ZIMMER PARTNERS, LP Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 50
New Positions 18
Increased Positions 26
Decreased Positions 23
Positions with Activity 49
Sold Out Positions 12
Total Mkt Value (in $ millions) 908

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
Consumer Cyclical
Consumer/Non-Cyclical
Energy 16.26%
Financial
Healthcare
Services
Technology 2.38%
Transportation
Utilities 59.76%

50 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NISOURCE INC COM 105,168 40,019 61.43 2,520,200
SEMGROUP CORP CL A 71,443 -18,659 (20.71) 1,062,500
PG&E CORP COM 67,174 40,644 153.20 1,266,000
DOMINION RES INC VA NEW CRP UNIT 2014 A 58,157 58,157 New 1,100,000
TARGA RES CORP COM 45,978 -4,163 (8.3) 447,386
ANTERO RES CORP COM 43,095 -211 (0.49) 979,200
AMEREN CORP COM 42,864 42,864 New 950,000
PPL CORP COM 42,312 12,604 42.42 1,175,000
PARSLEY ENERGY INC CL A 34,583 682 2.01 2,172,280
LACLEDE GROUP INC COM 30,986 -26,412 (46.02) 597,500
DOMINION RES INC VA NEW COM 28,275 -15,080 (34.78) 375,000
OGE ENERGY CORP COM 27,848 10,443 60 800,000
MEMORIAL RESOURCE DEV CORP COM 27,171 -9,917 (26.74) 1,391,950
ITC HLDGS CORP COM 27,126 -13,860 (33.82) 685,000
NRG YIELD INC COM CL A 26,291 26,291 New 587,500
DIAMONDBACK ENERGY INC COM 26,075 26,075 New 416,802
EXELON CORP COM 21,934 -91,392 (80.65) 583,200
SUNEDISON INC COM 21,615 14,789 216.64 1,100,000
DYNAGAS LNG PARTNERS LP COM UNIT LTD PT 18,891 -932 (4.7) 1,119,775
RSP PERMIAN INC COM 18,095 18,095 New 700,000