13F-HR 1 d1170248_13f-hr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F Cover Page Report for the Calendar Year or Quarter Ended December 31, 2010 Check here if Amendment: | |; Amendment Number: This Amendment (Check only one): | | is a restatement | | adds new holding entries. Institutional Manager Filing this Report: Name: Zimmer Lucas Capital, LLC Address: 535 Madison Avenue, 6th Floor New York, New York 10022 13F File Number: 28-10550 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Stuart J. Zimmer Title: Managing Member Phone: 212-440-0740 Signature, Place and Date of Signing: /s/ Stuart J. Zimmer New York, New York February 14, 2011 ----------------------- -------------------------- ---------------------- [Signature] [City, State] [Date] Report Type: (Check only one): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report). [_] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting managers(s).) [_] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: None Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 3 Form 13F Information Table Entry Total: 67 Form 13F Information Table Value Total: $770,062 (thousands) List of Other Included Managers: No. Form 13F File Number Name 1. 28-10735 ZLP Master Utility Fund, Ltd. 2. 28-10775 ZLP Master Opportunity Fund, Ltd. 3. 28-11923 ZLP Fund, LP FORM 13F INFORMATION TABLE Zimmer Lucas Capital, LLC December 31, 2010
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x1000) PRN AMT PRN CALL DISCRETION MNGRS SOLE SHARED NONE -------------- -------------- ----- ------- ------- --- ---- ---------- ----- ---- ------ ---- AGL RES INC COM 001204106 1,793 50,000 SH SHARED 1,2 50,000 ALLEGHENY ENERGY INC COM 017361106 16,968 700,000 SH SHARED 1,2 700,000 ALLIANT ENERGY CORP COM 018802108 3,677 100,000 SH SHARED 1,2 100,000 ANADARKO PETE CORP COM 032511107 381 5,000 SH SHARED 2 5,000 ATMOS ENERGY CORP COM 049560105 1,170 37,500 SH SHARED 1,2 37,500 BARRETT BILL CORP COM 06846N104 10,221 248,500 SH SHARED 2,3 248,500 BLACK HILLS CORP COM 092113109 10,500 350,000 SH SHARED 1,2 350,000 BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 11,486 368,971 SH SHARED 3 368,971 BRIGHAM EXPLORATION CO COM 109178103 1,100 4,000 CALL SHARED 2,3 4,000 CARRIZO OIL & CO INC COM 144577103 14,106 408,990 SH SHARED 2,3 408,990 CIMAREX ENERGY CO COM 171798101 37,404 422,500 SH SHARED 2,3 422,500 CLECO CORP NEW COM 12561W105 8,151 265,000 SH SHARED 1,2 265,000 CMS ENERGY CORP COM 125896100 19,995 1,075,000 SH SHARED 1,2 1,075,000 CONCHO RES INC COM 20605P101 19,682 224,500 SH SHARED 2,3 224,500 CONSOLIDATED EDISON INC COM 209115104 3,718 75,000 SH SHARED 1,2 75,000 CONSTELLATION ENERGY GROUP I COM 210371100 1,532 50,000 SH SHARED 1,2 50,000 CONTINENTAL RESOURCES INC COM 212015101 3,134 53,258 SH SHARED 2,3 53,258 DOMINION RES INC VA NEW COM 25746U109 7,649 179,053 SH SHARED 1,2 179,053 DTE ENERGY CO COM 233331107 17,359 383,038 SH SHARED 1,2 383,038 DUNCAN ENERGY PARTNERS LP COM UNITS 265026104 8,684 270,600 SH SHARED 3 270,600 E-COMMERCE CHINA DANGDANG IN SPN ADS COM A 26833A105 677 25,000 SH SHARED 1,2 25,000 EL PASO PIPELINE PARTNERS L COM UNIT LPI 283702108 5,226 156,223 SH SHARED 3 156,223 ENBRIDGE ENERGY PARTNERS L P