# EDGAR Filing Document

**Accession Number:** 0001565854
**File Stem:** 0001565854-26-000002
**Filing Date:** 2026-5
**Character Count:** 16420
**Document Hash:** ed213efa584d102b95b90e2e8ae8970d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001565854-26-000002.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0001565854-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260515

**EFFECTIVENESS DATE**: 20260515

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Zimmer Partners, LP
- **CENTRAL INDEX KEY:** 0001565854

**ORGANIZATION NAME:**
- **EIN:** 900883937
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-15382
- **FILM NUMBER:** 26986846

**BUSINESS ADDRESS:**
- **STREET 1:** 9 WEST 57TH STREET
- **STREET 2:** 33RD FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019
- **BUSINESS PHONE:** 212.440.0770

**MAIL ADDRESS:**
- **STREET 1:** 9 WEST 57TH STREET
- **STREET 2:** 33RD FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Zimmer Partners LP<br>**Address:** 9 WEST 57TH STREET<br>33RD FLOOR<br>NEW YORK, NY 10019

**Form 13F File Number:** 028-15382

**CRD Number (if applicable):** 000165684

**SEC File Number (if applicable):** 801-77360

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jelena Napolitano<br>**Title:** General Counsel<br>**Phone:** 212.710.4311

**Signature, Place, and Date of Signing:**

/s/Jelena Napolitano  New York, NY  05-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 127

