0001315863-23-000709.txt : 20230814
0001315863-23-000709.hdr.sgml : 20230814
20230814160020
ACCESSION NUMBER: 0001315863-23-000709
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230814
DATE AS OF CHANGE: 20230814
EFFECTIVENESS DATE: 20230814
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Zimmer Partners, LP
CENTRAL INDEX KEY: 0001565854
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: 231169480
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
06-30-2023
06-30-2023
Zimmer Partners, LP
9 WEST 57TH STREET
33RD FLOOR
NEW YORK
NY
10019
13F HOLDINGS REPORT
028-15382
000165684
801-77360
N
Barbara Burger
General Counsel
212.440.0749
/s/ Barbara Burger
New York
NY
08-14-2023
0
111
4245110549
false
INFORMATION TABLE
2
zimmerptnrs2ndq23.inftbl.xml
ZIMMER PARTNERS, LP 13F 2ND Q 2023
ACELYRIN INC
COM
00445A100
250800
12000
SH
SOLE
12000
0
0
AES CORP
COM
00130H105
3368625
162500
SH
SOLE
162500
0
0
AGREE RLTY CORP
COM
008492100
49042500
750000
SH
SOLE
750000
0
0
ALGONQUIN PWR UTILS CORP
COM
015857105
826000
100000
SH
SOLE
100000
0
0
ALGONQUIN PWR UTILS CORP
UNIT 06/15/2024
015857873
1133798
38679
SH
SOLE
38679
0
0
ALKERMES PLC
SHS
G01767105
3411700
109000
SH
SOLE
109000
0
0
ALLETE INC
COM NEW
018522300
35376193
610250
SH
SOLE
610250
0
0
AMAZON COM INC
COM
023135106
6518000
50000
SH
SOLE
50000
0
0
AMERICAN ELEC PWR CO INC
COM
025537101
93852351
1114636
SH
SOLE
1114636
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
10666700
55000
SH
SOLE
55000
0
0
AMERICAN WTR WKS CO INC NEW
COM
030420103
198917557
1393468
SH
SOLE
1393468
0
0
APARTMENT INCOME REIT CORP
COM
03750L109
1804500
50000
SH
SOLE
50000
0
0
ARGENX SE
SPONSORED ADR
04016X101
1870704
4800
SH
SOLE
4800
0
0
ASTRAZENECA PLC
SPONSORED ADR
046353108
3206336
44800
SH
SOLE
44800
0
0
ATS CORPORATION
COM
00217Y104
9218000
200000
SH
SOLE
200000
0
0
BIOGEN INC
COM
09062X103
5583060
19600
SH
SOLE
19600
0
0
BLACK HILLS CORP
COM
092113109
39325676
652600
SH
SOLE
652600
0
0
BLUEPRINT MEDICINES CORP
COM
09627Y109
1794880
28400
SH
SOLE
28400
0
0
BLUESCAPE OPPORTUNITIES ACQU
*W EXP 10/28/202
G1195N113
229230
4245000
SH
SOLE
4245000
0
0
BRIXMOR PPTY GROUP INC
COM
11120U105
55000000
2500000
SH
SOLE
2500000
0
0
CAMECO CORP
COM
13321L108
97279713
3105002
SH
SOLE
3105002
0
0
CANADIAN NATL RY CO
COM
136375102
2663540
22000
SH
SOLE
22000
0
0
CANADIAN PACIFIC KANSAS CITY
COM
13646K108
605798
7500
SH
SOLE
7500
0
0
CANNAE HLDGS INC
COM
13765N107
3536750
175000
SH
SOLE
175000
0
0
CASELLA WASTE SYS INC
CL A
147448104
13567500
150000
SH
SOLE
150000
0
0
CAVA GROUP INC
COM
148929102
409500
10000
SH
SOLE
10000
0
0
CHENIERE ENERGY INC
COM NEW
16411R208
52747032
346200
SH
SOLE
346200
0
0
CMS ENERGY CORP
COM
125896100
4156563
70750
SH
SOLE
70750
0
0
CONSOLIDATED EDISON INC
COM
209115104
4068000
45000
SH
SOLE
45000
0
0
COREBRIDGE FINL INC
COM
21871X109
93679537
5304617
SH
SOLE
5304617
0
0
CSX CORP
COM
126408103
2100560
61600
SH
SOLE
61600
0
0
CYTOKINETICS INC
COM NEW
23282W605
1631000
50000
SH
SOLE
50000
0
0
DAQO NEW ENERGY CORP
SPNSRD ADS NEW
23703Q203
23569255
593684
SH
SOLE
593684
0
0
DOMINION ENERGY INC
COM
25746U109
4143200
80000
SH
SOLE
80000
0
0
DT MIDSTREAM INC
COMMON STOCK
23345M107
76313065
1539501
SH
SOLE
