1y return+26.5%S&P 500 +20.9%
3y return+71.2%S&P 500 +68.5%
5y return+62.0%S&P 500 +74.5%
10y return+111.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $212 against $357 in the S&P 500.2
Zimmer Partners, LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| WELLWelltower Inc | $255.1M | 6.0% | |
| NINisource Inc | $203.4M | 4.8% | −16.8% |
| ESEversource Energy | $194.5M | 4.6% | −19.5% |
| KGSKodiak Gas Svcs Inc | $190.1M | 4.5% | +6.3% |
| XELXcel Energy Inc | $186.6M | 4.4% | −11.6% |
| TRGPTarga Res Corp | $175.5M | 4.2% | −17.7% |
| PCGPg&e Corp | $166.3M | 3.9% | +54.0% |
| MAIRMadison Air Solutions Corp | $161.9M | 3.8% | New |
| PPLPpl Corp | $142.6M | 3.4% | New |
| KMIKinder Morgan Inc Del | $142.1M | 3.4% | −22.5% |
| ADCAgree Rlty Corp | $139.6M | 3.3% | −44.1% |
| FPSForgent Power Solutions Inc | $126.9M | 3.0% | +16.4% |
| LNGCheniere Energy Inc | $112.1M | 2.7% | +752.7% |
| SRESempra | $85.2M | 2.0% | +31.3% |
| MGEEMge Energy Inc | $81.5M | 1.9% | New |
| IDAIdacorp Inc | $69.7M | 1.6% | −36.4% |
| JANJanus Living Inc | $61.8M | 1.5% | +273.9% |
| PHParker-hannifin Corp | $60.2M | 1.4% | +146.0% |
| CTRECaretrust Reit Inc | $59.4M | 1.4% | −1.0% |
| GEVGe Vernova Inc | $51.7M | 1.2% | +486.7% |
| ETREntergy Corp New | $51.7M | 1.2% | −51.5% |
| WMWaste Mgmt Inc Del | $50.1M | 1.2% | +95.7% |
| AZOAutozone Inc | $48.4M | 1.1% | +203.0% |
| BKVBkv Corp | $45.8M | 1.1% | −14.0% |
| CNMCore & Main Inc | $45.0M | 1.1% | +117.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TRGPTarga Res Corp | June 30, 2020 | +1236.0% | $175.5M |
| KGSKodiak Gas Svcs Inc | June 30, 2023 | +362.6% | $190.1M |
| WELLWelltower Inc | March 31, 2024 | +142.9% | $255.1M |
| FPSForgent Power Solutions Inc | March 31, 2026 | +90.8% | $126.9M |
| PCGPg&e Corp | June 30, 2020 | +89.6% | $166.3M |
| PHParker-hannifin Corp | March 31, 2024 | +76.0% | $60.2M |
| NINisource Inc | December 31, 2022 | +73.4% | $203.4M |
| CTRECaretrust Reit Inc | March 31, 2024 | +65.6% | $59.4M |
| GEVGe Vernova Inc | March 31, 2026 | +34.6% | $51.7M |
| KNTKKinetik Holdings Inc | December 31, 2025 | +34.1% | $40.5M |
Sold off last quarter
- WECWec Energy Group Inc was $96.5M
- TXNMTxnm Energy Inc was $89.6M
- KTOSKratos Defense & Sec Solutio was $55.2M
- DDominion Energy Inc was $30.9M
- Nextera Energy IncCUSIP 65339F655 was $30.7M
- VSECVse Corp was $29.6M
- APHAmphenol Corp was $29.3M
- Nvent Elec PLCCUSIP G6700G107 was $27.9M
- ALHAlliance Laundry Hldgs Inc was $23.7M
- CWSTCasella Waste Sys Inc was $20.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.3% | +14.8% |
| March 31, 2026 | +10.2% | −4.6% |
| December 31, 2025 | +0.8% | +2.4% |
| September 30, 2025 | +6.2% | +7.8% |
| June 30, 2025 | −0.8% | +10.5% |
| March 31, 2025 | +4.8% | −4.6% |
| December 31, 2024 | +1.3% | +2.1% |
| September 30, 2024 | +14.1% | +5.4% |
| June 30, 2024 | +2.6% | +4.0% |
| March 31, 2024 | +6.0% | +10.0% |
| December 31, 2023 | +6.9% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +3.6% | +8.3% |
| March 31, 2023 | −1.5% | +7.0% |
| December 31, 2022 | +6.4% | +7.1% |
| September 30, 2022 | −4.8% | −5.3% |
| June 30, 2022 | −14.5% | −16.5% |
| March 31, 2022 | +0.1% | −4.9% |
| December 31, 2021 | +10.2% | +10.7% |
| September 30, 2021 | −2.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Zimmer Partners, LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1565854&type=13F-HR&dateb=&owner=include&count=40CIK 1565854
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1565854/000156585426000003/Filed August 14, 2026 · accession 0001565854-26-000003