COM
VST
VISTRA CORP
Holdings as of 2025-09-30Filed 2025-11-14Updated 2026-10-22
View original evidence ↗Viewing holdings for 2025 Q3. View latest quarter →
Investors holding5
New positions1
Increased1
Decreased3
Exited0
Holdings by investor
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| Investor | Portfolio weight | Shares | Shares Δ | Change | Filed | Evidence |
|---|---|---|---|---|---|---|
| Lone Pine CapitalLone Pine Capital | 6.70%-2.4 pp | 4,699,241 | -27.4% | Decreased | 2025-11-14 | SEC filing |
| David TepperAppaloosa | 3.30%-2.1 pp | 1,245,000 | -30.8% | Decreased | 2025-11-13 | SEC filing |
| Daniel LoebThird Point | 2.19%-1.0 pp | 935,000 | -25.2% | Decreased | 2025-11-14 | SEC filing |
| Stanley DruckenmillerDuquesne Family Office | 1.17%+1.2 pp | 233,985 | — | New | 2025-11-14 | SEC filing |
| Philippe LaffontCoatue Management | 0.25%-0.0 pp | 512,811 | +7.7% | Increased | 2025-11-14 | SEC filing |
Ownership over time
All 20 quarters
| Quarter | Investors holding |
|---|---|
| 2026 Q2 | 2 |
| 2026 Q1 | 3 |
| 2025 Q4 | 3 |
| 2025 Q3 | 5 |
| 2025 Q2 | 4 |
| 2025 Q1 | 3 |
| 2024 Q4 | 6 |
| 2024 Q3 | 6 |
| 2024 Q2 | 4 |
| 2024 Q1 | 4 |
| 2023 Q4 | 2 |
| 2023 Q3 | 2 |
| 2023 Q2 | 1 |
| 2023 Q1 | 1 |
| 2022 Q4 | 0 |
| 2022 Q3 | 0 |
| 2022 Q2 | 0 |
| 2022 Q1 | 0 |
| 2021 Q4 | 0 |
| 2021 Q3 | 0 |
Original sources
Public commentary is shown only when a dated, verified original is available.
Duquesne Family OfficeOfficial SEC filing
AppaloosaOfficial SEC filing
Third PointOfficial SEC filing
Coatue ManagementOfficial SEC filing
Lone Pine CapitalOfficial SEC filing
Advanced · SEC data & downloads
CUSIP 92840M102 · COM
Original information table · XML/data
Original information table · XML/data
Original information table · XML/data
Original information table · XML/data
Original information table · XML/data
Lone Pine Capital · 13F-HR · SEC filing · TXT
Appaloosa · 13F-HR · SEC filing · TXT
Third Point · 13F-HR · SEC filing · TXT
Duquesne Family Office · 13F-HR · SEC filing · TXT
Coatue Management · 13F-HR · SEC filing · TXT
Download full history CSV · all candidate groups