StockDriftsStockDriftsTop 50 Zimmer Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WELL | WELLTOWER INC | 6.03% | 1.12M | $255.1M | +0.45%(+5.00K) | $91.32(+156.66%) | 2026-06-30 | |
| NI | NISOURCE INC | 4.81% | 4.28M | $203.4M | -16.83%(-865.70K) | $41.99(+1.21%) | 2026-06-30 | |
| ES | EVERSOURCE ENERGY | 4.6% | 2.69M | $194.5M | -19.47%(-650.91K) | $62.49(+15.79%) | 2026-06-30 | |
| KGS | KODIAK GAS SVCS INC | 4.5% | 2.53M | $190.1M | +6.25%(+148.92K) | $35.21(+85.58%) | 2026-06-30 | |
| XEL | XCEL ENERGY INC | 4.41% | 2.32M | $186.6M | -11.63%(-305.69K) | $67.30(+17.64%) | 2026-06-30 | |
| TRGP | TARGA RES CORP | 4.15% | 654.5K | $175.5M | -17.67%(-140.43K) | $85.95(+219.62%) | 2026-06-30 | |
| PCG | PG&E CORP | 3.93% | 9.88M | $166.3M | +53.96%(+3.46M) | $18.19(-1.94%) | 2026-06-30 | |
| PPL | PPL CORP | 3.37% | 3.92M | $142.6M | new | $37.03(-2.99%) | 2026-06-30 | |
| KMI | KINDER MORGAN INC DEL | 3.36% | 4.45M | $142.1M | -22.49%(-1.29M) | $28.55(+14.94%) | 2026-06-30 | |
| ADC | AGREE RLTY CORP | 3.3% | 1.84M | $139.6M | -44.08%(-1.45M) | $73.69(+1.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.23% | +69.50% | +12.56% | +80.72% |
| Top 20 Holdings Unweighted | +16.66% | +58.77% | +10.23% | +62.72% |
Zimmer Partners LP reports $4.34B in US-listed equity holdings across 112 positions in its most recent 13F filing. Its largest disclosed positions are WELL (6.0%), NI (4.8%) and ES (4.6%). The top 20 holdings account for 60.15% of reported assets. Its disclosed equity book has returned +69.50% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Zimmer Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1565854). View Zimmer Partners LP’s 13F filings on SEC