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Asset Manager ← All Institutions

Zimmer Partners, LP

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
111
-47
New Purchases
0
Added To
0
Closed
111
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $0 0%
Large Cap 50 $0 0%
Mid Cap 38 $0 0%
Small Cap 17 $0 0%
Micro Cap 2 $0 0%

Portfolio Analytics

Avg Market Cap
$59.4B
Median Market Cap
$9.1B
Avg P/E
39.9
Median P/E
24.2
Avg Dividend Yield
0.02%
Avg Beta
0.86
# Stocks
109
# ETFs / Funds
2

Top Holdings (111 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 APD —% -$25M -100,000 -100.0% SOLD
2 AVB —% -$2M -9,769 -100.0% SOLD
3 NVT —% -$38M -375,000 -100.0% SOLD
4 AIR —% -$14M -170,000 -100.0% SOLD
5 AR —% -$10M -284,000 -100.0% SOLD
6 QXO —% -$12M -600,000 -100.0% SOLD
7 NTST —% -$2M -140,500 -100.0% SOLD
8 BKH —% -$19M -276,034 -100.0% SOLD
9 RYAN —% -$52M -1,000,000 -100.0% SOLD
10 CTRE —% -$64M -1,761,795 -100.0% SOLD
11 CUBE —% -$2M -67,500 -100.0% SOLD
12 AMT —% -$4K -23 -100.0% SOLD
13 AEE —% -$71M -713,945 -100.0% SOLD
14 KD —% -$59M -2,227,253 -100.0% SOLD
15 WTRG —% -$3K -80 -100.0% SOLD
16 TRGP —% -$144M -781,933 -100.0% SOLD
17 HESM —% -$12M -351,700 -100.0% SOLD
18 CARR —% -$20M -387,500 -100.0% SOLD
19 GPC —% -$9M -75,000 -100.0% SOLD
20 GE —% -$6M -20,000 -100.0% SOLD
21 VVX —% -$5M -90,077 -100.0% SOLD
22 FCPT —% -$4M -185,092 -100.0% SOLD
23 BLDR —% -$18M -172,500 -100.0% SOLD
24 PRMB —% -$18M -1,127,654 -100.0% SOLD
25 CNP —% -$39M -1,005,100 -100.0% SOLD
26 PCG —% -$117M -7,287,774 -100.0% SOLD
27 BKV —% -$14M -499,000 -100.0% SOLD
28 BLSH —% -$4M -110,000 -100.0% SOLD
29 XZO —% -$2M -75,000 -100.0% SOLD
30 SRE —% -$124M -1,409,300 -100.0% SOLD
31 PACS —% -$12M -302,500 -100.0% SOLD
32 VZ —% -$5K -117 -100.0% SOLD
33 FVR —% -$14M -920,485 -100.0% SOLD
34 WM —% -$24M -110,000 -100.0% SOLD
35 FE —% -$2M -45,000 -100.0% SOLD
36 SWX —% -$15M -184,822 -100.0% SOLD
37 TBN —% -$4M -143,732 -100.0% SOLD
38 OGS —% -$4K -50 -100.0% SOLD
39 CWT —% -$2M -38,500 -100.0% SOLD
40 LOAR —% -$19M -275,000 -100.0% SOLD
41 ETR —% -$154M -1,661,973 -100.0% SOLD
42 BCE —% -$3K -106 -100.0% SOLD
43 KVUE —% -$6M -375,000 -100.0% SOLD
44 CAT —% -$8M -13,200 -100.0% SOLD
45 CCI —% -$6K -73 -100.0% SOLD
46 CPK —% -$2M -20,000 -100.0% SOLD
47 BETA —% -$2M -75,000 -100.0% SOLD
48 KMI —% -$110M -4,015,800 -100.0% SOLD
49 IDA —% -$101M -800,492 -100.0% SOLD
50 EME —% -$10M -16,500 -100.0% SOLD
51 CMS —% -$52M -742,500 -100.0% SOLD
52 ES —% -$259M -3,843,997 -100.0% SOLD
53 PH —% -$26M -30,000 -100.0% SOLD
54 ALH —% -$19M -950,000 -100.0% SOLD
55 NI —% -$162M -3,870,100 -100.0% SOLD
56 ETN —% -$43M -136,000 -100.0% SOLD
57 SR —% -$6K -68 -100.0% SOLD
58 CNM —% -$10M -200,000 -100.0% SOLD
59 PWR —% -$37M -87,250 -100.0% SOLD
60 VRT —% -$22M -135,800 -100.0% SOLD
61 SMA —% -$20M -631,500 -100.0% SOLD
62 DPG —% -$1M -83,200 -100.0% SOLD
63 TU —% -$3K -233 -100.0% SOLD
64 LMRI —% -$11M -610,000 -100.0% SOLD
65 AZO —% -$47M -14,000 -100.0% SOLD
66 ADT —% -$100M -12,365,246 -100.0% SOLD
67 LNG —% -$60M -309,200 -100.0% SOLD
68 BOW —% -$6M -215,000 -100.0% SOLD
69 TXNM —% -$110M -1,862,107 -100.0% SOLD
70 DUK —% -$75M -642,929 -100.0% SOLD
71 KGS —% -$160M -4,271,553 -100.0% SOLD
72 ITT —% -$25M -142,500 -100.0% SOLD
73 TYG —% -$2M -50,000 -100.0% SOLD
74 KNTK —% -$99M -2,735,400 -100.0% SOLD
75 OGE —% -$7K -163 -100.0% SOLD
76 EQIX —% -$960K -1,253 -100.0% SOLD
77 MOD —% -$8M -62,500 -100.0% SOLD
78 STC —% -$25M -354,407 -100.0% SOLD
79 ULS —% -$35M -444,790 -100.0% SOLD
80 RIG —% -$18M -4,463,252 -100.0% SOLD
81 PNW —% -$12M -136,455 -100.0% SOLD
82 TTAM —% -$16M -989,829 -100.0% SOLD
83 KYN —% -$7M -554,700 -100.0% SOLD
84 ELDN —% -$4M -2,384,228 -100.0% SOLD
85 IRON —% -$2M -27,500 -100.0% SOLD
86 HTO —% -$2M -43,816 -100.0% SOLD
87 MLYS —% -$2M -57,500 -100.0% SOLD
88 TDG —% -$39M -29,250 -100.0% SOLD
89 SARO —% -$10M -360,951 -100.0% SOLD
90 MDLN —% -$7M -159,660 -100.0% SOLD
91 CWST —% -$1M -15,194 -100.0% SOLD
92 KTOS —% -$7M -90,000 -100.0% SOLD
93 EVRG —% -$10M -137,500 -100.0% SOLD
94 AVAH —% -$6M -757,500 -100.0% SOLD
95 MSEX —% -$9M -183,657 -100.0% SOLD
96 SBAC —% -$19K -100 -100.0% SOLD
97 VOD —% -$793 -60 -100.0% SOLD
98 VRTS —% -$4M -25,000 -100.0% SOLD
99 ERH —% -$2M -128,803 -100.0% SOLD
100 MSFT —% -$10M -20,000 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
OGS —%
AVB —%
NVT —%
AIR —%
AR —%
QXO —%
NTST —%
BKH —%
RYAN —%
CTRE —%
CUBE —%
AMT —%
CWT —%
APD —%
WTRG —%
View SEC EDGAR Filings for Zimmer Partners, LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms