2 tracked superinvestors hold VISTRA CORP (VST), worth $471M combined, led by David Tepper. Smart money is accumulating VST as of the latest 13F filings.
Current price
$149.30
-20.9%
1Y
Vistra Corp., along with its various holdings, functions as a unified entity primarily engaged in retail electricity supply and power generation. The company organizes its operations across six distinct segments: Retail, Texas, East, West, Sunset, and Asset Closure. It directly provides electricity and natural gas to residential, commercial, and industrial clients throughout 20 U.S. states and…
Market cap
$52.6B
P/E
71.23
Div yield
0.7%
Revenue YoY
-12.4%
Analyst target
$219
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$471M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+2
2 buying · 0 selling
Smart money is net accumulating VST: 2 funds added or opened versus 0 trimming.
VISTRA CORP (VST) is held by 2 tracked funds worth $471M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to David Tepper at 4.5% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 2 added and 0 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 4.5% | $351M | |
| Added | 0.5% | $119M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
4 insiders filed SEC Form 144 for $11M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Moldovan Kristopher E. | Officer | 20,000 | $3M | 2026-09-08 |
| Acosta Arcilia | Director | 15,000 | $3M | 2026-06-18 |
| John R. Sult | Director | 6,500 | $1M | 2026-06-18 |
| Helm Scott B | Director | 25,000 | $4M | 2026-06-16 |
Which superinvestors own VST?
2 tracked funds hold VISTRA CORP (VST), the largest being David Tepper (Appaloosa) at 4.5% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling VST?
In the most recent 13F quarter, 2 tracked funds added or opened VST and 0 trimmed it.
How much VST do tracked funds hold?
Combined disclosed long exposure to VST across tracked superinvestors is $471M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.