Skip to main content

Yaupon Capital Management LP

Position in VST — Vistra Corp.

CIK 1755028 NEW YORK, NY

Position in VST

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$67,887,675
+$23,805,675 QoQ
Shares Held
451,591
+100.7% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
3.39%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2023
7 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in VST Over Time

Shares Held

Position Value (USD)

Derivatives in VST

reported options exposure · as of Jun 30, 2025
CallValue
$19,381,000
CallShares
100,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Utilities - Independent Power Producers

Utilities · as of Mar 31, 2026

Yaupon Capital Management LP holds $116,588,614 across 3 Utilities - Independent Power Producers names. VST ranks #1 (58.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VST
Vistra Corp.
This page
451,591 $67,887,675

All Filings in VST

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $67,887,675 451,591
2025-09-30 $44,082,000 225,000
2025-06-30 $13,153,303 67,867
2025-06-30 $19,381,000 100,000
2024-12-31 $11,324,228 82,137
2024-03-31 $1,377,398 19,776
2024-03-31 $20,895,000 300,000
2023-12-31 $5,300,352 137,600
2023-03-31 $2,400,000 100,000