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Funds (13F)

Zimmer Partners, LP

Backtest from 16 Aug 2013 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+12.3%
S&P 500 +14.1%
Last 12 months
+7.1%
S&P 500 +12.1%
Sharpe ratio
0.62
S&P 500 0.78
Biggest drop
−39.6%
S&P 500 −31.8%
$10.0k$20.0k$40.0k 2013201520172019202120232025 $57.0k$46.4k
Zimmer Partners, LPS&P 500 $10,000 in Zimmer Partners, LP from 16 Aug 2013 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Copies Zimmer Partners, LP's quarterly 13F holdings in the companies we cover, weighted by reported value: it buys on the first trading day after each 13F is filed (up to 45 days after the quarter) and holds until the next filing. A 13F shows long US-listed positions only, at the quarter's end, so this misses shorts, cash, bonds, non-US holdings and trading within the quarter.

Zimmer Partners, LP's 13F holdings →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+12.3%+14.1%
Total return+364%+470%
Last 12 months+7.1%+12.1%
Last 3 months−6.0%—
Last month+0.9%—
This year so far+6.3%—
Volatility a year18.2%16.0%
Sharpe ratio0.620.78
Biggest drop−39.6%−31.8%
Beta to the S&P 5000.831.00
Alpha a year (t-statistic)+0.9% (0.26)—
Share of weeks up57%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck.

Insights

CompanyWeightHeld sinceReturn since
WELL6.1%——
NI4.8%——
ES4.6%——
KGS4.5%——
XEL4.5%——
TRGP4.2%——
PCG4.0%——
MAIR3.9%——
PPL3.4%——
KMI3.4%——
ADC3.3%——
FPS3.0%——
LNG2.7%——
SRE2.0%——
MGEE1.9%——
IDA1.7%——
JAN1.5%——
PH1.4%——
CTRE1.4%——
GEV1.2%——
ETR1.2%——
WM1.2%——
AZO1.1%——
BKV1.1%——
CNM1.1%——
NHP1.1%——
YORW1.0%——
DLR1.0%——
MOD1.0%——
KNTK1.0%——
HESM0.9%——
DVN0.9%——
MTZ0.8%——
CRH0.8%——
HTO0.7%——
AHR0.7%——
ROL0.7%——
PNR0.7%——
SARO0.7%——
EROC0.7%——
RYAN0.7%——
GPC0.6%——
ITT0.6%——
GNRC0.6%——
FRVO0.6%——
USAR0.6%——
CMI0.6%——
BLDR0.6%——
PNW0.6%——
XE0.5%——
EME0.5%——
LGN0.5%——
SYY0.5%——
JRVR0.5%——
WULF0.5%——
CPAY0.4%——
LOAR0.4%——
PRIM0.4%——
VRT0.4%——
ETN0.4%——
VG0.3%——
BKH0.3%——
SMA0.3%——
AR0.3%——
PRMB0.3%——
HUT0.3%——
GE0.3%——
GPOR0.3%——
VNOM0.3%——
DPC0.3%——
ARXS0.3%——
CR0.3%——
MSEX0.2%——
NEE0.2%——
SWX0.2%——
FCX0.2%——
QXO0.2%——
MSFT0.2%——
TDG0.2%——
VRTS0.2%——
STC0.2%——
NTST0.2%——
FOXA0.1%——
ELDN0.1%——
AIV0.1%——
SPCX0.1%——
BXP0.1%——
EXR0.1%——
DUK0.1%——
QNT0.1%——
FCPT0.1%——
CDNL0.1%——
XRN0.1%——
CUBE0.1%——
DOC0.1%——
CPT0.1%——
SUI0.1%——
VNO0.1%——
AVEX0.1%——
AVLN0.1%——
RIOT0.0%——
NEXT0.0%——
WHR0.0%——
MANE0.0%——
AERO0.0%——
HAWK0.0%——
SPTX0.0%——

Weighted by reported value in the latest 13F, held until the next filing.

PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest16 Aug 2013 to 2 Nov 2026+12.3%+14.1%0.620.78−39.6%0.83+0.9% (0.26)
2018 onwards5 Jan 2018 to 2 Nov 2026+10.1%+13.9%0.440.66−39.6%0.85−1.3% (−0.29)
Last three years3 Nov 2023 to 2 Nov 2026+17.8%+21.8%0.991.16−12.2%0.38+6.4% (0.96)
Last year7 Nov 2025 to 2 Nov 2026+6.8%+14.2%0.280.84−12.2%0.13+2.2% (0.17)
DateCompanyAction
21 Aug 2026XRNBought
21 Aug 2026XEBought
21 Aug 2026VRTBought
21 Aug 2026VNOBought
21 Aug 2026VGBought
21 Aug 2026SUIBought
21 Aug 2026SPTXBought
21 Aug 2026SPCXBought
21 Aug 2026RIOTBought
21 Aug 2026QNTBought
21 Aug 2026PRIMBought
21 Aug 2026PPLBought
21 Aug 2026NHPBought
21 Aug 2026NEEBought
21 Aug 2026MTZBought
21 Aug 2026MODBought
21 Aug 2026MGEEBought
21 Aug 2026MANEBought
21 Aug 2026MAIRBought
21 Aug 2026LGNBought
21 Aug 2026HAWKBought
21 Aug 2026GPORBought
21 Aug 2026FRVOBought
21 Aug 2026FOXABought
21 Aug 2026EXRBought

Dated at the rebalance that made the change.

DateCompanyAction
21 Aug 2026YSSSold
21 Aug 2026WECSold
21 Aug 2026WBISold
21 Aug 2026VVXSold
21 Aug 2026VSECSold
21 Aug 2026TXNMSold
21 Aug 2026TTAMSold
21 Aug 2026TBNSold
21 Aug 2026SMSold
21 Aug 2026REXRSold
21 Aug 2026PWRSold
21 Aug 2026PSASold
21 Aug 2026POOLSold
21 Aug 2026PICSSold
21 Aug 2026PACSSold
21 Aug 2026OFRMSold
21 Aug 2026NVTSold
21 Aug 2026NVDASold
21 Aug 2026LMRISold
21 Aug 2026KTOSSold
21 Aug 2026KRMNSold
21 Aug 2026KPTISold
21 Aug 2026IRONSold
21 Aug 2026INVXSold
21 Aug 2026FVRSold

Dated at the rebalance that made the change.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest