SEC 13F Intelligence

Dilation Capital Management LP / VST

Dilation Capital Management LP’s Vistra Corp Position

Does Dilation Capital Management LP own Vistra Corp (VST)? Not currently — the last reported position was 55.5K shares worth $11M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$11M
Q2 2025
Shares
55.5K
% of Portfolio
+5.73%
Quarters Held
3
position exited

Position History VST

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $11MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202555.5K$11M+5.73%
Q1 202524.8K$3M+3.53%
Q4 202429.8K$4M+3.79%

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