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CIK: 0001565854
Total reported value
$4.3B
$4.3B
139 檔
33.1%
In Q3 2025, Zimmer Partners, LP's U.S. equity holdings reached a combined market value of $4.3B, distributed across 139 disclosed stock positions.
In Q3 2025, Zimmer Partners, LP adopted a defensive or profit-taking posture, trimming 42 positions and completely liquidating 75 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PCG | P G & E CORP | Stock-Utilities | 8.99% | +2.16% | +16.62% | |
| 2 | ES | Eversource Energy | Stock-Utilities | 6.53% | -1.52% | -4.91% | |
| 3 | NI | Nisource Inc | Stock-Utilities | 6.44% | -1.11% | +2404.36% | |
| 4 | TRGP | Targa Resources CORP | Stock-Energy | 4.80% | -0.77% | +6.47% | |
| 5 | XEL | Xcel Energy Inc | Stock-Utilities | 4.27% | -0.74% | -34.10% | |
| 6 | WELL | Welltower Inc | Stock-Real Estate | 4.26% | +0.54% | -11.34% | |
| 7 | TXNM | Txnm Energy Inc | Stock-Utilities | 4.14% | -2.16% | EXIT | |
| 8 | KMI | Kinder Morgan, Inc. | Stock-Energy | 3.71% | -1.37% | +177.80% | |
| 9 | TXNM 5.75 06-01-54Bond | Txnm Energy Inc | Bond | 2.68% | -3.06% | EXIT | |
| 10 | KGS | Kodiak Gas Services Inc | Stock-Other | 2.34% | +1.03% | -34.40% | |
| 11 | CNP | Centerpoint Energy Inc | Stock-Utilities | 2.28% | -0.46% | EXIT | |
| 12 | AEP | American Electric Power | Stock-Utilities | 2.18% | — | -66.51% | |
| 13 | AEE | Ameren Corporation | Stock-Utilities | 1.69% | — | -0.79% | |
| 14 | SRE | Sempra | Stock-Utilities | 1.66% | +0.32% | -50.13% | |
| 15 | IDA | Idacorp Inc | Stock-Utilities | 1.53% | -0.62% | — | |
| 16 | ADT | Adt Inc | Stock-Industrials | 1.52% | — | +164.75% | |
| 17 | VNOM | Viper Energy Inc-cl A | Stock-Energy | 1.52% | -0.58% | — | |
| 18 | DUK | Duke Energy CORP | Stock-Utilities | 1.49% | -1.16% | -24.63% | |
| 19 | BKH | Black Hills CORP | Stock-Utilities | 1.46% | -1.12% | +2100.04% | |
| 20 | KD | Kyndryl Holdings Inc | Stock-Tech | 1.44% | — | +7.39% | |
| 21 | SWX | Southwest Gas Holdings Inc | Stock-Utilities | 1.31% | -1.05% | -14.64% | |
| 22 | ETN | Eaton Corporation plc | Stock-Industrials | 1.25% | +0.34% | NEW | |
| 23 | NEE | Nextera Energy Inc | Stock-Utilities | 1.20% | +0.22% | NEW | |
| 24 | CTRE | Caretrust Reit Inc | Stock-Real Estate | 1.19% | +0.06% | +140.83% | |
| 25 | PRMB | Primo Brands CORP | Stock-Consumer Staples | 1.16% | -0.01% | +3.81% | |
| 26 | CMS | Cms Energy CORP | Stock-Utilities | 1.10% | — | +129.83% | |
| 27 | TDG | Transdigm Group Inc | Stock-Industrials | 1.08% | -0.52% | +103.21% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | — | +20.62% | |
| 29 | SFD | Smithfield Foods Inc | Stock-Other | 0.93% | — | +73.21% | |
| 30 | HESM | Hess Midstream LP - Class A | Stock-Other | 0.83% | +0.58% | +22.67% | |
| 31 | LTM | Latam Airlines Group Sa-adr | Stock-Other | 0.81% | — | — | |
| 32 | CWST | Casella Waste Systems Inc-a | Stock-Industrials | 0.76% | -0.49% | EXIT | |
| 33 | CNM | Core & Main Inc-class A | Stock-Industrials | 0.75% | +0.64% | — | |
| 34 | QXO | Qxo Inc | Stock-Industrials | 0.75% | -0.53% | +313.71% | |
| 35 | AZO | Autozone Inc | Stock-Consumer Disc | 0.69% | +0.70% | -25.00% | |
| 36 | SMA | Smartstop Self Storage Reit | Stock-Other | 0.69% | -0.11% | +1.68% | |
| 37 | RIG | Transocean Ltd. | Stock-Energy | 0.65% | — | — | |
| 38 | CPAY | Corpay Inc | Stock-Tech | 0.63% | — | +54.92% | |
| 39 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.62% | -2.33% | EXIT | |
| 40 | SARO | Standardaero Inc | Stock-Other | 0.59% | +0.11% | +129.89% | |
| 41 | PH | Parker Hannifin CORP | Stock-Industrials | 0.57% | +0.85% | -23.88% | |
| 42 | JRVR | James River Group Holdings, Inc. | Stock-Other | 0.55% | — | +53.78% | |
| 43 | SNCY | Sun Country Airlines Holding | Stock-Other | 0.53% | — | -5.84% | |
| 44 | YORW | York Water Co | Stock-Other | 0.50% | +0.46% | — | |
| 45 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.48% | — | — | |
| 46 | WM | Waste Management Inc | Stock-Industrials | 0.48% | +0.51% | -16.67% | |
