Position in LNG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$112,095,690
+$96,488,890 QoQ
Shares Held
469,000
+752.7% QoQ
Ownership
0.227%
of shares outstanding
% of Portfolio
2.65%
of 13F equity value
Holder Rank
#75
of 1,330 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LNG Over Time
Shares Held
Position Value (USD)
Derivatives in LNG
reported options exposure · as of Jun 30, 2025CallValue
$18,264,000
CallShares
75,000
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 Midstream
Energy · as of Jun 30, 2026Zimmer Partners, LP holds $535,081,830 across 7 Oil & Gas Midstream names. LNG ranks #3 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
654,500 | $175,497,630 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
4,445,100 | $142,109,847 | |
| 3 | LNG |
Cheniere Energy, Inc.
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|
469,000 | $112,095,690 | |
| 4 | KNTK |
Kinetik Holdings Inc.
|
838,050 | $40,511,337 | |
| 5 | HESM |
Hess Midstream LP
|
997,643 | $37,511,376 | |
| 6 | VG |
Venture Global, Inc.
|
1,315,000 | $14,635,950 | |
| 7 | VNOM |
Viper Energy, Inc.
|
300,000 | $12,720,000 |
All Filings in LNG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,095,690 | 469,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,606,800 | 55,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $60,105,388 | 309,200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,937,250 | 12,500 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,264,000 | 75,000 | Call | Sole | 2025-08-14 | |
| 2024-12-31 | $29,544,625 | 137,500 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $44,960,000 | 250,000 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $203,909,425 | 1,133,838 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $43,707,500 | 250,000 | Call | Sole | 2024-08-14 | |
| 2024-06-30 | $240,660,138 | 1,376,538 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $197,200,765 | 1,222,723 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $129,350,893 | 757,723 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $80,042,508 | 482,300 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $52,747,032 | 346,200 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,311,120 | 33,700 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $112,170,080 | 748,000 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $3,158,862 | 22,783 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,213,000 | 150,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $40,817,367 | 417,911 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $39,898,404 | 459,977 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $49,551,737 | 688,123 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $31,727,715 | 528,531 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $182,766,500 | 3,950,000 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $208,984,000 | 4,325,000 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $149,049,875 | 4,449,250 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||