Fund HoldingsZimmer Partners, LP

Total Portfolio Value
$3.80B
Total Bought
$987.71M
Total Sold
$1.81B
Net Transaction
-$825.45M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ENTERGY CORP NEW(ETR)01,661,973+1,661,9730153,6164.05%+153,616
KINETIK HOLDINGS INC(KNTK)02,735,400+2,735,400098,6112.60%+98,611
CHENIERE ENERGY INC(LNG)12,500309,200+296,7002,93760,1051.58%+57,168
KODIAK GAS SVCS INC(KGS)04,271,553+4,271,5530159,7564.21%+159,756
SEMPRA(SRE)01,409,300+1,409,3000124,4273.28%+124,427
UL SOLUTIONS INC(ULS)0444,790+444,790035,0760.92%+35,076
RYAN SPECIALTY HOLDINGS INC(RYAN)01,000,000+1,000,000051,6301.36%+51,630
IDACORP INC(IDA)537,500800,492+262,99271,031101,3102.67%+30,280
ADT INC DEL(ADT)8,077,81112,365,246+4,287,43570,35899,7882.63%+29,430
JAMES RIV GROUP HOLDINGS INC04,591,638+4,591,638029,2030.77%+29,203
NVENT ELECTRIC PLC(NVT)0375,000+375,000038,2391.01%+38,239
STEWART INFORMATION SVCS COR(STC)0354,407+354,407024,9010.66%+24,901
ITT INC(ITT)0142,500+142,500024,7250.65%+24,725
GRUPO AEROMEXICO SAB DE CV(AERO)01,060,400+1,060,400023,2860.61%+23,286
QUANTA SVCS INC087,250+87,250036,8250.97%+36,825
ALLIANCE LAUNDRY HLDGS INC(ALH)0950,000+950,000019,3330.51%+19,333
DUKE ENERGY CORP NEW(DUK)0642,929+642,929075,3581.99%+75,358
AUTOZONE INC(AZO)014,000+14,000047,4811.25%+47,481
VERTIV HOLDINGS CO(VRT)0135,800+135,800022,0010.58%+22,001
AAR CORP0170,000+170,000014,0740.37%+14,074
BKV CORP(BKV)0499,000+499,000013,5480.36%+13,548
CONSTRUCTION PARTNERS INC(ROAD)0120,000+120,000013,0260.34%+13,026
LUMEXA IMAGING HOLDINGS INC(LMRI)0610,000+610,000011,2850.30%+11,285
CARRIER GLOBAL CORPORATION(CARR)170,000387,500+217,50010,14920,4760.54%+10,327
WELLTOWER INC(WELL)1,106,2451,116,725+10,480197,066207,2755.46%+10,209
EMCOR GROUP INC(EME)016,500+16,500010,0950.27%+10,095
EVERGY INC(EVRG)0137,500+137,50009,9670.26%+9,967
BUILDERS FIRSTSOURCE INC(BLDR)73,000172,500+99,5008,85117,7490.47%+8,897
CARETRUST REIT INC(CTRE)1,588,1301,761,795+173,66555,07663,7071.68%+8,630
MODINE MFG CO(MOD)062,500+62,50008,3440.22%+8,344
LOAR HOLDINGS INC(LOAR)130,000275,000+145,00010,40018,7000.49%+8,300
KARBON CAP PARTNERS CORP
UNIT 12/11/2030
0800,000+800,00008,0520.21%+8,052
CATERPILLAR INC(CAT)013,200+13,20007,5620.20%+7,562
PACS GROUP INC(PACS)302,500302,50004,15311,6130.31%+7,460
KRATOS DEFENSE & SEC SOLUTIO(KTOS)090,000+90,00006,8320.18%+6,832
MEDLINE INC(MDLN)0159,660+159,66006,7060.18%+6,706
AVEANNA HEALTHCARE HLDGS INC(AVAH)0757,500+757,50006,1890.16%+6,189
GENUINE PARTS CO(GPC)075,000+75,00009,2220.24%+9,222
CRH PLC
ORD
080,000+80,00009,9840.26%+9,984
V2X INC(VVX)090,077+90,07704,9140.13%+4,914
XCEL ENERGY INC(XEL)02,739,353+2,739,3530202,3295.33%+202,329
AIR PRODS & CHEMS INC75,000100,000+25,00020,45424,7020.65%+4,248
VIRTUS INVT PARTNERS INC(VRTS)025,000+25,00004,0790.11%+4,079
AMRIZE LTD(AMRZ)325,000366,000+41,00015,77219,7930.52%+4,021
