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Zimmer Partners, LP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1565854
Institutional-grade research for retail investors

Sector Allocation

  • Utilities32.9%$1.4B
  • Energy21.2%$896.8M
  • Real Estate16.3%$690.7M
  • Industrials15.2%$643.2M
  • Technology5.1%$215.0M
  • Consumer Discretionary3.5%$150.1M
  • Financials2.7%$114.5M
  • Materials1.9%$81.4M
  • Consumer Staples0.3%$14.1M
  • Other0.3%$13.9M

AUM History

13fpro.ai/research/fund/zimmer-partners-lp-1565854

Conviction and streaks

Diversifying · top 10 = 43.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

WELL$WELLConviction hold6.0% weight · held 10 quartersNI$NIConviction hold4.8% weight · held 10 quartersES$ESConviction hold4.6% weight · held 10 quartersKGS$KGSConviction hold4.5% weight · held 10 quartersXEL$XELConviction hold4.4% weight · held 10 quartersKYN$KYNAccumulating+553% shares · 4 quarters runningWELL$WELLAccumulating+2% shares · 3 quarters runningWM$WMAccumulating+125% shares · 3 quarters runningGPC$GPCAccumulating+800% shares · 3 quarters runningCNM$CNMAccumulating+367% shares · 2 quarters runningETN$ETNTrimming-80% shares · 4 quarters runningSMA$SMATrimming-49% shares · 3 quarters runningPRMB$PRMBTrimming-76% shares · 3 quarters runningVNOM$VNOMTrimming-84% shares · 3 quarters runningTDG$TDGTrimming-84% shares · 3 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/zimmer-partners-lp-1565854

Zimmer Partners, LP 13F holdings — Q2 2026

$4.3B portfolio (+4.7% QoQ) · 121 holdings · Q2 2026 13F · top 10 are 43% of the stock portfolio

Includes $114.1M of put/call options ($19.0M puts, $95.1M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $4.2B. Weights use the stock portfolio.

All holdings — Zimmer Partners, LP (Q2 2026)

121 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
ADC$ADCAGREE REALTY CORP$139.6M-44%
FPS$FPSForgent Power Solutions, Inc.$126.9M+16%
LNG$LNGCheniere Energy, Inc.$112.1M+753%
SRE$SRESEMPRA$85.2M+31%
MGEE$MGEEMGE ENERGY INC$81.5MNew
IDA$IDAIDACORP INC$69.7M-36%
JAN$JANJanus Living, Inc.$61.8M+274%
PH$PHParker-Hannifin Corp$60.2M+146%
CTRE$CTRECareTrust REIT, Inc.$59.4M-1%
PCG$PCGCALLPG&E Corp$54.7M+550%
GEV$GEVGE Vernova Inc.$51.7M+487%
ETR$ETRENTERGY CORP /DE/$51.7M-52%
WM$WMWASTE MANAGEMENT INC$50.1M+96%
AZO$AZOAUTOZONE INC$48.4M+203%
BKV$BKVBKV Corp$45.8M-14%

What changed in Q2 2026

Against the previous quarter's 13F: 46 new, 29 added to, 37 trimmed, 50 sold out. Share-count changes; largest moves by dollar size first.

New positions (46)

  • MAIR$MAIRMadison Air Solutions Corp$161.9M

    first bought this quarter

  • PPL$PPLPPL Corp$142.6M

    first bought this quarter

  • MGEE$MGEEMGE ENERGY INC$81.5M

    first bought this quarter

  • NHP$NHPNational Healthcare Properties, Inc.$44.4M

    first bought this quarter

  • DLR$DLRDIGITAL REALTY TRUST, INC.$42.7M

    first bought this quarter

  • MOD$MODMODINE MANUFACTURING CO$42.4M

    first bought this quarter

+40 more in the Excel export

Added to (29)

  • LNG$LNGCheniere Energy, Inc.+753%

    now $112.1M · held 4 qtrs

  • PCG$PCGPG&E Corp+54%

    now $166.3M · held 10+ qtrs

  • PCG$PCGCALLPG&E Corp+550%

    now $54.7M

  • JAN$JANJanus Living, Inc.+274%

    now $61.8M · held 2 qtrs, 2 adds in a row

  • GEV$GEVGE Vernova Inc.+487%

    now $51.7M · held 2 qtrs, 2 adds in a row

  • PH$PHParker-Hannifin Corp+146%

    now $60.2M · held 10+ qtrs

+23 more in the Excel export

Trimmed (37)

  • ADC$ADCAGREE REALTY CORP-44%

    now $139.6M · held 2 qtrs

  • ETR$ETRENTERGY CORP /DE/-52%

    now $51.7M · held 3 qtrs, 2 trims in a row

  • DUK$DUKDuke Energy CORP-91%

    now $4.7M · held 8 qtrs, 2 trims in a row

  • ES$ESEVERSOURCE ENERGY-19%

    now $194.5M · held 10+ qtrs, 2 trims in a row

  • SWX$SWXSouthwest Gas Holdings, Inc.-82%

    now $9.6M · held 8 qtrs

  • KMI$KMIKINDER MORGAN, INC.-22%

    now $142.1M · held 7 qtrs

+31 more in the Excel export

Sold out (50)

  • TXNM$TXNMTXNM ENERGY INCwas $127.1M

    held 4 qtrs

  • WEC$WECWEC ENERGY GROUP, INC.was $96.5M

    held 1 qtr

  • TXNM$TXNMTXNM ENERGY INCwas $89.6M

    held 4 qtrs

  • KTOS$KTOSKRATOS DEFENSE & SECURITY SOLUTIONS, INC.was $55.2M

    held 2 qtrs

  • D$DDOMINION ENERGY, INCwas $30.9M

    held 1 qtr

  • NEXTERA ENERGY INCwas $30.7M

+44 more in the Excel export

Firm AUM (Form ADV): $5.2B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Zimmer Partners, LP has filed, 41 earlier quarters. Pick one to see what it held then.

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Is it too late to follow Zimmer Partners?

Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Zimmer Partners's top 20 holdings: 60/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

-7.4%

Value-weighted move of the 10 largest stock positions

Turnover

36%

Last quarter; 124% over the last 4

Top 10 weight

43%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

60%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Zimmer Partners, LP disclosed 121 positions worth $4.3B in its Form 13F-HR for Q2 2026 — $4.2B in common stock plus $114.1M of put/call option positions (reported at underlying notional value, not premium at risk), led by $WELL (WELLTOWER INC.) at 6.0% of the equity portfolio, followed by $NI and $ES. During the quarter the fund opened 46 new positions and exited 50 — including a new stake in $MAIR and a full exit from $TXNM. The portfolio is most concentrated in Utilities (32.9% of disclosed assets). All figures are sourced directly from Zimmer Partners, LP’s Form 13F-HR filing with the SEC under CIK 1565854.

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AI-Powered Hedge Fund Analysis: Zimmer Partners, LP

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Every holding in Zimmer Partners, LP's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.