SEC 13F Intelligence

Forest Avenue Capital Management LP / VST

Forest Avenue Capital Management LP’s Vistra Corp Position

Does Forest Avenue Capital Management LP own Vistra Corp (VST)? Yes — 1.30M shares worth $195M (+11.57% of its 13F portfolio) as of Q1 2026, up from 1.12M shares the prior filed quarter.

Position Value
$195M
Q1 2026
Shares
1.30M
% of Portfolio
+11.57%
Quarters Held
9
currently held

Position History VST

Reported value by quarter
Q1 ’24: $31MQ1 ’24Q2 ’24: $46MQ3 ’24: $86MQ3 ’24Q4 ’24: $73MQ1 ’25: $70MQ1 ’25Q2 ’25: $143MQ3 ’25: $136MQ3 ’25Q4 ’25: $181MQ1 ’26: $195MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.30M$195M+11.57%
Q4 20251.12M$181M+11.92%
Q3 2025695.3K$136M+10.04%
Q2 2025735.6K$143M+11.12%
Q1 2025592.8K$70M+9.51%
Q4 2024527.8K$73M+6.66%
Q3 2024725.1K$86M+10.43%
Q2 2024535.1K$46M+6.37%
Q1 2024439.0K$31M+7.51%

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