ZIMMER PARTNERS, LP Information

888 SEVENTH AVENUE, NEW YORK, New York, 10106, (212) 440-0770

Report Date: 12/31/2014

Position Statistics

Total Positions 57
New Positions 19
Increased Positions 31
Decreased Positions 24
Positions with Activity 55
Sold Out Positions 15
Total Mkt Value (in $ millions) 1,129

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates 0.15%
Consumer Cyclical
Consumer/Non-Cyclical
Energy 13.32%
Financial
Healthcare
Services
Technology 2.42%
Transportation
Utilities 42.3%

57 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHENIERE ENERGY PTNRS LP HLDGC COM REP LLC IN 149,018 143,867 2,792.83 6,074,941
SEMGROUP CORP CL A 133,083 50,739 61.62 1,717,200
NISOURCE INC COM 128,195 20,330 18.85 2,995,200
PLAINS GP HLDGS L P SHS A REP LTPN 90,925 90,925 New 3,247,337
DUKE ENERGY CORP NEW COM NEW 56,930 56,930 New 765,700
TERRAFORM PWR INC CL A COM 47,441 47,441 New 1,328,499
MEMORIAL RESOURCE DEV CORP COM 43,056 18,725 76.96 2,463,150
NRG YIELD INC COM CL A 42,100 12,860 43.98 845,885
LACLEDE GROUP INC COM 37,215 7,011 23.21 736,200
PARSLEY ENERGY INC CL A 35,846 568 1.61 2,207,280
DYNEGY INC NEW DEL COM 33,660 33,660 New 1,200,000
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 30,995 30,995 New 500,000
TARGA RES CORP COM 28,353 -13,929 (32.94) 300,000
SUNEDISON INC COM 27,340 1,204 4.61 1,150,681
ANTERO RES CORP COM 25,646 -8,949 (25.87) 725,896
SEMPRA ENERGY COM 25,142 16,033 176 234,600
DYNAGAS LNG PARTNERS LP COM UNIT LTD PT 23,600 1,160 5.17 1,177,668
ENTERPRISE PRODS PARTNERS L P COM 20,052 20,052 New 615,267
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 18,512 18,512 New 294,679
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 17,039 17,039 New 222,302