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VST
4 quarters
Position history for TMThiel Macro LLC's holdings in Vistra Corp.
Yes. Thiel Macro holds 372,755 shares of VST (Vistra), worth $59.1M, as of its Q2 2026 13F filing. It opened the position in Q2 2026. VST is 14.1% of Thiel Macro's reported 13F portfolio.
Current Value
$59.1M
Current Shares
372,755
Total Value Change
+$34.6M
Total Shares Change
+164,008
Quarter-by-Quarter History