Fund HoldingsZimmer Partners, LP

Total Portfolio Value
$4.68B
Total Bought
$2.77B
Total Sold
$950.77M
Net Transaction
+$1.82B
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
WELLTOWER INC(WELL)03,316,750+3,316,7500309,9176.62%+309,917
PINNACLE WEST CAP CORP(PNW)02,655,010+2,655,0100198,4094.24%+198,409
AMEREN CORP(AEE)1,258,0003,827,897+2,569,89791,004283,1116.05%+192,108
NEXTERA ENERGY INC(NEE)32,0002,735,200+2,703,2001,944174,8073.74%+172,863
NISOURCE INC(NI)3,617,4218,907,743+5,290,32296,043246,3885.27%+150,346
EVERSOURCE ENERGY(ES)305,5102,537,095+2,231,58518,856151,6423.24%+132,786
PNM RES INC(TXNM)247,9173,551,669+3,303,75210,313133,6852.86%+123,371
EVERGY INC(EVRG)02,326,385+2,326,3850124,1822.65%+124,182
PG&E CORP(PCG)(Call)04,500,000+4,500,000075,420+75,420
AMERICAN ELEC PWR CO INC0975,000+975,000083,9481.79%+83,948
AT&T INC(T)04,000,000+4,000,000070,4001.50%+70,400
CHENIERE ENERGY INC(LNG)757,7231,222,723+465,000129,351197,2014.21%+67,850
NRG ENERGY INC(NRG)0950,000+950,000064,3061.37%+64,306
SEMPRA(SRE)01,636,202+1,636,2020117,5282.51%+117,528
ENTERGY CORP NEW(ETR)0782,000+782,000082,6421.77%+82,642
XCEL ENERGY INC(XEL)50,000932,505+882,5053,09650,1221.07%+47,027
VISTRA CORP(VST)0652,500+652,500045,4470.97%+45,447
RYAN SPECIALTY HOLDINGS INC(RYAN)04,551,004+4,551,0040252,5815.40%+252,581
PG&E CORP(PCG)012,077,810+12,077,8100202,4244.33%+202,424
CMS ENERGY CORP(CMS)0860,524+860,524051,9241.11%+51,924
CARETRUST REIT INC(CTRE)01,713,694+1,713,694041,7630.89%+41,763
BEACON ROOFING SUPPLY INC0365,000+365,000035,7770.76%+35,777
CHARTER COMMUNICATIONS INC N(CHTR)0110,361+110,361032,0740.69%+32,074
EASTGROUP PPTYS INC(EGP)35,458200,558+165,1006,50836,0540.77%+29,546
AES CORP(AES)01,865,000+1,865,000033,4390.71%+33,439
CORE & MAIN INC(CNM)0425,000+425,000024,3310.52%+24,331
SBA COMMUNICATIONS CORP NEW(SBAC)66,500185,600+119,10016,87040,2200.86%+23,349
MERCK & CO INC(MRK)0312,275+312,275041,2050.88%+41,205
FOMENTO ECONOMICO MEXICANO S(FMX)45,000215,000+170,0005,86628,0080.60%+22,142
ELI LILLY & CO(LLY)024,900+24,900019,3710.41%+19,371
WESCO INTL INC(WCC)0105,000+105,000017,9840.38%+17,984
CRESCENT ENERGY COMPANY(CRGY)01,490,000+1,490,000017,7310.38%+17,731
ONE GAS INC(OGS)0262,500+262,500016,9390.36%+16,939
EATON CORP PLC(ETN)053,260+53,260016,6530.36%+16,653
PARKER-HANNIFIN CORP(PH)029,420+29,420016,3510.35%+16,351
PUBLIC STORAGE(PSA)055,500+55,500016,0980.34%+16,098
CORPAY INC(CPAY)050,000+50,000015,4270.33%+15,427
PEMBINA PIPELINE CORP(PBA)225,000625,000+400,0007,74022,0620.47%+14,322
EQUINIX INC(EQIX)18,50034,500+16,00014,90028,4740.61%+13,574
CADRE HLDGS INC(CDRE)0331,225+331,225011,9900.26%+11,990
PENTAIR PLC(PNR)0137,750+137,750011,7690.25%+11,769
PROLOGIS INC.(PLD)090,000+90,000011,7200.25%+11,720
IONIS PHARMACEUTICALS INC(IONS)0270,300+270,300011,7180.25%+11,718
CRH PLC
ORD
0135,640+135,640011,7000.25%+11,700
TOLL BROTHERS INC(TOL)090,000+90,000011,6430.25%+11,643
NVENT ELECTRIC PLC(NVT)0148,480+148,480011,1950.24%+11,195
DIGITAL RLTY TR INC(DLR)072,800+72,800010,4860.22%+10,486
