Global Retirement Partners, LLC
PensionPosition in ZIM — ZIM Integrated Shipping Services Ltd.
CIK 1749744
San Rafael, CA
Position in ZIM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,023,282
+$312,417 QoQ
Shares Held
39,357
+17.5% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#88
of 245 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZIM Over Time
Shares Held
Position Value (USD)
Derivatives in ZIM
reported options exposure · as of Dec 31, 2025CallValue
$1,730
CallShares
500
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 Marine Shipping
Industrials · as of Jun 30, 2026Global Retirement Partners, LLC holds $1,407,990 across 9 Marine Shipping names. ZIM ranks #1 (72.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZIM |
ZIM Integrated Shipping Services Ltd.
This page
|
39,357 | $1,023,282 | |
| 2 | KEX |
Kirby Corp
|
2,252 | $306,204 | |
| 3 | MATX |
Matson, Inc.
|
228 | $43,828 | |
| 4 | SFL |
SFL Corp Ltd.
|
1,372 | $13,994 | |
| 5 | SBLK |
Star Bulk Carriers Corp.
|
273 | $6,816 | |
| 6 | NMM |
Navios Maritime Partners L.P.
|
74 | $5,185 | |
| 7 | GSL |
Global Ship Lease, Inc.
|
124 | $4,662 | |
| 8 | ASC |
Ardmore Shipping Corp
|
183 | $2,563 |
All Filings in ZIM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,023,282 | 39,357 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $710,865 | 33,484 | Shares | Sole | 2026-02-06 | |
| 2025-12-31 | $1,730 | 500 | Call | Sole | 2026-02-06 | |
| 2025-09-30 | $704,505 | 51,993 | Shares | Sole | 2025-10-21 | |
| 2025-09-30 | $990 | 1,000 | Call | Sole | 2025-10-21 | |
| 2025-06-30 | $570,326 | 35,446 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $613,848 | 28,591 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $441,890 | 17,221 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $499,733 | 22,541 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $508,084 | 50,206 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $449,015 | 45,493 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $405,261 | 38,781 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $363,014 | 29,299 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $504,588 | 21,399 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $263,230 | 15,313 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $297,463 | 12,658 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $13,649 | 289 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,835 | 39 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $2,889 | 57 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,561 | 57 | Shares | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||