https://holdlens.com/ticker/VST Every 13F move on VST (Vistra Corp) by the 30 tracked portfolio managers — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing wave. Not investment advice. en-us Thu, 16 Apr 2026 17:06:33 GMT https://holdlens.com/signal/VST https://holdlens.com/ticker/VST#2025-Q4-seth-klarman-add-0 Seth Klarman (Baupost Group) added VST in Q4 2025 · 11.4% of portfolio. Aggressive Vistra add — AI data center demand thesis. Sat, 14 Feb 2026 00:00:00 GMT add noreply@holdlens.com (Seth Klarman) https://holdlens.com/signal/VST https://holdlens.com/ticker/VST#2025-Q4-howard-marks-add-1 Howard Marks (Oaktree Capital) added VST in Q4 2025 · 12.8% of portfolio. Adding to Vistra — power demand from AI. Sat, 14 Feb 2026 00:00:00 GMT add noreply@holdlens.com (Howard Marks) https://holdlens.com/signal/VST https://holdlens.com/ticker/VST#2025-Q3-seth-klarman-add-2 Seth Klarman (Baupost Group) added VST in Q3 2025 · 9.6% of portfolio. AI data center thesis — big add. Fri, 14 Nov 2025 00:00:00 GMT add noreply@holdlens.com (Seth Klarman) https://holdlens.com/signal/VST https://holdlens.com/ticker/VST#2025-Q3-howard-marks-add-3 Howard Marks (Oaktree Capital) added VST in Q3 2025 · 11.2% of portfolio. Same data center thesis as Klarman. Fri, 14 Nov 2025 00:00:00 GMT add noreply@holdlens.com (Howard Marks) https://holdlens.com/signal/VST https://holdlens.com/ticker/VST#2025-Q2-seth-klarman-add-4 Seth Klarman (Baupost Group) added VST in Q2 2025 · 7.2% of portfolio. First of three consecutive quarters building Vistra. Thu, 14 Aug 2025 00:00:00 GMT add noreply@holdlens.com (Seth Klarman) https://holdlens.com/signal/VST https://holdlens.com/ticker/VST#2025-Q2-howard-marks-add-5 Howard Marks (Oaktree Capital) added VST in Q2 2025 · 9.0% of portfolio. Same Vistra thesis as Klarman — 3 Q build. Thu, 14 Aug 2025 00:00:00 GMT add noreply@holdlens.com (Howard Marks) https://holdlens.com/signal/VST https://holdlens.com/ticker/VST#2025-Q1-seth-klarman-new-6 Seth Klarman (Baupost Group) new position VST in Q1 2025 · 5.9% of portfolio. Klarman's first Vistra position — start of the 3 Q build. Thu, 15 May 2025 00:00:00 GMT new noreply@holdlens.com (Seth Klarman) https://holdlens.com/signal/VST https://holdlens.com/ticker/VST#2025-Q1-howard-marks-new-7 Howard Marks (Oaktree Capital) new position VST in Q1 2025 · 7.8% of portfolio. Howard Marks's first Vistra position — same quarter as Klarman. Thu, 15 May 2025 00:00:00 GMT new noreply@holdlens.com (Howard Marks) https://holdlens.com/signal/VST https://holdlens.com/ticker/VST#2024-Q4-seth-klarman-add-8 Seth Klarman (Baupost Group) added VST in Q4 2024 · 5.0% of portfolio. Major Vistra add — start of the multi-quarter build. Fri, 14 Feb 2025 00:00:00 GMT add noreply@holdlens.com (Seth Klarman) https://holdlens.com/signal/VST https://holdlens.com/ticker/VST#2024-Q4-howard-marks-add-9 Howard Marks (Oaktree Capital) added VST in Q4 2024 · 6.5% of portfolio. Same Vistra thesis as Klarman — start of build. Fri, 14 Feb 2025 00:00:00 GMT add noreply@holdlens.com (Howard Marks) https://holdlens.com/signal/VST https://holdlens.com/ticker/VST#2024-Q3-seth-klarman-new-10 Seth Klarman (Baupost Group) new position VST in Q3 2024 · 4.0% of portfolio. First Vistra position — start of multi-Q build. Thu, 14 Nov 2024 00:00:00 GMT new noreply@holdlens.com (Seth Klarman) https://holdlens.com/signal/VST https://holdlens.com/ticker/VST#2024-Q3-howard-marks-new-11 Howard Marks (Oaktree Capital) new position VST in Q3 2024 · 5.2% of portfolio. First Vistra — same quarter as Klarman. Thu, 14 Nov 2024 00:00:00 GMT new noreply@holdlens.com (Howard Marks)