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CIK: 0001565854
Total reported value
$4.3B
$4.3B
119 檔
22.8%
According to the latest 13F quarterly dataset, Zimmer Partners, LP managed an equity portfolio of $4.3B at the end of Q4 2025, spanning 119 distinct U.S. exchange-listed positions.
In Q4 2025, Zimmer Partners, LP adopted a defensive or profit-taking posture, trimming 42 positions and completely liquidating 59 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ES | Eversource Energy | Stock-Utilities | 6.82% | -1.52% | -9.60% | |
| 2 | WELL | Welltower Inc | Stock-Real Estate | 5.46% | +0.54% | +0.95% | |
| 3 | XEL | Xcel Energy Inc | Stock-Utilities | 5.33% | -0.74% | +11.76% | |
| 4 | NI | Nisource Inc | Stock-Utilities | 4.26% | -1.11% | -43.81% | |
| 5 | KGS | Kodiak Gas Services Inc | Stock-Other | 4.21% | +1.03% | +45.70% | |
| 6 | ETR | Entergy CORP | Stock-Utilities | 4.05% | -1.33% | — | |
| 7 | TRGP | Targa Resources CORP | Stock-Energy | 3.80% | -0.77% | -41.07% | |
| 8 | TXNM 5.75 06-01-54Bond | Txnm Energy Inc | Bond | 3.36% | -3.06% | EXIT | |
| 9 | SRE | Sempra | Stock-Utilities | 3.28% | +0.32% | +64.68% | |
| 10 | PCG | P G & E CORP | Stock-Utilities | 3.09% | +2.16% | -60.42% | |
| 11 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.91% | -1.37% | -33.84% | |
| 12 | TXNM | Txnm Energy Inc | Stock-Utilities | 2.89% | -2.16% | EXIT | |
| 13 | IDA | Idacorp Inc | Stock-Utilities | 2.67% | -0.62% | +48.93% | |
| 14 | ADT | Adt Inc | Stock-Industrials | 2.63% | — | +53.08% | |
| 15 | KNTK | Kinetik Holdings Inc | Stock-Other | 2.60% | +0.77% | — | |
| 16 | DUK | Duke Energy CORP | Stock-Utilities | 1.99% | -1.16% | +15.52% | |
| 17 | AEE | Ameren Corporation | Stock-Utilities | 1.88% | — | -4.72% | |
| 18 | VNOM | Viper Energy Inc-cl A | Stock-Energy | 1.77% | -0.58% | -5.43% | |
| 19 | CTRE | Caretrust Reit Inc | Stock-Real Estate | 1.68% | +0.06% | +10.94% | |
| 20 | LNG | Cheniere Energy Inc | Stock-Energy | 1.58% | +2.20% | +2373.60% | |
| 21 | KD | Kyndryl Holdings Inc | Stock-Tech | 1.56% | — | -0.03% | |
| 22 | CMS | Cms Energy CORP | Stock-Utilities | 1.37% | — | +6.93% | |
| 23 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 1.36% | -0.08% | +177.78% | |
| 24 | AZO | Autozone Inc | Stock-Consumer Disc | 1.25% | +0.70% | +86.67% | |
| 25 | SFD | Smithfield Foods Inc | Stock-Other | 1.23% | — | +13.79% | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 1.14% | +0.34% | NEW | |
| 27 | TDG | Transdigm Group Inc | Stock-Industrials | 1.02% | -0.52% | -23.03% | |
| 28 | CNP | Centerpoint Energy Inc | Stock-Utilities | 1.02% | -0.46% | EXIT | |
| 29 | NVT | nVent Electric plc | Stock-Industrials | 1.01% | -0.67% | EXIT | |
| 30 | PWR | Quanta Services Inc | Stock-Industrials | 0.97% | -0.20% | EXIT | |
| 31 | ULS | Ul Solutions Inc - Class A | Stock-Industrials | 0.92% | — | — | |
| 32 | JRVR | James River Group Holdings I | Stock-Other | 0.77% | -0.23% | — | |
| 33 | PH | Parker Hannifin CORP | Stock-Industrials | 0.69% | +0.85% | -14.29% | |
| 34 | STC | Stewart Information Services | Stock-Other | 0.66% | -0.20% | — | |
| 35 | ITT | Itt Inc | Stock-Industrials | 0.65% | +0.36% | — | |
| 36 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.65% | — | +33.33% | |
| 37 | WM | Waste Management Inc | Stock-Industrials | 0.64% | +0.51% | +10.00% | |
| 38 | YORW | York Water Co | Stock-Other | 0.62% | +0.46% | -2.08% | |
| 39 | AERO | Grupo Aeromexico Sab De Cv | Stock-Other | 0.61% | -0.39% | — | |
| 40 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.58% | +0.35% | NEW | |
| 41 | CARR | Carrier Global CORP | Stock-Industrials | 0.54% | -0.31% | EXIT | |
| 42 | AMRZ | Amrize Ltd | Stock-Materials | 0.52% | — | +12.62% | |
| 43 | SMA | Smartstop Self Storage Reit | Stock-Other | 0.51% | -0.11% | -25.94% | |
| 44 | ALH | Alliance Laundry Holdings In | Stock-Other | 0.51% | -0.57% | EXIT | |
| 45 | BKH | Black Hills CORP | Stock-Utilities | 0.50% | -1.12% | -74.91% | |
| 46 | LOAR | Loar Holdings Inc | Stock-Other | 0.49% | -0.42% | +111.54% | |
