DOSSIER · 13F-HR · Q4 2025

Zimmer Partners, LP

Zimmer's asset manager based in Omaha, NE — $3.8B in tracked AUM across 119 positions as of Q4 2025.

Z

Zimmer·Omaha, NE·Asset Manager

CIK 0001565854 · last filed Dec 31, 2025

Total AUM

$3.8B

▼ 0.3%

vs prior

Holdings

119

—

positions

Whale Score

57

57

tracked

Activity

—

no data

changes this Q

Top sector

Tech

5% weight

concentration

AI Analysis · Q4 2025 · Q4 2025

Based on the SEC 13F filing data provided for Zimmer Partners, LP for the period ending September 30, 2025, here is a comprehensive financial analysis.

1. Portfolio Overview

Zimmer Partners, LP manages a concentrated portfolio totaling approximately $3.44 billion across 88 holdings. The firm executed a significant strategic pivot during the quarter, characterized by a high turnover rate. The portfolio experienced a substantial decrease in value of -25.1% (dropping from $4.60 billio...

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

01

EVERSOURCE ENERGY

$259M3.8M6.8%

02

WELLTOWER INC

$207M1.1M5.5%

03

XCEL ENERGY INC

$202M2.7M5.3%

04

NISOURCE INC

$162M3.9M4.3%

05

KODIAK GAS SVCS INC

$160M4.3M4.2%

06

ENTERGY CORP NEW

$154M1.7M4.0%

07

TARGA RES CORP

$144M782K3.8%

08

TXNM 5.75 06/01/54

TXNM ENERGY INC

$128M95.0M3.4%

09

SEMPRA

$124M1.4M3.3%

10

PG&E CORP

$117M7.3M3.1%

Filing history

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