| 47 | EVRG | Evergy Inc | Stock-Utilities | 0.47% | — | -69.30% | |
| 48 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.44% | — | +13.64% | |
| 49 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 0.44% | -0.08% | -71.39% | |
| 50 | SOLV | Solventum CORP | Stock-Healthcare | 0.43% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ES | Eversource Energy | +6.4% | -4.91% | Add |
| 2 | NI | Nisource Inc | +6.3% | +2404.36% | Add |
| 3 | PCG | P G & E CORP | +2.7% | +16.62% | Trim |
| 4 | CNP | Centerpoint Energy Inc | +1.9% | -34.82% | Add |
| 5 | KMI | Kinder Morgan, Inc. | +1.8% | +177.80% | Add |
| 6 | TDG | Transdigm Group Inc | +0.7% | +103.21% | Add |
| 7 | ADT | Adt Inc | +0.5% | +164.75% | Add |
| 8 | CWST | Casella Waste Systems Inc-a | +0.5% | +149.16% | Add |
| 9 | SARO | Standardaero Inc | +0.5% | +129.89% | Add |
| 10 | AZO | Autozone Inc | +0.4% | -25.00% | Add |
| 11 | JRVR | James River Group Holdings, Inc. | +0.4% | +53.78% | Add |
| 12 | ETN | Eaton Corporation plc | +0.4% | -3.64% | Trim |
| 13 | WEC | Wec Energy Group Inc | +0.4% | — | Add |
| 14 | HESM | Hess Midstream LP - Class A | +0.2% | +22.67% | Add |
| 15 | CTRE | Caretrust Reit Inc | +0.2% | +140.83% | Trim |
| 16 | PNW | Pinnacle West Capital | +0.2% | -70.27% | Add |
| 17 | WM | Waste Management Inc | +0.2% | -16.67% | Add |
| 18 | APD | Air Products & Chemicals Inc | +0.2% | +13.64% | Add |
| 19 | GE | General Electric | +0.1% | -31.25% | Trim |
| 20 | IRON | Disc Medicine Inc | +0.1% | — | Add |
| 21 | SNDX | Syndax Pharmaceuticals Inc | +0.1% | -36.76% | Add |
| 22 | MSFT | Microsoft CORP | +0.1% | — | Unchanged |
| 23 | PWR | Quanta Services Inc | +0.1% | -33.88% | Trim |
| 24 | ELDN | Eledon Pharmaceuticals Inc | +0.1% | +86.09% | Add |
| 25 | PH | Parker Hannifin CORP | +0.1% | -23.88% | Trim |
| 26 | HTO | H2o America | 0% | -72.97% | Add |
| 27 | MSEX | Middlesex Water Co | 0% | +26.63% | Add |
| 28 | EQIX | Equinix Inc | 0% | +82.18% | Add |
| 29 | FVR | Frontview Reit Inc | 0% | — | Trim |
| 30 | BBIO | Bridgebio Pharma Inc | 0% | +2.39% | Trim |
| 31 | YORW | York Water Co | — | — | Unchanged |
| 32 | ✓ | 0% | — | Trim | |
| 33 | NJR | New Jersey Resources CORP | 0% | -10.54% | Trim |
| 34 | CUBE | Cubesmart | 0% | +2054.12% | Trim |
| 35 | BOW | Bowhead Specialty Holdings I | 0% | — | Unchanged |
| 36 | DLR | Digital Realty Trust Inc | 0% | -84.99% | Trim |
| 37 | KRG | Kite Realty Group Trust | 0% | -9.30% | Trim |
| 38 | VRT | Vertiv Holdings Co-a | 0% | -23.08% | Trim |
| 39 | ASND | Ascendis Pharma A/S | 0% | -61.54% | Trim |
| 40 | BKH | Black Hills CORP | -0.1% | +2100.04% | Trim |
| 41 | SWX | Southwest Gas Holdings Inc | -0.1% | -14.64% | Trim |
| 42 | EOLS | Evolus Inc | -0.1% | -47.62% | Trim |
| 43 | CPAY | Corpay Inc | -0.1% | +54.92% | Trim |
| 44 | NVT | nVent Electric plc | -0.1% | -63.64% | Trim |
| 45 | KD | Kyndryl Holdings Inc | -0.1% | +7.39% | Trim |
| 46 | SFD | Smithfield Foods Inc | -0.1% | +73.21% | Trim |
| 47 | SNCY | Sun Country Airlines Holding | -0.1% | -5.84% | Trim |
| 48 | PEG | Public Service Enterprise Gp | -0.2% | — | Trim |
| 49 | FCPT | Four Corners Property Trust | -0.2% | -66.96% | Trim |
| 50 | TTAM | Titan America SA | -0.2% | -48.30% | Trim |
According to official SEC Form 13F filings, Zimmer Partners, LP reported a total U.S. public equity portfolio value of $4.3B across 139 disclosed positions in Q3 2025.
During Q3 2025, Zimmer Partners, LP's top holdings by market value included PCG (9.0%)、ES (6.5%)、NI (6.4%). The largest single position, PCG, represented 9.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PCG, ES, NI) accounted for 33.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
TXNM
市值: $191.6M
Top Position Liquidated / Trimmed
FE
前期市值: $148.9M
In Q3 2025, Zimmer Partners, LP made 197 total portfolio adjustments, initiating 59 new buys, adding to 21 positions, trimming 42 holdings, and fully liquidating 75 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.