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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
EXCExelon Corp
Recent Activity
Decreased -74.36%
0.29%
$15.855M
391,000 shares@ $40.55 avg price
VNOMViper Energy Inc
Recent Activity
Increased 343.99%
0.27%
$14.661M
325,000 shares@ $45.11 avg price
VVXV2x Inc
Recent Activity
New Position
0.27%
$14.659M
262,420 shares@ $55.86 avg price
IVTInventrust Pptys Corp
Recent Activity
New Position
0.26%
$14.185M
500,000 shares@ $28.37 avg price
XELXcel Energy Inc
Recent Activity
Decreased -92.97%
0.26%
$13.876M
212,500 shares@ $65.3 avg price
LTMLatam Airlines Group Sa
Recent Activity
New Position
0.25%
$13.461M
509,684 shares@ $26.41 avg price
TDGTransdigm Group Inc
Recent Activity
Decreased -10%
0.24%
$12.844M
9,000 shares@ $1427.13 avg price
NSCNorfolk Southn Corp
Recent Activity
Decreased -49.59%
0.23%
$12.425M
50,000 shares@ $248.5 avg price
GEGe Aerospace
Recent Activity
New Position
0.23%
$12.258M
65,000 shares@ $188.58 avg price
BECNBeacon Roofing Supply Inc
Recent Activity
Decreased -3.44%
0.23%
$12.1M
140,000 shares@ $86.43 avg price