**Form 13F Information Table Value Total:** $4147890195

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AAON INC | COM PAR $0.004 | 000360206 |  | 3723750 | 45000 | SH |  | SOLE |  | 45000 | 0 | 0 |
| AGREE RLTY CORP | COM | 008492100 |  | 248483687 | 3296414 | SH |  | SOLE |  | 3296414 | 0 | 0 |
| AKTIS ONCOLOGY INC | COM | 01021M104 |  | 268350 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |
| ALLIANCE LAUNDRY HLDGS INC | COM | 01862Q107 |  | 23747362 | 1145003 | SH |  | SOLE |  | 1145003 | 0 | 0 |
| ALLSPRING UTILITIES AND HIGH | WF UTILITIES INC | 94987E109 |  | 1558516 | 128803 | SH |  | SOLE |  | 128803 | 0 | 0 |
| ALMONTY INDS INC | COM NEW | 020398707 |  | 6878000 | 475000 | SH |  | SOLE |  | 475000 | 0 | 0 |
| AMPHENOL CORP | CL A | 032095101 |  | 29250025 | 231500 | SH |  | SOLE |  | 231500 | 0 | 0 |
| ANTERO RESOURCES CORP | COM | 03674X106 |  | 9018500 | 212500 | SH |  | SOLE |  | 212500 | 0 | 0 |
| APARTMENT INVT  MGMT CO | CL A | 03748R747 |  | 8251925 | 2027500 | SH |  | SOLE |  | 2027500 | 0 | 0 |
| AUTOZONE INC | COM | 053332102 |  | 16888900 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| AVEANNA HEALTHCARE HLDGS INC | COM | 05356F105 |  | 4908246 | 762150 | SH |  | SOLE |  | 762150 | 0 | 0 |
| BITGO HOLDINGS INC | COM SHS CL A | 091947101 |  | 246900 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| BKV CORP | COM | 05603J108 |  | 55508875 | 1946314 | SH |  | SOLE |  | 1946314 | 0 | 0 |
| BLACK HILLS CORP | COM | 092113109 |  | 51435170 | 741034 | SH |  | SOLE |  | 741034 | 0 | 0 |
| BLACK HILLS CORP | COM | 092113109 |  | 8676250 | 125000 | SH | Call | SOLE |  | 125000 | 0 | 0 |
| BOBS DISC FURNITURE INC | COM SHS | 09681N106 |  | 235000 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| BOWHEAD SPECIALTY HLDGS INC | COM SHS | 10240L102 |  | 4705814 | 209800 | SH |  | SOLE |  | 209800 | 0 | 0 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 |  | 27374725 | 332500 | SH |  | SOLE |  | 332500 | 0 | 0 |
| CARETRUST REIT INC | COM | 14174T107 |  | 54467581 | 1486155 | SH |  | SOLE |  | 1486155 | 0 | 0 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 12951300 | 230000 | SH |  | SOLE |  | 230000 | 0 | 0 |
| CASELLA WASTE SYS INC | CL A | 147448104 |  | 20445442 | 257694 | SH |  | SOLE |  | 257694 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 11866705 | 16750 | SH |  | SOLE |  | 16750 | 0 | 0 |
| CENTERPOINT ENERGY INC | COM | 15189T107 |  | 19141460 | 443500 | SH |  | SOLE |  | 443500 | 0 | 0 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 15606800 | 55000 | SH |  | SOLE |  | 55000 | 0 | 0 |
| CORE  MAIN INC | CL A | 21874C102 |  | 21242000 | 430000 | SH |  | SOLE |  | 430000 | 0 | 0 |
| CORPAY INC | COM SHS | 219948106 |  | 16295440 | 56000 | SH |  | SOLE |  | 56000 | 0 | 0 |
| CRANE COMPANY | COMMON STOCK | 224408104 |  | 14535000 | 85000 | SH |  | SOLE |  | 85000 | 0 | 0 |
| CRH PLC | ORD | G25508105 |  | 42048000 | 400000 | SH |  | SOLE |  | 400000 | 0 | 0 |
| CUBESMART | COM | 229663109 |  | 2473875 | 67500 | SH |  | SOLE |  | 67500 | 0 | 0 |
