3 tracked superinvestors hold VISTRA CORP (VST), worth $1.3B combined, led by Stephen Mandel. Smart money is accumulating VST as of the latest 13F filings.
Current price
$157.98
-18.4%
1Y
Vistra Corp., together with its subsidiaries, operates as an integrated retail electricity and power generation company. The company operates through six segments: Retail, Texas, East, West, Sunset, and Asset Closure. It retails electricity and natural gas to residential, commercial, and industrial customers across 20 states in the United States and the District of Columbia. The company is also…
Market cap
$52.6B
P/E
71.23
Div yield
0.6%
Revenue YoY
-12.4%
Analyst target
$223
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
3
tracked 13F / N-PORT funds
Combined value
$1.3B
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
+3
3 buying · 0 selling
Smart money is net accumulating VST: 3 funds added or opened versus 0 trimming. 1 opened a brand-new position.
VISTRA CORP (VST) is held by 3 tracked funds worth $1.3B combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Stephen Mandel, who has committed 7.4% of their portfolio to it.
This quarter 1 fund opened a brand-new position (George Soros), with 2 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 7.4% | $930M | |
| Added | 5.1% | $304M | |
| New buy | 0.5% | $37M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own VST?
3 tracked funds hold VISTRA CORP (VST), the largest being Stephen Mandel (Lone Pine Capital) at 7.4% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling VST?
In the most recent 13F quarter, 3 tracked funds added or opened VST and 0 trimmed it, including 1 brand-new position.
How much VST do tracked funds hold?
Combined disclosed long exposure to VST across tracked superinvestors is $1.3B as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 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.