ZIMMER PARTNERS, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PCG | 6.42M | $112.80M |
 | KMI | 5.74M | $192.30M |
 | NI | 5.14M | $239.97M |
 | JRVR | 4.59M | $28.93M |
 | ES | 3.34M | $231.58M |
 | ADC | 3.30M | $248.48M |
 | XEL | 2.63M | $208.87M |
 | KGS | 2.38M | $138.91M |
 | AIV | 2.03M | $8.25M |
 | FPS | 1.95M | $57.09M |
 | BKV | 1.95M | $55.51M |
 | ELDN | 1.88M | $5.78M |
 | QXO | 1.57M | $30.59M |
 | CTRE | 1.49M | $54.47M |
 | AERO | 1.22M | $17.14M |
 | USAR | 1.15M | $17.43M |
 | ALH | 1.15M | $23.75M |
 | WELL | 1.12M | $221.22M |
 | ETR | 929K | $104.33M |
 | RYAN | 875K | $29.52M |
PG&E Corporation
PCG
Shares Held
6.42M
Value
$112.80M
Kinder Morgan, Inc.
KMI
Shares Held
5.74M
Value
$192.30M
NiSource Inc
NI
Shares Held
5.14M
Value
$239.97M
James River Group Holdings, Ltd.
JRVR
Shares Held
4.59M
Value
$28.93M
Eversource Energy
ES
Shares Held
3.34M
Value
$231.58M
Agree Realty Corporation
ADC
Shares Held
3.30M
Value
$248.48M
Xcel Energy Inc.
XEL
Shares Held
2.63M
Value
$208.87M
Kodiak Gas Services, Inc.
KGS
Shares Held
2.38M
Value
$138.91M
Apartment Investment and Management Company
AIV
Shares Held
2.03M
Value
$8.25M
Forgent Power Solutions, Inc.
FPS
Shares Held
1.95M
Value
$57.09M
BKV Corporation
BKV
Shares Held
1.95M
Value
$55.51M
Eledon Pharmaceuticals, Inc.
ELDN
Shares Held
1.88M
Value
$5.78M
QXO, Inc.
QXO
Shares Held
1.57M
Value
$30.59M
CareTrust REIT, Inc.
CTRE
Shares Held
1.49M
Value
$54.47M
Grupo Aeroméxico, S.A.B. de C.V.
AERO
Shares Held
1.22M
Value
$17.14M
USA Rare Earth Inc
USAR
Shares Held
1.15M
Value
$17.43M
Alliance Laundry Holdings Inc.
ALH
Shares Held
1.15M
Value
$23.75M
Welltower Inc.
WELL
Shares Held
1.12M
Value
$221.22M
Entergy Corporation
ETR
Shares Held
929K
Value
$104.33M
Ryan Specialty Holdings, Inc.
RYAN
Shares Held
875K
Value
$29.52M