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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
PNWPinnacle West Cap Corp
Recent Activity
Increased 5.67%
4.69%
$256.882M
2.9M shares@ $88.6 avg price
CTRECaretrust Reit Inc
Recent Activity
Increased 5.96%
1.95%
$106.455M
3.45M shares@ $30.87 avg price
PACSPacs Group Inc
Recent Activity
Increased 191.2%
1.7%
$93.111M
2.33M shares@ $39.97 avg price
PORPortland Gen Elec Co
Recent Activity
Increased 106.96%
1.61%
$88.258M
1.843M shares@ $47.91 avg price
GTESGates Indl Corp Plc
Recent Activity
Increased 141.2%
1.35%
$73.946M
4.213M shares@ $17.56 avg price
KDKyndryl Hldgs Inc
Recent Activity
Increased 1.86%
1.15%
$62.595M
2.724M shares@ $22.98 avg price
CNMCore & Main Inc
Recent Activity
Increased 535.61%
1.06%
$57.853M
1.303M shares@ $44.4 avg price
KGSKodiak Gas Svcs Inc
Recent Activity
Increased 313.01%
0.95%
$51.616M
1.78M shares@ $29.0 avg price
EGEverest Group Ltd
Recent Activity
Increased 26.23%
0.91%
$49.458M
126,224 shares@ $391.84 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Increased 6953.25%
0.88%
$48.03M
468,124 shares@ $102.6 avg price