Fund HoldingsZimmer Partners, LP

Total Portfolio Value
$5.42B
Total Bought
$1.93B
Total Sold
$1.23B
Net Transaction
+$700.72M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
EVERGY INC(EVRG)2,326,3855,850,925+3,524,540124,182309,9235.71%+185,741
EVERSOURCE ENERGY(ES)2,537,0955,349,483+2,812,388151,642303,3695.59%+151,727
XCEL ENERGY INC(XEL)932,5053,026,125+2,093,62050,122161,6252.98%+111,503
ENBRIDGE INC(ENB)03,189,600+3,189,6000113,4532.09%+113,453
UGI CORP NEW(UGI)05,314,367+5,314,3670121,6992.24%+121,699
WEC ENERGY GROUP INC(WEC)01,197,806+1,197,806093,9801.73%+93,980
FIRSTENERGY CORP(FE)3,675,7015,607,993+1,932,292141,956214,6183.96%+72,662
EXELON CORP(EXC)01,525,000+1,525,000052,7800.97%+52,780
HESS MIDSTREAM LP(HESM)01,412,500+1,412,500051,4720.95%+51,472
TARGA RES CORP(TRGP)01,778,200+1,778,2000228,9974.22%+228,997
CHENIERE ENERGY INC(LNG)(Call)0250,000+250,000043,708+43,708
CHENIERE ENERGY INC(LNG)1,222,7231,376,538+153,815197,201240,6604.44%+43,459
CARETRUST REIT INC(CTRE)1,713,6943,255,587+1,541,89341,76381,7151.51%+39,953
PROLOGIS INC.(PLD)90,000450,000+360,00011,72050,5400.93%+38,820
PORTLAND GEN ELEC CO(POR)0890,328+890,328038,4980.71%+38,498
API GROUP CORP(APG)0958,494+958,494036,0680.67%+36,068
WELLTOWER INC(WELL)3,316,7503,316,7500309,917345,7716.38%+35,854
T-MOBILE US INC(TMUS)(Put)0197,000+197,000034,707+34,707
JOHNSON CTLS INTL PLC
SHS
120,940625,000+504,0607,90041,5440.77%+33,644
GATES INDL CORP PLC
ORD SHS
01,746,909+1,746,909027,6190.51%+27,619
SEMPRA(SRE)1,636,2021,904,802+268,600117,528144,8792.67%+27,351
WESCO INTL INC(WCC)105,000275,000+170,00017,98443,5930.80%+25,609
CENTERPOINT ENERGY INC(CNP)0775,684+775,684024,0310.44%+24,031
PACS GROUP INC(PACS)0800,000+800,000023,6000.44%+23,600
CORPAY INC(CPAY)50,000142,500+92,50015,42737,9630.70%+22,536
VIKING HOLDINGS LTD(VIK)0625,000+625,000021,2130.39%+21,213
EVEREST GROUP LTD(EG)42,500100,000+57,50016,89438,1020.70%+21,208
WAYSTAR HLDG CORP(WAY)0955,716+955,716020,5480.38%+20,548
AZZ INC0252,500+252,500019,5060.36%+19,506
PUBLIC SVC ENTERPRISE GRP IN(PEG)0249,720+249,720018,4040.34%+18,404
CENTURI HOLDINGS INC(CTRI)0905,412+905,412017,6370.33%+17,637
PG&E CORP(PCG)(Put)01,000,000+1,000,000017,460+17,460
VSE CORP(VSEC)0175,000+175,000015,4490.28%+15,449
KYNDRYL HLDGS INC(KD)2,542,8852,674,157+131,27255,33370,3571.30%+15,024
ALLY FINL INC(ALLY)0375,000+375,000014,8760.27%+14,876
WASTE MGMT INC DEL(WM)065,000+65,000013,8670.26%+13,867
BIOMARIN PHARMACEUTICAL INC(BMRN)0166,100+166,100013,6750.25%+13,675
UL SOLUTIONS INC(ULS)0300,000+300,000012,6570.23%+12,657
PFIZER INC(PFE)0437,700+437,700012,2470.23%+12,247
MAREX GROUP PLC(MRX)0600,000+600,000012,0000.22%+12,000
NORFOLK SOUTHN CORP(NSC)37,50099,200+61,7009,55821,2970.39%+11,740
PINNACLE WEST CAP CORP(PNW)2,655,0102,744,210+89,200198,409209,6033.86%+11,194
RYAN SPECIALTY HOLDINGS INC(RYAN)4,551,0044,551,0040252,581263,5494.86%+10,968
ROGERS COMMUNICATIONS INC(RCI)0294,000+294,000010,8720.20%+10,872
ONEMAIN HLDGS INC(OMF)0200,000+200,00009,6980.18%+9,698
DIGITAL RLTY TR INC(DLR)72,800125,994+53,19410,48619,1570.35%+8,671
PROFICIENT AUTO LOGISTICS IN0535,000+535,00008,5920.16%+8,592
