SCHEDULE: Zimmer Partners Discloses 4.2% Stake in Sun Country Airlines

Zimmer Partners and affiliated entities reported a 4.2% passive beneficial ownership stake in Sun Country Airlines Holdings, Inc.

Summary

• Zimmer Partners, LP, Zimmer Financial Services Group LLC, Zimmer Partners GP, LLC, and Stuart J. Zimmer collectively reported beneficial ownership of 2,225,900 shares of Sun Country Airlines Holdings, Inc. Common Stock.
• This ownership represents approximately 4.2% of the outstanding shares of Common Stock.
• The percentage was calculated based on 53,316,378 shares of Common Stock outstanding as of June 30, 2025, as reported in the Issuer's Form 10-Q filed on August 1, 2025.
• The reporting persons have shared voting and dispositive power over all 2,225,900 shares.
• The shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of the issuer.

Sentiment

Score: 5

Explanation: The filing is a routine beneficial ownership disclosure (Schedule 13G) indicating a passive stake, with no explicit positive or negative operational or financial information. The sentiment is neutral as it simply reports a factual ownership position.

Future Outlook

NA

Industry Context

This filing is a routine disclosure of a passive ownership stake by an investment manager and its affiliates in a publicly traded airline company. It does not provide specific insights into broader industry trends or competitive dynamics beyond the fact of the investment itself.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant passive ownership stake by an institutional investor.

Key Dates

Keywords

Sun Country Airlines, Zimmer Partners, Beneficial Ownership, Airline Industry, SEC Filing, Common Stock, Investment, Passive Stake