機関投資家の保有一覧

Zimmer Partners, LP

持ち方

やや集中

主力銘柄を持ちつつ裾野も広い持ち方

上位5銘柄の比重

30%

保有

116銘柄

概算評価額 $3.9B

多い業種:公益事業 38%エネルギー 18%資本財 17%

116銘柄を抱え、首位のWelltower (WELL)でも7%。上位にはAgree Realty (ADC)とEversource Energy (ES)が並ぶ。上位5銘柄を合わせて30%で、一社に成績を預ける持ち方ではない。公益事業が38%で頭ひとつ抜け、エネルギーがそれを追う形。概算$3.9Bを、この顔ぶれに配っている。

主力の10銘柄

1
WE
WELLWelltower
不動産・ 1,118,925 株
$264M
構成比 6.7%
2
AD
ADCAgree Realty
不動産・ 3,296,414 株
$238M
構成比 6.1%
3
ES
ESEversource Energy
公益事業・ 3,342,607 株
$234M
構成比 6.0%
4
TR
TRGPTarga Resources
エネルギー・ 794,933 株
$233M
構成比 5.9%
5
NI
NINiSource Inc.
公益事業・ 5,142,959 株
$210M
構成比 5.4%
6
XE
XELXcel Energy
公益事業・ 2,629,300 株
$199M
構成比 5.1%
7
KM
KMIKinder Morgan
エネルギー・ 5,735,100 株
$185M
構成比 4.7%
8
KG
KGSKodiak Gas Services
エネルギー・ 2,381,916 株
$140M
構成比 3.6%
9
ET
ETREntergy
公益事業・ 928,573 株
$99M
構成比 2.5%
10
ID
IDAIDACORP
公益事業・ 723,692 株
$99M
構成比 2.5%

