Zimmer Partners, LP

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
187
Quarter
2025 Q4
Top Holding
ES (6.8%)
Top 10 Concentration
43.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 187
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
ES
EVERSOURCE ENER...
Utilities 6.82% 5.76% #1 1
Prev: #2
4.7 91,697 2.4%
P
S
3,843,997 $258,816,318 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WELL
WELLTOWER INC
Real Estate 5.46% 4.26% #2 4
Prev: #6
4.2 10,480 0.9%
P
S
1,116,725 $207,275,327 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XEL
XCEL ENERGY INC
Utilities 5.33% 4.27% #3 2
Prev: #5
4.2 288,353 11.8%
P
S
2,739,353 $202,328,613 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NI
NISOURCE INC
Utilities 4.26% 5.50% #4 1
Prev: #3
1.8 -2,016,883 -34.3%
P
S
3,870,100 $161,615,376 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KGS
KODIAK GAS SVCS...
Energy 4.21% 2.34% #5 6
Prev: #11
3.8 1,339,849 45.7%
P
S
4,271,553 $159,756,082 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ETR
ENTERGY CORP NE...
Utilities 4.05% #6
Prev: #—
3.6 1,661,973 no change
NEW
1,661,973 $153,616,164 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TRGP
TARGA RES CORP
Energy 3.80% 4.80% #7 3
Prev: #4
1.6 -544,917 -41.1%
P
S
781,933 $144,266,639 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
TXNM ENERGY INC
Bond/Debt 3.36% 2.68% #8 1
Prev: #9
1.3 no change no change
P
S
95,022,000 $127,549,456 13F Filing 2025-12-31 2026-02-14 (Est.)
SRE
SEMPRA
Utilities 3.28% 1.66% #9 6
Prev: #15
3.5 553,500 64.7%
P
S
1,409,300 $124,427,097 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PCG
PG&E CORP
Utilities 3.09% 2.58% #10
Prev: #10
1.3 -623,253 -7.9%
P
S
7,287,774 $117,114,528 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KMI
KINDER MORGAN I...
Energy 2.91% 3.71% #11 3
Prev: #8
1.3 -2,054,300 -33.8%
P
S
4,015,800 $110,394,342 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TXNM
TXNM ENERGY INC
Utilities 2.89% 4.14% #12 5
Prev: #7
1.3 -1,526,911 -45.1%
P
S
1,862,107 $109,640,860 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IDA
IDACORP INC
Utilities 2.67% 1.53% #13 3
Prev: #16
3.2 262,992 48.9%
P
S
800,492 $101,310,268 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ADT
ADT INC DEL
Industrials 2.63% 1.52% #14 3
Prev: #17
3.2 4,287,435 53.1%
P
S
12,365,246 $99,787,535 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KNTK
KINETIK HOLDING...
Energy 2.60% #15
Prev: #—
3.0 2,735,400 no change
NEW
2,735,400 $98,611,170 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DUK
DUKE ENERGY COR...
Utilities 1.99% 1.22% #16 7
Prev: #23
2.9 186,400 40.8%
P
S
642,929 $75,357,708 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AEE
AMEREN CORP
Utilities 1.88% 1.69% #17 3
Prev: #14
0.8 -35,400 -4.7%
P
S
713,945 $71,294,548 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VNOM
VIPER ENERGY IN...
Energy 1.77% 1.52% #18
Prev: #18
0.7 -100,000 -5.4%
P
S
1,740,000 $67,216,200 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CTRE
CARETRUST REIT ...
Real Estate 1.68% 1.19% #19 5
Prev: #24
2.7 173,665 10.9%
P
S
1,761,795 $63,706,507 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LNG
CHENIERE ENERGY...
Energy 1.58% 0.06% #20 98
Prev: #118
2.9 296,700 2373.6%
P
S
309,200 $60,105,388 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KD
KYNDRYL HLDGS I...
Technology 1.56% 1.44% #21 1
Prev: #20
0.6 -651 -0.0%
P
S
2,227,253 $59,155,840 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CMS
CMS ENERGY CORP
Utilities 1.37% 1.10% #22 4
Prev: #26
2.6 48,100 6.9%
P
S
742,500 $51,923,025 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RYAN
RYAN SPECIALTY ...
Financial Services 1.36% 0.44% #23 29
Prev: #52
2.8 640,000 177.8%
P
S
1,000,000 $51,630,000 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AZO
AUTOZONE INC
Consumer Cyclical 1.25% 0.69% #24 13
Prev: #37
2.8 6,500 86.7%
P
S
14,000 $47,481,000 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SFD
SMITHFIELD FOOD...
Consumer Defensive 1.23% 0.93% #25 4
Prev: #29
2.5 253,286 13.8%
P
S
2,090,000 $46,669,700 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PCG
PG&E CORP
CALL
CALL Option 0.00% 6.41%
Sold All 😨
(Was: #1)
0.3 -10,500,000 -100.0%
CLOSED
$— 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AEP
AMERICAN ELEC P...
Utilities 0.00% 2.18%
Sold All 😨
(Was: #13)
0.3 -897,134 -100.0%
CLOSED
$— 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NI
NISOURCE INC
CALL
CALL Option 0.00% 0.94%
Sold All 😨
(Was: #28)
0.3 -1,000,000 -100.0%
CLOSED
$— 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NEE
NEXTERA ENERGY ...
Utilities 0.00% 0.88%
Sold All 😨
(Was: #30)
0.3 -538,002 -100.0%
CLOSED
$— 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LTM
LATAM AIRLINES ...
Industrials 0.00% 0.81%
Sold All 😨
(Was: #31)
0.3 -825,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO
Healthcare 0.00% 0.80%
Sold All 😨
(Was: #32)
0.3 -48,300 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ES
EVERSOURCE ENER...
PUT
PUT Option 0.00% 0.77%
Sold All 😨
(Was: #33)
0.3 -500,000 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WEC
WEC ENERGY GROU...
PUT
PUT Option 0.00% 0.62%
Sold All 😨
(Was: #41)
0.3 -250,000 -100.0%
CLOSED
$— 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EVRG
EVERGY INC
PUT
PUT Option 0.00% 0.47%
Sold All 😨
(Was: #49)
0.3 -287,500 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SOLV
SOLVENTUM CORP
Healthcare 0.00% 0.43%
Sold All 😨
(Was: #53)
0.3 -275,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PEG
PUBLIC SVC ENTE...
PUT
PUT Option 0.00% 0.41%
Sold All 😨
(Was: #54)
0.3 -225,000 -100.0%
CLOSED
$— 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LGN
LEGENCE CORP
Industrials 0.00% 0.40%
Sold All 😨
(Was: #55)
0.3 -600,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HESM
HESS MIDSTREAM ...
CALL
CALL Option 0.00% 0.37%
Sold All 😨
(Was: #56)
0.3 -500,000 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GSK
GSK PLC
PUT
PUT Option 0.00% 0.37%
Sold All 😨
(Was: #58)
0.3 -400,000 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NEE
NEXTERA ENERGY ...
CALL
CALL Option 0.00% 0.33%
Sold All 😨
(Was: #63)
0.3 -200,000 -100.0%
CLOSED
$— 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CTRI
CENTURI HOLDING...
Utilities 0.00% 0.33%
Sold All 😨
(Was: #64)
0.3 -711,500 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CSWI
CSW INDUSTRIALS...
Unknown 0.00% 0.31%
Sold All 😨
(Was: #65)
0.3 -60,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WB
WATERBRIDGE INF...
Communication Services 0.00% 0.30%
Sold All 😨
(Was: #66)
0.3 -557,165 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPXC
SPX TECHNOLOGIE...
Industrials 0.00% 0.28%
Sold All 😨
(Was: #68)
0.3 -70,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ABBV
ABBVIE INC
Healthcare 0.00% 0.27%
Sold All 😨
(Was: #69)
0.3 -54,900 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DUK
DUKE ENERGY COR...
CALL
CALL Option 0.00% 0.27%
Sold All 😨
(Was: #70)
0.3 -100,000 -100.0%
CLOSED
$— 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BRO
BROWN & BROWN I...
Financial Services 0.00% 0.25%
Sold All 😨
(Was: #71)
0.3 -125,000 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
NIQ GLOBAL INTE...
Unknown 0.00% 0.24%
Sold All 😨
(Was: #72)
0.3 -700,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
OKE
ONEOK INC NEW
Energy 0.00% 0.22%
Sold All 😨
(Was: #77)
0.3 -137,900 -100.0%
CLOSED
$— 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FLY
FIREFLY AEROSPA...
Industrials 0.00% 0.21%
Sold All 😨
(Was: #78)
0.3 -335,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BBIO
BRIDGEBIO PHARM...
Healthcare 0.00% 0.21%
Sold All 😨
(Was: #79)
0.3 -184,400 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO
CALL
CALL Option 0.00% 0.21%
Sold All 😨
(Was: #80)
0.3 -12,500 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MRK
MERCK & CO INC
PUT
PUT Option 0.00% 0.18%
Sold All 😨
(Was: #84)
0.3 -100,000 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AZN
ASTRAZENECA PLC
Healthcare 0.00% 0.18%
Sold All 😨
(Was: #86)
0.3 -108,200 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BMY
BRISTOL-MYERS S...
Healthcare 0.00% 0.18%
Sold All 😨
(Was: #87)
0.3 -182,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BMY
BRISTOL-MYERS S...
CALL
CALL Option 0.00% 0.17%
Sold All 😨
(Was: #88)
0.3 -175,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WCC
WESCO INTL INC
Industrials 0.00% 0.16%
Sold All 😨
(Was: #90)
0.3 -35,000 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WLK
WESTLAKE CORPOR...
Basic Materials 0.00% 0.15%
Sold All 😨
(Was: #92)
0.3 -90,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARIS
ARIS WATER SOLU...
Unknown 0.00% 0.13%
Sold All 😨
(Was: #94)
0.3 -242,482 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SNDX
SYNDAX PHARMACE...
Healthcare 0.00% 0.13%
Sold All 😨
(Was: #96)
0.3 -383,100 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LPX
LOUISIANA PAC C...
Industrials 0.00% 0.12%
Sold All 😨
(Was: #98)
0.3 -65,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
JAMES HARDIE IN...
Unknown 0.00% 0.11%
Sold All 😨
(Was: #100)
0.3 -275,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
ADPT
ADAPTIVE BIOTEC...
Healthcare 0.00% 0.11%
Sold All 😨
(Was: #101)
0.3 -330,834 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MIR
MIRION TECHNOLO...
Industrials 0.00% 0.10%
Sold All 😨
(Was: #104)
0.3 -200,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AQN
ALGONQUIN PWR U...
Utilities 0.00% 0.09%
Sold All 😨
(Was: #105)
0.3 -800,000 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
INCY
INCYTE CORP
Healthcare 0.00% 0.09%
Sold All 😨
(Was: #107)
0.3 -50,000 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NJR
NEW JERSEY RES ...
Utilities 0.00% 0.07%
Sold All 😨
(Was: #113)
0.3 -70,430 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CHWY
CHEWY INC
Consumer Cyclical 0.00% 0.07%
Sold All 😨
(Was: #114)
0.3 -79,654 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WMB
WILLIAMS COS IN...
PUT
PUT Option 0.00% 0.07%
Sold All 😨
(Was: #115)
0.3 -50,000 -100.0%
CLOSED
$— 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ASND
ASCENDIS PHARMA...
Healthcare 0.00% 0.07%
Sold All 😨
(Was: #117)
0.3 -15,500 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CYTK
CYTOKINETICS IN...
Healthcare 0.00% 0.06%
Sold All 😨
(Was: #119)
0.3 -50,000 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CSX
CSX CORP
Industrials 0.00% 0.06%
Sold All 😨
(Was: #120)
0.3 -75,000 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FIGR
FIGURE TECHNOLO...
Financial Services 0.00% 0.05%
Sold All 😨
(Was: #121)
0.3 -70,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VG
VENTURE GLOBAL ...
PUT
PUT Option 0.00% 0.05%
Sold All 😨
(Was: #124)
0.3 -150,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EOLS
EVOLUS INC
Healthcare 0.00% 0.04%
Sold All 😨
(Was: #125)
0.3 -330,000 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
KLARNA GROUP PL...
Unknown 0.00% 0.04%
Sold All 😨
(Was: #126)
0.3 -50,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
OPAL
OPAL FUELS INC
Utilities 0.00% 0.04%
Sold All 😨
(Was: #127)
0.3 -823,055 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MRK
MERCK & CO INC
Healthcare 0.00% 0.04%
Sold All 😨
(Was: #128)
0.3 -20,000 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SLNO
SOLENO THERAPEU...
Healthcare 0.00% 0.04%
Sold All 😨
(Was: #129)
0.3 -24,600 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPG
SIMON PPTY GROU...
Real Estate 0.00% 0.03%
Sold All 😨
(Was: #134)
0.3 -7,503 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SNPS
SYNOPSYS INC
Technology 0.00% 0.02%
Sold All 😨
(Was: #135)
0.3 -1,650 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PLD
PROLOGIS INC.
Real Estate 0.00% 0.02%
Sold All 😨
(Was: #136)
0.3 -7,070 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NTSK
NETSKOPE INC
Technology 0.00% 0.02%
Sold All 😨
(Was: #137)
0.3 -35,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HTFL
HEARTFLOW INC
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #138)
0.3 -20,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CARL
CARLSMED INC
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #139)
0.3 -50,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MIAX
MIAMI INTL HLDG...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #140)
0.3 -15,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GEMI
GEMINI SPACE ST...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #141)
0.3 -25,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DLR
DIGITAL RLTY TR...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #142)
0.3 -2,400 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ADC
AGREE RLTY CORP
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #143)
0.3 -5,416 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EQR
EQUITY RESIDENT...
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #145)
0.3 -4,376 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KRG
KITE RLTY GROUP...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #146)
0.3 -12,614 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FIG
FIGMA INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #147)
0.3 -5,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BRCB
BLACK ROCK COFF...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #148)
0.3 -10,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 187 holdings

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