Ownership history in Two Seas Capital LP · 9 quarters on record
This page tracks every 13F SEC filing in which Two Seas Capital LP 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 249,707 | +79,707 | +46.9% | 0.83% | $40.3M | $161.11 |
| 2025 Q3 | REDUCED | 170,000 | -61,257 | -26.5% | 0.53% | $33.3M | $195.38 |
| 2025 Q2 | REDUCED | 231,257 | -68,743 | -22.9% | 0.75% | $44.8M | $193.07 |
| 2025 Q1 | ADDED | 300,000 | +88,565 | +41.9% | 1.11% | $35.2M | $116.84 |
| 2025 Q1 | REDUCED | 211,435 | -167,650 | -44.2% | 0.78% | $24.8M | $116.84 |
| 2024 Q4 | ADDED | 379,085 | +126,419 | +50.0% | 4.52% | $52.3M | $136.93 |
| 2024 Q3 | REDUCED | 252,666 | -61,416 | -19.6% | 4.85% | $30.0M | $117.54 |
| 2024 Q2 | ADDED | 314,082 | +116,729 | +59.1% | 4.39% | $27.0M | $85.05 |
| 2024 Q1 | INITIATED | 197,353 | — | — | 2.69% | $13.7M | — |
As of 2025 Q4 — sorted by position size