Filer Snapshot

Zimmer Partners, LP

CIK 0001565854. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

65

Latest filing

15 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

ADC

$248.48M reported value

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13D/G large stake

JRVR

14 May 2026 · 10% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13D filed on 15 May 2026 for CIK 0001565854.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$4.08B

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$4.08B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
ADC NI ES WELL XEL
+15 moreTRGP KMI KGS TXNM ENERGY INC PCG ETR IDA WEC TXNM SRE HTO DUK FPS BKV KTOS

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

ADC NI ES WELL XEL TRGP KMI KGS
+12 moreTXNM ENERGY INC PCG ETR IDA WEC TXNM SRE HTO DUK FPS BKV KTOS

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

JRVR

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

HE SNCY YORW JRVR FVR OPAL
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
9 West 57 Th Street, 33 Rd Floor, New York, NY, 10019
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Zimmer Partners, LP

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $4.08B across 120 reported holdings for Q1 2026.
  • Largest parsed 13F holding: ADC at $248.48M.
  • 5 recent 13D/G stake rows found; top row is JRVR at 10% ownership.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 120 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes 5 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 15 May 2026

Top 5 concentration

28%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$1.15B

Compared with $4.08B total 13F value.

Top 5 net change

+$264.83M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: ADC · Largest trim: Txnm Energy Inc

ADC NI ES WELL XEL Other holdings

ADC

6.1%

Agree Rlty Corp

$248.48M

NI

5.9%

Nisource Inc

$239.97M

ES

5.7%

Eversource Energy

$231.58M

WELL

5.4%

Welltower Inc

$221.22M

XEL

5.1%

Xcel Energy Inc

$208.87M

13D/G large-stake context

JRVR

14 May 2026 · Common Stock, par value $0.0002 per share

10%
Issuer page 13D/G history

FVR

31 Dec 2025 · Common Stock, $0.01 par value

4.3%
Issuer page 13D/G history

SNCY

30 Jun 2025 · Common Stock, par value $0.01 per share

4.2%
Issuer page 13D/G history

HE

30 Jun 2025 · Common Stock, no par value per share

2.2%
Issuer page 13D/G history

Latest update

What changed recently for Zimmer Partners, LP

New filing available

Latest Schedule 13D/G period: 14 May 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

15 May 2026

Page type

Filer profile

Latest period

14 May 2026

Schedule 13D/G context is visible from filings filed on 15 May 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Zimmer Partners, LP has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest Schedule 13D/G period: 14 May 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001565854 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
65
First seen
14 Feb 2014
Latest filing
15 May 2026
Entity
Company

Observed form types

13F-HR 13F-HR/A 3 4 SCHEDULE 13D SCHEDULE 13G SCHEDULE 13G/A

CIK-linked evidence first

Zimmer Partners, LP SEC filings Zimmer Partners, LP 13F portfolio Zimmer Partners, LP 13D/G history Open SEC filing index

Latest Filings

Showing the latest 12 of 65 SEC filings for Zimmer Partners, LP.

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SCHEDULE 13D

SCHEDULE 13D filing

Filing date
15 May 2026
Reporting date
Not listed
SEC evidence
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13F-HR

13F-HR filing

Filing date
15 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
17 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
17 Feb 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
14 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
12 Nov 2025
Reporting date
Not listed
SEC evidence
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13F-HR

13F-HR filing

Filing date
14 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Aug 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
14 Aug 2025
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Aug 2025
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Aug 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
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