Steamboat Capital Partners, LLC

Position in VST — Vistra Corp.

CIK 1635663 RYE, NY

Position in VST

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,698,573

-$216,337 QoQ

Shares Held

17,951

-0.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

Steamboat Capital Partners, LLC holds $15,167,491 across 4 Utilities - Independent Power Producers names. VST ranks #3 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TLN	Talen Energy Corp	20,410	$6,515,484
2	HNRG	Hallador Energy Co	201,139	$3,274,542
3	VST	Vistra Corp. This page	17,951	$2,698,573
4	NRG	Nrg Energy, Inc.	18,331	$2,678,892

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,698,573	17,951	-0.6%	Shares	Sole	2026-05-15
2025-12-31	$2,914,910	18,068	-0.4%	Shares	Sole	2026-02-17
2025-09-30	$3,552,421	18,132	-6.0%	Shares	Sole	2025-11-14
2025-06-30	$3,737,819	19,286	-1.9%	Shares	Sole	2025-08-14
2025-03-31	$2,308,283	19,655	+303.2%	Shares	Sole	2025-05-15
2024-12-31	$672,116	4,875	-2.2%	Shares	Sole	2025-02-14
2024-09-30	$591,040	4,986	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.