Follow-The-Filings

Security · featured owners

VST Vistra Corp.

Utilities COM Equity as of 2026 Q2 among managers we track

  • 11 Owners
  • #106
  • Max 7.4%
  • Master 0.04%
  • $733M
  • 2 new 2 add 4 reduce 2 exits

Who owns this now

Largest portfolio weights among featured holders · max 7.4% (Nehal Chopra - Ratan Capital Management) · not free-float ownership

  1. Nehal Chopra reduce 7.4%
  2. Corvex Management new 4.9%
  3. King Street Capital Management 4.9%
  4. David Tepper add 4.6%
  5. Harry Burn add 2.8%
  6. Ryan Packard 1.1%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
David Tepper - Appaloosa 2026 Q2 4.6% Add +9.5% 2,215,272 $351M history
Corvex Management 2026 Q2 4.9% New 4.9% 1,020,228 $162M history
Harry Burn - Sound Shore Management 2026 Q2 2.8% Add +20.3% 577,385 $92M history
John Armitage - Egerton Capital (UK) 2026 Q2 0.74% New 0.74% 485,253 $77M history
Nehal Chopra - Ratan Capital Management 2026 Q2 7.4% Reduce −41.3% 68,319 $23M history
Ryan Packard - Hiddenite Capital Partners 2026 Q2 1.1% Hold 80,000 $13M history
King Street Capital Management 2026 Q2 4.9% Hold 59,000 $9M history
Nehal Chopra - Ratan Capital Management 2026 Q2 0.94% Reduce −41.3% 18,409 $3M history
Senator Investment Group 2026 Q2 0.10% Reduce −91.5% 16,763 $3M history
George Soros - Soros Fund Management 2026 Q2 0.01% Reduce −98.3% 4,223 $670K history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 <0.01% Hold 5 $1K history
Stephen Mandel - Lone Pine Capital exited 2026 Q2 last 2026 Q1 7.4% Exit −7.42 pp 6,187,585 $930M history
Gavin Baker - Atreides Management exited 2026 Q2 last 2026 Q1 1.6% Exit −1.57 pp 523,788 $79M history

11 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $13.8B $14.76B $17.59B
Net income $1.49B $2.66B $0.944B
Net margin * 10.8% 18.0% 5.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $11.64B $8.12B $9.18B
Total non-current assets * $21.33B $29.65B $32.37B
Total assets $32.97B $37.77B $41.55B
Total current liabilities $9.82B $8.43B $11.81B
Total non-current liabilities * $17.82B $23.76B $24.63B
Total equity $5.31B $5.57B $5.1B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $5.45B $4.56B $4.07B
Cash from investing -$2.14B -$5.28B -$4.4B
Cash from financing -$0.294B -$1.6B -$0.074B
Net change in cash $3.01B -$2.32B -$0.4B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders