Fund HoldingsZimmer Partners, LP

Total Portfolio Value
$5.48B
Total Bought
$1.57B
Total Sold
$1.67B
Net Transaction
-$99.72M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
DUKE ENERGY CORP NEW(DUK)01,442,000+1,442,0000166,2633.03%+166,263
HAWAIIAN ELEC INDUSTRIES(HE)015,000,000+15,000,0000145,2002.65%+145,200
BLACK HILLS CORP01,576,795+1,576,795096,3741.76%+96,374
DIAMONDBACK ENERGY INC(FANG)0510,000+510,000087,9241.60%+87,924
WELLTOWER INC(WELL)3,316,7503,316,7500345,771424,6447.75%+78,872
DTE ENERGY CO(DTB)0544,300+544,300069,8941.27%+69,894
PACS GROUP INC(PACS)800,0002,329,529+1,529,52923,60093,1111.70%+69,511
CASELLA WASTE SYS INC(CWST)0511,150+511,150050,8540.93%+50,854
PORTLAND GEN ELEC CO(POR)890,3281,842,542+952,21438,49888,2581.61%+49,760
CORE & MAIN INC(CNM)01,303,000+1,303,000057,8531.06%+57,853
AMERICAN ELEC PWR CO INC0468,124+468,124048,0300.88%+48,030
PINNACLE WEST CAP CORP(PNW)2,744,2102,899,676+155,466209,603256,8824.69%+47,280
GATES INDL CORP PLC
ORD SHS
1,746,9094,213,452+2,466,54327,61973,9461.35%+46,327
AMERICAN WTR WKS CO INC NEW0300,000+300,000043,8720.80%+43,872
KODIAK GAS SVCS INC(KGS)01,779,851+1,779,851051,6160.94%+51,616
SBA COMMUNICATIONS CORP NEW(SBAC)0156,600+156,600037,6940.69%+37,694
PG&E CORP(PCG)03,346,700+3,346,700066,1641.21%+66,164
NATIONAL HEALTH INVS INC(NHI)0300,000+300,000025,2180.46%+25,218
CARETRUST REIT INC(CTRE)3,255,5873,449,615+194,02881,715106,4551.94%+24,740
LINEAGE INC(LINE)0301,000+301,000023,5920.43%+23,592
RXO INC(RXO)0810,000+810,000022,6800.41%+22,680
UL SOLUTIONS INC(ULS)300,000710,000+410,00012,65735,0030.64%+22,346
CENTERPOINT ENERGY INC(CNP)775,6841,536,640+760,95624,03145,2080.82%+21,177
TXNM ENERGY INC(TXNM)03,477,040+3,477,0400152,1902.78%+152,190
AMERICAN HEALTHCARE REIT INC(AHR)0760,000+760,000019,8360.36%+19,836
CSW INDUSTRIALS INC(CSW)051,300+51,300018,7960.34%+18,796
FIRST INDL RLTY TR INC(FR)0333,136+333,136018,6490.34%+18,649
BKV CORP(BKV)01,017,000+1,017,000018,6010.34%+18,601
VIKING HOLDINGS LTD(VIK)625,0001,062,500+437,50021,21337,0710.68%+15,858
V2X INC(VVX)0262,420+262,420014,6590.27%+14,659
SEMPRA(SRE)1,904,8021,904,8020144,879159,2992.91%+14,419
INVENTRUST PPTYS CORP(IVT)0500,000+500,000014,1850.26%+14,185
LATAM AIRLINES GROUP SA(LTM)0509,684+509,684013,4610.25%+13,461
GE AEROSPACE(GE)065,000+65,000012,2580.22%+12,258
SANOFI(SNY)0402,500+402,500023,1960.42%+23,196
VIPER ENERGY INC(VNOM)0325,000+325,000014,6610.27%+14,661
VISTRA CORP(VST)(Call)0100,000+100,000011,854+11,854
ASCENDIS PHARMA A/S(ASND)078,000+78,000011,6460.21%+11,646
EVEREST GROUP LTD(EG)100,000126,224+26,22438,10249,4580.90%+11,356
AT&T INC(T)(Put)0500,000+500,000011,000+11,000
EXTRA SPACE STORAGE INC(EXR)060,000+60,000010,8110.20%+10,811
GFL ENVIRONMENTAL INC(GFL)0250,000+250,00009,9700.18%+9,970
EDISON INTL(EIX)(Put)0100,000+100,00008,709+8,709
EMCOR GROUP INC(EME)020,000+20,00008,6110.16%+8,611
CHESAPEAKE UTILS CORP(CPK)0438,171+438,171054,4080.99%+54,408
RYAN SPECIALTY HOLDINGS INC(RYAN)4,551,0044,077,993-473,011263,549270,7384.94%+7,189
