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Latest Zimmer Partners, LP Stock Portfolio

$4.15Billion | No. of Holdings #119

Zimmer Partners, LP Performance

2026 Q1+6.76%
YTD+6.76%
2025+3.18%

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

Zimmer Partners, LP is a hedge fund based in New York, NY. On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Zimmer Partners, LP reported an equity portfolio of $4.1 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Zimmer Partners, LP are ADC, NI, ES. The fund has invested 6% of it's portfolio in AGREE RLTY CORP and 5.8% of portfolio in NISOURCE INC. <br><br> The fund managers got completely rid off ADT INC DEL (ADT), AMEREN CORP (AEE) and KYNDRYL HLDGS INC (KD) stocks. They significantly reduced their stock positions in KINETIK HOLDINGS INC (KNTK), QUANTA SVCS INC (PWR) and GAUZY LTD. Zimmer Partners, LP opened new stock positions in AGREE RLTY CORP (ADC), WEC ENERGY GROUP INC (WEC) and FORGENT POWER SOLUTIONS INC. The fund showed a lot of confidence in some stocks as they added substantially to H2O AMERICA (SJW), CASELLA WASTE SYS INC (CWST) and KRATOS DEFENSE & SEC SOLUTIO (KTOS).
Zimmer Partners, LP Equity Portfolio Value
Last Reported on: 15 May, 2026
$4.15Billion
  as of May 15, 2026

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

Our best estimate is that Zimmer Partners, LP made a return of 6.76% in the last quarter. In trailing 12 months, it's portfolio return was 7.13%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
agree rlty corp248,484,000
wec energy group inc96,530,600
forgent power solutions inc57,091,700
dominion energy inc30,910,000
nextera energy inc30,651,400
vse corp29,596,200
amphenol corp29,250,000
whirlpool corp23,212,600
New stocks bought by Zimmer Partners, LP

Additions

Ticker% Inc.
h2o america2,184
casella waste sys inc1,596
kratos defense & sec solutio770
ge aerospace550
crh plc400
bkv corp290
hut 8 corp279
pinnacle west cap corp266
Additions to existing portfolio by Zimmer Partners, LP

Reductions

Ticker% Reduced
kinetik holdings inc-95.13
quanta svcs inc-82.81
gauzy ltd-82.79
cheniere energy inc-82.21
titan amer sa-73.12
itt inc-64.91
autozone inc-64.29
centerpoint energy inc-55.88
Zimmer Partners, LP reduced stake in above stock

Sold off

Ticker$ Sold
adt inc del-99,787,500
transocean ltd-18,433,200
kyndryl hldgs inc-59,155,800
smithfield foods inc-46,669,700
sun ctry airls hldgs inc-15,129,800
karbon cap partners corp-8,052,000
cms energy corp-51,923,000
ameren corp-71,294,500
Zimmer Partners, LP got rid off the above stocks

Sector Distribution

Zimmer Partners, LP has about 41.5% of it's holdings in Utilities sector.

  • Utilities
  • Others
  • Real Estate
  • Energy
  • Industrials
  • Technology
  • Consumer Cyclical
  • Financial Services
Sector%
Utilities41.5
Others16.2
Real Estate13.9
Energy11.5
Industrials11.3
Technology1.7
Consumer Cyclical1.6
Financial Services1.5

Market Cap. Distribution

Zimmer Partners, LP has about 61.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MID-CAP
  • UNALLOCATED
  • SMALL-CAP
  • MEGA-CAP
Category%
LARGE-CAP59.8
MID-CAP18.9
UNALLOCATED16.2
SMALL-CAP3.5
MEGA-CAP1.5

Stocks belong to which Index?

About 69% of the stocks held by Zimmer Partners, LP either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50055.5
Others31
RUSSELL 200013.5
Top 5 Winners (%)%
ELDN
eledon pharmaceuticals inc
92.9 %
tamboran res corp
68.4 %
kodiak gas svcs inc
43.6 %
TRGP
targa res corp
35.5 %
LNG
cheniere energy inc
27.1 %
Top 5 Winners ($)$
kodiak gas svcs inc
69.6 M
TRGP
targa res corp
52.2 M
KMI
kinder morgan inc del
29.4 M
ETR
entergy corp new
25.8 M
NI
nisource inc
22.1 M
Top 5 Losers (%)%
lumexa imaging holdings inc
-39.9 %
grupo aeromexico sab de cv
-34.6 %
RYAN
ryan specialty holdings inc
-32.5 %
gauzy ltd
-23.9 %
MSFT
microsoft corp
-22.8 %
Top 5 Losers ($)$
RYAN
ryan specialty holdings inc
-16.8 M
grupo aeromexico sab de cv
-9.1 M
BLDR
builders firstsource inc
-5.2 M
CRH
crh plc
-4.7 M
TDG
transdigm group inc
-4.6 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 119 stocks in it's portfolio. About 45.8% of the portfolio is in top 10 stocks. RYAN proved to be the most loss making stock for the portfolio. was the most profitable stock for Zimmer Partners, LP last quarter.

$4.08BTotal Value
162Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of Zimmer Partners, LP, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BCE
Bce Inc

Bce Inc

BCE
Zimmer Partners, LP's holding in Bce Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off