Barbara Burger

@Zimmer Partners, Lp

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$5.483B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GFLGfl Environmental Inc Recent Activity New Position	0.19%	$9.97M 250,000 shares@ $39.88 avg price	New Position
EIXEdison Intl Recent Activity New Position	0.16%	$8.709M↓ Put 100,000 shares@ $87.09 avg price	New Position
EMEEmcor Group Inc Recent Activity New Position	0.16%	$8.611M 20,000 shares@ $430.53 avg price	New Position
SWXSouthwest Gas Hldgs Inc Recent Activity New Position	0.13%	$6.823M 92,500 shares@ $73.76 avg price	New Position
AMGNAmgen Inc Recent Activity New Position	0.11%	$5.8M 18,000 shares@ $322.21 avg price	New Position
FLNCFluence Energy Inc Recent Activity New Position	0.11%	$5.678M 250,000 shares@ $22.71 avg price	New Position
TOLToll Brothers Inc Recent Activity New Position	0.1%	$5.407M 35,000 shares@ $154.49 avg price	New Position
ESSEssex Ppty Tr Inc Recent Activity New Position	0.1%	$5.081M 17,200 shares@ $295.42 avg price	New Position
SUISun Cmntys Inc Recent Activity New Position	0.1%	$5.068M 37,500 shares@ $135.15 avg price	New Position
TWFGTwfg Inc Recent Activity New Position	0.08%	$4.109M 151,500 shares@ $27.12 avg price	New Position