Q2 2026 13F · SEC CIK 1565854

Zimmer Partners, LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $4.2B
Reported positions: 112
Top holdings a year, 3 yrs: +18.4%
Assets under management: $5.2B

Zimmer Partners, LP is a hedge fund that reported 112 positions worth $4.2B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Welltower Inc (WELL, 6.0%), NiSource Inc (NI, 4.8%), Eversource Energy (ES, 4.6%). A portfolio copying its top holdings returned 18.4% a year over the last 3 years, against 20.4% for the S&P 500.

Zimmer Partners, LP holdings largest 50 of 112 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Zimmer Partners, LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
WELLWelltower Inc	6.0%	5.6%	1,123,925	+0.4%	$255.1M
NINiSource Inc	4.8%	6.1%	4,277,259	-16.8%	$203.4M
ESEversource Energy	4.6%	5.9%	2,691,701	-19.5%	$194.5M
KGSKodiak Gas Svcs Inc	4.5%	3.5%	2,530,838	+6.3%	$190.1M
XELXcel Energy Inc	4.4%	5.3%	2,323,610	-11.6%	$186.6M
TRGPTarga Res Corp	4.2%	5.0%	654,500	-17.7%	$175.5M
PCGPg&e Corp	3.9%	2.9%	9,884,115	+54.0%	$166.3M
55658T105Madison Air Solutions Corp	3.8%	—	4,150,810	—	$161.9M
PPLPpl Corp	3.4%	—	3,922,800	—	$142.6M
KMIKinder Morgan Inc Del	3.4%	4.9%	4,445,100	-22.5%	$142.1M
ADCAgree Rlty Corp	3.3%	6.3%	1,843,300	-44.1%	$139.6M
FPSForgent Power Solutions Inc	3.0%	1.4%	2,271,217	+16.4%	$126.9M
LNGCheniere Energy Inc	2.7%	—	469,000	—	$112.1M
SRESempra	2.0%	1.7%	918,800	+31.3%	$85.2M
MGEEMge Energy Inc	1.9%	—	1,000,000	—	$81.5M
IDAIdacorp Inc	1.6%	2.6%	460,562	-36.4%	$69.7M
JANJanus Living Inc	1.5%	—	2,150,000	—	$61.8M
PHParker-Hannifin Corp	1.4%	0.6%	61,500	+146.0%	$60.2M
CTRECaretrust REIT Inc	1.4%	1.4%	1,471,155	-1.0%	$59.4M
GEVGe Vernova Inc	1.2%	—	44,000	—	$51.7M
ETREntergy Corp New	1.2%	2.6%	450,000	-51.5%	$51.7M
WMWaste Mgmt Inc Del	1.2%	0.7%	225,000	+95.7%	$50.1M
AZOAutozone Inc	1.1%	—	15,150	—	$48.4M
BKVBkv Corp	1.1%	1.4%	1,673,167	-14.0%	$45.8M
CNMCore & Main Inc	1.1%	0.5%	933,357	+117.1%	$45.0M
NHPNational Healthcare Pptys Inc	1.1%	—	3,032,511	—	$44.4M
YORWYork Water Co	1.0%	0.6%	1,419,877	+93.8%	$43.5M
DLRDigital Rlty Tr Inc	1.0%	—	237,500	—	$42.7M
MODModine Manufacturing Co	1.0%	—	158,830	—	$42.4M
KNTKKinetik Holdings Inc	1.0%	—	838,050	—	$40.5M
HESMHess Midstream LP	0.9%	—	997,643	—	$37.5M
DVNDevon Energy Corp New	0.9%	—	880,900	—	$36.4M
MTZMasTec Inc	0.8%	—	85,000	—	$35.4M
CRHCrh PLC	0.8%	1.1%	330,000	-17.5%	$35.3M
SJWH2o America	0.7%	1.5%	513,500	-48.7%	$31.2M
AHRAmerican Healthcare REIT Inc	0.7%	—	565,372	—	$29.5M
ROLRollins Inc	0.7%	—	700,000	—	$29.2M
PNRPentair PLC	0.7%	0.4%	375,000	+87.5%	$28.7M
SAROStandardaero Inc	0.7%	0.6%	930,200	+9.4%	$27.8M
EROCErock Inc	0.6%	—	1,891,745	—	$27.4M
RYANRyan Specialty Holdings Inc	0.6%	0.7%	725,000	-17.1%	$27.4M
GPCGenuine Parts Co	0.6%	—	225,000	—	$26.5M
ITTItt	0.6%	—	130,000	—	$25.7M
GNRCGenerac Hldgs Inc	0.6%	—	86,300	—	$25.3M
FRVOFervo Energy Co	0.6%	—	845,000	—	$24.7M
USARUSA Rare Earth Inc	0.6%	0.4%	1,132,220	-1.7%	$24.4M
CMICummins Inc	0.6%	—	34,100	—	$24.3M
BLDRBuilders Firstsource Inc	0.6%	0.7%	262,500	-21.1%	$23.5M
PNWPinnacle West Cap Corp	0.6%	1.3%	217,555	-56.5%	$23.3M
XEX-Energy Inc	0.5%	—	1,244,674	—	$22.9M

What Zimmer Partners, LP bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.2% /yr; S&P 500 +20.1%
3 years: +18.4% /yr; S&P 500 +20.4%
5 years: +10.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$4.2B	112
Q1 2026	$3.9B	119
Q4 2025	$3.8B	119
Q3 2025	$4.1B	133
Q2 2025	$4.4B	145
Q1 2025	$4.9B	147
Q4 2024	$5.8B	145
Q3 2024	$5.3B	143
Q2 2024	$5.2B	149
Q1 2024	$4.6B	129
Q4 2023	$2.7B	101
Q3 2023	$3.8B	118

Questions about Zimmer Partners, LP's portfolio

What stocks does Zimmer Partners, LP own?

Zimmer Partners, LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 112 positions worth $4.2B. The largest are Welltower Inc (WELL) at 6.0%, NiSource Inc (NI) at 4.8%, Eversource Energy (ES) at 4.6%, Kodiak Gas Svcs Inc (KGS) at 4.5% and Xcel Energy Inc (XEL) at 4.4%.

What did Zimmer Partners, LP buy last quarter?

In Q2 2026, Zimmer Partners, LP added Parker-Hannifin Corp (PH) (+146.0% shares), Core & Main Inc (CNM) (+117.1% shares) and Waste Mgmt Inc Del (WM) (+95.7% shares), compared with its Q1 2026 filing.

What did Zimmer Partners, LP sell last quarter?

In Q2 2026, Zimmer Partners, LP cut from its top 50 Wec Energy Group Inc (WEC), cut from its top 50 Txnm Energy Inc (TXNM), cut from its top 50 Duke Energy Corp New (DUK), cut from its top 50 Kratos Defense & Security Solutions Inc (KTOS), cut from its top 50 Southwest Gas Hldgs Inc (SWX), Pinnacle West Cap Corp (PNW) (-56.5% shares), Entergy Corp New (ETR) (-51.5% shares) and H2o America (SJW) (-48.7% shares), compared with its Q1 2026 filing.

How has Zimmer Partners, LP's portfolio performed?

A portfolio copying Zimmer Partners, LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.2% against +20.1%. Over 5 years: +10.9% a year against +11.6%.

When is Zimmer Partners, LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Zimmer Partners, LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Zimmer Partners, LP manage?

Zimmer Partners, LP reported $5.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $4.2B.