HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 TARGA RES CORP |
2,582,900 | +200,300 | $224,377 |
| TRGP | 2,582,900 | +200,300 | $224,377 |
| RYAN SPECIALTY HOLDINGS INC |
4,816,004 | UNCH | $207,184 |
| RYAN | 4,816,004 | UNCH | $207,184 |
| AGREE RLTY CORP |
2,991,804 | +2,946,804 | $188,334 |
| ADC | 2,991,804 | +2,946,804 | $188,334 |
| PG&E CORP |
8,751,954 | -10,662,796 | $157,798 |
| PCG | 8,751,954 | -7,162,796 | $157,798 |
| EXELON CORP |
3,834,120 | +3,834,120 | $137,645 |
| EXC | 3,834,120 | +3,834,120 | $137,645 |
| FIRSTENERGY CORP |
3,677,161 | +1,649,140 | $134,805 |
| FE | 3,677,161 | +1,649,140 | $134,805 |
| CHENIERE ENERGY INC |
757,723 | +275,423 | $129,351 |
| LNG | 757,723 | +275,423 | $129,351 |
| NISOURCE INC |
3,617,421 | +293,368 | $96,043 |
| NI | 3,617,421 | +293,368 | $96,043 |
| INNOVATIVE INDL PPTYS INC |
950,628 | -193,862 | $95,842 |
| IIPR | 950,628 | -193,862 | $95,842 |
| AMEREN CORP |
1,258,000 | +1,258,000 | $91,004 |
| AEE | 1,258,000 | +1,258,000 | $91,004 |
| EQUITRANS MIDSTREAM CORP |
8,550,000 | -397,800 | $87,039 |
| ETRN | 8,550,000 | -397,800 | $87,039 |
| EDISON INTL |
947,800 | +617,800 | $67,758 |
| EIX | 947,800 | +617,800 | $67,758 |
| CHESAPEAKE UTILS CORP |
622,625 | +622,625 | $65,768 |
| CPK | 622,625 | +622,625 | $65,768 |
| SEMPRA |
831,118 | -223,755 | $62,109 |
| SRE | 831,118 | -223,755 | $62,109 |
| KINETIK HOLDINGS INC |
1,617,050 | +1,570,050 | $54,009 |
| KNTK | 1,617,050 | +1,570,050 | $54,009 |
| KYNDRYL HLDGS INC |
2,510,885 | +187,500 | $52,176 |
| KD | 2,510,885 | +187,500 | $52,176 |
| DT MIDSTREAM INC |
803,616 | -1,348,742 | $44,038 |
| DTM | 803,616 | -1,348,742 | $44,038 |
| UGI CORP NEW |
1,767,901 | +1,767,901 | $43,490 |
| UGI | 1,767,901 | +1,767,901 | $43,490 |
| ORACLE CORP |
375,000 | -260,000 | $39,536 |
| ORCL | 375,000 | -135,000 | $39,536 |
| ENTERGY CORP NEW |
350,000 | -191,497 | $35,416 |
| ETR | 350,000 | -191,497 | $35,416 |
| ENBRIDGE INC |
912,500 | -3,187,500 | $32,988 |
| ENB | 912,500 | -3,187,500 | $32,988 |
| YORK WTR CO |
790,435 | +25,480 | $30,527 |
| YORW | 790,435 | +25,480 | $30,527 |
| SANOFI |
613,780 | +105,775 | $30,523 |
| SNY | 613,780 | +105,775 | $30,523 |
| BIOGEN INC |
116,700 | +43,800 | $30,198 |
| BIIB | 116,700 | +43,800 | $30,198 |
| VENTAS INC |
570,000 | +22,137 | $28,409 |
| VTR | 570,000 | +22,137 | $28,409 |
| CROWN CASTLE INC |
245,000 | +137,500 | $28,222 |
| CCI | 245,000 | +137,500 | $28,222 |
| AMERICOLD REALTY TRUST INC |
750,000 | +750,000 | $22,702 |
| COLD | 750,000 | +750,000 | $22,702 |
| RENAISSANCERE HLDGS LTD |
100,000 | -22,500 | $19,600 |
| RNR | 100,000 | -22,500 | $19,600 |
| VERIZON COMMUNICATIONS INC |
510,000 | +350,000 | $19,227 |
| VZ | 510,000 | +510,000 | $19,227 |
| EVERSOURCE ENERGY |
305,510 | +305,510 | $18,856 |
| ES | 305,510 | +305,510 | $18,856 |
| MERCK & CO INC |
170,000 | -115,900 | $18,533 |
| MRK | 170,000 | -115,900 | $18,533 |
| ESSENTIAL UTILS INC |
464,020 | -5,713,568 | $17,331 |
| WTRG | 464,020 | -5,713,568 | $17,331 |
| SBA COMMUNICATIONS CORP NEW |
66,500 | +46,500 | $16,870 |
| SBAC | 66,500 | +46,500 | $16,870 |
| CONSOLIDATED EDISON INC |
172,000 | -15,000 | $15,647 |
| ED | 172,000 | -15,000 | $15,647 |
| EQUINIX INC |
18,500 | +18,500 | $14,900 |
| EQIX | 18,500 | +18,500 | $14,900 |
| STAG INDL INC |
375,000 | +375,000 | $14,722 |
| STAG | 375,000 | +375,000 | $14,722 |
| ASTRAZENECA PLC |
218,200 | +143,200 | $14,696 |
| AZN | 218,200 | +143,200 | $14,696 |
| SILVERBOW RES INC |
500,000 | +250,000 | $14,540 |
| SBOW | 500,000 | +250,000 | $14,540 |
| EVERGY INC |
263,951 | -2,379,211 | $13,778 |
| EVRG | 263,951 | -2,379,211 | $13,778 |
| OPAL FUELS INC |
2,293,818 | +645,783 | $12,662 |
| OPAL | 2,293,818 | +645,783 | $12,662 |
| CABLE ONE INC |
22,221 | +12,221 | $12,368 |
| CABO | 22,221 | +12,221 | $12,368 |
| KODIAK GAS SVCS INC |
615,152 | -275,806 | $12,352 |
| KGS | 615,152 | -275,806 | $12,352 |
| VIPER ENERGY INC |
383,516 | +383,516 | $12,035 |
| VNOM | 383,516 | +383,516 | $12,035 |
| AMERICAN ELEC PWR CO INC |
143,765 | -1,088,705 | $11,677 |
| AEP | 143,765 | -1,088,705 | $11,677 |
| REXFORD INDL RLTY INC |
186,600 | -73,400 | $10,468 |
| REXR | 186,600 | -73,400 | $10,468 |
| PNM RES INC |
247,917 | +247,917 | $10,313 |
| PNM | 247,917 | +247,917 | $10,313 |
| T MOBILE US INC |
60,000 | -50,000 | $9,620 |
| TMUS | 60,000 | -50,000 | $9,620 |
| APARTMENT INCOME REIT CORP |
273,300 | +273,300 | $9,492 |
| AIRC | 273,300 | +273,300 | $9,492 |
| CONSTELLATION ENERGY CORP |
80,000 | -10,000 | $9,351 |
| CEG | 80,000 | -10,000 | $9,351 |
 NCL CORP LTD |
$9,206 | ||
| NOTE 1 | 10,000,000 | UNCH | $9,206 |
See Full List: All Stocks Held By Zimmer Partners LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Zimmer Partners LP
|
Size ($ in 1000's)
At 12/31/2023: $2,730,348 At 09/30/2023: $3,875,058 Zimmer Partners LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Zimmer Partners LP 13F filings. Link to 13F filings: SEC filings |
