SEC 13F Intelligence

Night Owl Capital Management, LLC / VST

Night Owl Capital Management, LLC’s Vistra Corp Position

Does Night Owl Capital Management, LLC own Vistra Corp (VST)? Not currently — the last reported position was 116.2K shares worth $23M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$23M
Q3 2025
Shares
116.2K
% of Portfolio
+2.48%
Quarters Held
7
position exited

Position History VST

Reported value by quarter
Q1 ’24: $13MQ1 ’24Q2 ’24: $17MQ2 ’24Q3 ’24: $24MQ3 ’24Q4 ’24: $28MQ4 ’24Q1 ’25: $25MQ1 ’25Q2 ’25: $22MQ2 ’25Q3 ’25: $23MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025116.2K$23M+2.48%
Q2 2025115.0K$22M+2.58%
Q1 2025215.5K$25M+3.16%
Q4 2024206.7K$28M+3.68%
Q3 2024199.7K$24M+3.24%
Q2 2024193.4K$17M+2.49%
Q1 2024192.5K$13M+2.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Night Owl Capital Management, LLC’s full portfolio or all institutional holders of VST.