ZIMMER PARTNERS, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BLDR | 73K | $8.85M |
 | NJR | 70K | $3.39M |
 | SPXC | 70K | $13.07M |
 | FIGR | 70K | $2.55M |
 | LPX | 65K | $5.77M |
 | CPK | 64K | $8.65M |
 | GE | 55K | $16.55M |
 | ABBV | 55K | $12.71M |
 | VRT | 50K | $7.54M |
 | CYTK | 50K | $2.75M |
 | INCY | 50K | $4.24M |
 | KLAR | 50K | $1.83M |
 | LLY | 48K | $36.85M |
 | HUT | 48K | $1.65M |
 | PWR | 40K | $16.58M |
 | CRH | 40K | $4.80M |
 | TDG | 38K | $50.08M |
 | CUBE | 38K | $1.54M |
 | WCC | 35K | $7.40M |
 | PH | 35K | $26.54M |
Builders FirstSource, Inc.
BLDR
Shares Held
73K
Value
$8.85M
New Jersey Resources Corporation
NJR
Shares Held
70K
Value
$3.39M
SPX Technologies, Inc.
SPXC
Shares Held
70K
Value
$13.07M
Figure Technology Solutions, Inc. Class A Common Stock
FIGR
Shares Held
70K
Value
$2.55M
Louisiana-Pacific Corporation
LPX
Shares Held
65K
Value
$5.77M
Chesapeake Utilities Corporation
CPK
Shares Held
64K
Value
$8.65M
GE Aerospace
GE
Shares Held
55K
Value
$16.55M
AbbVie Inc.
ABBV
Shares Held
55K
Value
$12.71M
Vertiv Holdings Co
VRT
Shares Held
50K
Value
$7.54M
Cytokinetics, Incorporated
CYTK
Shares Held
50K
Value
$2.75M
Incyte Corporation
INCY
Shares Held
50K
Value
$4.24M
Klarna Group plc
KLAR
Shares Held
50K
Value
$1.83M
Eli Lilly and Company
LLY
Shares Held
48K
Value
$36.85M
Hut 8 Corp.
HUT
Shares Held
48K
Value
$1.65M
Quanta Services, Inc.
PWR
Shares Held
40K
Value
$16.58M
CRH plc
CRH
Shares Held
40K
Value
$4.80M
TransDigm Group Incorporated
TDG
Shares Held
38K
Value
$50.08M
CubeSmart
CUBE
Shares Held
38K
Value
$1.54M
WESCO International, Inc.
WCC
Shares Held
35K
Value
$7.40M
Parker-Hannifin Corporation
PH
Shares Held
35K
Value
$26.54M