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%

Performance for 2026 Q1 is 6.76%, and YTD is 6.76%, and 2025 is 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.

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.

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

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 corp	248,484,000
wec energy group inc	96,530,600
forgent power solutions inc	57,091,700
dominion energy inc	30,910,000
nextera energy inc	30,651,400
vse corp	29,596,200
amphenol corp	29,250,000
whirlpool corp	23,212,600

New stocks bought by Zimmer Partners, LP

Additions

Ticker	% Inc.
h2o america	2,184
casella waste sys inc	1,596
kratos defense & sec solutio	770
ge aerospace	550
crh plc	400
bkv corp	290
hut 8 corp	279
pinnacle west cap corp	266

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	%
Utilities	41.5
Others	16.2
Real Estate	13.9
Energy	11.5
Industrials	11.3
Technology	1.7
Consumer Cyclical	1.6
Financial Services	1.5

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-CAP	59.8
MID-CAP	18.9
UNALLOCATED	16.2
SMALL-CAP	3.5
MEGA-CAP	1.5

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 500	55.5
Others	31
RUSSELL 2000	13.5

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.

Last Reported on: 15 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAON	aaon inc	0.09	45,000	3,723,750	new

ADC	agree rlty corp	5.99	3,296,410	248,484,000	new

ADT	adt inc del	0.00	0.00	0.00	sold off	-100

AEE	ameren corp	0.00	0.00	0.00	sold off	-100

AIR	aar corp	0.00	0.00	0.00	sold off	-100

AIV	apartment invt & mgmt co	0.20	2,027,500	8,251,920	new

AMT	american tower corp new	0.00	0.00	0.00	sold off	-100

APD	air prods & chems inc	0.00	0.00	0.00	sold off	-100

APH	amphenol corp	0.70	231,500	29,250,000	new

AR	antero resources corp	0.22	212,500	9,018,500	reduced	-25.18

AVAH	aveanna healthcare hldgs inc	0.12	762,150	4,908,250	added	0.61

AVB	avalonbay cmntys inc	0.00	0.00	0.00	sold off	-100

AZO	autozone inc	0.41	5,000	16,888,900	reduced	-64.29

BCE	bce inc	0.00	0.00	0.00	sold off	-100

BKH	black hills corp	1.24	741,034	51,435,200	added	168

BLDR	builders firstsource inc	0.66	332,500	27,374,700	added	92.75

CARR	carrier global corporation	0.31	230,000	12,951,300	reduced	-40.65

CAT	caterpillar inc	0.29	16,750	11,866,700	added	26.89

CCI	crown castle inc	0.00	0.00	0.00	sold off	-100

CMI	cummins inc	0.32	25,000	13,450,500	new