CENTURI HOLDINGS INC(CTRI)905,4121,515,550+610,13817,63724,4760.45%+6,839
SOUTHWEST GAS HLDGS INC(SWX)092,500+92,50006,8230.12%+6,823
PUBLIC SVC ENTERPRISE GRP IN(PEG)249,720278,000+28,28018,40424,8000.45%+6,396
AMGEN INC(AMGN)018,000+18,00005,8000.11%+5,800
FLUENCE ENERGY INC(FLNC)0250,000+250,00005,6780.10%+5,678
AUTOZONE INC(AZO)4,0005,500+1,50011,85617,3250.32%+5,469
TOLL BROTHERS INC(TOL)035,000+35,00005,4070.10%+5,407
ESSEX PPTY TR INC(ESS)017,200+17,20005,0810.09%+5,081
SUN CMNTYS INC(SUI)037,500+37,50005,0680.09%+5,068
WASTE MGMT INC DEL(WM)65,00090,000+25,00013,86718,6840.34%+4,817
LANDBRIDGE COMPANY LLC(LB)300,000300,00006,94511,7360.21%+4,791
MERCK & CO INC(MRK)0205,400+205,400023,3250.43%+23,325
TWFG INC0151,500+151,50004,1090.07%+4,109
REALTY INCOME CORP(O)87,500137,500+50,0004,6228,7200.16%+4,099
NNN REIT INC(NNN)062,500+62,50003,0310.06%+3,031
FEDERAL RLTY INVT TR NEW(FRT)025,000+25,00002,8740.05%+2,874
BIOAGE LABS INC0125,000+125,00002,6000.05%+2,600
STRUCTURE THERAPEUTICS INC177,100211,100+34,0006,9559,2650.17%+2,310
TALEN ENERGY CORP(TLN)012,170+12,17002,1690.04%+2,169
AVALONBAY CMNTYS INC09,600+9,60002,1620.04%+2,162
EQUITY RESIDENTIAL(EQR)028,800+28,80002,1440.04%+2,144
BLUEPRINT MEDICINES CORP021,100+21,10001,9520.04%+1,952
HUDBAY MINERALS INC(HBM)600,000800,000+200,0005,4307,3520.13%+1,922
ONESTREAM INC
CL A
050,000+50,00001,6950.03%+1,695
SJW GROUP(HTO)025,000+25,00001,4530.03%+1,453
CHENIERE ENERGY INC(LNG)(Call)250,000250,000043,70844,960+1,253
ARCBEST CORP(ARCB)085,000+85,00009,2180.17%+9,218
SIMON PPTY GROUP INC NEW(SPG)062,500+62,500010,5640.19%+10,564
TEREX CORP NEW(TEX)160,000185,000+25,0008,7749,7880.18%+1,014
BROADSTONE NET LEASE INC(BNL)050,000+50,00009480.02%+948
ABACUS LIFE INC(ABX)600,000601,453+1,4535,1906,0870.11%+897
MICROSOFT CORP(MSFT)11,30013,800+2,5005,0515,9380.11%+888
GMS INC115,000110,000-5,0009,2709,9630.18%+693
SONIDA SENIOR LIVING INC(SNDA)024,056+24,05606430.01%+643
BOWHEAD SPECIALTY HLDGS INC(BOW)215,000215,00005,4486,0220.11%+574
CRH PLC
ORD
240,000200,000-40,00017,99518,5480.34%+553
YORK WTR CO0709,867+709,867026,5920.49%+26,592
NCL CORP LTD(NCLH)010,000,000+10,000,00009,7150.18%+9,715
KALVISTA PHARMACEUTICALS INC095,704+95,70401,1080.02%+1,108
UNION PAC CORP(UNP)018,100+18,10004,4610.08%+4,461
ENLINK MIDSTREAM LLC025,000+25,00003630.01%+363
NRG ENERGY INC(NRG)024,000+24,00002,1860.04%+2,186
TORTOISE ENERGY INFRA CORP(TYG)60,45860,45802,1082,3730.04%+265
CLEAN ENERGY FUELS CORP0577,500+577,50001,7960.03%+1,796
CABLE ONE INC027,550+27,55009,6370.18%+9,637
DISC MEDICINE INC(IRON)34,40034,40001,5501,6900.03%+140
TORTOISE MIDSTRM ENERGY FD I018,465+18,46508780.02%+878
CSX CORP(CSX)077,100+77,10002,6620.05%+2,662
TRANSDIGM GROUP INC(TDG)10,0009,000-1,00012,77612,8440.23%+68
TORTOISE PIPELINE & ENERGY F09,611+9,61104060.01%+406
AES CORP(AES)020,000+20,00004010.01%+401
TORTOISE PWR & ENERGY INFRAS013,599+13,59902460.00%+246
TORTOISE ENERGY INDEPENDENC07,766+7,76602920.01%+292
CANADIAN NATL RY CO(CNI)011,000+11,00001,2890.02%+1,289
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