TAMBORAN RES CORP(TBN)0143,732+143,73203,9140.10%+3,914
KAYNE ANDERSON ENERGY INFRST(KYN)250,000554,700+304,7003,0936,8670.18%+3,775
NEPTUNE INS HLDGS INC(NP)0125,000+125,00003,6450.10%+3,645
SMITHFIELD FOODS INC(SFD)1,836,7142,090,000+253,28643,12646,6701.23%+3,544
TXNM ENERGY INC(TXNM)95,022,00095,022,0000124,261127,5493.36%+3,289
BETA TECHNOLOGIES INC075,000+75,00002,1160.06%+2,116
WASTE MGMT INC DEL(WM)0110,000+110,000024,1680.64%+24,168
FIRSTENERGY CORP(FE)045,000+45,00002,0150.05%+2,015
EXZEO GROUP INC(XZO)075,000+75,00001,8190.05%+1,819
HUT 8 CORP(HUT)47,50072,500+25,0001,6533,3310.09%+1,677
CALIFORNIA WTR SVC GROUP(CWT)038,500+38,50001,6680.04%+1,668
CMS ENERGY CORP(CMS)694,400742,500+48,10050,87251,9231.37%+1,051
WEALTHFRONT CORP(WLTH)070,000+70,00009510.03%+951
MIDDLESEX WTR CO(MSEX)154,557183,657+29,1008,3659,2600.24%+895
CUBESMART(CUBE)37,93467,500+29,5661,5422,4330.06%+891
ANTERO RESOURCES CORP(AR)270,000284,000+14,0009,0619,7870.26%+725
DUFF & PHELPS UTLITY AND INF28,00083,200+55,2003611,0570.03%+696
YORK WTR CO0741,849+741,849023,6200.62%+23,620
BOWHEAD SPECIALTY HLDGS INC(BOW)0215,000+215,00006,1360.16%+6,136
SBA COMMUNICATIONS CORP NEW(SBAC)0100+1000190.00%+19
OGE ENERGY CORP(OGE)0163+163070.00%+7
CROWN CASTLE INC(CCI)073+73060.00%+6
SPIRE INC(SR)068+68060.00%+6
VERIZON COMMUNICATIONS INC(VZ)0117+117050.00%+5
AMERICAN TOWER CORP NEW(AMT)023+23040.00%+4
ONE GAS INC(OGS)050+50040.00%+4
TELUS CORPORATION(TU)0233+233030.00%+3
ESSENTIAL UTILS INC(WTRG)080+80030.00%+3
BCE INC(BCE)0106+106030.00%+3
VODAFONE GROUP PLC NEW(VOD)060+60010.00%+1
FOUR CORNERS PPTY TR INC(FCPT)0185,092+185,09204,2680.11%+4,268
ALLSPRING UTILITIES AND HIGH128,803128,80301,5951,5220.04%-72
PARKER-HANNIFIN CORP(PH)030,000+30,000026,3690.69%+26,369
BLACK ROCK COFFEE BAR INC10,0000-10,0002390-239
FIGMA INC(FIG)5,0000-5,0002590-259
KITE RLTY GROUP TR(KRG)000000
EQUITY RESIDENTIAL(EQR)000000
AGREE RLTY CORP5,4160-5,4163850-385
SLIDE INS HLDGS INC(SLDE)090,651+90,65101,7660.05%+1,766
DIGITAL RLTY TR INC(DLR)000000
AVALONBAY CMNTYS INC11,6639,769-1,8942,2531,7710.05%-482
GEMINI SPACE STA INC25,0000-25,0005990-599
MIAMI INTL HLDGS INC(MIAX)15,0000-15,0006040-604
EQUINIX INC(EQIX)2,0041,253-7511,5709600.03%-610
CARLSMED INC50,0000-50,0006700-669
HEARTFLOW INC(HTFL)20,0000-20,0006730-673
MICROSOFT CORP(MSFT)20,00020,000010,3599,6720.25%-687
NETSKOPE INC(NTSK)35,0000-35,0007960-796
PROLOGIS INC.(PLD)7,0700-7,0708100-810
SYNOPSYS INC(SNPS)1,6500-1,6508140-814
TITAN AMER SA
COMMON SHARES
0989,829+989,829016,3120.43%+16,312
ELEDON PHARMACEUTICALS INC1,825,0002,384,228+559,2284,7273,6000.09%-1,127
PINNACLE WEST CAP CORP(PNW)0136,455+136,455012,1040.32%+12,104
SIMON PPTY GROUP INC NEW(SPG)000000
TORTOISE ENERGY INFRA CORP(TYG)050,000+50,00002,0450.05%+2,045
SOLENO THERAPEUTICS INC000000
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