Zimmer Partners’s Cheniere Energy LNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.6M | Sell |
55,000
-254,200
| -82% | -$58.7M | 0.38% | 58 |
|
|
2025
Q4 | $60.1M | Buy |
309,200
+296,700
| +2,374% | +$62.3M | 1.58% | 20 |
|
|
2025
Q3 | $2.94M | Buy |
+12,500
| New | +$2.94M | 0.06% | 118 |
|
|
2025
Q1 | – | Sell |
-137,500
| Closed | -$29.5M | – | 196 |
|
|
2024
Q4 | $29.5M | Sell |
137,500
-996,338
| -88% | -$202M | 0.51% | 38 |
|
|
2024
Q3 | $204M | Sell |
1,133,838
-242,700
| -18% | -$43.6M | 3.72% | 8 |
|
|
2024
Q2 | $241M | Buy |
1,376,538
+153,815
| +13% | +$24.5M | 4.44% | 6 |
|
|
2024
Q1 | $197M | Buy |
1,222,723
+465,000
| +61% | +$74.8M | 4.21% | 7 |
|
|
2023
Q4 | $129M | Buy |
757,723
+275,423
| +57% | +$47.3M | 4.74% | 7 |
|
|
2023
Q3 | $80M | Buy |
482,300
+136,100
| +39% | +$22M | 2.07% | 17 |
|
|
2023
Q2 | $52.7M | Buy |
346,200
+312,500
| +927% | +$46.3M | 1.24% | 29 |
|
|
2023
Q1 | $5.31M | Sell |
33,700
-714,300
| -95% | -$108M | 0.11% | 74 |
|
|
2022
Q4 | $112M | Buy |
+748,000
| New | +$125M | 2.26% | 15 |
|
|
2022
Q2 | – | Sell |
-22,783
| Closed | -$3.16M | – | 115 |
|
|
2022
Q1 | $3.16M | Sell |
22,783
-127,217
| -85% | -$15.5M | 0.05% | 103 |
|
|
2021
Q4 | $15.2M | Sell |
150,000
-267,911
| -64% | -$27.9M | 0.23% | 74 |
|
|
2021
Q3 | $40.8M | Sell |
417,911
-42,066
| -9% | -$3.68M | 0.64% | 39 |
|
|
2021
Q2 | $39.9M | Sell |
459,977
-228,146
| -33% | -$18.6M | 0.54% | 54 |
|
|
2021
Q1 | $49.6M | Buy |
688,123
+159,592
| +30% | +$10.9M | 0.67% | 45 |
|
|
2020
Q4 | $31.7M | Sell |
528,531
-3,421,469
| -87% | -$183M | 0.47% | 55 |
|
|
2020
Q3 | $183M | Sell |
3,950,000
-375,000
| -9% | -$19M | 2.83% | 8 |
|
|
2020
Q2 | $209M | Sell |
4,325,000
-124,250
| -3% | -$5.43M | 2.83% | 9 |
|
|
2020
Q1 | $149M | Buy |
4,449,250
+1,948,250
| +78% | +$99.9M | 3.3% | 12 |
|
|
2019
Q4 | $153M | Buy |
2,501,000
+221,160
| +10% | +$13.6M | 2.11% | 18 |
|
|
2019
Q3 | $144M | Buy |
2,279,840
+727,462
| +47% | +$46.6M | 1.56% | 22 |
|
|
2019
Q2 | $106M | Sell |
1,552,378
-1,024,746
| -40% | -$67.8M | 1.12% | 28 |
|
|
2019
Q1 | $176M | Sell |
2,577,124
-1,067,466
| -29% | -$70.2M | 2.11% | 10 |
|
|
2018
Q4 | $216M | Sell |
3,644,590
-1,374,911
| -27% | -$84.6M | 2.97% | 6 |
|
|
2018
Q3 | $349M | Sell |
5,019,501
-734,426
| -13% | -$47.3M | 4.62% | 5 |
|
|
2018
Q2 | $375M | Buy |
+5,753,927
| New | +$354M | 5.14% | 5 |
|
|
2017
Q4 | – | Sell |
-25,000
| Closed | -$1.13M | – | 82 |
|
|
2017
Q3 | $1.13M | Hold |
25,000
| – | – | 0.03% | 77 |
|
|
2017
Q2 | $1.22M | Sell |
25,000
-375,000
| -94% | -$17.9M | 0.03% | 82 |
|
|
2017
Q1 | $18.9M | Sell |
400,000
-39,171
| -9% | -$1.81M | 0.47% | 52 |
|
|
2016
Q4 | $18.2M | Sell |
439,171
-954,500
| -68% | -$38.5M | 0.57% | 44 |
|
|
2016
Q3 | $60.8M | Sell |
1,393,671
-535,000
| -28% | -$22.6M | 1.63% | 19 |
|
|
2016
Q2 | $72.4M | Buy |
+1,928,671
| New | +$67.8M | 2.16% | 12 |
|
|
2016
Q1 | – | Sell |
-89,200
| Closed | -$3.32M | – | 90 |
|
|
2015
Q4 | $3.32M | Buy |
+89,200
| New | +$4.06M | 0.25% | 56 |
|
|
2015
Q3 | – | Sell |
-504,700
| Closed | -$35M | – | 83 |
|
|
2015
Q2 | $35M | Buy |
+504,700
| New | +$37.8M | 1.9% | 15 |
|
|
2014
Q1 | – | Sell |
-938,400
| Closed | -$40.5M | – | 57 |
|
|
2013
Q4 | $40.5M | Buy |
938,400
+538,400
| +135% | +$21.4M | 4.98% | 7 |
|
|
2013
Q3 | $13.7M | Buy |
400,000
+90,000
| +29% | +$2.67M | 2.64% | 13 |
|
|
2013
Q2 | $8.61M | Buy |
+310,000
| New | +$8.71M | 1.64% | 18 |
|
Other funds holding LNG
VPM
VCM
Zimmer Partners's LNG Position: Q1 2026 in Review
Zimmer Partners reduced its Cheniere Energy (LNG) stake by 82% in Q1 2026, selling an estimated $58.7M and leaving 55,000 shares worth $15.6M. The position accounts for 0.38% of the portfolio, ranked #58.
Zimmer Partners first reported a position in LNG in Q2 2013 and has held it in 39 quarters since. The position peaked at $375M in Q2 2018. 1,361 funds tracked by Wall St. Rank hold LNG as of Q1 2026.
- Zimmer Partners held 55,000 shares of Cheniere Energy worth $15.6M as of Q1 2026.
- Zimmer Partners sold 254,200 Cheniere Energy shares in Q1 2026, an estimated $58.7M.
- Cheniere Energy made up 0.38% of Zimmer Partners's portfolio in Q1 2026, its #58 holding.
- Zimmer Partners first reported a position in Cheniere Energy in Q2 2013 and has held it in 39 quarters since.
- Zimmer Partners's Cheniere Energy position peaked at $375M in Q2 2018.
- 1,361 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2026.
Based on Zimmer Partners's 13F filing for Q1 2026, filed 15 May 2026.