VST — VISTRA CORP

Ownership history in LONE PINE CAPITAL LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which LONE PINE CAPITAL LLC 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
8.92% (2025 Q2)
Avg. % of fund
5.78%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,211,885 +512,644 +10.9% 6.18% $840.8M $161.33
2025 Q3 REDUCED 4,699,241 -1,770,478 -27.4% 6.70% $920.7M $195.65
2025 Q2 ADDED 6,469,719 +1,864,931 +40.5% 8.92% $1.25B $193.33
2025 Q1 REDUCED 4,604,788 -748,177 -14.0% 4.67% $540.8M $117.00
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VST price (monthly, adj. close)

Other funds also holding VST

As of 2025 Q4 — sorted by position size

Carmel Capital Management L.L.C. 3Y 12.48% Forest Avenue Capital Management LP 3Y 11.92% Engle Capital Management, L.P. 3Y 7Y 6.85% COLRAIN CAPITAL LLC 3Y 7Y 6.64% Ratan Capital Management LP 3Y 7Y 6.55% SEGRA CAPITAL MANAGEMENT, LLC 3Y 6.41% REAVES W H & CO INC 3Y 7Y 6.2% Alden Global Capital LLC 3Y 7Y 5.74% Glendon Capital Management LP 3Y 7Y 5.67% KIRR MARBACH & CO LLC /IN/ 3Y 7Y 5.15%
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