Ownership history in Carmel Capital Management L.L.C. Β· 14 quarters on record
This page tracks every 13F SEC filing in which Carmel Capital Management L.L.C. reported a position in VISTRA CORP (VST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Carmel Capital Management L.L.C. outperformed the S&P 500 by +69.4% annually on this VST position. Timing score: 62% (8/13 decisions correct). Average cost basis: $27.18. Maximum drawdown during holding period: β17.5%.
π₯ Exceptional β beat the S&P 500 by 69.4% per year on this position.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 13 add/trim decisions correct
Best entry: $19.92 (2022 Q3) Β· Worst: $195.38 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 6 trims. Bought during 0 of 2 down-price quarters. π More buys than sells across the holding period.
π Carmel Capital Management L.L.C. has been actively increasing its VST allocation β a bullish signal from insiders.
Currently 12.48% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size