ValuationViz

VST fund manager activity

Vistra Corp · NYSE. Reported by 19 tracked fund managers in their 13F filings, Q2 2017 to Q3 2026.

Q1 2026

ManagerActivitySharesValue% of portfolioFiled
David Tepper - Appaloosa ManagementAdded2,022,332$304,017,1705.12%May 15, 2026
Gavin Baker - Atreides ManagementNew523,788$78,741,0501.92%May 18, 2026
Ken Fisher - Fisher Asset ManagementNew1,365$205,3140.00%May 5, 2026
Joel Greenblatt - Gotham Asset ManagementAdded122,917$18,478,1130.06%May 15, 2026
Stephen Mandel - Lone Pine CapitalAdded6,187,585$930,179,6537.42%May 15, 2026
Harry Burn - Sound ShoreNew479,762$72,122,6212.42%May 7, 2026
Daniel Loeb - Third PointSold out——0.00%May 15, 2026

Q4 2025

ManagerActivitySharesValue% of portfolioFiled
David Tepper - Appaloosa ManagementTrimmed945,000$152,456,8502.22%Feb 17, 2026
Philippe Laffont - Coatue ManagementSold out——0.00%May 15, 2026
Stanley Druckenmiller - Duquesne Family OfficeSold out——0.00%Feb 17, 2026
Joel Greenblatt - Gotham Asset ManagementTrimmed109,785$17,711,6140.06%Feb 17, 2026
Stephen Mandel - Lone Pine CapitalAdded5,211,885$840,833,4076.18%Feb 17, 2026
Polen Capital ManagementSold out——0.00%Feb 12, 2026
Situational Awareness LPSold out——0.00%Feb 11, 2026
Daniel Loeb - Third PointAdded1,005,000$162,136,6502.23%Feb 17, 2026

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