残り 106 銘柄をすべて見る ▾

#	銘柄	保有株数	概算評価額
11	WECWEC Energy Group	833,814	$89M
12	TXNMTXNM Energy	1,532,247	$88M
13	PCGPG&E	6,420,105	$85M
14	HTOH2O America	1,001,000	$63M
15	FPSForgent Power Solutions	1,950,520	$60M
16	CTRECareTrust REIT	1,486,155	$58M
17	SRESempra	699,600	$57M
18	SWXSouthwest Gas Holdings	606,922	$54M
19	BKHBlack Hills Corporation	741,034	$53M
20	DUKDuke Energy	437,929	$53M
21	PNWPinnacle West Capital	500,055	$49M
22	BKVBKV	1,946,314	$47M
23	GEGE Aerospace	130,000	$44M
24	LOARLoar Holdings	572,500	$40M
25	KTOSKratos Defense & Security Solutions	783,148	$40M
26	CRHCRH	400,000	$38M
27	RYANRyan Specialty Holdings	875,000	$37M
28	APHAmphenol	231,500	$37M
29	NVTnVent Electric	235,500	$36M
30	VNOMViper Energy	770,000	$34M
31	VSECVSE	160,500	$33M
32	DDominion Energy	500,000	$33M
33	TDGTransDigm Group	25,000	$29M
34	ALHAlliance Laundry Systems	1,145,003	$26M
35	EMEEMCOR Group	35,000	$26M
36	WMWaste Management	115,000	$25M
37	YORWYork Water	732,677	$25M
38	PHParker Hannifin	25,000	$24M
39	CWSTCasella Waste Systems	257,694	$24M
40	CPAYCorpay	56,000	$23M
41	BLDRBuilders FirstSource	332,500	$22M
42	HUTHut 8	275,000	$22M
43	QXOQXO	1,575,000	$21M
44	SAROStandardAero	850,000	$21M
45	USARUSA Rare Earth	1,151,640	$21M
46	SMSM Energy	532,500	$20M
47	SMASmartStop Self Storage REIT	600,000	$19M
48	CNMCore & Main	430,000	$18M
49	JRVRJames River Group Holdings	4,591,638	$18M
50	FCXFreeport-McMoRan	237,500	$18M
51	AEROGrupo Aeromexico	1,223,565	$18M
52	WHRWhirlpool	430,500	$18M
53	CNPCenterPoint Energy	443,500	$18M
54	CRCrane Company	85,000	$17M
55	JANJanus Living	575,000	$17M
56	GPCGenuine Parts Company	125,000	$17M
57	STCStewart Information Services	245,942	$17M
58	PRMBPrimo Brands	717,000	$16M
59	LNGCheniere Energy	55,000	$16M
60	AZOAutoZone	5,000	$15M
61	CMICummins	25,000	$14M
62	VRTSVirtus Investment Partners	84,121	$14M
63	CARRCarrier Global	230,000	$13M
64	CATCaterpillar	16,750	$13M
65	POOLPool Corp	70,000	$13M
66	PNRPentair	200,000	$12M
67	HESMHess Midstream	299,800	$12M
68	MSFTMicrosoft	21,500	$11M
69	MSEXMiddlesex Water	176,903	$10M
70	AVAHAveanna Healthcare	762,150	$10M
71	WBIWaterBridge Infrastructure	320,000	$10M
72	GNRCGenerac Holdings	54,600	$10M
73	ITTITT Inc	50,000	$10M
74	VVXV2X	125,000	$10M
75	INVXInnovex International	297,425	$9M
76	PWRQuanta Services	15,000	$9M
77	KYNKayne Anderson Energy Infrastructure Fund, Inc.	587,500	$9M
78	ALMAlmonty Industries	475,000	$8M
79	FVRFrontView REIT	424,233	$8M
80	ARAntero Resources	212,500	$8M
81	EMAEmera	150,436	$8M
82	KNTKKinetik Holdings	133,150	$7M
83	EQPTEquipmentShare.com	401,500	$7M
84	BOWBowhead Specialty	209,800	$7M
85	GEVGE Vernova	7,500	$7M
86	SYYSysco	80,000	$6M
87	NTSTNETSTREIT	315,500	$6M
88	PACSPACS Group	140,000	$6M
89	ELDNEledon Pharmaceuticals	1,875,000	$6M
90	ROLRollins	150,000	$5M
91	AIVApartment Investment & Management (Aimco)	2,027,500	$5M
92	FCPTFour Corners Property Trust	185,092	$5M
93	TTAMTitan America	266,111	$4M
94	LMRILumexa Imaging Holdings	300,000	$4M
95	TBNTamboran Resources	91,480	$3M
96	AAONAAON	45,000	$3M
97	DOCHealthpeak Properties	135,300	$3M
98	CUBECubeSmart	67,500	$3M
99	PSAPublic Storage	7,200	$2M
100	WULFTeraWulf	131,000	$2M
101	KRMNKarman Holdings	40,000	$2M
102	NEXTNextDecade	212,500	$2M
103	NVDANVIDIA	6,700	$1M
104	ERHALLSPRING UTILITIES & HIGH INCOME FUND	128,803	$1M
105	PICSPicS	125,000	$1M
106	IRONDisc Medicine	16,700	$1M
107	FEFirstEnergy	25,000	$1M
108	YSSYork Space Systems	115,000	$1M
109	REXRRexford Industrial Realty	15,000	$556K
110	AKTSAktis Oncology	15,000	$389K
111	ENBEnbridge	7,500	$379K
112	BOBSBob's Discount Furniture	20,000	$337K
113	BTGOBitGo Holdings	30,000	$214K
114	OFRMOnce Upon a Farm	11,000	$191K
115	KPTIKaryopharm Therapeutics	37,500	$77K
116	GAUZGauzy	100,000	$38K

2026年3月31日時点の SEC への Form 13F 届出 (運用資産 $100M 以上の機関投資家が四半期ごとに提出) の集計。届出は四半期末から最大45日遅れで公開されるため、現在の保有と異なる場合があります。概算評価額と構成比は当サイトの株価で計算した参考値です。届出対象外の資産 (米国外上場株・債券など) は含まれません。

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