1539501
0
0
DTE ENERGY CO
COM
233331107
94980266
863300
SH
SOLE
863300
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
101677843
1133027
SH
SOLE
1133027
0
0
EASTGROUP PPTYS INC
COM
277276101
40987828
236105
SH
SOLE
236105
0
0
EDISON INTL
COM
281020107
6257445
90100
SH
SOLE
90100
0
0
EDISON INTL
COM
281020107
104175000
1500000
SH
Put
SOLE
1500000
0
0
ENBRIDGE INC
COM
29250N105
14850155
400000
SH
SOLE
400000
0
0
ENTERGY CORP NEW
COM
29364G103
128473483
1319436
SH
SOLE
1319436
0
0
EQUINIX INC
COM
29444U700
9799250
12500
SH
SOLE
12500
0
0
EQUITRANS MIDSTREAM CORP
COM
294600101
107072000
11200000
SH
SOLE
11200000
0
0
EQUITY LIFESTYLE PPTYS INC
COM
29472R108
19230875
287500
SH
SOLE
287500
0
0
ESSENTIAL UTILS INC
COM
29670G102
83662455
2096278
SH
SOLE
2096278
0
0
EVEREST RE GROUP LTD
COM
G3223R108
81191750
237500
SH
SOLE
237500
0
0
EVERGY INC
COM
30034W106
101124027
1730983
SH
SOLE
1730983
0
0
EVERSOURCE ENERGY
COM
30040W108
12269160
173000
SH
SOLE
173000
0
0
FERGUSON PLC NEW
SHS
G3421J106
6087897
38700
SH
SOLE
38700
0
0
FIRSTENERGY CORP
COM
337932107
38027790
978081
SH
SOLE
978081
0
0
GENERAL MTRS CO
COM
37045V100
52538000
1362500
SH
SOLE
1362500
0
0
GULFPORT ENERGY CORP
COMMON SHARES
402635502
21014000
200000
SH
SOLE
200000
0
0
HEALTHPEAK PROPERTIES INC
COM
42250P103
1507500
75000
SH
SOLE
75000
0
0
HESS MIDSTREAM LP
CL A SHS
428103105
12701520
414000
SH
SOLE
414000
0
0
HILTON WORLDWIDE HLDGS INC
COM
43300A203
21104750
145000
SH
SOLE
145000
0
0
IMMUNOCORE HLDGS PLC
ADS
45258D105
2134576
35600
SH
SOLE
35600
0
0
INCYTE CORP
COM
45337C102
958650
15400
SH
SOLE
15400
0
0
INNOVATIVE INDL PPTYS INC
COM
45781V101
90349875
1237500
SH
SOLE
1237500
0
0
INTEL CORP
COM
458140100
5016000
150000
SH
SOLE
150000
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
6690500
50000
SH
SOLE
50000
0
0
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
3124044
25200
SH
SOLE
25200
0
0
KENVUE INC
COM
49177J102
7926000
300000
SH
SOLE
300000
0
0
KODIAK GAS SVCS INC
COM
50012A108
21112000
1300000
SH
SOLE
1300000
0
0
KYNDRYL HLDGS INC
COMMON STOCK
50155Q100
20358360
1533009
SH
SOLE
1533009
0
0
MICROSOFT CORP
COM
594918104
3405400
10000
SH
SOLE
10000
0
0
MID-AMER APT CMNTYS INC
COM
59522J103
28473750
187500
SH
SOLE
187500
0
0
NCL CORP LTD
NOTE 1.125% 2/1
62886HBD2
9097100
10000000
SH
SOLE
10000000
0
0
NEUROCRINE BIOSCIENCES INC
COM
64125C109
1716260
18200
SH
SOLE
18200
0
0
NISOURCE INC
COM
65473P105
134348588
4912197
SH
SOLE
4912197
0
0
NORFOLK SOUTHN CORP
COM
655844108
53288600
235000
SH
SOLE
235000
0
0
NRG ENERGY INC
COM NEW
629377508
34113290
912364
SH
SOLE
912364
0
0
NXG NEXTGEN INFRASTR INCM FD
COM
231647207
2980337
77512
SH
SOLE
77512
0
0
ONEOK INC NEW
COM
682680103
5246200
85000
SH
SOLE
85000
0
0
OPAL FUELS INC
CLASS A COM
68347P103
13540766
1815116
SH
SOLE
1815116
0
0
ORACLE CORP
COM
68389X105
47636000
400000
SH
SOLE
400000
0
0
PG&E CORP
COM
69331C108
200672294
11612980
SH
SOLE
11612980
0
0
PG&E CORP
COM
69331C108
60480000
3500000
SH
Call
SOLE
3500000
0
0
PINNACLE WEST CAP CORP
COM
723484101
7412860
91000
SH
SOLE
91000
0
0
PORTLAND GEN ELEC CO
COM NEW
736508847
186966480
3992451
SH
SOLE
3992451
0
0
PPL CORP
COM
69351T106
157447716
5950405
SH
SOLE
5950405
0
0
PROLOGIS INC.
