VIST
Vista Energy Sab DE CV
4 super-investors hold VIST worth a combined $30M. The largest position: Stanley Druckenmiller at 0.3% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 25 — ranked #558 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own VIST
Druckenmiller's new 0.3% position in VIST — worth roughly $10M — is the headline event this quarter and the first meaningful entry point in the stock's eight-quarter history within this cohort. The full group totals just four holders and $30M in combined exposure, with Sarah Ketterer carrying the largest dollar stake at $17M (0.2% of her portfolio) and Joel Greenblatt and Polen Capital holding nominal positions. No one added, trimmed, or exited. The cohort owner count went from zero to one in a single quarter by the strict new-position definition, suggesting nascent rather than established interest; Druckenmiller's entry is the signal worth watching, but concentration levels remain low across the board.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2019Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Sarah Ketterer | 0.2% | 7q | $17M | 220,918 |
| 2 | Stanley Druckenmiller | 0.3% | — 1q | $10M | 134,700 |
| 3 | Joel Greenblatt | <0.1% | 16q | $2M | 33,117 |
| 4 | Polen Capital Management | <0.1% | 3q | $243K | 3,214 |
Owners of VIST also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | NEW | 0.3% | +100% | $10M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 92837L109. Not investment advice.