,704 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $147,167,443 | 4,294,352 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $5,997,250 | 175,000 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $142,637,549 | 3,824,063 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $136,686,591 | 3,347,700 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $51,615,679 | 1,779,851 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $15,246,205 | 557,652 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,352,252 | 615,152 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,930,329 | 890,958 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,112,000 | 1,300,000 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||