Latest Zimmer Partners, LP Stock Portfolio

Zimmer Partners, LP Performance:

2025 Q4: -1.16%YTD: 3.18%2024: 14.58%

Performance for 2025 Q4 is -1.16%, and YTD is 3.18%, and 2024 is 14.58%.

About Zimmer Partners, LP and 13F Hedge Fund Stock Holdings

Zimmer Partners, LP is a hedge fund based in New York, NY. On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Zimmer Partners, LP reported an equity portfolio of $3.8 Billions as of 31 Dec, 2025.

The top stock holdings of Zimmer Partners, LP are ES, WELL, XEL. The fund has invested 6.8% of it's portfolio in EVERSOURCE ENERGY and 5.5% of portfolio in WELLTOWER INC.

The fund managers got completely rid off AMERICAN ELEC PWR CO INC (AEP), LATAM AIRLINES GROUP SA and JAMES RIV GROUP LTD (JRVR) stocks. They significantly reduced their stock positions in CASELLA WASTE SYS INC (CWST), SOUTHWEST GAS HLDGS INC (SWX) and BLACK HILLS CORP (BKH). Zimmer Partners, LP opened new stock positions in ENTERGY CORP NEW (ETR), KINETIK HOLDINGS INC (KNTK) and UL SOLUTIONS INC. The fund showed a lot of confidence in some stocks as they added substantially to CHENIERE ENERGY INC (LNG), NVENT ELECTRIC PLC (NVT) and GENUINE PARTS CO (GPC).

Zimmer Partners, LP Annual Return Estimates Vs S&P 500

Our best estimate is that Zimmer Partners, LP made a return of -1.16% in the last quarter. In trailing 12 months, it's portfolio return was 3.18%.

Performance
S&P 500

New Buys

Ticker	$ Bought
entergy corp new	153,616,000
kinetik holdings inc	98,611,200
ul solutions inc	35,076,100
james riv group holdings inc	29,202,800
stewart information svcs cor	24,900,600
itt inc	24,725,200
grupo aeromexico sab de cv	23,286,400
alliance laundry hldgs inc	19,332,500

New stocks bought by Zimmer Partners, LP

Additions

Ticker	% Inc.
cheniere energy inc	2,373
nvent electric plc	240
genuine parts co	200
duff & phelps utlity and inf	197
ryan specialty holdings inc	177
vertiv holdings co	171
builders firstsource inc	136
carrier global corporation	127

Additions to existing portfolio by Zimmer Partners, LP

Reductions

Ticker	% Reduced
casella waste sys inc	-95.89
southwest gas hldgs inc	-76.08
black hills corp	-74.91
kenvue inc	-72.62
disc medicine inc	-69.5
core & main inc	-68.99
chesapeake utils corp	-68.84
qxo inc	-66.85

Zimmer Partners, LP reduced stake in above stock

Sold off

Ticker	$ Sold
james riv group ltd	-25,483,600
american elec pwr co inc	-100,928,000
latam airlines group sa	-37,331,200
opal fuels inc	-1,810,720
algonquin pwr utils corp	-4,300,700
centuri holdings inc	-15,062,500
niq global intelligence plc	-10,990,000
legence corp	-18,486,000

Zimmer Partners, LP got rid off the above stocks

Sector Distribution

Zimmer Partners, LP has about 42.6% of it's holdings in Utilities sector.

Sector	%
Utilities	42.6
Others	17
Industrials	13.1
Energy	12.4
Real Estate	7.7
Technology	2.2
Financial Services	2.2
Consumer Cyclical	1.8

Market Cap. Distribution

Zimmer Partners, LP has about 62.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	62.4
MID-CAP	17.4
UNALLOCATED	17
SMALL-CAP	2.4

Stocks belong to which Index?

About 67.9% of the stocks held by Zimmer Partners, LP either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	55.6
Others	32.1
RUSSELL 2000	12.3

Top 5 Winners (%)		%
	pacs group inc	179.6 %
	hut 8 corp	25.1 %
RIG	transocean ltd	23.6 %
	slide ins hldgs inc	19.4 %
SNCY	sun ctry airls hldgs inc	16.4 %

Top 5 Winners ($)		$
TRGP	targa res corp	17.9 M
WELL	welltower inc	8.3 M
PCG	pg&e corp	7.5 M
	pacs group inc	7.5 M
RIG	transocean ltd	7.2 M

Top 5 Losers (%)		%
	gauzy ltd	-75.7 %
	bullish	-40.5 %
ELDN	eledon pharmaceuticals inc	-38.7 %
	primo brands corporation	-19.0 %
AZO	autozone inc	-16.9 %

Top 5 Losers ($)		$
XEL	xcel energy inc	-17.6 M
ES	eversource energy	-14.5 M
	primo brands corporation	-10.3 M
AZO	autozone inc	-9.7 M
ETN	eaton corp plc	-8.1 M

Zimmer Partners, LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Zimmer Partners, LP

Zimmer Partners, LP has 118 stocks in it's portfolio. About 43.2% of the portfolio is in top 10 stocks. XEL proved to be the most loss making stock for the portfolio. TRGP was the most profitable stock for Zimmer Partners, LP last quarter.

Last Reported on: 17 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
ABBV	abbvie inc	0.00	0.00	0.00	sold off	-100

ADC	agree rlty corp	0.00	0.00	0.00	sold off	-100

ADPT	adaptive biotechnologies cor	0.00	0.00	0.00	sold off	-100

ADT	adt inc del	2.63	12,365,200	99,787,500	added	53.08

AEE	ameren corp	1.88	713,945	71,294,500	reduced	-4.72

AEP	american elec pwr co inc	0.00	0.00	0.00	sold off	-100

AIR	aar corp	0.37	170,000	14,074,300	new

AMT	american tower corp new	0.00	23.00	4,038	new

APD	air prods & chems inc	0.65	100,000	24,702,000	added	33.33

AQN	algonquin pwr utils corp	0.00	0.00	0.00	sold off	-100

AR	antero resources corp	0.26	284,000	9,786,640	added	5.19

ARIS	aris water solutions inc	0.00	0.00	0.00	sold off	-100

ASND	ascendis pharma a/s	0.00	0.00	0.00	sold off	-100

AVAH	aveanna healthcare hldgs inc	0.16	757,500	6,188,780	new

AVB	avalonbay cmntys inc	0.05	9,769	1,771,220	reduced	-16.24

AZN	astrazeneca plc	0.00	0.00	0.00	sold off	-100

AZO	autozone inc	1.25	14,000	47,481,000	added	86.67

BBIO	bridgebio pharma inc	0.00	0.00	0.00	sold off	-100

BCE	bce inc	0.00	106	2,529	new

BKH	black hills corp	0.50	276,034	19,162,300	reduced	-74.91