Zimmer Partners, LP
CIK 1565854
13F filing for Q2 2026・No. 1,005
- Holdings
- US$4.34B
- Quarter change
- +US$195.02M
- Entries
- 122
- Net bought (estimate)
- +US$56.95M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 38
- Sold out 45
- Cut 37
- Added 28
- Corporate actions 0
- Unchanged 9
Largest holdings
112 stocks worth US$4.23B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| WELLTOWER INCCOM | Added | 1,123,925 | US$255.1M | 6.03% |
| NINISOURCE INCCOM | Cut | 4,277,259 | US$203.38M | 4.81% |
| ESEVERSOURCE ENERGYCOM | Cut | 2,691,701 | US$194.53M | 4.60% |
| KGSKODIAK GAS SVCS INCCOM | Added | 2,530,838 | US$190.14M | 4.50% |
| XELXCEL ENERGY INCCOM | Cut | 2,323,610 | US$186.59M | 4.41% |
| TRGPTARGA RES CORPCOM | Cut | 654,500 | US$175.5M | 4.15% |
| PCGPG&E CORPCOM | Added | 9,884,115 | US$166.25M | 3.93% |
| MAIRMADISON AIR SOLUTIONS CORPCOM SHS CL A | New | 4,150,810 | US$161.88M | 3.83% |
| PPLPPL CORPCOM | New | 3,922,800 | US$142.59M | 3.37% |
| KMIKINDER MORGAN INC DELCOM | Cut | 4,445,100 | US$142.11M | 3.36% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.