Filed: 5/15/2025ACC: 0001085146-25-003289
📋 What this filing means
ZIMMER PARTNERS, LP filed this quarterly 13F‑HR report disclosing 153 equity positions with a total reported market value of $5.30B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
153
Positions
$5.30B
Total AUM (reported)
127.93M
Total Shares
Allocation by class
COM$4.02B75.7%
CL A$293.08M5.5%
COM NEW$250.47M4.7%
COMMON STOCK$158.64M3.0%
CLASS A COM SHS$123.58M2.3%
COM NEW CL A$102.12M1.9%
SHS$85.71M1.6%
Portfolio Concentration
Top 3$1.02B19.2%
4–10$1.30B24.6%
11–25$1.43B26.9%
Rest$1.56B29.4%
Top 3 weight
19.2%
Top 10 weight
43.7%
Voting Authority Distribution
Total shares with voting rights: 127.93M
Sole
Full voting authority
127.93M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole153
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings153
Rows:
AMERICAN ELEC PWR CO INC
SOLEShares3.40M
TypeSH
Market value$371.52M
7.01%
Sole
3.40M
Shared
0.00
None
0.00
PG&E CORP
SOLEShares19.49M
TypeSH
Market value$334.78M
6.31%
Sole
19.49M
Shared
0.00
None
0.00
XCEL ENERGY INC
SOLEShares4.37M
TypeSH
Market value$309.49M
5.84%
Sole
4.37M
Shared
0.00
None
0.00
WELLTOWER INC
SOLEShares1.98M
TypeSH
Market value$303.64M
5.73%
Sole
1.98M
Shared
0.00
None
0.00
TARGA RES CORP
SOLEShares1.11M
TypeSH
Market value$221.98M
4.19%
Sole
1.11M
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares1.59M
TypeSH
Market value$193.52M
3.65%
Sole
1.59M
Shared
0.00
None
0.00
FIRSTENERGY CORP
SOLEShares3.68M
TypeSH
Market value$148.90M
2.81%
Sole
3.68M
Shared
0.00
None
0.00
HAWAIIAN ELEC INDUSTRIES
SOLEShares13.39M
TypeSH
Market value$146.58M
2.76%
Sole
13.39M
Shared
0.00
None
0.00
RYAN SPECIALTY HOLDINGS INC
SOLEShares1.96M
TypeSH
Market value$144.97M
2.73%
Sole
1.96M
Shared
0.00
None
0.00
KODIAK GAS SVCS INC
SOLEShares3.82M
TypeSH
Market value$142.64M
2.69%
Sole
3.82M
Shared
0.00
None
0.00
VIPER ENERGY INC
SOLEShares2.79M
TypeSH
Market value$125.92M
2.38%
Sole
2.79M
Shared
0.00
None
0.00
PRIMO BRANDS CORPORATION
SOLEShares3.48M
TypeSH
Market value$123.58M
2.33%
Sole
3.48M
Shared
0.00
None
0.00
EVERGY INC
SOLEShares1.68M
TypeSH
Market value$116.07M
2.19%
Sole
1.68M
Shared
0.00
None
0.00
AMEREN CORP
SOLEShares1.10M
TypeSH
Market value$110.78M
2.09%
Sole
1.10M
Shared
0.00
None
0.00
SEMPRA
SOLEShares1.45M
TypeSH
Market value$103.58M
1.95%
Sole
1.45M
Shared
0.00
None
0.00
KINETIK HOLDINGS INC
SOLEShares1.97M
TypeSH
Market value$102.12M
1.93%
Sole
1.97M
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares3.49M
TypeSH
Market value$99.70M
1.88%
Sole
3.49M
Shared
0.00
None
0.00
DOMINION ENERGY INC
SOLEShares1.73M
TypeSH
Market value$96.92M
1.83%
Sole
1.73M
Shared
0.00
None
0.00
ENTERGY CORP NEW
SOLEShares1.13M
TypeSH
Market value$96.90M
1.83%
Sole
1.13M
Shared
0.00
None
0.00
KYNDRYL HLDGS INC
