0001085146-24-002593.txt : 20240515 0001085146-24-002593.hdr.sgml : 20240515 20240515160324 ACCESSION NUMBER: 0001085146-24-002593 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Zimmer Partners, LP CENTRAL INDEX KEY: 0001565854 ORGANIZATION NAME: IRS NUMBER: 900883937 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15382 FILM NUMBER: 24950227 BUSINESS ADDRESS: STREET 1: 9 WEST 57TH STREET STREET 2: 33RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: 212.440.0770 MAIL ADDRESS: STREET 1: 9 WEST 57TH STREET STREET 2: 33RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001565854 XXXXXXXX 03-31-2024 03-31-2024 false Zimmer Partners, LP

9 WEST 57TH STREET 33RD FLOOR NEW YORK NY 10019

13F HOLDINGS REPORT 028-15382 000165684 801-77360 N Barbara Burger 212.440.0749 /s/Barbara Burger New York NY 05-15-2024 0 131 4679556920 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 4D MOLECULAR THERAPEUTICS IN COM 35104E100 4422168 138800 SH SOLE 138800 0 0 ADT INC DEL COM 00090Q103 2352121 350018 SH SOLE 350018 0 0 AES CORP COM 00130H105 33439450 1865000 SH SOLE 1865000 0 0 ALGONQUIN PWR UTILS CORP UNIT 06/15/2024 015857873 852214 38679 SH SOLE 38679 0 0 ALLEGRO MICROSYSTEMS INC COM 01749D105 8398579 311520 SH SOLE 311520 0 0 ALTO NEUROSCIENCE INC COM SHS 02157Q109 1151250 75000 SH SOLE 75000 0 0 AMEREN CORP COM 023608102 283111262 3827897 SH SOLE 3827897 0 0 AMERICAN ELEC PWR CO INC COM 025537101 83947500 975000 SH SOLE 975000 0 0 AMERICAN HEALTHCARE REIT INC COM SHS 398182303 6268750 425000 SH SOLE 425000 0 0 AMERICOLD REALTY TRUST INC COM 03064D108 2070852 83100 SH SOLE 83100 0 0 APARTMENT INCOME REIT CORP COM 03750L109 811750 25000 SH SOLE 25000 0 0 ARCBEST CORP COM 03937C105 7837500 55000 SH SOLE 55000 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 18624475 274900 SH SOLE 274900 0 0 AT&T INC COM 00206R102 70400000 4000000 SH SOLE 4000000 0 0 AUTONATION INC COM 05329W102 6126460 37000 SH SOLE 37000 0 0 AUTOZONE INC COM 053332102 10085280 3200 SH SOLE 3200 0 0 AVERY DENNISON CORP COM 053611109 6027750 27000 SH SOLE 27000 0 0 BBB FOODS INC CL A COM G0896C103 1189000 50000 SH SOLE 50000 0 0 BEACON ROOFING SUPPLY INC COM 073685109 35777300 365000 SH SOLE 365000 0 0 BIOGEN INC COM 09062X103 28021119 129950 SH SOLE 129950 0 0 BOOKING HOLDINGS INC COM 09857L108 7255760 2000 SH SOLE 2000 0 0 BRIDGEBIO PHARMA INC COM 10806X102 2263344 73200 SH SOLE 73200 0 0 CABLE ONE INC COM 12685J105 11445667 27050 SH SOLE 27050 0 0 CADRE HLDGS INC COM 12763L105 11990345 331225 SH SOLE 331225 0 0 CALIFORNIA WTR SVC GROUP COM 130788102 7957144 171195 SH SOLE 171195 0 0 CANADIAN NATL RY CO COM 136375102 1448810 11000 SH SOLE 11000 0 0 CARETRUST REIT INC COM 14174T107 41762723 1713694 SH SOLE 1713694 0 0 CATERPILLAR INC COM 149123101 9791010 26720 SH SOLE 26720 0 0 CELANESE CORP DEL COM 150870103 5671380 33000 SH SOLE 33000 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 32074217 110361 SH SOLE 110361 0 0 CHENIERE ENERGY INC COM NEW 16411R208 197200765 1222723 SH SOLE 1222723 0 0 CHESAPEAKE UTILS CORP COM 165303108 63913674 595654 SH SOLE 595654 0 0 CLEAN ENERGY FUELS CORP COM 184499101 1407000 525000 SH SOLE 525000 0 0 CMS ENERGY CORP COM 125896100 51924018 860524 SH SOLE 860524 0 0 CONSTELLATION ENERGY CORP