ZIMMER PARTNERS, LP

PrivateCIK: 1565854
Location

NEW YORK, NY

121
Positions
$4.15B
Total AUM (reported)
176.27M
Total Shares

Allocation by class

TOTAL AUM$4.15B121 positions
COM$3.27B78.8%
COM NEW$202.73M4.9%
CL A$144.89M3.5%
NOTE 5.750% 6/0$127.05M3.1%
COM SHS$87.46M2.1%
COM SHS CL A$57.34M1.4%
SHS$45.35M1.1%

Portfolio Concentration

Top 317.8%4–1029.2%11–2524.6%Rest28.5%TOP 1046.9%0%100%
Top 3$737.35M17.8%
4–10$1.21B29.2%
11–25$1.02B24.6%
Rest$1.18B28.5%

Top 3 weight

17.8%

Top 10 weight

46.9%

Voting Authority Distribution

Total shares with voting rights: 176.27M

Sole

Full voting authority

176.27M

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)

Sole121
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings121
Rows:

EVERSOURCE ENERGY

SOLE
COM
Shares3.59M
TypeSH
Market value$248.90M
6.00%
Sole
3.59M
Shared
0.00
None
0.00

AGREE RLTY CORP

SOLE
COM
Shares3.30M
TypeSH
Market value$248.48M
5.99%
Sole
3.30M
Shared
0.00
None
0.00

NISOURCE INC

SOLE
COM
Shares5.14M
TypeSH
Market value$239.97M
5.79%
Sole
5.14M
Shared
0.00
None
0.00

WELLTOWER INC

SOLE
COM
Shares1.12M
TypeSH
Market value$221.22M
5.33%
Sole
1.12M
Shared
0.00
None
0.00

XCEL ENERGY INC

SOLE
COM
Shares2.63M
TypeSH
Market value$208.87M
5.04%
Sole
2.63M
Shared
0.00
None
0.00

TARGA RES CORP

SOLE
COM
Shares794.93K
TypeSH
Market value$199.31M
4.81%
Sole
794.93K
Shared
0.00
None
0.00

KINDER MORGAN INC DEL

SOLE
COM
Shares5.74M
TypeSH
Market value$192.30M
4.64%
Sole
5.74M
Shared
0.00
None
0.00

KODIAK GAS SVCS INC

SOLE
COM
Shares2.38M
TypeSH
Market value$138.91M
3.35%
Sole
2.38M
Shared
0.00
None
0.00

TXNM ENERGY INC

SOLE
NOTE 5.750% 6/0
Shares95.02M
TypePRN
Market value$127.05M
3.06%
Sole
95.02M
Shared
0.00
None
0.00

PG&E CORP

SOLE
COM
Shares6.92M
TypeSH
Market value$121.59M
2.93%
Sole
6.92M
Shared
0.00
None
0.00

ENTERGY CORP NEW

SOLE
COM
Shares928.57K
TypeSH
Market value$104.33M
2.52%
Sole
928.57K
Shared
0.00
None
0.00

IDACORP INC

SOLE
COM
Shares723.69K
TypeSH
Market value$103.47M
2.49%
Sole
723.69K
Shared
0.00
None
0.00

WEC ENERGY GROUP INC

SOLE
COM
Shares833.81K
TypeSH
Market value$96.53M
2.33%
Sole
833.81K
Shared
0.00
None
0.00

TXNM ENERGY INC

SOLE
COM
Shares1.53M
TypeSH
Market value$89.58M
2.16%
Sole
1.53M
Shared
0.00
None
0.00

H2O AMERICA

SOLE
COM
Shares1.25M
TypeSH
Market value$73.40M
1.77%
Sole
1.25M
Shared
0.00
None
0.00

SEMPRA

SOLE
COM
Shares699.60K
TypeSH
Market value$67.98M
1.64%
Sole
699.60K
Shared
0.00
None
0.00

BLACK HILLS CORP

SOLE
COM
Shares866.03K
TypeSH
Market value$60.11M
1.45%
Sole
866.03K
Shared
0.00
None
0.00

DUKE ENERGY CORP NEW

SOLE
COM NEW
Shares437.93K
TypeSH
Market value$57.34M
1.38%
Sole
437.93K
Shared
0.00
None
0.00

FORGENT POWER SOLUTIONS INC

SOLE
COM SHS CL A
Shares1.95M
TypeSH
Market value$57.09M
1.38%
Sole
1.95M
Shared
0.00
None
0.00

BKV CORP

SOLE
COM
Shares1.95M
TypeSH
Market value$55.51M
1.34%
Sole
1.95M
Shared
0.00
None
0.00

KRATOS DEFENSE & SEC SOLUTIO

SOLE
COM NEW
Shares783.15K
TypeSH
Market value$55.22M
1.33%
Sole
783.15K
Shared
0.00
None
0.00

CARETRUST REIT INC

SOLE
COM
Shares1.49M
TypeSH
Market value$54.47M
1.31%
Sole
1.49M
Shared
0.00
None
0.00

SOUTHWEST GAS HLDGS INC

SOLE
COM
Shares606.92K
TypeSH
Market value$52.74M
1.27%
Sole
606.92K
Shared
0.00
None
0.00

PINNACLE WEST CAP CORP

SOLE
COM
Shares500.06K
TypeSH
Market value$50.38M
1.21%
Sole
500.06K
Shared
0.00
None
0.00

CRH PLC

SOLE
ORD
Shares400K
TypeSH
Market value$42.05M
1.01%
Sole
400K
Shared
0.00
None
0.00
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