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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
SRESempra
Recent Activity
2.91%
$159.299M
1.905M shares@ $83.63 avg price
TXNMTxnm Energy Inc
Recent Activity
Decreased -5.39%
2.78%
$152.19M
3.477M shares@ $43.78 avg price
HEHawaiian Elec Industries
Recent Activity
New Position
2.65%
$145.2M
15M shares@ $9.68 avg price
PCGPg&e Corp
Recent Activity
Decreased -10.42%
2.47%
$135.359M
6.847M shares@ $19.77 avg price
CTRECaretrust Reit Inc
Recent Activity
Increased 5.96%
1.95%
$106.455M
3.45M shares@ $30.87 avg price
BKHBlack Hills Corp
Recent Activity
New Position
1.76%
$96.374M
1.577M shares@ $61.12 avg price
PACSPacs Group Inc
Recent Activity
Increased 191.2%
1.7%
$93.111M
2.33M shares@ $39.97 avg price
WECWec Energy Group Inc
Recent Activity
Decreased -19.99%
1.69%
$92.169M
958,294 shares@ $96.19 avg price
PORPortland Gen Elec Co
Recent Activity
Increased 106.96%
1.61%
$88.258M
1.843M shares@ $47.91 avg price
FANGDiamondback Energy Inc
Recent Activity
New Position
1.61%
$87.924M
510,000 shares@ $172.4 avg price