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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
PEGPublic Svc Enterprise Grp In
Recent Activity
Increased 11.33%
0.46%
$24.8M
278,000 shares@ $89.21 avg price
CHTRCharter Communications Inc N
Recent Activity
Decreased -39.77%
0.46%
$24.779M
76,461 shares@ $324.09 avg price
CTRICenturi Holdings Inc
Recent Activity
Increased 67.39%
0.45%
$24.476M
1.516M shares@ $16.16 avg price
PLDPrologis Inc.
Recent Activity
Decreased -58.33%
0.44%
$23.678M
187,500 shares@ $126.28 avg price
LINELineage Inc
Recent Activity
New Position
0.44%
$23.592M
301,000 shares@ $78.38 avg price
MRKMerck & Co Inc
Recent Activity
Increased 36.85%
0.43%
$23.325M
205,400 shares@ $113.56 avg price
SNYSanofi
Recent Activity
Increased 77.65%
0.43%
$23.196M
402,500 shares@ $57.63 avg price
RXORxo Inc
Recent Activity
New Position
0.42%
$22.68M
810,000 shares@ $28.0 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -7.14%
0.4%
$21.544M
65,000 shares@ $331.44 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
New Position
0.37%
$19.836M
760,000 shares@ $26.1 avg price