AUTOZONE INC(AZO)03,200+3,200010,0850.22%+10,085
CATERPILLAR INC(CAT)026,720+26,72009,7910.21%+9,791
SIMON PPTY GROUP INC NEW(SPG)062,500+62,50009,7810.21%+9,781
SMITH DOUGLAS HOMES CORP0325,000+325,00009,6530.21%+9,653
EVEREST GROUP LTD(EG)042,500+42,500016,8940.36%+16,894
KINETIK HOLDINGS INC(KNTK)1,617,0501,566,908-50,14254,00962,4731.34%+8,463
ALLEGRO MICROSYSTEMS INC(ALGM)0311,520+311,52008,3990.18%+8,399
QUANTA SVCS INC031,070+31,07008,0720.17%+8,072
CALIFORNIA WTR SVC GROUP(CWT)0171,195+171,19507,9570.17%+7,957
JOHNSON CTLS INTL PLC
SHS
0120,940+120,94007,9000.17%+7,900
ARCBEST CORP(ARCB)055,000+55,00007,8380.17%+7,838
MIDDLEBY CORP(MIDD)048,490+48,49007,7970.17%+7,797
SNAP ON INC(SNA)024,710+24,71007,3200.16%+7,320
BOOKING HOLDINGS INC(BKNG)02,000+2,00007,2560.16%+7,256
MOHAWK INDS INC(MHK)055,000+55,00007,1990.15%+7,199
FIRSTENERGY CORP(FE)3,677,1613,675,701-1,460134,805141,9563.03%+7,151
NORFOLK SOUTHN CORP(NSC)10,50037,500+27,0002,4829,5580.20%+7,076
DTE ENERGY CO(DTB)(Put)062,500+62,50007,009+7,009
TRANSDIGM GROUP INC(TDG)05,610+5,61006,9090.15%+6,909
EXPEDIA GROUP INC(EXPE)050,000+50,00006,8880.15%+6,888
AMERICAN HEALTHCARE REIT INC(AHR)0425,000+425,00006,2690.13%+6,269
AUTONATION INC(AN)037,000+37,00006,1260.13%+6,126
AVERY DENNISON CORP027,000+27,00006,0280.13%+6,028
CELANESE CORP DEL(CE)033,000+33,00005,6710.12%+5,671
TEREX CORP NEW(TEX)085,790+85,79005,5250.12%+5,525
REV GROUP INC0230,224+230,22405,0860.11%+5,086
SPDR S&P 500 ETF TR(SPY)09,500+9,50004,9690.11%+4,969
4D MOLECULAR THERAPEUTICS IN0138,800+138,80004,4220.09%+4,422
EVOLUS INC0300,000+300,00004,2000.09%+4,200
CONSTELLATION ENERGY CORP(CEG)80,00072,100-7,9009,35113,3280.28%+3,976
ASTRAZENECA PLC(AZN)218,200274,900+56,70014,69618,6240.40%+3,929
VERIZON COMMUNICATIONS INC(VZ)510,000550,000+40,00019,22723,0780.49%+3,851
R1 RCM INC0263,798+263,79803,3980.07%+3,398
KYNDRYL HLDGS INC(KD)2,510,8852,542,885+32,00052,17655,3331.18%+3,157
KODIAK GAS SVCS INC(KGS)615,152557,652-57,50012,35215,2460.33%+2,894
CYTOKINETICS INC(CYTK)038,600+38,60002,7060.06%+2,706
VERTIV HOLDINGS CO(VRT)030,000+30,00002,4500.05%+2,450
ADT INC DEL(ADT)0350,018+350,01802,3520.05%+2,352
SANA BIOTECHNOLOGY INC(SANA)0202,500+202,50002,0250.04%+2,025
IMMATICS N.V(IMTX)210,000397,000+187,0002,2114,1720.09%+1,961
IMMUNOME INC(IMNM)075,000+75,00001,8510.04%+1,851
GMS INC015,000+15,00001,4600.03%+1,460
BBB FOODS INC(TBBB)050,000+50,00001,1890.03%+1,189
ALTO NEUROSCIENCE INC(ANRO)075,000+75,00001,1510.02%+1,151
SANOFI(SNY)613,780648,580+34,80030,52331,5210.67%+998
KALVISTA PHARMACEUTICALS INC070,000+70,00008300.02%+830
MICROSOFT CORP(MSFT)11,30011,30004,2494,7540.10%+505
TURNSTONE BIOLOGICS CORP48,200179,026+130,8261234690.01%+346
NCL CORP LTD(NCLH)10,000,00010,000,00009,2069,4710.20%+264
ENCORE CAP GROUP INC(ECPG)05,700+5,70002600.01%+260
CSX CORP(CSX)77,10077,10002,6732,8580.06%+185
TORTOISE ENERGY INFRA CORP(TYG)60,45860,45801,7391,8690.04%+129
CANADIAN NATL RY CO(CNI)11,00011,00001,3821,4490.03%+67
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