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Zimmer Partners, LP
Stuart James Zimmer · Hedge Fund · Long/Short Equity
Zimmer Partners, LP is a New York-based investment management firm specializing in the energy and utilities sectors. Founded by Stuart James Zimmer in 2012 following his tenure at Zimmer Lucas Partners, the firm operates primarily as a hedge fund manager with a focus on alternative investments. It employs a value-oriented approach to identify opportunities across public equities, fixed income, and other alternative assets. The firm is known for its intensive fundamental research and data-driven analysis, serving a diverse client base that includes institutional investors and high-net-worth individuals.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +10.0% |
| YTD return | +9.0% |
| Sharpe ratio | 4.77 |
| Win rate | 43% |
| AUM | $2.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.zimmerpartners.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| WELL | Welltower Inc | 10.9% | +24.6% |
| TRGP | Targa Resources Inc | 7.8% | +58.1% |
| ES | Eversource Energy | 7.6% | -5.3% |
| NI | NiSource Inc | 7.2% | -8.5% |
| XEL | Xcel Energy Inc | 7.2% | -9.8% |
| KGS | Kodiak Gas Services, Inc. | 6.6% | +26.7% |
| PCG | PG&E Corp | 5.8% | -10.0% |
| KMI | Kinder Morgan Inc | 5.6% | +5.4% |
| PPL | PPL Corporation | 5.5% | -3.3% |
| ADC | Agree Realty Corporation | 5.4% | -10.5% |
| LNG | Cheniere Energy Inc | 5.3% | -2.2% |
| MAIR | Madison Air Solutions Corporation | 4.2% | -8.1% |
| SRE | Sempra Energy | 3.2% | -7.9% |
| MGEE | MGE Energy Inc | 3.1% | -6.8% |
| FPS | Forgent Power Solutions, Inc. | 2.8% | -15.7% |
| JAN | Janus Living, Inc. | 2.7% | -1.4% |
| IDA | IDACORP Inc | 2.6% | -3.5% |
| PH | Parker-Hannifin Corporation | 2.3% | -3.6% |
| CTRE | CareTrust REIT Inc. | 2.3% | +5.3% |
| NHP | National Healthcare Properties, Inc. | 2.0% | +3.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | NHP | 0.0% → 2.0% |
| Sep 14, 2026 | SELL | WM | 2.0% → 0.0% |
| Sep 14, 2026 | BUY | MAIR | 4.4% → 4.2% |
| Sep 14, 2026 | BUY | NI | 7.0% → 7.2% |
| Sep 14, 2026 | BUY | KMI | 5.6% → 5.6% |
Investment Style Analysis
Zimmer Partners, LP is widely recognized for employing a Long/Short Equity strategy. As of Sep 21, 2026, the firm oversees approximately $2.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Utilities - Regulated Electric and Oil & Gas Midstream sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Zimmer Partners, LP made a significant move by increasing exposure to NHP. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The core investment philosophy of Zimmer Partners is rooted in fundamental research and a value-oriented long/short equity strategy. The firm seeks to generate superior risk-adjusted returns by identifying undervalued securities, particularly within specialized industries such as utilities and energy. Zimmer Partners emphasizes data-driven analysis and rigorous due diligence to achieve absolute returns with minimal correlation to broader market indices, aiming to maintain a client-centric approach tailored to long-term performance objectives.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Zimmer Partners, LP.
Similar Investment Style
Based on Long/Short Equity.
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Frequently asked questions
How is the simulated portfolio for Zimmer Partners, LP constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Zimmer Partners, LP's largest holding?
As of the latest filing, Zimmer Partners, LP's top position is Welltower Inc (WELL), representing 10.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Zimmer Partners, LP's historical performance and risk profile?
Our simulation indicates a total return of +10.0% with a win rate of 43%. Notably, the portfolio maintains a Sharpe Ratio of 4.77, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Zimmer Partners, LP primarily invest in?
Zimmer Partners, LP has a strong preference for the Utilities - Regulated Electric sector, which makes up 31.7% of their disclosed assets. The portfolio also has exposure to Oil & Gas Midstream, indicating a specific thematic focus.
Is Zimmer Partners, LP's portfolio concentrated or diversified?
Zimmer Partners, LP runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 26.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Zimmer Partners, LP performed in 2026?
Our AI-simulated model portfolio for Zimmer Partners, LP tracks a Year-to-Date (YTD) return of +9.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Stuart James Zimmer manage Zimmer Partners, LP directly?
Yes, Stuart James Zimmer serves as the key portfolio manager for Zimmer Partners, LP, overseeing the investment strategy and final capital allocation decisions.