EdgeMarket › What Zimmer Partners, Lp reported owning
What Zimmer Partners, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
4.1BPositions
125Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ADC AGREE REALTY CORP | 248.5M | 6.0% | 3.3M | 73.88 | -0.0% |
| NI NISOURCE INC. | 240.0M | 5.8% | 5.1M | 40.62 | -4.5% |
| ES EVERSOURCE ENERGY | 231.6M | 5.6% | 3.3M | 70.21 | +6.8% |
| WELL WELLTOWER INC. | 221.2M | 5.3% | 1.1M | 239.22 | +44.1% |
| XEL XCEL ENERGY INC | 208.9M | 5.0% | 2.6M | 76.30 | +4.3% |
| TRGP Targa Resources Corp. | 199.3M | 4.8% | 794.9K | 299.10 | +83.6% |
| KMI KINDER MORGAN, INC. | 192.3M | 4.6% | 5.7M | 30.98 | +16.6% |
| KGS Kodiak Gas Services, Inc. | 138.9M | 3.3% | 2.4M | 61.46 | +66.7% |
| unmapped CUSIP 69349HAF4 | 127.1M | 3.1% | 95.0M | — | — |
| PCG PG&E Corp | 112.8M | 2.7% | 6.4M | 17.60 | +14.6% |
| ETR ENTERGY CORP /DE/ | 104.3M | 2.5% | 928.6K | 104.62 | +16.5% |
| IDA IDACORP INC | 103.5M | 2.5% | 723.7K | 137.20 | +8.3% |
| WEC WEC ENERGY GROUP, INC. | 96.5M | 2.3% | 833.8K | 106.01 | -2.7% |
| TXNM TXNM ENERGY INC | 89.6M | 2.2% | 1.5M | 57.22 | +1.2% |
| SRE SEMPRA | 68.0M | 1.6% | 699.6K | 82.89 | +0.6% |
| HTO H2O AMERICA | 58.7M | 1.4% | 1.0M | 63.48 | +26.6% |
| DUK Duke Energy CORP | 57.3M | 1.4% | 437.9K | 119.85 | -3.7% |
| FPS Forgent Power Solutions, Inc. | 57.1M | 1.4% | 2.0M | 33.18 | — |
| BKV BKV Corp | 55.5M | 1.3% | 1.9M | 24.20 | +11.3% |
| KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | 55.2M | 1.3% | 783.1K | 57.17 | -11.0% |
| CTRE CareTrust REIT, Inc. | 54.5M | 1.3% | 1.5M | 39.58 | +15.4% |
| SWX Southwest Gas Holdings, Inc. | 52.7M | 1.3% | 606.9K | 88.87 | +16.3% |
| BKH BLACK HILLS CORP /SD/ | 51.4M | 1.2% | 741.0K | 71.69 | +19.4% |
| PNW PINNACLE WEST CAPITAL CORP | 50.4M | 1.2% | 500.1K | 97.36 | +5.5% |
| CRH CRH PUBLIC LTD CO | 42.0M | 1.0% | 400.0K | 95.07 | -14.2% |
| GE GENERAL ELECTRIC CO | 36.9M | 0.9% | 130.0K | 348.37 | +30.7% |
| VNOM Viper Energy, Inc. | 36.2M | 0.9% | 770.0K | 45.27 | +21.6% |
| LOAR Loar Holdings Inc. | 32.8M | 0.8% | 572.5K | 75.00 | +3.6% |
| D DOMINION ENERGY, INC | 30.9M | 0.7% | 500.0K | 66.60 | +8.3% |
| unmapped CUSIP 65339F655 | 30.7M | 0.7% | 609.3K | — | — |
| QXO QXO, Inc. | 30.6M | 0.7% | 1.6M | 13.76 | -28.6% |
| VSEC VSE CORP | 29.6M | 0.7% | 160.5K | 217.58 | +36.2% |
| RYAN RYAN SPECIALTY HOLDINGS, INC. | 29.5M | 0.7% | 875.0K | 43.28 | -27.6% |
| APH AMPHENOL CORP /DE/ | 29.3M | 0.7% | 231.5K | 157.01 | +44.5% |
| TDG TransDigm Group INC | 29.0M | 0.7% | 25.0K | 1,200.35 | -14.4% |
| JRVR James River Group Holdings, Inc. | 28.9M | 0.7% | 4.6M | 4.05 | -31.2% |
| NVT nVent Electric plc | 27.9M | 0.7% | 235.5K | 151.98 | +72.6% |
| BLDR Builders FirstSource, Inc. | 27.4M | 0.7% | 332.5K | 70.21 | -47.1% |
| WM WASTE MANAGEMENT INC | 26.4M | 0.6% | 115.0K | 224.06 | -2.6% |
| EME EMCOR Group, Inc. | 25.8M | 0.6% | 35.0K | 776.62 | +28.3% |
| ALH Alliance Laundry Holdings Inc. | 23.7M | 0.6% | 1.1M | 23.47 | — |
| WHR WHIRLPOOL CORP /DE/ | 23.2M | 0.6% | 430.5K | 40.35 | -53.6% |
| PH Parker-Hannifin Corp | 22.4M | 0.5% | 25.0K | 1,001.74 | +34.8% |
| YORW YORK WATER CO | 22.3M | 0.5% | 732.7K | 34.03 | +9.6% |
| SARO StandardAero, Inc. | 22.0M | 0.5% | 850.0K | 25.06 | -5.9% |
| CNM Core & Main, Inc. | 21.2M | 0.5% | 430.0K | 44.88 | -29.8% |
| CWST CASELLA WASTE SYSTEMS INC | 20.4M | 0.5% | 257.7K | 92.01 | -9.0% |
| CNP CENTERPOINT ENERGY INC | 19.1M | 0.5% | 443.5K | 38.77 | +0.7% |
| SMA SmartStop Self Storage REIT, Inc. | 18.2M | 0.4% | 600.0K | 34.21 | -3.8% |
| USAR USA Rare Earth, Inc. | 17.4M | 0.4% | 1.2M | 19.26 | +35.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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