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Thiel Macro LLC

Position in VST — Vistra Corp.

CIK 1562087 LOS ANGELES, CA

Position in VST

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$59,130,125
+$18,672,869 QoQ
Shares Held
372,755
+78.6% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
14.12%
of 13F equity value
Holder Rank
#111
of 1,395 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in VST Over Time

Shares Held

Position Value (USD)

Position in Utilities - Independent Power Producers

Utilities · as of Jun 30, 2026

Thiel Macro LLC holds $59,130,125 across 1 Utilities - Independent Power Producers name. VST ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VST
Vistra Corp.
This page
372,755 $59,130,125

All Filings in VST

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $59,130,125 372,755
2025-06-30 $40,457,256 208,747
2025-03-31 $24,515,247 208,747