ZIMMER PARTNERS, LP

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Zimmer Partners is based out of New York. Zimmer Partners is a hedge fund with 13 clients and discretionary assets under management (AUM) of $8,697,708,565 (Form ADV from 2022-04-27). Their last reported 13F filing for Q3 2022 included $4,608,041,000 in managed 13F securities and a top 10 holdings concentration of 44.33%. Zimmer Partners's largest holding is PG&E Corp. (Pacific Gas & Electric) with shares held of 23,245,071. Zimmer Partners has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 41 13F filings, 3 13D filings, 18 13G filings, and 2 Form 4 filings

09/30/2022

13F Activity

  • Market Value $4.608 Billion
  • Prior Market Value $4.802 Billion
  • New Purchases29 stocks
  • Additional Purchases31 stocks
  • Sold out of25 stocks
  • Reduced holdings in24 stocks
  • Top 10 Holdings % 44.33 %
  • Turnover % [1]:58.70%
  • Turnover Alt % [2]: 38.22 %
  • Time Held Top20:2.25 quarters
  • Time Held Top10:2.40 quarters
  • Time Held All:4.55 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

09/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-11-14

Performance for Q3 2022: -12.61%
Performance Last 4 Quarters: -5.16%
Performance Metrics
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Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
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Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

ZIMMER PARTNERS, LP
Classified as Hedge Fund
9 W. 57TH STREET, 33RD FLOOR
NEW YORK NY    10019-2601
Country: United States

Business Phone: 212-371-8688
Fax: 646-219-0702
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Partnership
Organized in: DE
Number of employees: 40
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 8,697,710,000
Total Number of Clients: 13
Amount of client funds and securities by related persons: 4,245,750,000
Total Number of clients from related persons: 8
Disclosures:
Data above was derived from SEC filings.

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ZIMMER PARTNERS, LP

ownership team - last updated 2022-04-27
Name Title Start Date Direct/Indirect % Ownership
ZIMMER, STUART, JASON CHIEF EXECUTIVE OFFICER 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZIMMER LUCAS CAPITAL, LLC MANAGING MEMBER direct 1996-05-01
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2012-09-01
ZIMMER PARTNERS, LP LIMITED PARTNER direct 2012-09-01
BURGER, BARBARA, JEANNE GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
DKR CAPITAL INC. GENERAL COUNSEL/ COMPLIANCE OFFICER/SVP direct 2001-05-01
DKR MANAGEMENT COMPANY INC. GENERAL COUNSEL/ SVP/ COMPLIANCE OFFICER direct 2001-06-01
DKR SATURN MANAGEMENT L.P. PRESIDENT, GENERAL COUNSEL OF DKR CAPITAL PARTNERS LP, PRESIDENT, DIRECTOR OF THE GENERAL PARTNER direct 2002-08-01
DKR CAPITAL SECURITIES CORP. DIRECTOR direct 2007-01-01
ZIMMER PARTNERS, LP GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2012-09-01
AIG INTERNATIONAL MANAGEMENT COMPANY INC. LEGAL/ COMPLIANCE OFFICER/ VP direct 1996-05-01 2001-05-04
DKR CAPITAL INC. LEGAL/ COMPLIANCE OFFICER/ VP direct 1996-05-01 2001-05-04
DKR CAPITAL PARTNERS L.P. GENERAL COUNSEL/SVP/COMPLIANCE OFFICER OF GENERAL PARTNERS direct 2001-11-01 2004-03-31
DKR SATURN MANAGEMENT L.P. SECRETARY OF THE GENERAL PARTNER direct 2002-08-01 2005-03-31
DKR CAPITAL PARTNERS L.P. PRESIDENT/GENERAL COUNSEL OF THE GENERAL PARTNERS direct 2001-11-01 2005-05-04
DKR SATURN MANAGEMENT L.P. PRESIDENT OF THE GENERAL PARTNER direct 2002-08-01 2006-03-06
DKR CAPITAL PARTNERS L.P. PRESIDENT, GENERAL COUNSEL OF DKR CAPITAL PARTNERS LP direct 2001-11-01 2010-03-11
DKR FUSION MANAGEMENT L.P. PRESIDENT, GENERAL COUNSEL OF DKR CAPITAL PARTNERS LP direct 2001-11-01 2010-03-11
IVORY INVESTMENT MANAGEMENT, L.P. GENERAL COUNSEL direct 2010-07-01 2011-08-30
ZIMMER PARTNERS GP, LLC GENERAL PARTNER 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZIMMER PARTNERS, LP GENERAL PARTNER direct 2012-09-01
PRESSMAN, MITCHELL, BRAD CHIEF FINANCIAL OFFICER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
IVORY INVESTMENT MANAGEMENT, L.P. CHIEF FINANCIAL OFFICER direct 2006-02-01
ZIMMER PARTNERS, LP CHIEF FINANCIAL OFFICER direct 2013-01-01
ZIMMER, STUART, JASON MEMBER SEQUENTIS FINANCIAL LLC 07/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ZIMMER LUCAS CAPITAL, LLC MANAGING MEMBER direct 1996-05-01
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2012-09-01
ZIMMER PARTNERS, LP LIMITED PARTNER direct 2012-09-01
SEQUENTIS FINANCIAL LLC SOLE MEMBER ZIMMER PARTNERS GP, LLC 07/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2018-07-01
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2018-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SEQUENTIS TRIPLE NET FUND, LP United States 805-8543581674 Real Estate Fund 16,762,824 250,000
SEQUENTIS CSP INVESTMENTS, L.P. United States 805-3552455352 Real Estate Fund 39,273,117 1,000,000
ZP MASTER MIDCAP FUND, LTD. Cayman Islands 805-7126579265 Hedge Fund 360,397,000 1,000,000 Master Fund
ZIMMER MASTER INFRASTRUCTURE FUND, L.P. Cayman Islands 805-4851931147 Hedge Fund 48,913,000 1,000,000 Master Fund
ZP MASTER UTILITY FUND, LTD. Cayman Islands 805-5101414467 Hedge Fund 7,707,356,624 5,000,000 Master Fund