COM 21037T109 13327685 72100 SH SOLE 72100 0 0 CORE & MAIN INC CL A 21874C102 24331250 425000 SH SOLE 425000 0 0 CORPAY INC COM SHS 219948106 15427000 50000 SH SOLE 50000 0 0 CRESCENT ENERGY COMPANY CL A COM 44952J104 17731000 1490000 SH SOLE 1490000 0 0 CRH PLC ORD G25508105 11700306 135640 SH SOLE 135640 0 0 CROWN CASTLE INC COM 22822V101 21356494 201800 SH SOLE 201800 0 0 CSX CORP COM 126408103 2858097 77100 SH SOLE 77100 0 0 CYTOKINETICS INC COM NEW 23282W605 2706246 38600 SH SOLE 38600 0 0 DHT HOLDINGS INC SHS NEW Y2065G121 5235456 455257 SH SOLE 455257 0 0 DIGITAL RLTY TR INC COM 253868103 10486112 72800 SH SOLE 72800 0 0 DT MIDSTREAM INC COMMON STOCK 23345M107 20142593 329666 SH SOLE 329666 0 0 DTE ENERGY CO COM 233331107 7008750 62500 SH Put SOLE 62500 0 0 EASTGROUP PPTYS INC COM 277276101 36054312 200558 SH SOLE 200558 0 0 EATON CORP PLC SHS G29183103 16653337 53260 SH SOLE 53260 0 0 ELI LILLY & CO COM 532457108 19371204 24900 SH SOLE 24900 0 0 ELME COMMUNITIES SH BEN INT 939653101 3688800 265000 SH SOLE 265000 0 0 ENBRIDGE INC COM 29250N105 12677939 350000 SH SOLE 350000 0 0 ENCORE CAP GROUP INC COM 292554102 259977 5700 SH SOLE 5700 0 0 ENTERGY CORP NEW COM 29364G103 82641760 782000 SH SOLE 782000 0 0 EQUINIX INC COM 29444U700 28473885 34500 SH SOLE 34500 0 0 EQUITRANS MIDSTREAM CORP COM 294600101 36397771 2914153 SH SOLE 2914153 0 0 ESSENTIAL UTILS INC COM 29670G102 3645720 98400 SH SOLE 98400 0 0 EVEREST GROUP LTD COM G3223R108 16893750 42500 SH SOLE 42500 0 0 EVERGY INC COM 30034W106 124182431 2326385 SH SOLE 2326385 0 0 EVERSOURCE ENERGY COM 30040W108 151642168 2537095 SH SOLE 2537095 0 0 EVOLUS INC COM 30052C107 4200000 300000 SH SOLE 300000 0 0 EXPEDIA GROUP INC COM NEW 30212P303 6887500 50000 SH SOLE 50000 0 0 FIRSTENERGY CORP COM 337932107 141955573 3675701 SH SOLE 3675701 0 0 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 28008050 215000 SH SOLE 215000 0 0 GMS INC COM 36251C103 1460100 15000 SH SOLE 15000 0 0 IMMATICS N.V SHS N44445109 4172470 397000 SH SOLE 397000 0 0 IMMUNOME INC COM 45257U108 1851000 75000 SH SOLE 75000 0 0 INNOVATIVE INDL PPTYS INC COM 45781V101 80247020 775034 SH SOLE 775034 0 0 IONIS PHARMACEUTICALS INC COM 462222100 11717505 270300 SH SOLE 270300 0 0 IOVANCE BIOTHERAPEUTICS INC COM 462260100 644670 43500 SH SOLE 43500 0 0 JOHNSON CTLS INTL PLC SHS G51502105 7899801 120940 SH SOLE 120940 0 0 KALVISTA PHARMACEUTICALS INC COM 483497103 830200 70000 SH SOLE 70000 0 0 KINETIK HOLDINGS INC COM NEW CL A 02215L209 62472622 1566908 SH SOLE 1566908 0 0 KODIAK GAS SVCS INC COM 50012A108 15246206 557652 SH SOLE 557652 0 0 KYNDRYL HLDGS INC COMMON STOCK 50155Q100 55333178 2542885 SH SOLE 2542885 0 0 MERCK & CO INC COM 58933Y105 41204686 312275 SH SOLE 312275 0 0 MICROSOFT CORP COM 594918104 4754136 11300 SH SOLE 11300 0 0 MIDDLEBY CORP COM 596278101 7796707 48490 SH SOLE 48490 0 0 MOHAWK INDS INC COM 608190104 7198950 55000 SH SOLE 55000 0 0 NCL CORP LTD NOTE 1.125% 2/1 62886HBD2 9470500 10000000 SH SOLE 10000000 0 0 NEXTERA ENERGY INC COM 65339F101 174806632 2735200 SH SOLE 2735200 0 0 NISOURCE INC COM 65473P105 246388171 8907743 SH SOLE 8907743 0 0 NORFOLK SOUTHN CORP COM 655844108 9557625 37500 SH SOLE 37500 0 0 NRG ENERGY INC COM NEW 629377508 64305500 950000 SH