SEC 13F Intelligence

Two Seas Capital LP / VST

Two Seas Capital LP’s Vistra Corp Position

Does Two Seas Capital LP own Vistra Corp (VST)? Yes — 185.6K shares worth $28M (+0.39% of its 13F portfolio) as of Q1 2026, down from 249.7K shares the prior filed quarter.

Position Value
$28M
Q1 2026
Shares
185.6K
% of Portfolio
+0.39%
Quarters Held
9
currently held

Position History VST

Reported value by quarter
Q1 ’24: $14MQ1 ’24Q2 ’24: $27MQ3 ’24: $30MQ3 ’24Q4 ’24: $52MQ1 ’25: $25MQ1 ’25Q2 ’25: $45MQ3 ’25: $33MQ3 ’25Q4 ’25: $40MQ1 ’26: $28MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026185.6K$28M+0.39%
Q4 2025249.7K$40M+0.83%
Q3 2025170.0K$33M+0.53%
Q2 2025231.3K$45M+0.75%
Q1 2025211.4K$25M+0.78%
Q4 2024379.1K$52M+4.52%
Q3 2024252.7K$30M+4.85%
Q2 2024314.1K$27M+4.39%
Q1 2024197.4K$14M+2.69%

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