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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
CSWICsw Industrials Inc
Recent Activity
New Position
0.35%
$18.796M
51,300 shares@ $366.39 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 38.47%
0.35%
$18.684M
90,000 shares@ $207.6 avg price
FRFirst Indl Rlty Tr Inc
Recent Activity
New Position
0.35%
$18.649M
333,136 shares@ $55.98 avg price
BKVBkv Corp
Recent Activity
New Position
0.34%
$18.601M
1.017M shares@ $18.29 avg price
CRHCrh Plc
Recent Activity
Decreased -16.66%
0.34%
$18.548M
200,000 shares@ $92.74 avg price
DLRDigital Rlty Tr Inc
Recent Activity
Decreased -14.28%
0.32%
$17.477M
107,994 shares@ $161.83 avg price
AZOAutozone Inc
Recent Activity
Increased 37.5%
0.32%
$17.325M
5,500 shares@ $3150.04 avg price
NVTNvent Electric Plc
Recent Activity
Increased 6.67%
0.31%
$16.862M
240,000 shares@ $70.26 avg price
PHParker-hannifin Corp
Recent Activity
Decreased -34%
0.31%
$16.68M
26,400 shares@ $631.82 avg price
WAYWaystar Hldg Corp
Recent Activity
Decreased -39.32%
0.3%
$16.173M
579,868 shares@ $27.9 avg price