SOLE 950000 0 0 NVENT ELECTRIC PLC SHS G6700G107 11195392 148480 SH SOLE 148480 0 0 ONE GAS INC COM 68235P108 16939125 262500 SH SOLE 262500 0 0 OPAL FUELS INC CLASS A COM 68347P103 10544716 2100541 SH SOLE 2100541 0 0 PARKER-HANNIFIN CORP COM 701094104 16351342 29420 SH SOLE 29420 0 0 PEMBINA PIPELINE CORP COM 706327103 22062352 625000 SH SOLE 625000 0 0 PENTAIR PLC SHS G7S00T104 11769360 137750 SH SOLE 137750 0 0 PG&E CORP COM 69331C108 202424096 12077810 SH SOLE 12077810 0 0 PG&E CORP COM 69331C108 75420000 4500000 SH Call SOLE 4500000 0 0 PINNACLE WEST CAP CORP COM 723484101 198408897 2655010 SH SOLE 2655010 0 0 PNM RES INC COM 69349H107 133684821 3551669 SH SOLE 3551669 0 0 PROLOGIS INC. COM 74340W103 11719800 90000 SH SOLE 90000 0 0 PUBLIC STORAGE COM 74460D109 16098330 55500 SH SOLE 55500 0 0 QUANTA SVCS INC COM 74762E102 8071986 31070 SH SOLE 31070 0 0 R1 RCM INC COM 77634L105 3397718 263798 SH SOLE 263798 0 0 REV GROUP INC COM 749527107 5085648 230224 SH SOLE 230224 0 0 REXFORD INDL RLTY INC COM 76169C100 4401250 87500 SH SOLE 87500 0 0 RYAN SPECIALTY HOLDINGS INC CL A 78351F107 252580722 4551004 SH SOLE 4551004 0 0 SANA BIOTECHNOLOGY INC COM 799566104 2025000 202500 SH SOLE 202500 0 0 SANOFI SPONSORED ADR 80105N105 31520988 648580 SH SOLE 648580 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 40219520 185600 SH SOLE 185600 0 0 SEMPRA COM 816851109 117528390 1636202 SH SOLE 1636202 0 0 SIMON PPTY GROUP INC NEW COM 828806109 9780625 62500 SH SOLE 62500 0 0 SMITH DOUGLAS HOMES CORP COM SHS CL A 83207R107 9652500 325000 SH SOLE 325000 0 0 SNAP ON INC COM 833034101 7319596 24710 SH SOLE 24710 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 4969165 9500 SH SOLE 9500 0 0 STAG INDL INC COM 85254J102 1441500 37500 SH SOLE 37500 0 0 SYNDAX PHARMACEUTICALS INC COM 87164F105 3689000 155000 SH SOLE 155000 0 0 TARGA RES CORP COM 87612G101 183294033 1636700 SH SOLE 1636700 0 0 TEREX CORP NEW COM 880779103 5524876 85790 SH SOLE 85790 0 0 TOLL BROTHERS INC COM 889478103 11643300 90000 SH SOLE 90000 0 0 TORTOISE ENERGY INDEPENDENC COM 89148K200 261870 7766 SH SOLE 7766 0 0 TORTOISE ENERGY INFRA CORP COM 89147L886 1868757 60458 SH SOLE 60458 0 0 TORTOISE MIDSTRM ENERGY FD I COM 89148B200 707763 18465 SH SOLE 18465 0 0 TORTOISE PIPELINE & ENERGY F COM 89148H207 303901 9611 SH SOLE 9611 0 0 TORTOISE PWR & ENERGY INFRAS COM 89147X104 211953 13599 SH SOLE 13599 0 0 TRANSDIGM GROUP INC COM 893641100 6909276 5610 SH SOLE 5610 0 0 TURNSTONE BIOLOGICS CORP COM 90042W100 469048 179026 SH SOLE 179026 0 0 UDR INC COM 902653104 935250 25000 SH SOLE 25000 0 0 UGI CORP NEW COM 902681105 24540000 1000000 SH SOLE 1000000 0 0 UNION PAC CORP COM 907818108 4451333 18100 SH SOLE 18100 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 23078000 550000 SH SOLE 550000 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 2450100 30000 SH SOLE 30000 0 0 VIPER ENERGY INC CL A 927959106 3776772 98200 SH SOLE 98200 0 0 VISTRA CORP COM 92840M102 45446625 652500 SH SOLE 652500 0 0 WELLTOWER INC COM 95040Q104 309917120 3316750 SH SOLE 3316750 0 0 WESCO INTL INC COM 95082P105 17984400 105000 SH SOLE 105000 0 0 XCEL ENERGY INC COM 98389B100 50122144 932505 SH SOLE 932505 0 0 YORK WTR CO COM 987184108 27035078 745384 SH SOLE 745384 0 0