SOLEShares2.60M
TypeSH
Market value$81.57M
1.54%
Sole
2.60M
Shared
0.00
None
0.00
BLACK HILLS CORP
SOLEShares1.32M
TypeSH
Market value$80.14M
1.51%
Sole
1.32M
Shared
0.00
None
0.00
ONEOK INC NEW
SOLEShares782.60K
TypeSH
Market value$77.65M
1.46%
Sole
782.60K
Shared
0.00
None
0.00
SOUTHWEST GAS HLDGS INC
SOLEShares1.02M
TypeSH
Market value$73.38M
1.38%
Sole
1.02M
Shared
0.00
None
0.00
DT MIDSTREAM INC
SOLEShares729.63K
TypeSH
Market value$70.39M
1.33%
Sole
729.63K
Shared
0.00
None
0.00
DIAMONDBACK ENERGY INC
SOLEShares425K
TypeSH
Market value$67.95M
1.28%
Sole
425K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN ELEC PWR CO INCSOLE | COM | 3.40M | SH | $371.52M 7.01% | 3.40M | 0.00 | 0.00 |
PG&E CORPSOLE | COM | 19.49M | SH | $334.78M 6.31% | 19.49M | 0.00 | 0.00 |
XCEL ENERGY INCSOLE | COM | 4.37M | SH | $309.49M 5.84% | 4.37M | 0.00 | 0.00 |
WELLTOWER INCSOLE | COM | 1.98M | SH | $303.64M 5.73% | 1.98M | 0.00 | 0.00 |
TARGA RES CORPSOLE | COM | 1.11M | SH | $221.98M 4.19% | 1.11M | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 1.59M | SH | $193.52M 3.65% | 1.59M | 0.00 | 0.00 |
FIRSTENERGY CORPSOLE | COM | 3.68M | SH | $148.90M 2.81% | 3.68M | 0.00 | 0.00 |
HAWAIIAN ELEC INDUSTRIESSOLE | COM | 13.39M | SH | $146.58M 2.76% | 13.39M | 0.00 | 0.00 |
RYAN SPECIALTY HOLDINGS INCSOLE | CL A | 1.96M | SH | $144.97M 2.73% | 1.96M | 0.00 | 0.00 |
KODIAK GAS SVCS INCSOLE | COM | 3.82M | SH | $142.64M 2.69% | 3.82M | 0.00 | 0.00 |
VIPER ENERGY INCSOLE | CL A | 2.79M | SH | $125.92M 2.38% | 2.79M | 0.00 | 0.00 |
PRIMO BRANDS CORPORATIONSOLE | CLASS A COM SHS | 3.48M | SH | $123.58M 2.33% | 3.48M | 0.00 | 0.00 |
EVERGY INCSOLE | COM | 1.68M | SH | $116.07M 2.19% | 1.68M | 0.00 | 0.00 |
AMEREN CORPSOLE | COM | 1.10M | SH | $110.78M 2.09% | 1.10M | 0.00 | 0.00 |
SEMPRASOLE | COM | 1.45M | SH | $103.58M 1.95% | 1.45M | 0.00 | 0.00 |
KINETIK HOLDINGS INCSOLE | COM NEW CL A | 1.97M | SH | $102.12M 1.93% | 1.97M | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 3.49M | SH | $99.70M 1.88% | 3.49M | 0.00 | 0.00 |
DOMINION ENERGY INCSOLE | COM | 1.73M | SH | $96.92M 1.83% | 1.73M | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 1.13M | SH | $96.90M 1.83% | 1.13M | 0.00 | 0.00 |
KYNDRYL HLDGS INCSOLE | COMMON STOCK | 2.60M | SH | $81.57M 1.54% | 2.60M | 0.00 | 0.00 |
BLACK HILLS CORPSOLE | COM | 1.32M | SH | $80.14M 1.51% | 1.32M | 0.00 | 0.00 |
ONEOK INC NEWSOLE | COM | 782.60K | SH | $77.65M 1.46% | 782.60K | 0.00 | 0.00 |
SOUTHWEST GAS HLDGS INCSOLE | COM | 1.02M | SH | $73.38M 1.38% | 1.02M | 0.00 | 0.00 |
DT MIDSTREAM INCSOLE | COMMON STOCK | 729.63K | SH | $70.39M 1.33% | 729.63K | 0.00 | 0.00 |
DIAMONDBACK ENERGY INCSOLE | COM | 425K | SH | $67.95M 1.28% | 425K | 0.00 | 0.00 |
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