COM 29250R106 6,111 97,963 SH SHARED 3 97,963 ENTERGY CORP NEW COM 29364G103 4,250 60,000 SH SHARED 1,2 60,000 FERRELLGAS PARTNERS L.P. UNIT LTD PART 315293100 2,158 84,253 SH SHARED 3 84,253 FOREST OIL CORP COM PAR $0.01 346091705 38,365 1,010,406 SH SHARED 2,3 1,010,406 GASTAR EXPL LTD COM NEW 367299203 1,828 425,000 SH SHARED 2 425,000 GOODRICH PETE CORP COM NEW 382410405 5,288 299,800 SH SHARED 2,3 299,800 ITC HLDGS CORP COM 465685105 4,495 72,525 SH SHARED 1,2 72,525 KODIAK OIL & GAS CORP COM 50015Q100 11,880 1,799,995 SH SHARED 2,3 1,799,995 MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 492 8,000 SH SHARED 2 8,000 MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 570759100 3,681 85,000 SH SHARED 3 85,000 MV OIL TR TR UNITS 553859109 1,793 44,967 SH SHARED 3 44,967 NEW JERSEY RES COM 646025106 5,966 138,400 SH SHARED 1,2 138,400 NEWFIELD EXPL CO COM 651290108 10,059 139,500 SH SHARED 2,3 139,500 NEXTERA ENERGY INC COM 65339F101 5,199 100,000 SH SHARED 1,2 100,000 NISOURCE INC COM 65473P105 28,662 1,626,700 SH SHARED 1,2,3 1,626,700 NORTHEAST UTILS COM 664397106 3,188 100,000 SH SHARED 1,2 100,000 NV ENERGY INC COM 67073Y106 7,025 500,000 SH SHARED 1,2 500,000 OGE ENERGY CORP COM 670837103 9,308 204,400 SH SHARED 1,2 204,400 ONEOK INC NEW COM 682680103 43,544 785,000 SH SHARED 1,2,3 785,000 PG&E CORP COM 69331C108 9,568 200,000 SH SHARED 1,2 200,000 PETROHAWK ENERGY CORP COM 716495106 40,965 2,244,647 SH SHARED 2,3 2,244,647 PINNACLE WEST CAP CORP COM 723484101 10,280 248,000 SH SHARED 1,2 248,000 PIONEER NAT RES CO COM 723787107 41,659 479,833 SH SHARED 2,3 479,833 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 2,700 43,000 SH SHARED 3 43,000 PROGRESS ENERGY INC COM 743263105 854 19,635 SH SOLE 19,635 PLAINS EXPL& PRODTN CO COM 726505100 31,015 965,000 SH SHARED 2,3 965,000 QLIK TECHNOLOGIES INC COM 74733T105 233 9,000 SH SHARED 3 9,000 QUESTAR CORP COM 748356102 17,236 990,000 SH SHARED 1,2 990,000 QUICKSILVER RESOURCES INC COM 74837R104 8,540 579,400 SH SHARED 2,3 579,400 RANGE RES CORP COM 75281A109 11,357 252,500 SH SHARED 2,3 252,500 REGENCY ENERGY PARTNERS L P COM UNITS L P 75885Y107 8,396 307,986 SH SHARED 3 307,986 REX ENERGY CORPORATION COM 761565100 15,029 1,101,005 SH SHARED 2,3 1,101,005 SEMPRA ENERGY COM 816851109 48,125 917,022 SH SHARED 1,2 917,022 SM ENERGY CO COM 78454L100 41,057 696,700 SH SHARED 2,3 696,700 SOUTH JERSEY INDS INC COM 838518108 1,585 30,000 SH SHARED 1,2 30,000 SOUTHERN CO COM 842587107 24,850 650,000 SH SHARED 1,2 650,000 SOUTHERN UN CO NEW COM 844030106 29,989 1,245,923 SH SHARED 1,2,3 1,245,923 SPDR GOLD TRUST GOLD SHS 78463V107 6,148 44,319 SH SHARED 2 44,319 SPDR S&P 500 ETF TR TR UNIT 78462F103 1,376 3,500 CALL SHARED 2,3 3,500 STONE ENERGY CORP COM 861642106 9,721 436,100 SH SHARED 2,3 436,100 SUNOCO LOGISTICS PRTNRS L P COM UNITS 86764L108 1,149 13,743 SH SHARED 3 13,743 TARGA RES CORP COM 87612G101 3,217 120,000 SH SHARED 2 120,000 WHITING PETE CORP NEW COM 966387102 265 500 CALL SHARED 2,3 500 WILLIAMS PARTNERS L P COM UNIT L P 96950F104 5,727 122,772 SH SHARED 3 122,772 WISCONSIN ENERGY CORP COM 976657106 1,118 19,000 SH SHARED 1,2 19,000
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