ZIMMER PARTNERS, LP

ownership team - last updated 2022-03-29
Name Title Start Date Direct/Indirect % Ownership
ZIMMER, STUART, JASON CHIEF EXECUTIVE OFFICER 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZIMMER LUCAS CAPITAL, LLC MANAGING MEMBER direct 1996-05-01
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2012-09-01
ZIMMER PARTNERS, LP LIMITED PARTNER direct 2012-09-01
BURGER, BARBARA, JEANNE GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
DKR CAPITAL INC. GENERAL COUNSEL/ COMPLIANCE OFFICER/SVP direct 2001-05-01
DKR MANAGEMENT COMPANY INC. GENERAL COUNSEL/ SVP/ COMPLIANCE OFFICER direct 2001-06-01
DKR SATURN MANAGEMENT L.P. PRESIDENT, GENERAL COUNSEL OF DKR CAPITAL PARTNERS LP, PRESIDENT, DIRECTOR OF THE GENERAL PARTNER direct 2002-08-01
DKR CAPITAL SECURITIES CORP. DIRECTOR direct 2007-01-01
ZIMMER PARTNERS, LP GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2012-09-01
AIG INTERNATIONAL MANAGEMENT COMPANY INC. LEGAL/ COMPLIANCE OFFICER/ VP direct 1996-05-01 2001-05-04
DKR CAPITAL INC. LEGAL/ COMPLIANCE OFFICER/ VP direct 1996-05-01 2001-05-04
DKR CAPITAL PARTNERS L.P. GENERAL COUNSEL/SVP/COMPLIANCE OFFICER OF GENERAL PARTNERS direct 2001-11-01 2004-03-31
DKR SATURN MANAGEMENT L.P. SECRETARY OF THE GENERAL PARTNER direct 2002-08-01 2005-03-31
DKR CAPITAL PARTNERS L.P. PRESIDENT/GENERAL COUNSEL OF THE GENERAL PARTNERS direct 2001-11-01 2005-05-04
DKR SATURN MANAGEMENT L.P. PRESIDENT OF THE GENERAL PARTNER direct 2002-08-01 2006-03-06
DKR CAPITAL PARTNERS L.P. PRESIDENT, GENERAL COUNSEL OF DKR CAPITAL PARTNERS LP direct 2001-11-01 2010-03-11
DKR FUSION MANAGEMENT L.P. PRESIDENT, GENERAL COUNSEL OF DKR CAPITAL PARTNERS LP direct 2001-11-01 2010-03-11
IVORY INVESTMENT MANAGEMENT, L.P. GENERAL COUNSEL direct 2010-07-01 2011-08-30
ZIMMER PARTNERS GP, LLC GENERAL PARTNER 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZIMMER PARTNERS, LP GENERAL PARTNER direct 2012-09-01
PRESSMAN, MITCHELL, BRAD CHIEF FINANCIAL OFFICER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
IVORY INVESTMENT MANAGEMENT, L.P. CHIEF FINANCIAL OFFICER direct 2006-02-01
ZIMMER PARTNERS, LP CHIEF FINANCIAL OFFICER direct 2013-01-01
ZIMMER, STUART, JASON MEMBER SEQUENTIS FINANCIAL LLC 07/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ZIMMER LUCAS CAPITAL, LLC MANAGING MEMBER direct 1996-05-01
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2012-09-01
ZIMMER PARTNERS, LP LIMITED PARTNER direct 2012-09-01
SEQUENTIS FINANCIAL LLC SOLE MEMBER ZIMMER PARTNERS GP, LLC 07/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2018-07-01
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2018-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SEQUENTIS TRIPLE NET FUND, LP United States 805-8543581674 Real Estate Fund 16,762,824 250,000
ZP ENERGY FUND, L.P. United States 805-4019337386 Hedge Fund 525,006,000 1,000,000
SEQUENTIS CSP INVESTMENTS, L.P. United States 805-3552455352 Real Estate Fund 39,273,117 1,000,000
ZP MASTER MIDCAP FUND, LTD. Cayman Islands 805-7126579265 Hedge Fund 360,397,000 1,000,000 Master Fund
ZP MASTER ENERGY FUND, L.P. Cayman Islands 805-4851931147 Hedge Fund 48,913,000 1,000,000 Master Fund
ZP MASTER UTILITY FUND, LTD. Cayman Islands 805-5101414467 Hedge Fund 7,707,356,624 5,000,000 Master Fund

ZIMMER PARTNERS, LP

ownership team - last updated 2021-11-12
Name Title Start Date Direct/Indirect % Ownership
ZIMMER, STUART, JASON CHIEF EXECUTIVE OFFICER 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZIMMER LUCAS CAPITAL, LLC MANAGING MEMBER direct 1996-05-01
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2012-09-01
ZIMMER PARTNERS, LP LIMITED PARTNER direct 2012-09-01
BURGER, BARBARA, JEANNE GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
DKR CAPITAL INC. GENERAL COUNSEL/ COMPLIANCE OFFICER/SVP direct 2001-05-01
DKR MANAGEMENT COMPANY INC. GENERAL COUNSEL/ SVP/ COMPLIANCE OFFICER direct 2001-06-01
DKR SATURN MANAGEMENT L.P. PRESIDENT, GENERAL COUNSEL OF DKR CAPITAL PARTNERS LP, PRESIDENT, DIRECTOR OF THE GENERAL PARTNER direct 2002-08-01
DKR CAPITAL SECURITIES CORP. DIRECTOR direct 2007-01-01
ZIMMER PARTNERS, LP GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2012-09-01
AIG INTERNATIONAL MANAGEMENT COMPANY INC. LEGAL/ COMPLIANCE OFFICER/ VP direct 1996-05-01 2001-05-04
DKR CAPITAL INC. LEGAL/ COMPLIANCE OFFICER/ VP direct 1996-05-01 2001-05-04
DKR CAPITAL PARTNERS L.P. GENERAL COUNSEL/SVP/COMPLIANCE OFFICER OF GENERAL PARTNERS direct 2001-11-01 2004-03-31
DKR SATURN MANAGEMENT L.P. SECRETARY OF THE GENERAL PARTNER direct 2002-08-01 2005-03-31
DKR CAPITAL PARTNERS L.P. PRESIDENT/GENERAL COUNSEL OF THE GENERAL PARTNERS direct 2001-11-01 2005-05-04
DKR SATURN MANAGEMENT L.P. PRESIDENT OF THE GENERAL PARTNER direct 2002-08-01 2006-03-06
DKR CAPITAL PARTNERS L.P. PRESIDENT, GENERAL COUNSEL OF DKR CAPITAL PARTNERS LP direct 2001-11-01 2010-03-11
DKR FUSION MANAGEMENT L.P. PRESIDENT, GENERAL COUNSEL OF DKR CAPITAL PARTNERS LP direct 2001-11-01 2010-03-11
IVORY INVESTMENT MANAGEMENT, L.P. GENERAL COUNSEL direct 2010-07-01 2011-08-30
ZIMMER PARTNERS GP, LLC GENERAL PARTNER 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZIMMER PARTNERS, LP GENERAL PARTNER direct 2012-09-01
PRESSMAN, MITCHELL, BRAD CHIEF FINANCIAL OFFICER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
IVORY INVESTMENT MANAGEMENT, L.P. CHIEF FINANCIAL OFFICER direct 2006-02-01
ZIMMER PARTNERS, LP CHIEF FINANCIAL OFFICER direct 2013-01-01
ZIMMER, STUART, JASON MEMBER SEQUENTIS FINANCIAL LLC 07/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ZIMMER LUCAS CAPITAL, LLC MANAGING MEMBER direct 1996-05-01
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2012-09-01
ZIMMER PARTNERS, LP LIMITED PARTNER direct 2012-09-01
SEQUENTIS FINANCIAL LLC SOLE MEMBER ZIMMER PARTNERS GP, LLC 07/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2018-07-01
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2018-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EP ZIMMER LTD British Virgin Islands 805-9855288602 Hedge Fund 114,027,748 100,000
ZP ENERGY FUND, L.P. United States 805-4019337386 Hedge Fund 412,710,146 1,000,000
SEQUENTIS CSP INVESTMENTS, L.P. United States 805-3552455352 Real Estate Fund 33,136,787 1,000,000
ZP MASTER MIDCAP FUND, LTD. Cayman Islands 805-7126579265 Hedge Fund 220,441,250 1,000,000 Master Fund
ZP MASTER ENERGY FUND, L.P. Cayman Islands 805-4851931147 Hedge Fund 99,476,727 1,000,000 Master Fund
ZP MASTER UTILITY FUND, LTD. Cayman Islands 805-5101414467 Hedge Fund 3,380,548,885 5,000,000 Master Fund