| CUMMINS INC | COM | 231021106 |  | 13450500 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| DISC MEDICINE INC | COM | 254604101 |  | 1067798 | 16700 | SH |  | SOLE |  | 16700 | 0 | 0 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 30910000 | 500000 | SH |  | SOLE |  | 500000 | 0 | 0 |
| DUFF  PHELPS UTLITY AND INF | COM | 26433C105 |  | 1555188 | 107700 | SH |  | SOLE |  | 107700 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 57342423 | 437929 | SH |  | SOLE |  | 437929 | 0 | 0 |
| ELEDON PHARMACEUTICALS INC | COM | 28617K101 |  | 5775000 | 1875000 | SH |  | SOLE |  | 1875000 | 0 | 0 |
| EMCOR GROUP INC | COM | 29084Q100 |  | 25840850 | 35000 | SH |  | SOLE |  | 35000 | 0 | 0 |
| EMERA INC | COM | 290876101 |  | 7796421 | 150436 | SH |  | SOLE |  | 150436 | 0 | 0 |
| ENBRIDGE INC | COM | 29250N105 |  | 406156 | 7500 | SH |  | SOLE |  | 7500 | 0 | 0 |
| ENTERGY CORP NEW | COM | 29364G103 |  | 104334462 | 928573 | SH |  | SOLE |  | 928573 | 0 | 0 |
| EQUIPMENTSHARE COM INC | COM CL A | 29445S100 |  | 8178555 | 401500 | SH |  | SOLE |  | 401500 | 0 | 0 |
| EVERSOURCE ENERGY | COM | 30040W108 |  | 231575813 | 3342607 | SH |  | SOLE |  | 3342607 | 0 | 0 |
| EVERSOURCE ENERGY | COM | 30040W108 |  | 8660000 | 125000 | SH | Call | SOLE |  | 125000 | 0 | 0 |
| EVERSOURCE ENERGY | COM | 30040W108 |  | 8660000 | 125000 | SH | Call | SOLE |  | 125000 | 0 | 0 |
| FIRSTENERGY CORP | COM | 337932107 |  | 1266500 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | 34631F102 |  | 57091720 | 1950520 | SH |  | SOLE |  | 1950520 | 0 | 0 |
| FOUR CORNERS PPTY TR INC | COM | 35086T109 |  | 4377426 | 185092 | SH |  | SOLE |  | 185092 | 0 | 0 |
| FREEPORT MCMORAN INC | CL B | 35671D857 |  | 13960250 | 237500 | SH |  | SOLE |  | 237500 | 0 | 0 |
| FRONTVIEW REIT INC | COM | 35922N100 |  | 6562885 | 424233 | SH |  | SOLE |  | 424233 | 0 | 0 |
| GAUZY LTD | SHS | M4757U106 |  | 76400 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 36890100 | 130000 | SH |  | SOLE |  | 130000 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 6546750 | 7500 | SH |  | SOLE |  | 7500 | 0 | 0 |
| GENERAC HLDGS INC | COM | 368736104 |  | 10665018 | 54600 | SH |  | SOLE |  | 54600 | 0 | 0 |
| GENUINE PARTS CO | COM | 372460105 |  | 13218750 | 125000 | SH |  | SOLE |  | 125000 | 0 | 0 |
| GRUPO AEROMEXICO SAB DE CV | SPONSORED ADS | 40054J109 |  | 17142146 | 1223565 | SH |  | SOLE |  | 1223565 | 0 | 0 |
| H2O AMERICA | COM | 784305104 |  | 58728670 | 1001000 | SH |  | SOLE |  | 1001000 | 0 | 0 |
| H2O AMERICA | COM | 784305104 |  | 14667500 | 250000 | SH | Put | SOLE |  | 250000 | 0 | 0 |
| HAWAIIAN ELEC INDS INC MTN B | COM | 419870100 |  | 22260000 | 1500000 | SH | Put | SOLE |  | 1500000 | 0 | 0 |
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 |  | 2222979 | 135300 | SH |  | SOLE |  | 135300 | 0 | 0 |
| HESS MIDSTREAM LP | CL A SHS | 428103105 |  | 11653226 | 299800 | SH |  | SOLE |  | 299800 | 0 | 0 |
| HUT 8 CORP | COM | 44812J104 |  | 12900250 | 275000 | SH |  | SOLE |  | 275000 | 0 | 0 |
| IDACORP INC | COM | 451107106 |  | 103466245 | 723692 | SH |  | SOLE |  | 723692 | 0 | 0 |
| INNOVEX INTERNATIONAL INC | COM | 457651107 |  | 7254196 | 297425 | SH |  | SOLE |  | 297425 | 0 | 0 |
| ITT INC | COM | 45073V108 |  | 9526500 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| JAMES RIV GROUP HOLDINGS INC | COM SHS | 46990A102 |  | 28927319 | 4591638 | SH |  | SOLE |  | 4591638 | 0 | 0 |
