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Yaupon Capital Management LP

Position in VST — Vistra Corp.

CIK 1755028 NEW YORK, NY

Position in VST

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$74,632,718
+$6,745,043 QoQ
Shares Held
470,483
+4.2% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
2.49%
of 13F equity value
Holder Rank
#94
of 1,395 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in VST Over Time

Shares Held

Position Value (USD)

Derivatives in VST

reported options exposure · as of Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$15,863,000
PutShares
100,000

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 Jun 30, 2026

Yaupon Capital Management LP holds $177,603,349 across 3 Utilities - Independent Power Producers names. VST ranks #1 (42.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VST
Vistra Corp.
This page
470,483 $74,632,718

All Filings in VST

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $74,632,718 470,483
2026-06-30 $15,863,000 100,000
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