ZIMMER PARTNERS, LP

ownership team - last updated 2021-04-08
Name Title Start Date Direct/Indirect % Ownership
ZIMMER, STUART, JASON CHIEF EXECUTIVE OFFICER 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZIMMER LUCAS CAPITAL, LLC MANAGING MEMBER direct 1996-05-01
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2012-09-01
ZIMMER PARTNERS, LP LIMITED PARTNER direct 2012-09-01
BURGER, BARBARA, JEANNE GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
DKR CAPITAL INC. GENERAL COUNSEL/ COMPLIANCE OFFICER/SVP direct 2001-05-01
DKR MANAGEMENT COMPANY INC. GENERAL COUNSEL/ SVP/ COMPLIANCE OFFICER direct 2001-06-01
DKR SATURN MANAGEMENT L.P. PRESIDENT, GENERAL COUNSEL OF DKR CAPITAL PARTNERS LP, PRESIDENT, DIRECTOR OF THE GENERAL PARTNER direct 2002-08-01
DKR CAPITAL SECURITIES CORP. DIRECTOR direct 2007-01-01
ZIMMER PARTNERS, LP GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2012-09-01
AIG INTERNATIONAL MANAGEMENT COMPANY INC. LEGAL/ COMPLIANCE OFFICER/ VP direct 1996-05-01 2001-05-04
DKR CAPITAL INC. LEGAL/ COMPLIANCE OFFICER/ VP direct 1996-05-01 2001-05-04
DKR CAPITAL PARTNERS L.P. GENERAL COUNSEL/SVP/COMPLIANCE OFFICER OF GENERAL PARTNERS direct 2001-11-01 2004-03-31
DKR SATURN MANAGEMENT L.P. SECRETARY OF THE GENERAL PARTNER direct 2002-08-01 2005-03-31
DKR CAPITAL PARTNERS L.P. PRESIDENT/GENERAL COUNSEL OF THE GENERAL PARTNERS direct 2001-11-01 2005-05-04
DKR SATURN MANAGEMENT L.P. PRESIDENT OF THE GENERAL PARTNER direct 2002-08-01 2006-03-06
DKR CAPITAL PARTNERS L.P. PRESIDENT, GENERAL COUNSEL OF DKR CAPITAL PARTNERS LP direct 2001-11-01 2010-03-11
DKR FUSION MANAGEMENT L.P. PRESIDENT, GENERAL COUNSEL OF DKR CAPITAL PARTNERS LP direct 2001-11-01 2010-03-11
IVORY INVESTMENT MANAGEMENT, L.P. GENERAL COUNSEL direct 2010-07-01 2011-08-30
ZIMMER PARTNERS GP, LLC GENERAL PARTNER 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZIMMER PARTNERS, LP GENERAL PARTNER direct 2012-09-01
PRESSMAN, MITCHELL, BRAD CHIEF FINANCIAL OFFICER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
IVORY INVESTMENT MANAGEMENT, L.P. CHIEF FINANCIAL OFFICER direct 2006-02-01
ZIMMER PARTNERS, LP CHIEF FINANCIAL OFFICER direct 2013-01-01
ZIMMER, STUART, JASON MEMBER SEQUENTIS FINANCIAL LLC 07/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ZIMMER LUCAS CAPITAL, LLC MANAGING MEMBER direct 1996-05-01
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2012-09-01
ZIMMER PARTNERS, LP LIMITED PARTNER direct 2012-09-01
SEQUENTIS FINANCIAL LLC SOLE MEMBER ZIMMER PARTNERS GP, LLC 07/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2018-07-01
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2018-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EP ZIMMER LTD British Virgin Islands 805-9855288602 Hedge Fund 114,027,748 100,000
ZP ENERGY FUND, L.P. United States 805-4019337386 Hedge Fund 412,710,146 1,000,000
SEQUENTIS CSP INVESTMENTS, L.P. United States 805-3552455352 Real Estate Fund 33,136,787 1,000,000
ZP MASTER MIDCAP FUND, LTD. Cayman Islands 805-7126579265 Hedge Fund 220,441,250 1,000,000 Master Fund
ZP MASTER ENERGY FUND, L.P. Cayman Islands 805-4851931147 Hedge Fund 99,476,727 1,000,000 Master Fund
ZP MASTER UTILITY FUND, LTD. Cayman Islands 805-5101414467 Hedge Fund 3,380,548,885 5,000,000 Master Fund

ZIMMER PARTNERS, LP

ownership team - last updated 2021-03-30
Name Title Start Date Direct/Indirect % Ownership
ZIMMER, STUART, JASON CHIEF EXECUTIVE OFFICER 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZIMMER LUCAS CAPITAL, LLC MANAGING MEMBER direct 1996-05-01
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2012-09-01
ZIMMER PARTNERS, LP LIMITED PARTNER direct 2012-09-01
BURGER, BARBARA, JEANNE GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
DKR CAPITAL INC. GENERAL COUNSEL/ COMPLIANCE OFFICER/SVP direct 2001-05-01
DKR MANAGEMENT COMPANY INC. GENERAL COUNSEL/ SVP/ COMPLIANCE OFFICER direct 2001-06-01
DKR SATURN MANAGEMENT L.P. PRESIDENT, GENERAL COUNSEL OF DKR CAPITAL PARTNERS LP, PRESIDENT, DIRECTOR OF THE GENERAL PARTNER direct 2002-08-01
DKR CAPITAL SECURITIES CORP. DIRECTOR direct 2007-01-01
ZIMMER PARTNERS, LP GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2012-09-01
AIG INTERNATIONAL MANAGEMENT COMPANY INC. LEGAL/ COMPLIANCE OFFICER/ VP direct 1996-05-01 2001-05-04
DKR CAPITAL INC. LEGAL/ COMPLIANCE OFFICER/ VP direct 1996-05-01 2001-05-04
DKR CAPITAL PARTNERS L.P. GENERAL COUNSEL/SVP/COMPLIANCE OFFICER OF GENERAL PARTNERS direct 2001-11-01 2004-03-31
DKR SATURN MANAGEMENT L.P. SECRETARY OF THE GENERAL PARTNER direct 2002-08-01 2005-03-31
DKR CAPITAL PARTNERS L.P. PRESIDENT/GENERAL COUNSEL OF THE GENERAL PARTNERS direct 2001-11-01 2005-05-04
DKR SATURN MANAGEMENT L.P. PRESIDENT OF THE GENERAL PARTNER direct 2002-08-01 2006-03-06
DKR CAPITAL PARTNERS L.P. PRESIDENT, GENERAL COUNSEL OF DKR CAPITAL PARTNERS LP direct 2001-11-01 2010-03-11
DKR FUSION MANAGEMENT L.P. PRESIDENT, GENERAL COUNSEL OF DKR CAPITAL PARTNERS LP direct 2001-11-01 2010-03-11
IVORY INVESTMENT MANAGEMENT, L.P. GENERAL COUNSEL direct 2010-07-01 2011-08-30
ZIMMER PARTNERS GP, LLC GENERAL PARTNER 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZIMMER PARTNERS, LP GENERAL PARTNER direct 2012-09-01
PRESSMAN, MITCHELL, BRAD CHIEF FINANCIAL OFFICER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
IVORY INVESTMENT MANAGEMENT, L.P. CHIEF FINANCIAL OFFICER direct 2006-02-01
ZIMMER PARTNERS, LP CHIEF FINANCIAL OFFICER direct 2013-01-01
ZIMMER, STUART, JASON MEMBER SEQUENTIS FINANCIAL LLC 07/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ZIMMER LUCAS CAPITAL, LLC MANAGING MEMBER direct 1996-05-01
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2012-09-01
ZIMMER PARTNERS, LP LIMITED PARTNER direct 2012-09-01
SEQUENTIS FINANCIAL LLC SOLE MEMBER ZIMMER PARTNERS GP, LLC 07/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2018-07-01
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2018-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ZP MASTER ENERGY FUND, L.P. Cayman Islands 805-4851931147 Hedge Fund 99,476,727 1,000,000 Master Fund
ZP MASTER UTILITY FUND, LTD. Cayman Islands 805-5101414467 Hedge Fund 3,380,548,885 5,000,000 Master Fund
EP ZIMMER LTD British Virgin Islands 805-9855288602 Hedge Fund 114,027,748 100,000
ZP ENERGY FUND, L.P. United States 805-4019337386 Hedge Fund 412,710,146 1,000,000
SEQUENTIS CSP INVESTMENTS, L.P. United States 805-3552455352 Real Estate Fund 33,136,787 1,000,000
ZP MASTER MIDCAP FUND, LTD. Cayman Islands 805-7126579265 Hedge Fund 220,441,250 1,000,000 Master Fund

