Universe · entity
Zimmer Partners, LP
Institutional manager (13F) · CIK 1565854
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $3.6B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | AGREE RLTY CORP | $248M | 3,296,414 |
| 2 | NISOURCE INC | $240M | 5,142,959 |
| 3 | EVERSOURCE ENERGY | $232M | 3,342,607 |
| 4 | WELLTOWER INC | $221M | 1,118,925 |
| 5 | XCEL ENERGY INC | $209M | 2,629,300 |
| 6 | TARGA RES CORP | $199M | 794,933 |
| 7 | KINDER MORGAN INC DEL | $192M | 5,735,100 |
| 8 | KODIAK GAS SVCS INC | $139M | 2,381,916 |
| 9 | TXNM ENERGY INC | $127M | 95,022,000 |
| 10 | PG&E CORP | $113M | 6,420,105 |
| 11 | ENTERGY CORP NEW | $104M | 928,573 |
| 12 | IDACORP INC | $103M | 723,692 |
| 13 | WEC ENERGY GROUP INC | $97M | 833,814 |
| 14 | TXNM ENERGY INC | $90M | 1,532,247 |
| 15 | SEMPRA | $68M | 699,600 |
| 16 | H2O AMERICA | $59M | 1,001,000 |
| 17 | DUKE ENERGY CORP NEW | $57M | 437,929 |
| 18 | FORGENT POWER SOLUTIONS INC | $57M | 1,950,520 |
| 19 | BKV CORP | $56M | 1,946,314 |
| 20 | KRATOS DEFENSE & SEC SOLUTIO | $55M | 783,148 |
| 21 | CARETRUST REIT INC | $54M | 1,486,155 |
| 22 | SOUTHWEST GAS HLDGS INC | $53M | 606,922 |
| 23 | BLACK HILLS CORP | $51M | 741,034 |
| 24 | PINNACLE WEST CAP CORP | $50M | 500,055 |
| 25 | CRH PLC | $42M | 400,000 |
| 26 | GE AEROSPACE | $37M | 130,000 |
| 27 | VIPER ENERGY INC | $36M | 770,000 |
| 28 | LOAR HOLDINGS INC | $33M | 572,500 |
| 29 | DOMINION ENERGY INC | $31M | 500,000 |
| 30 | NEXTERA ENERGY INC | $31M | 609,324 |
| 31 | QXO INC | $31M | 1,575,000 |
| 32 | VSE CORP | $30M | 160,500 |
| 33 | RYAN SPECIALTY HOLDINGS INC | $30M | 875,000 |
| 34 | AMPHENOL CORP | $29M | 231,500 |
| 35 | TRANSDIGM GROUP INC | $29M | 25,000 |
| 36 | JAMES RIV GROUP HOLDINGS INC | $29M | 4,591,638 |
| 37 | NVENT ELEC PLC | $28M | 235,500 |
| 38 | BUILDERS FIRSTSOURCE INC | $27M | 332,500 |
| 39 | WASTE MGMT INC DEL | $26M | 115,000 |
| 40 | EMCOR GROUP INC | $26M | 35,000 |
| 41 | ALLIANCE LAUNDRY HLDGS INC | $24M | 1,145,003 |
| 42 | WHIRLPOOL CORP | $23M | 430,500 |
| 43 | PARKER-HANNIFIN CORP | $22M | 25,000 |
| 44 | YORK WTR CO | $22M | 732,677 |
| 45 | STANDARDAERO INC | $22M | 850,000 |
| 46 | CORE & MAIN INC | $21M | 430,000 |
| 47 | CASELLA WASTE SYS INC | $20M | 257,694 |
| 48 | CENTERPOINT ENERGY INC | $19M | 443,500 |
| 49 | SMARTSTOP SELF STORAG REIT I | $18M | 600,000 |
| 50 | USA RARE EARTH INC | $17M | 1,151,640 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.