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CIK: 0001565854
Total reported value
$4.3B
$4.3B
121 檔
26.9%
As reported in its official Q1 2026 Form 13F filing, Zimmer Partners, LP's tracked investment portfolio stood at $4.3B with 121 total positions.
Zimmer Partners, LP executed strategic sector rebalancing during Q1 2026, establishing 44 new positions while fully exiting 42 holdings and trimming 39 positions.
In terms of portfolio concentration, the top 5 core holdings (including ES, ADC, NI) accounted for 26.9% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ES | Eversource Energy | Stock-Utilities | 6.00% | -1.52% | -6.54% | |
| 2 | ADC | Agree Realty CORP | Stock-Real Estate | 5.99% | -2.78% | — | |
| 3 | NI | Nisource Inc | Stock-Utilities | 5.79% | -1.11% | +32.89% | |
| 4 | WELL | Welltower Inc | Stock-Real Estate | 5.33% | +0.54% | +0.20% | |
| 5 | XEL | Xcel Energy Inc | Stock-Utilities | 5.04% | -0.74% | -4.02% | |
| 6 | TRGP | Targa Resources CORP | Stock-Energy | 4.81% | -0.77% | +1.66% | |
| 7 | KMI | Kinder Morgan, Inc. | Stock-Energy | 4.64% | -1.37% | +42.81% | |
| 8 | KGS | Kodiak Gas Services Inc | Stock-Other | 3.35% | +1.03% | -44.24% | |
| 9 | TXNM 5.75 06-01-54Bond | Txnm Energy Inc | Bond | 3.06% | -3.06% | EXIT | |
| 10 | PCG | P G & E CORP | Stock-Utilities | 2.93% | +2.16% | -5.04% | |
| 11 | ETR | Entergy CORP | Stock-Utilities | 2.52% | -1.33% | -44.13% | |
| 12 | IDA | Idacorp Inc | Stock-Utilities | 2.49% | -0.62% | -9.59% | |
| 13 | WEC | Wec Energy Group Inc | Stock-Utilities | 2.33% | -2.33% | EXIT | |
| 14 | TXNM | Txnm Energy Inc | Stock-Utilities | 2.16% | -2.16% | EXIT | |
| 15 | HTO | H2o America | Stock-Other | 1.77% | -1.05% | +2755.12% | |
| 16 | SRE | Sempra | Stock-Utilities | 1.64% | +0.32% | -50.36% | |
| 17 | BKH | Black Hills CORP | Stock-Utilities | 1.45% | -1.12% | +213.74% | |
| 18 | DUK | Duke Energy CORP | Stock-Utilities | 1.38% | -1.16% | -31.89% | |
| 19 | FPS | Forgent Power Solutions Inc | Stock-Other | 1.38% | +1.54% | — | |
| 20 | BKV | Bkv Corporation | Stock-Other | 1.34% | -0.29% | +290.04% | |
| 21 | KTOS | Kratos Defense & Security | Stock-Industrials | 1.33% | -1.33% | EXIT | |
| 22 | CTRE | Caretrust Reit Inc | Stock-Real Estate | 1.31% | +0.06% | -15.65% | |
| 23 | SWX | Southwest Gas Holdings Inc | Stock-Utilities | 1.27% | -1.05% | +228.38% | |
| 24 | PNW | Pinnacle West Capital | Stock-Utilities | 1.21% | -0.67% | +266.46% | |
| 25 | CRH | CRH plc | Stock-Materials | 1.01% | -0.20% | +400.00% | |
| 26 | GE | General Electric | Stock-Industrials | 0.89% | -0.59% | +550.00% | |
| 27 | VNOM | Viper Energy Inc-cl A | Stock-Energy | 0.87% | -0.58% | -55.75% | |
| 28 | LOAR | Loar Holdings Inc | Stock-Other | 0.79% | -0.42% | +108.18% | |
| 29 | D | Dominion Energy Inc | Stock-Utilities | 0.75% | -0.75% | EXIT | |
| 30 | NEE 7.375 02-15-29Bond | Nextera Energy Inc | Bond | 0.74% | -0.74% | EXIT | |
| 31 | QXO | Qxo Inc | Stock-Industrials | 0.74% | -0.53% | +162.50% | |
| 32 | VSEC | Vse CORP | Stock-Industrials | 0.71% | -0.71% | EXIT | |
| 33 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 0.71% | -0.08% | -12.50% | |
| 34 | APH | Amphenol Corp-cl A | Stock-Tech | 0.71% | -0.71% | EXIT | |
| 35 | TDG | Transdigm Group Inc | Stock-Industrials | 0.70% | -0.52% | -14.53% | |
| 36 | JRVR | James River Group Holdings I | Stock-Other | 0.70% | -0.23% | — | |
| 37 | NVT | nVent Electric plc | Stock-Industrials | 0.67% | -0.67% | EXIT | |
| 38 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.66% | -0.12% | +92.75% | |
| 39 | WM | Waste Management Inc | Stock-Industrials | 0.64% | +0.51% | +4.55% | |
| 40 | EME | Emcor Group Inc | Stock-Industrials | 0.62% | -0.09% | +112.12% | |
| 41 | ALH | Alliance Laundry Holdings In | Stock-Other | 0.57% | -0.57% | EXIT | |
| 42 | WHR | Whirlpool CORP | Stock-Consumer Disc | 0.56% | -0.53% | — | |
| 43 | PH | Parker Hannifin CORP | Stock-Industrials | 0.54% | +0.85% | -16.67% | |
| 44 | YORW | York Water Co | Stock-Other | 0.54% | +0.46% | -1.24% | |
| 45 | HE | Hawaiian Electric Inds | Stock-Utilities | 0.54% | -0.54% | EXIT | |
