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Barbara Burger

@Zimmer Partners, Lp

Latest period2024 - Q3ReportedManaged Assets$5.483BTotal holdings145
Assets growth rate1.09%Assets growth rate (2-Q avg)8.5%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Zimmer Partners, Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 145 positions.

Assets under management

The assets under management (AUM) of Zimmer Partners, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 5.483B in assets, with a quarterly growth rate of 1.09% and a 2-quarter average growth rate of 8.5%. The portfolio is managed by Barbara Burger, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DUKDuke Energy Corp New
Recent Activity
New Position
3.04%
$166.263M
1.442M shares@ $115.3 avg price
HEHawaiian Elec Industries
Recent Activity
New Position
2.65%
$145.2M
15M shares@ $9.68 avg price
BKHBlack Hills Corp
Recent Activity
New Position
1.76%
$96.374M
1.577M shares@ $61.12 avg price
FANGDiamondback Energy Inc
Recent Activity
New Position
1.61%
$87.924M
510,000 shares@ $172.4 avg price
DTEDte Energy Co
Recent Activity
New Position
1.28%
$69.894M
544,300 shares@ $128.41 avg price
CWSTCasella Waste Sys Inc
Recent Activity
New Position
0.93%
$50.854M
511,150 shares@ $99.5 avg price
AWKAmerican Wtr Wks Co Inc New
Recent Activity
New Position
0.81%
$43.872M
300,000 shares@ $146.24 avg price
NHINational Health Invs Inc
Recent Activity
New Position
0.46%
$25.218M
300,000 shares@ $84.06 avg price
LINELineage Inc
Recent Activity
New Position
0.44%
$23.592M
301,000 shares@ $78.38 avg price
RXORxo Inc
Recent Activity
New Position
0.42%
$22.68M
810,000 shares@ $28.0 avg price