Question 1

Does Third Point own VST stock?

Accepted Answer

No. Third Point exited its VST (Vistra) position in Q1 2026. Its Q4 2025 13F listed 1,005,000 shares worth $162.1M.

Question 2

How many shares of VST does Third Point own?

Accepted Answer

None since Q1 2026, when Third Point exited the position. Its Q4 2025 13F listed 1,005,000 shares worth $162.1M.

Question 3

What is Third Point's VST position worth?

Accepted Answer

Third Point's VST position was worth $162.1M in its Q4 2025 13F, before the exit in Q1 2026.

Question 4

Is Third Point buying or selling VST?

Accepted Answer

In Q1 2026, Third Point exited its entire VST position.

Question 5

When did Third Point first buy VST?

Accepted Answer

Third Point first reported VST in its Q1 2023 13F and listed it in 12 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$149.87	0
2025-Q4	Increased	1M	+7.5%	$162.1M	2.2%	$160.62	57
2025-Q3	Decreased	935,000	-25.2%	$183.2M	2.0%	$194.79	0
2025-Q2	Increased	1.3M	+47.1%	$242.3M	3.2%	$192.48	77
2025-Q1	Decreased	850,000	-15.0%	$99.8M	1.5%	$116.49	0
2024-Q4	Decreased	1M	-68.5%	$137.9M	1.9%	$136.52	0
2024-Q3	Decreased	3.2M	-29.0%	$376.4M	5.1%	$117.19	0