| 46 | SARO | Standardaero Inc | Stock-Other | 0.53% | +0.11% | +135.49% | |
| 47 | CNM | Core & Main Inc-class A | Stock-Industrials | 0.51% | +0.64% | +115.00% | |
| 48 | CWST | Casella Waste Systems Inc-a | Stock-Industrials | 0.49% | -0.49% | EXIT | |
| 49 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.46% | -0.46% | EXIT | |
| 50 | SMA | Smartstop Self Storage Reit | Stock-Other | 0.44% | -0.11% | -4.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KMI | Kinder Morgan, Inc. | +1.7% | +42.81% | Add |
| 2 | HTO | H2o America | +1.7% | +2755.12% | Add |
| 3 | NI | Nisource Inc | +1.5% | +32.89% | Add |
| 4 | KTOS | Kratos Defense & Security | +1.2% | +770.16% | Add |
| 5 | TRGP | Targa Resources CORP | +1% | +1.66% | Add |
| 6 | BKV | Bkv Corporation | +1% | +290.04% | Add |
| 7 | BKH | Black Hills CORP | +1% | +213.74% | Add |
| 8 | PNW | Pinnacle West Capital | +0.9% | +266.46% | Add |
| 9 | SWX | Southwest Gas Holdings Inc | +0.9% | +228.38% | Add |
| 10 | CRH | CRH plc | +0.8% | +400.00% | Add |
| 11 | GE | General Electric | +0.7% | +550.00% | Add |
| 12 | CWST | Casella Waste Systems Inc-a | +0.5% | +1596.02% | Add |
| 13 | QXO | Qxo Inc | +0.4% | +162.50% | Add |
| 14 | EME | Emcor Group Inc | +0.4% | +112.12% | Add |
| 15 | LOAR | Loar Holdings Inc | +0.3% | +108.18% | Add |
| 16 | SARO | Standardaero Inc | +0.3% | +135.49% | Add |
| 17 | CNM | Core & Main Inc-class A | +0.2% | +115.00% | Add |
| 18 | HUT | Hut 8 CORP | +0.2% | +279.31% | Add |
| 19 | BLDR | Builders Firstsource Inc | +0.2% | +92.75% | Add |
| 20 | VRTS | Virtus Investment Partners | +0.2% | +236.48% | Add |
| 21 | CAT | Caterpillar Inc | +0.1% | +26.89% | Add |
| 22 | GPC | Genuine Parts Co | +0.1% | +66.67% | Add |
| 23 | VVX | V2x Inc | +0.1% | +38.77% | Add |
| 24 | NTST | Netstreit CORP | +0.1% | +124.56% | Add |
| 25 | ALH | Alliance Laundry Holdings In | +0.1% | +20.53% | Add |
| 26 | ELDN | Eledon Pharmaceuticals Inc | +0.1% | -21.36% | Trim |
| 27 | KYN | Kayne Anderson Energy Infra | 0% | +5.91% | Add |
| 28 | TBN | Tamboran Resources CORP | 0% | -36.35% | Trim |
| 29 | DPG | Duff & Phelps Utility & Inc | 0% | +29.45% | Add |
| 30 | WM | Waste Management Inc | — | +4.55% | Add |
| 31 | FCPT | Four Corners Property Trust | — | — | Unchanged |
| 32 | CUBE | Cubesmart | — | — | Unchanged |
| 33 | ERH | Allspring Utilities And High | — | — | Unchanged |
| 34 | FE | Firstenergy CORP | 0% | -44.44% | Trim |
| 35 | ✓ | 0% | -82.79% | Trim | |
| 36 | CPAY | Corpay Inc | 0% | +7.69% | Add |
| 37 | MSEX | Middlesex Water Co | 0% | -3.68% | Trim |
| 38 | IRON | Disc Medicine Inc | 0% | -39.27% | Trim |
| 39 | AVAH | Aveanna Healthcare Holdings | 0% | +0.61% | Add |
| 40 | AR | Antero Resources CORP | 0% | -25.18% | Trim |
| 41 | HESM | Hess Midstream LP - Class A | 0% | -14.76% | Trim |
| 42 | BOW | Bowhead Specialty Holdings I | -0.1% | -2.42% | Trim |
| 43 | MSFT | Microsoft CORP | -0.1% | +7.50% | Add |
| 44 | SMA | Smartstop Self Storage Reit | -0.1% | -4.99% | Trim |
| 45 | JRVR | James River Group Holdings I | -0.1% | — | Unchanged |
| 46 | YORW | York Water Co | -0.1% | -1.24% | Trim |
| 47 | WELL | Welltower Inc | -0.1% | +0.20% | Add |
| 48 | PH | Parker Hannifin CORP | -0.2% | -16.67% | Trim |
| 49 | PRMB | Primo Brands CORP | -0.2% | -36.42% | Trim |
| 50 | PCG | P G & E CORP | -0.2% | -5.04% | Trim |
According to official SEC Form 13F filings, Zimmer Partners, LP reported a total U.S. public equity portfolio value of $4.3B across 121 disclosed positions in Q1 2026.
During Q1 2026, Zimmer Partners, LP's top holdings by market value included ES (6.0%)、ADC (6.0%)、NI (5.8%). The largest single position, ES, represented 6.0% of total portfolio value.
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Top New Position Initiated
ADC
市值: $248.5M
Top Position Liquidated / Trimmed
ADT
前期市值: $99.8M
In Q1 2026, Zimmer Partners, LP made 158 total portfolio adjustments, initiating 44 new buys, adding to 33 positions, trimming 39 holdings, and fully liquidating 42 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.
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