COM
74340W103
33723250
275000
SH
SOLE
275000
0
0
PUBLIC STORAGE
COM
74460D109
9486100
32500
SH
SOLE
32500
0
0
REALTY INCOME CORP
COM
756109104
19431750
325000
SH
SOLE
325000
0
0
REGENCY CTRS CORP
COM
758849103
23163750
375000
SH
SOLE
375000
0
0
RENAISSANCERE HLDGS LTD
COM
G7496G103
75540600
405000
SH
SOLE
405000
0
0
RENEW ENERGY GLOBAL PLC
CL A SHS
G7500M104
17636016
3218251
SH
SOLE
3218251
0
0
ROGERS COMMUNICATIONS INC
CL B
775109200
1044823
22900
SH
SOLE
22900
0
0
RYAN SPECIALTY HOLDINGS INC
CL A
78351F107
216190509
4816006
SH
SOLE
4816006
0
0
SANOFI
SPONSORED ADR
80105N105
8617532
159880
SH
SOLE
159880
0
0
SAVERS VALUE VLG INC
COM
80517M109
1185000
50000
SH
SOLE
50000
0
0
SBA COMMUNICATIONS CORP NEW
CL A
78410G104
2897000
12500
SH
SOLE
12500
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
78528000
1200000
SH
Call
SOLE
1200000
0
0
SEMPRA
COM
816851109
54669045
375500
SH
SOLE
375500
0
0
SKYWARD SPECIALTY INS GROUP
COM
830940102
16510000
650000
SH
SOLE
650000
0
0
SOUTHERN CO
COM
842587107
106750846
1519585
SH
SOLE
1519585
0
0
SPIRE INC
COM
84857L101
3044232
47986
SH
SOLE
47986
0
0
TARGA RES CORP
COM
87612G101
240095500
3155000
SH
SOLE
3155000
0
0
T-MOBILE US INC
COM
872590104
68755500
495000
SH
SOLE
495000
0
0
TORTOISE ENERGY INDEPENDENC
COM
89148K200
244490
8504
SH
SOLE
8504
0
0
TORTOISE ENERGY INFRA CORP
COM
89147L886
1966860
67706
SH
SOLE
67706
0
0
TORTOISE MIDSTRM ENERGY FD I
COM
89148B200
704971
20369
SH
SOLE
20369
0
0
TORTOISE PIPELINE & ENERGY F
COM
89148H207
292032
10662
SH
SOLE
10662
0
0
TORTOISE PWR & ENERGY INFRAS
COM
89147X104
198309
15012
SH
SOLE
15012
0
0
UNION PAC CORP
COM
907818108
3703622
18100
SH
SOLE
18100
0
0
VENTAS INC
COM
92276F100
42543000
900000
SH
SOLE
900000
0
0
VISTRA CORP
COM
92840M102
36093750
1375000
SH
SOLE
1375000
0
0
WELLTOWER INC
COM
95040Q104
40445000
500000
SH
SOLE
500000
0
0
WEYERHAEUSER CO MTN BE
COM NEW
962166104
34766625
1037500
SH
SOLE
1037500
0
0
XCEL ENERGY INC
COM
98389B100
12434000
200000
SH
SOLE
200000
0
0
YORK WTR CO
COM
987184108
29352174
711223
SH
SOLE
711223
0
0