ZIMMER PARTNERS, LP

ownership team - last updated 2020-09-21
Name Title Start Date Direct/Indirect % Ownership
ZIMMER, STUART, JASON CHIEF EXECUTIVE OFFICER 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZIMMER LUCAS CAPITAL, LLC MANAGING MEMBER direct 1996-05-01
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2012-09-01
ZIMMER PARTNERS, LP LIMITED PARTNER direct 2012-09-01
BURGER, BARBARA, JEANNE GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
DKR CAPITAL INC. GENERAL COUNSEL/ COMPLIANCE OFFICER/SVP direct 2001-05-01
DKR MANAGEMENT COMPANY INC. GENERAL COUNSEL/ SVP/ COMPLIANCE OFFICER direct 2001-06-01
DKR SATURN MANAGEMENT L.P. PRESIDENT, GENERAL COUNSEL OF DKR CAPITAL PARTNERS LP, PRESIDENT, DIRECTOR OF THE GENERAL PARTNER direct 2002-08-01
DKR CAPITAL SECURITIES CORP. DIRECTOR direct 2007-01-01
ZIMMER PARTNERS, LP GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2012-09-01
AIG INTERNATIONAL MANAGEMENT COMPANY INC. LEGAL/ COMPLIANCE OFFICER/ VP direct 1996-05-01 2001-05-04
DKR CAPITAL INC. LEGAL/ COMPLIANCE OFFICER/ VP direct 1996-05-01 2001-05-04
DKR CAPITAL PARTNERS L.P. GENERAL COUNSEL/SVP/COMPLIANCE OFFICER OF GENERAL PARTNERS direct 2001-11-01 2004-03-31
DKR SATURN MANAGEMENT L.P. SECRETARY OF THE GENERAL PARTNER direct 2002-08-01 2005-03-31
DKR CAPITAL PARTNERS L.P. PRESIDENT/GENERAL COUNSEL OF THE GENERAL PARTNERS direct 2001-11-01 2005-05-04
DKR SATURN MANAGEMENT L.P. PRESIDENT OF THE GENERAL PARTNER direct 2002-08-01 2006-03-06
DKR CAPITAL PARTNERS L.P. PRESIDENT, GENERAL COUNSEL OF DKR CAPITAL PARTNERS LP direct 2001-11-01 2010-03-11
DKR FUSION MANAGEMENT L.P. PRESIDENT, GENERAL COUNSEL OF DKR CAPITAL PARTNERS LP direct 2001-11-01 2010-03-11
IVORY INVESTMENT MANAGEMENT, L.P. GENERAL COUNSEL direct 2010-07-01 2011-08-30
ZIMMER PARTNERS GP, LLC GENERAL PARTNER 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZIMMER PARTNERS, LP GENERAL PARTNER direct 2012-09-01
PRESSMAN, MITCHELL, BRAD CHIEF FINANCIAL OFFICER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
IVORY INVESTMENT MANAGEMENT, L.P. CHIEF FINANCIAL OFFICER direct 2006-02-01
ZIMMER PARTNERS, LP CHIEF FINANCIAL OFFICER direct 2013-01-01
ZIMMER, STUART, JASON MEMBER SEQUENTIS FINANCIAL LLC 07/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ZIMMER LUCAS CAPITAL, LLC MANAGING MEMBER direct 1996-05-01
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2012-09-01
ZIMMER PARTNERS, LP LIMITED PARTNER direct 2012-09-01
SEQUENTIS FINANCIAL LLC SOLE MEMBER ZIMMER PARTNERS GP, LLC 07/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2018-07-01
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2018-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ZP MASTER ENERGY FUND, L.P. Cayman Islands 805-4851931147 Hedge Fund 275,372,000 1,000,000 Master Fund
ZP MASTER UTILITY FUND, LTD. Cayman Islands 805-5101414467 Hedge Fund 2,953,179,000 5,000,000 Master Fund
EP ZIMMER LTD British Virgin Islands 805-9855288602 Hedge Fund 142,917,300 100,000
ZP ENERGY FUND, L.P. United States 805-4019337386 Hedge Fund 439,545,800 1,000,000
SEQUENTIS CSP INVESTMENTS, L.P. United States 805-3552455352 Real Estate Fund 10,956,250 1,000,000
ZP MASTER MIDCAP FUND, LTD. Cayman Islands 805-7126579265 Hedge Fund 0 500,000 Master Fund

ZIMMER PARTNERS, LP

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ZP MASTER ENERGY FUND, L.P. Cayman Islands 805-4851931147 Hedge Fund 432,604,045 1,000,000 Master Fund
ZP MASTER UTILITY FUND, LTD. Cayman Islands 805-5101414467 Hedge Fund 27,649,177,382 5,000,000 Master Fund
EP ZIMMER LTD British Virgin Islands 805-9855288602 Hedge Fund 157,591,375 100,000
ZP ENERGY FUND, L.P. United States 805-4019337386 Hedge Fund 687,882,320 1,000,000
SEQUENTIS CSP INVESTMENTS, L.P. United States 805-3552455352 Real Estate Fund 0 1,000,000

