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Zimmer Partners, LP 13F holdings

Filed 2026-08-14 · Zimmer Partners, LP · 122 positions · $4.3B

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TickerCompanySharesValue% of portfolio
WELLWELLTOWER INC1.1M$255.1M5.9%
NINISOURCE INC4.3M$203.4M4.7%
ESEVERSOURCE ENERGY2.7M$194.5M4.5%
KGSKODIAK GAS SVCS INC2.5M$190.1M4.4%
XELXCEL ENERGY INC2.3M$186.6M4.3%
TRGPTARGA RES CORP654.5K$175.5M4.0%
PCGPG&E CORP9.9M$166.3M3.8%
MAIRMADISON AIR SOLUTIONS CORP4.2M$161.9M3.7%
PPLPPL CORP3.9M$142.6M3.3%
KMIKINDER MORGAN INC DEL4.4M$142.1M3.3%
ADCAGREE RLTY CORP1.8M$139.6M3.2%
FORGENTFORGENT POWER SOLUTIONS INC2.3M$126.9M2.9%
LNGCHENIERE ENERGY INC469.0K$112.1M2.6%
SRESEMPRA918.8K$85.2M2.0%
MGEEMGE ENERGY INC1.0M$81.5M1.9%
IDAIDACORP INC460.6K$69.7M1.6%
JANJANUS LIVING INC2.1M$61.8M1.4%
PHPARKER-HANNIFIN CORP61.5K$60.2M1.4%
CTRECARETRUST REIT INC1.5M$59.4M1.4%
GEVGE VERNOVA INC44.0K$51.7M1.2%
ETRENTERGY CORP NEW450.0K$51.7M1.2%
WMWASTE MGMT INC DEL225.0K$50.1M1.2%
AZOAUTOZONE INC15.2K$48.4M1.1%
BKVBKV CORP1.7M$45.8M1.1%
CNMCORE & MAIN INC933.4K$45.0M1.0%
NHPNATIONAL HEALTHCARE PPTYS IN3.0M$44.4M1.0%
YORWYORK WTR CO1.4M$43.5M1.0%
DLRDIGITAL RLTY TR INC237.5K$42.7M1.0%
MODMODINE MFG CO158.8K$42.4M1.0%
KNTKKINETIK HOLDINGS INC838.0K$40.5M0.9%
PCGPG&E CORP2.2M$37.8M0.9%
HESMHESS MIDSTREAM LP997.6K$37.5M0.9%
DVNDEVON ENERGY CORP NEW880.9K$36.4M0.8%
MTZMASTEC INC85.0K$35.4M0.8%
CRHCRH PLC330.0K$35.3M0.8%
HTOH2O AMERICA513.5K$31.2M0.7%
AHRAMERICAN HEALTHCARE REIT INC565.4K$29.5M0.7%
ROLROLLINS INC700.0K$29.2M0.7%
—PENTAIR PLC375.0K$28.7M0.7%
SAROSTANDARDAERO INC930.2K$27.8M0.6%
EROCEROCK INC1.9M$27.4M0.6%
RYANRYAN SPECIALTY HOLDINGS INC725.0K$27.4M0.6%
GPCGENUINE PARTS CO225.0K$26.5M0.6%
ITTITT INC130.0K$25.7M0.6%
GNRCGENERAC HLDGS INC86.3K$25.3M0.6%
FRVOFERVO ENERGY CO845.0K$24.7M0.6%
USARUSA RARE EARTH INC1.1M$24.4M0.6%
CMICUMMINS INC34.1K$24.3M0.6%
BLDRBUILDERS FIRSTSOURCE INC262.5K$23.5M0.5%
PNWPINNACLE WEST CAP CORP217.6K$23.3M0.5%
XEX-ENERGY INC1.2M$22.9M0.5%
EMEEMCOR GROUP INC27.5K$22.8M0.5%
LGNLEGENCE CORP247.5K$21.1M0.5%
SYYSYSCO CORP250.0K$20.9M0.5%
JRVRJAMES RIV GROUP HOLDINGS INC4.6M$20.3M0.5%
WULFTERAWULF INC789.0K$19.5M0.4%
RBCRBC BEARINGS INC30.0K$19.3M0.4%
CPAYCORPAY INC50.7K$16.9M0.4%
PCGPG&E CORP1.0M$16.8M0.4%
LOARLOAR HOLDINGS INC200.0K$16.1M0.4%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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