Question 1

How many shares of VST does Third Point LLC own?

Accepted Answer

Third Point LLC previously held 0 shares of VST (VISTRA CORP) before exiting the position in 2026-Q1.

Question 2

What is Third Point LLC's VST position worth?

Accepted Answer

Third Point LLC's VST position was last reported at $0 in 2026-Q1 before the exit.

Question 3

Is Third Point LLC buying or selling VST?

Accepted Answer

In 2026-Q1, Third Point LLC exited their VST position entirely (-100.0% change in shares).

Question 4

When did Third Point LLC first buy VST?

Accepted Answer

Based on available 13F filings, Third Point LLC first reported a position in VST in 2024-Q3. They have held the position across 13 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$161.70	0
2025-Q4	Increased	1M	+7.5%	$162.1M	2.2%	$162.62	57
2025-Q3	Decreased	935,000	-25.2%	$183.2M	2.0%	$197.66	0
2025-Q2	Increased	1.3M	+47.1%	$242.3M	3.2%	$194.56	77
2025-Q1	Decreased	850,000	-15.0%	$99.8M	1.5%	$118.61	0
2024-Q4	Decreased	1M	-68.5%	$137.9M	1.9%	$139.33	0
2024-Q3	Decreased	3.2M	-29.0%	$376.4M	5.1%	$116.89	0