ZIMMER PARTNERS, LP

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
ZIMMER, STUART, JASON CHIEF EXECUTIVE OFFICER 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZIMMER LUCAS CAPITAL, LLC MANAGING MEMBER direct 1996-05-01
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2012-09-01
ZIMMER PARTNERS, LP LIMITED PARTNER direct 2012-09-01
BURGER, BARBARA, JEANNE GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
DKR CAPITAL INC. GENERAL COUNSEL/ COMPLIANCE OFFICER/SVP direct 2001-05-01
DKR MANAGEMENT COMPANY INC. GENERAL COUNSEL/ SVP/ COMPLIANCE OFFICER direct 2001-06-01
DKR SATURN MANAGEMENT L.P. PRESIDENT, GENERAL COUNSEL OF DKR CAPITAL PARTNERS LP, PRESIDENT, DIRECTOR OF THE GENERAL PARTNER direct 2002-08-01
DKR CAPITAL SECURITIES CORP. DIRECTOR direct 2007-01-01
ZIMMER PARTNERS, LP GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2012-09-01
AIG INTERNATIONAL MANAGEMENT COMPANY INC. LEGAL/ COMPLIANCE OFFICER/ VP direct 1996-05-01 2001-05-04
DKR CAPITAL INC. LEGAL/ COMPLIANCE OFFICER/ VP direct 1996-05-01 2001-05-04
DKR CAPITAL PARTNERS L.P. GENERAL COUNSEL/SVP/COMPLIANCE OFFICER OF GENERAL PARTNERS direct 2001-11-01 2004-03-31
DKR SATURN MANAGEMENT L.P. SECRETARY OF THE GENERAL PARTNER direct 2002-08-01 2005-03-31
DKR CAPITAL PARTNERS L.P. PRESIDENT/GENERAL COUNSEL OF THE GENERAL PARTNERS direct 2001-11-01 2005-05-04
DKR SATURN MANAGEMENT L.P. PRESIDENT OF THE GENERAL PARTNER direct 2002-08-01 2006-03-06
DKR CAPITAL PARTNERS L.P. PRESIDENT, GENERAL COUNSEL OF DKR CAPITAL PARTNERS LP direct 2001-11-01 2010-03-11
DKR FUSION MANAGEMENT L.P. PRESIDENT, GENERAL COUNSEL OF DKR CAPITAL PARTNERS LP direct 2001-11-01 2010-03-11
IVORY INVESTMENT MANAGEMENT, L.P. GENERAL COUNSEL direct 2010-07-01 2011-08-30
ZIMMER PARTNERS GP, LLC GENERAL PARTNER 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZIMMER PARTNERS, LP GENERAL PARTNER direct 2012-09-01
PRESSMAN, MITCHELL, BRAD CHIEF FINANCIAL OFFICER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
IVORY INVESTMENT MANAGEMENT, L.P. CHIEF FINANCIAL OFFICER direct 2006-02-01
ZIMMER PARTNERS, LP CHIEF FINANCIAL OFFICER direct 2013-01-01
ZIMMER, STUART, JASON MEMBER SEQUENTIS FINANCIAL LLC 07/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ZIMMER LUCAS CAPITAL, LLC MANAGING MEMBER direct 1996-05-01
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2012-09-01
ZIMMER PARTNERS, LP LIMITED PARTNER direct 2012-09-01
SEQUENTIS FINANCIAL LLC SOLE MEMBER ZIMMER PARTNERS GP, LLC 07/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2018-07-01
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2018-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ZP MASTER ENERGY FUND, L.P. Cayman Islands 805-4851931147 Hedge Fund 667,761,759 1,000,000 Master Fund
ZP MASTER UTILITY FUND, LTD. Cayman Islands 805-5101414467 Hedge Fund 6,479,436,768 5,000,000 Master Fund
EP ZIMMER LTD British Virgin Islands 805-9855288602 Hedge Fund 462,649,205 100,000
ZP ENERGY FUND, L.P. United States 805-4019337386 Hedge Fund 1,223,440,127 1,000,000

ZIMMER PARTNERS, LP

ownership team - last updated 2017-03-28
Name Title Start Date Direct/Indirect % Ownership
ZIMMER, STUART, JASON LIMITED PARTNER 09/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
ZIMMER LUCAS CAPITAL, LLC MANAGING MEMBER direct 1996-05-01
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2012-09-01
ZIMMER PARTNERS, LP LIMITED PARTNER direct 2012-09-01
BURGER, BARBARA, JEANNE GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
DKR CAPITAL INC. GENERAL COUNSEL/ COMPLIANCE OFFICER/SVP direct 2001-05-01
DKR MANAGEMENT COMPANY INC. GENERAL COUNSEL/ SVP/ COMPLIANCE OFFICER direct 2001-06-01
DKR SATURN MANAGEMENT L.P. PRESIDENT, GENERAL COUNSEL OF DKR CAPITAL PARTNERS LP, PRESIDENT, DIRECTOR OF THE GENERAL PARTNER direct 2002-08-01
DKR CAPITAL SECURITIES CORP. DIRECTOR direct 2007-01-01
ZIMMER PARTNERS, LP GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2012-09-01
AIG INTERNATIONAL MANAGEMENT COMPANY INC. LEGAL/ COMPLIANCE OFFICER/ VP direct 1996-05-01 2001-05-04
DKR CAPITAL INC. LEGAL/ COMPLIANCE OFFICER/ VP direct 1996-05-01 2001-05-04
DKR CAPITAL PARTNERS L.P. GENERAL COUNSEL/SVP/COMPLIANCE OFFICER OF GENERAL PARTNERS direct 2001-11-01 2004-03-31
DKR SATURN MANAGEMENT L.P. SECRETARY OF THE GENERAL PARTNER direct 2002-08-01 2005-03-31
DKR CAPITAL PARTNERS L.P. PRESIDENT/GENERAL COUNSEL OF THE GENERAL PARTNERS direct 2001-11-01 2005-05-04
DKR SATURN MANAGEMENT L.P. PRESIDENT OF THE GENERAL PARTNER direct 2002-08-01 2006-03-06
DKR CAPITAL PARTNERS L.P. PRESIDENT, GENERAL COUNSEL OF DKR CAPITAL PARTNERS LP direct 2001-11-01 2010-03-11
DKR FUSION MANAGEMENT L.P. PRESIDENT, GENERAL COUNSEL OF DKR CAPITAL PARTNERS LP direct 2001-11-01 2010-03-11
IVORY INVESTMENT MANAGEMENT, L.P. GENERAL COUNSEL direct 2010-07-01 2011-08-30
ZIMMER PARTNERS GP, LLC GENERAL PARTNER 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZIMMER PARTNERS, LP GENERAL PARTNER direct 2012-09-01
PRESSMAN, MITCHELL, BRAD CHIEF FINANCIAL OFFICER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
IVORY INVESTMENT MANAGEMENT, L.P. CHIEF FINANCIAL OFFICER direct 2006-02-01
ZIMMER PARTNERS, LP CHIEF FINANCIAL OFFICER direct 2013-01-01
ZIMMER, STUART, JASON SOLE MEMBER ZIMMER PARTNERS GP, LLC 09/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ZIMMER LUCAS CAPITAL, LLC MANAGING MEMBER direct 1996-05-01
ZIMMER PARTNERS, LP SOLE MEMBER indirect 2012-09-01
ZIMMER PARTNERS, LP LIMITED PARTNER direct 2012-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ZP MASTER ENERGY FUND, L.P. Cayman Islands 805-4851931147 Hedge Fund 603,789,000 1,000,000 Master Fund
P ZIMMER LTD British Virgin Islands 805-9855288602 Hedge Fund 488,705,000 100,000
ZP MASTER UTILITY FUND, LTD. Cayman Islands 805-5101414467 Hedge Fund 4,481,839,000 5,000,000 Master Fund
ZP ENERGY FUND, L.P. United States 805-4019337386 Hedge Fund 788,838,000 1,000,000

WhaleScore history for ZIMMER PARTNERS, LP

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**EXPERIMENTAL** Current International Short Positions

Only includes UK, France, Germany, Japan, and HKEX are presently being processed.

Holder Issuer Net Short Position Position Date Origin

Short Position History (last 100)

Holder Net Short Position Position Date Origin
Zimmer Partners, LP alstria office REIT-AG 1.1% 2019-11-14 GERMANY
Zimmer Partners, LP alstria office REIT-AG 1.01% 2019-10-08 GERMANY
Zimmer Partners, LP alstria office REIT-AG 0.9% 2019-09-13 GERMANY
Zimmer Partners, LP alstria office REIT-AG 0.88% 2019-09-02 GERMANY
Zimmer Partners, LP alstria office REIT-AG 0.7% 2019-08-07 GERMANY
Zimmer Partners, LP alstria office REIT-AG 0.63% 2019-07-15 GERMANY
Zimmer Partners, LP alstria office REIT-AG 0.56% 2019-07-10 GERMANY
ZIMMER PARTNERS, LP EIFFAGE 0.34% 2020-03-17 FRANCE
ZIMMER PARTNERS, LP GETLINK SE 0.49% 2022-11-28 FRANCE
ZIMMER PARTNERS, LP GETLINK SE 0.59% 2022-11-22 FRANCE
ZIMMER PARTNERS, LP GETLINK SE 0.69% 2022-10-24 FRANCE
ZIMMER PARTNERS, LP GETLINK SE 0.72% 2022-09-23 FRANCE
ZIMMER PARTNERS, LP GETLINK SE 0.69% 2022-09-15 FRANCE
ZIMMER PARTNERS, LP GETLINK SE 0.7% 2022-07-13 FRANCE
ZIMMER PARTNERS, LP GETLINK SE 0.6% 2022-06-15 FRANCE
ZIMMER PARTNERS, LP GETLINK SE 0.54% 2022-04-29 FRANCE
ZIMMER PARTNERS, LP GETLINK SE 0.68% 2022-04-21 FRANCE
ZIMMER PARTNERS, LP GETLINK SE 0.75% 2022-04-20 FRANCE
ZIMMER PARTNERS, LP GETLINK SE 0.81% 2022-04-18 FRANCE
ZIMMER PARTNERS, LP GETLINK SE 0.73% 2022-04-15 FRANCE
ZIMMER PARTNERS, LP GETLINK SE 0.81% 2022-03-04 FRANCE
ZIMMER PARTNERS, LP GETLINK SE 0.71% 2022-02-22 FRANCE
ZIMMER PARTNERS, LP GETLINK SE 0.6% 2022-02-09 FRANCE
ZIMMER PARTNERS, LP GETLINK SE 0.53% 2022-01-06 FRANCE
Zimmer Partners, LP WHITBREAD PLC 0.48% 2020-05-06 UK
Zimmer Partners, LP WHITBREAD PLC 0.59% 2020-04-03 UK
Zimmer Partners, LP WHITBREAD PLC 0.67% 2020-03-23 UK
Zimmer Partners, LP WHITBREAD PLC 0.59% 2020-03-20 UK

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