| JANUS LIVING INC | CL A-1 | 471024109 |  | 13552750 | 575000 | SH |  | SOLE |  | 575000 | 0 | 0 |
| KARMAN HLDGS INC | COMMON STOCK | 485924104 |  | 3202000 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| KARYOPHARM THERAPEUTICS INC | COM NEW | 48576U205 |  | 208875 | 37500 | SH |  | SOLE |  | 37500 | 0 | 0 |
| KAYNE ANDERSON ENERGY INFRST | COM | 486606106 |  | 8389500 | 587500 | SH |  | SOLE |  | 587500 | 0 | 0 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 192297903 | 5735100 | SH |  | SOLE |  | 5735100 | 0 | 0 |
| KINETIK HOLDINGS INC | COM NEW CL A | 02215L209 |  | 6445792 | 133150 | SH |  | SOLE |  | 133150 | 0 | 0 |
| KODIAK GAS SVCS INC | COM | 50012A108 |  | 138913341 | 2381916 | SH |  | SOLE |  | 2381916 | 0 | 0 |
| KRATOS DEFENSE  SEC SOLUTIO | COM NEW | 50077B207 |  | 55219765 | 783148 | SH |  | SOLE |  | 783148 | 0 | 0 |
| LOAR HOLDINGS INC | COM SHS | 53947R105 |  | 32798525 | 572500 | SH |  | SOLE |  | 572500 | 0 | 0 |
| LUMEXA IMAGING HOLDINGS INC | COM | 550249106 |  | 2580000 | 300000 | SH |  | SOLE |  | 300000 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 7958655 | 21500 | SH |  | SOLE |  | 21500 | 0 | 0 |
| MIDDLESEX WTR CO | COM | 596680108 |  | 9207801 | 176903 | SH |  | SOLE |  | 176903 | 0 | 0 |
| NETSTREIT CORP | COM | 64119V303 |  | 5940865 | 315500 | SH |  | SOLE |  | 315500 | 0 | 0 |
| NEXTDECADE CORP | COM | 65342K105 |  | 1627750 | 212500 | SH |  | SOLE |  | 212500 | 0 | 0 |
| NEXTERA ENERGY INC | UNIT 02/15/2029 | 65339F655 |  | 30651434 | 609324 | SH |  | SOLE |  | 609324 | 0 | 0 |
| NISOURCE INC | COM | 65473P105 |  | 239970467 | 5142959 | SH |  | SOLE |  | 5142959 | 0 | 0 |
| NVENT ELEC PLC | SHS | G6700G107 |  | 27854940 | 235500 | SH |  | SOLE |  | 235500 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1168480 | 6700 | SH |  | SOLE |  | 6700 | 0 | 0 |
| ONCE UPON A FARM PBC | COM | 68237F108 |  | 179850 | 11000 | SH |  | SOLE |  | 11000 | 0 | 0 |
| PACS GROUP INC | COM SHS | 69380Q107 |  | 4496800 | 140000 | SH |  | SOLE |  | 140000 | 0 | 0 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 22381000 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| PENTAIR PLC | SHS | G7S00T104 |  | 17422000 | 200000 | SH |  | SOLE |  | 200000 | 0 | 0 |
| PG CORP | COM | 69331C108 |  | 112801245 | 6420105 | SH |  | SOLE |  | 6420105 | 0 | 0 |
| PG CORP | COM | 69331C108 |  | 8785000 | 500000 | SH | Call | SOLE |  | 500000 | 0 | 0 |
| PICS NV | COM CL A | N69958101 |  | 1306250 | 125000 | SH |  | SOLE |  | 125000 | 0 | 0 |
| PINNACLE WEST CAP CORP | COM | 723484101 |  | 50380541 | 500055 | SH |  | SOLE |  | 500055 | 0 | 0 |
| POOL CORP | COM | 73278L105 |  | 14163100 | 70000 | SH |  | SOLE |  | 70000 | 0 | 0 |
| PRIMO BRANDS CORPORATION | CLASS A COM SHS | 741623102 |  | 13501110 | 717000 | SH |  | SOLE |  | 717000 | 0 | 0 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 |  | 1950336 | 7200 | SH |  | SOLE |  | 7200 | 0 | 0 |
| QUANTA SVCS INC | COM | 74762E102 |  | 8235300 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |
| QXO INC | COM NEW | 82846H405 |  | 30586500 | 1575000 | SH |  | SOLE |  | 1575000 | 0 | 0 |