| 47 | PRMB | Primo Brands CORP | Stock-Consumer Staples | 0.49% | -0.01% | -53.77% | |
| 48 | RIG | Transocean Ltd. | Stock-Energy | 0.49% | — | -53.98% | |
| 49 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.47% | -0.12% | +136.30% | |
| 50 | TTAM | Titan America SA | Stock-Other | 0.43% | -0.10% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KGS | Kodiak Gas Services Inc | +1.9% | +45.70% | Add |
| 2 | SRE | Sempra | +1.6% | +64.68% | Add |
| 3 | LNG | Cheniere Energy Inc | +1.5% | +2373.60% | Add |
| 4 | WELL | Welltower Inc | +1.2% | +0.95% | Add |
| 5 | IDA | Idacorp Inc | +1.1% | +48.93% | Add |
| 6 | ADT | Adt Inc | +1.1% | +53.08% | Add |
| 7 | XEL | Xcel Energy Inc | +1.1% | +11.76% | Add |
| 8 | RYAN | Ryan Specialty Holdings Inc | +0.9% | +177.78% | Add |
| 9 | NVT | nVent Electric plc | +0.8% | +240.91% | Add |
| 10 | TXNM 5.75 06-01-54Bond | Txnm Energy Inc | +0.7% | — | Unchanged |
| 11 | PWR | Quanta Services Inc | +0.6% | +118.13% | Add |
| 12 | AZO | Autozone Inc | +0.6% | +86.67% | Add |
| 13 | DUK | Duke Energy CORP | +0.5% | +15.52% | Add |
| 14 | CTRE | Caretrust Reit Inc | +0.5% | +10.94% | Add |
| 15 | VRT | Vertiv Holdings Co-a | +0.4% | +171.60% | Add |
| 16 | CARR | Carrier Global CORP | +0.3% | +127.94% | Add |
| 17 | SFD | Smithfield Foods Inc | +0.3% | +13.79% | Add |
| 18 | ES | Eversource Energy | +0.3% | -9.60% | Trim |
| 19 | BLDR | Builders Firstsource Inc | +0.3% | +136.30% | Add |
| 20 | LOAR | Loar Holdings Inc | +0.3% | +111.54% | Add |
| 21 | CMS | Cms Energy CORP | +0.3% | +6.93% | Add |
| 22 | VNOM | Viper Energy Inc-cl A | +0.3% | -5.43% | Trim |
| 23 | PACS | Pacs Group Inc | +0.2% | — | Unchanged |
| 24 | APD | Air Products & Chemicals Inc | +0.2% | +33.33% | Add |
| 25 | AEE | Ameren Corporation | +0.2% | -4.72% | Trim |
| 26 | AMRZ | Amrize Ltd | +0.2% | +12.62% | Add |
| 27 | GPC | Genuine Parts Co | +0.2% | +200.00% | Add |
| 28 | CRH | CRH plc | +0.2% | +100.00% | Add |
| 29 | WM | Waste Management Inc | +0.2% | +10.00% | Add |
| 30 | KD | Kyndryl Holdings Inc | +0.1% | -0.03% | Trim |
| 31 | YORW | York Water Co | +0.1% | -2.08% | Trim |
| 32 | PH | Parker Hannifin CORP | +0.1% | -14.29% | Trim |
| 33 | KYN | Kayne Anderson Energy Infra | +0.1% | +121.88% | Add |
| 34 | TTAM | Titan America SA | +0.1% | -14.39% | Trim |
| 35 | MSEX | Middlesex Water Co | +0.1% | +18.83% | Add |
| 36 | AR | Antero Resources CORP | +0.1% | +5.19% | Add |
| 37 | HUT | Hut 8 CORP | +0.1% | +52.63% | Add |
| 38 | FVR | Frontview Reit Inc | 0% | -17.70% | Trim |
| 39 | PNW | Pinnacle West Capital | 0% | -8.19% | Trim |
| 40 | CUBE | Cubesmart | 0% | +77.94% | Add |
| 41 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 42 | BOW | Bowhead Specialty Holdings I | 0% | — | Unchanged |
| 43 | DPG | Duff & Phelps Utility & Inc | 0% | +197.14% | Add |
| 44 | FCPT | Four Corners Property Trust | 0% | +5.71% | Add |
| 45 | ERH | Allspring Utilities And High | 0% | — | Unchanged |
| 46 | EQIX | Equinix Inc | — | -37.48% | Trim |
| 47 | AVB | Avalonbay Communities Inc | — | -16.24% | Trim |
| 48 | SLDE | Slide Insurance Holdings Inc | — | -34.06% | Trim |
| 49 | ELDN | Eledon Pharmaceuticals Inc | 0% | +30.64% | Add |
| 50 | MLYS | Mineralys Therapeutics Inc | 0% | -42.50% | Trim |
According to official SEC Form 13F filings, Zimmer Partners, LP reported a total U.S. public equity portfolio value of $4.3B across 119 disclosed positions in Q4 2025.
During Q4 2025, Zimmer Partners, LP's top holdings by market value included ES (6.8%)、WELL (5.5%)、XEL (5.3%). The largest single position, ES, represented 6.8% 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 ES, WELL, XEL) accounted for 22.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
ETR
市值: $153.6M
Top Position Liquidated / Trimmed
AEP
前期市值: $100.9M
In Q4 2025, Zimmer Partners, LP made 172 total portfolio adjustments, initiating 39 new buys, adding to 32 positions, trimming 42 holdings, and fully liquidating 59 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.