§ 13F · FUND PROFILE
Zimmer Partners, LP.
AUM · $4.3B (13F)Positions · 122Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$897M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | WELL | WELLTOWER INC | 1.12M | $255M | 5.9% | ±0% |
| 2 | NI | NISOURCE INC | 4.28M | $203M | 4.7% | −17% |
| 3 | ES | EVERSOURCE ENERGY | 2.69M | $195M | 4.5% | −25% |
| 4 | KGS | KODIAK GAS SVCS INC | 2.53M | $190M | 4.4% | +6% |
| 5 | XEL | XCEL ENERGY INC | 2.32M | $187M | 4.3% | −12% |
| 6 | TRGP | TARGA RES CORP | 655K | $175M | 4.0% | −18% |
| 7 | PCG | PG&E CORP | 9.88M | $166M | 3.8% | +90% |
| 8 | MAIR | MADISON AIR SOLUTIONS CORP | 4.15M | $162M | 3.7% | NEW |
| 9 | PPL | PPL CORP | 3.92M | $143M | 3.3% | NEW |
| 10 | KMI | KINDER MORGAN INC DEL | 4.45M | $142M | 3.3% | −22% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ZIMMER SIGNAL
AC read
Zimmer Partners, LP is a Other fund managing $4.3 billion in assets. The fund runs a portfolio of 122 positions.
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