| REXFORD INDL RLTY INC | COM | 76169C100 |  | 490950 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |
| ROLLINS INC | COM | 775711104 |  | 8011500 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| RYAN SPECIALTY HOLDINGS INC | CL A | 78351F107 |  | 29522500 | 875000 | SH |  | SOLE |  | 875000 | 0 | 0 |
| SEMPRA | COM | 816851109 |  | 67980132 | 699600 | SH |  | SOLE |  | 699600 | 0 | 0 |
| SM ENERGY COMPANY | COM | 78454L100 |  | 16603350 | 532500 | SH |  | SOLE |  | 532500 | 0 | 0 |
| SMARTSTOP SELF STORAG REIT I | COMMON STOCK | 83192D402 |  | 18168000 | 600000 | SH |  | SOLE |  | 600000 | 0 | 0 |
| SOUTHWEST GAS HLDGS INC | COM | 844895102 |  | 52741522 | 606922 | SH |  | SOLE |  | 606922 | 0 | 0 |
| STANDARDAERO INC | COM | 85423L103 |  | 21955500 | 850000 | SH |  | SOLE |  | 850000 | 0 | 0 |
| STEWART INFORMATION SVCS COR | COM | 860372101 |  | 15145108 | 245942 | SH |  | SOLE |  | 245942 | 0 | 0 |
| SYSCO CORP | COM | 871829107 |  | 5706400 | 80000 | SH |  | SOLE |  | 80000 | 0 | 0 |
| TAMBORAN RES CORP | COM | 87507T101 |  | 4573085 | 91480 | SH |  | SOLE |  | 91480 | 0 | 0 |
| TARGA RES CORP | COM | 87612G101 |  | 199313551 | 794933 | SH |  | SOLE |  | 794933 | 0 | 0 |
| TERAWULF INC | COM | 88080T104 |  | 1890330 | 131000 | SH |  | SOLE |  | 131000 | 0 | 0 |
| TITAN AMER SA | COMMON SHARES | B9151N105 |  | 3986343 | 266111 | SH |  | SOLE |  | 266111 | 0 | 0 |
| TRANSDIGM GROUP INC | COM | 893641100 |  | 28974000 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| TXNM ENERGY INC | COM | 69349H107 |  | 89575160 | 1532247 | SH |  | SOLE |  | 1532247 | 0 | 0 |
| TXNM ENERGY INC | NOTE 5.750% 6/0 | 69349HAF4 |  | 127053441 | 95022000 | PRN |  | SOLE |  | 95022000 | 0 | 0 |
| USA RARE EARTH INC | COM | 91733P107 |  | 293922 | 19420 | SH |  | SOLE |  | 19420 | 0 | 0 |
| USA RARE EARTH INC | COM | 91733P107 |  | 17136150 | 1132220 | SH |  | SOLE |  | 1132220 | 0 | 0 |
| V2X INC | COM | 92242T101 |  | 8562500 | 125000 | SH |  | SOLE |  | 125000 | 0 | 0 |
| VIPER ENERGY INC | CL A | 64361Q101 |  | 36182300 | 770000 | SH |  | SOLE |  | 770000 | 0 | 0 |
| VIRTUS INVT PARTNERS INC | COM | 92828Q109 |  | 11301656 | 84121 | SH |  | SOLE |  | 84121 | 0 | 0 |
| VSE CORP | COM | 918284100 |  | 29596200 | 160500 | SH |  | SOLE |  | 160500 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 26425850 | 115000 | SH |  | SOLE |  | 115000 | 0 | 0 |
| WATERBRIDGE INFRASTRUCTURE L | CL A SHS REPSTG | 940923105 |  | 8572800 | 320000 | SH |  | SOLE |  | 320000 | 0 | 0 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 96530647 | 833814 | SH |  | SOLE |  | 833814 | 0 | 0 |
| WELLTOWER INC | COM | 95040Q104 |  | 221222662 | 1118925 | SH |  | SOLE |  | 1118925 | 0 | 0 |
| WHIRLPOOL CORP | 8.5 DEP SR A CNV | 963320205 |  | 2061450 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| WHIRLPOOL CORP | COM | 963320106 |  | 23212560 | 430500 | SH |  | SOLE |  | 430500 | 0 | 0 |
| XCEL ENERGY INC | COM | 98389B100 |  | 208871592 | 2629300 | SH |  | SOLE |  | 2629300 | 0 | 0 |
| YORK SPACE SYSTEMS INC | COM | 987084100 |  | 2549550 | 115000 | SH |  | SOLE |  | 115000 | 0 | 0 |
| YORK WTR CO | COM | 987184108 |  | 22310015 | 732677 | SH |  | SOLE |  | 732677 | 0 | 0 |

---