← Super investors

VST

Vistra Corp

4 super-investor ownerscombined $582Mlargest position 4.7%

1 NEW1 EXIT

4 of the 83 super-investors we track hold VST, worth a combined $582M per their latest 13F filings. The largest position: David Tepper at 4.7% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Conviction score: 31 of 100 (how strongly the cohort backs it) — ranked #337 of 742 stocks. The stock is up 11.4x since a tracked investor first held it at conviction size (Q2 2017 or earlier).

Held through it: Howard Marks (26q straight), Stephen Mandel (9q straight), Harry Burn (16q straight) and 5 more. All multibaggers the cohort held →

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Why super-investors own VST

VST is held by 4 super-investors in our cohort, with a combined position value of $582M. The highest-conviction owner is David Tepper at 4.7% of their portfolio. Cohort ownership has shrunk from 6 to 4 over the last four quarters — net interest is fading. This quarter the cohort registered 1 new positions, 1 exited.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2017Q2 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 4

Peak: 7

Owners (4) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	David Tepper	4.7%	18q	$351M	2,215,272
2	Harry Burn	2.8%	18q	$92M	577,385
3	John Armitage	0.7%	— 1q	$77M	485,253
4	Joel Greenblatt	<0.1%	36q	$62M	391,939

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Owners of VST also hold

4 shared owners · CCS 73

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3 shared owners · CCS 67

3 shared owners · CCS 47

Uber Technologies Inc

3 shared owners · CCS 47

3 shared owners · CCS 36

3 shared owners · CCS 32

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Congress is trading VST

Congress tracker →

18 disclosed trades by 7 members of Congress11 buys · 7 sells

Julia Letlowbought$1,001 - $15,000 · 2026-02-17
Nancy Pelosibought$100,001 - $250,000 · 2026-01-16
Lisa McClainsold$1,001 - $15,000 · 2025-10-31
Lisa McClainsold$1,001 - $15,000 · 2025-10-30
Lisa McClainbought$1,001 - $15,000 · 2025-10-30
Lisa McClainbought$1,001 - $15,000 · 2025-06-17 · late

STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →

Recent activity (2)

Manager	Move	% Port.	Δ Shares	Value	Filed
Stephen Mandel	EXIT	7.4%	-100%	$0	Aug 14, 2026
John Armitage	NEW	0.7%	+100%	$77M	Jul 21, 2026

Long US equity 13F-HR filings only. CUSIP 92840M102. Not investment advice.