ELI LILLY & CO(LLY)24,90030,210+5,31019,37127,3520.50%+7,980
GMS INC15,000115,000+100,0001,4609,2700.17%+7,810
AMEREN CORP(AEE)3,827,8974,089,416+261,519283,111290,7985.36%+7,687
GE VERNOVA INC(GEV)042,500+42,50007,2890.13%+7,289
GAUZY LTD0597,764+597,76407,1850.13%+7,185
STRUCTURE THERAPEUTICS INC0177,100+177,10006,9550.13%+6,955
LANDBRIDGE COMPANY LLC(LB)0300,000+300,00006,9450.13%+6,945
GALLAGHER ARTHUR J & CO(AJG)026,700+26,70006,9240.13%+6,924
INVITATION HOMES INC(INVH)0180,000+180,00006,4600.12%+6,460
CRH PLC
ORD
135,640240,000+104,36011,70017,9950.33%+6,295
VERTIV HOLDINGS CO(VRT)30,000100,000+70,0002,4508,6570.16%+6,207
NVENT ELECTRIC PLC(NVT)148,480225,000+76,52011,19517,2370.32%+6,042
CHARTER COMMUNICATIONS INC N(CHTR)110,361126,961+16,60032,07437,9560.70%+5,882
TRANSDIGM GROUP INC(TDG)5,61010,000+4,3906,90912,7760.24%+5,867
MID-AMER APT CMNTYS INC(MAA)039,800+39,80005,6760.10%+5,676
ELEDON PHARMACEUTICALS INC02,109,704+2,109,70405,5700.10%+5,570
BOWHEAD SPECIALTY HLDGS INC(BOW)0215,000+215,00005,4480.10%+5,448
HUDBAY MINERALS INC(HBM)0600,000+600,00005,4300.10%+5,430
EATON CORP PLC(ETN)53,26070,000+16,74016,65321,9490.40%+5,295
ABACUS LIFE INC(ABX)0600,000+600,00005,1900.10%+5,190
KIMCO RLTY CORP(KIM)0250,000+250,00004,8650.09%+4,865
QUANTA SVCS INC31,07050,000+18,9308,07212,7050.23%+4,633
REALTY INCOME CORP(O)087,500+87,50004,6220.09%+4,622
AMERICAN HOMES 4 RENT(AMH)0105,000+105,00003,9020.07%+3,902
PARKER-HANNIFIN CORP(PH)29,42040,000+10,58016,35120,2320.37%+3,881
PNM RES INC(TXNM)(Call)0100,000+100,00003,696+3,696
UDR INC(UDR)0112,500+112,50004,6290.09%+4,629
CATERPILLAR INC(CAT)26,72040,000+13,2809,79113,3240.25%+3,533
TEREX CORP NEW(TEX)85,790160,000+74,2105,5258,7740.16%+3,250
IOVANCE BIOTHERAPEUTICS INC(IOVA)0475,000+475,00003,8100.07%+3,810
PG&E CORP(PCG)(Call)4,500,0004,500,000075,42078,570+3,150
R1 RCM INC263,798500,000+236,2023,3986,2800.12%+2,882
MONTROSE ENVIRONMENTAL GROUP060,000+60,00002,6740.05%+2,674
TELEPHONE & DATA SYS INC(TDS)0125,000+125,00002,5910.05%+2,591
CYTOKINETICS INC(CYTK)38,60092,200+53,6002,7064,9950.09%+2,289
ENCORE CAP GROUP INC(ECPG)5,70060,000+54,3002602,5040.05%+2,244
UNITED STATES CELLULAR CORP(AD)040,000+40,00002,2330.04%+2,233
MIDDLESEX WTR CO(MSEX)037,738+37,73801,9720.04%+1,972
AUTOZONE INC(AZO)3,2004,000+80010,08511,8560.22%+1,771
DISC MEDICINE INC(IRON)034,400+34,40001,5500.03%+1,550
STAG INDL INC(STAG)075,000+75,00002,7050.05%+2,705
EVOLUS INC300,000501,629+201,6294,2005,4430.10%+1,243
RILEY EXPLORATION PERMIAN IN043,800+43,80001,2400.02%+1,240
CELANESE CORP DEL(CE)33,00050,000+17,0005,6716,7450.12%+1,073
AMBAC FINL GROUP INC075,000+75,00009620.02%+962
CORBUS PHARMACEUTICALS HLDGS020,600+20,60009320.02%+932
OTTER TAIL CORP(OTTR)010,000+10,00008760.02%+876
OGE ENERGY CORP(OGE)023,491+23,49108390.02%+839
IBOTTA INC010,000+10,00007520.01%+752
SILVACO GROUP INC025,000+25,00004500.01%+450
MICROSOFT CORP(MSFT)11,30011,30004,7545,0510.09%+296
TORTOISE ENERGY INFRA CORP(TYG)60,45860,45801,8692,1080.04%+239
WEBTOON ENTMT INC(WBTN)010,000+10,00002280.00%+228
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