David Tepper's Vistra Corp. (VST) position

Yes: as of Q1 2026, David Tepper holds 2.0M shares of VST worth $304M (5.1% of the disclosed portfolio). Last quarter the position was increased by 114.0%. First disclosed Q3 2024.

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Current value

$304M

Shares held

2.0M

% of portfolio

5.1%

Est. average buy price (i)

$156.06

est. since Q1 2025

Quarter-end price

$150.33

Estimated trade prices

Average price in quarters with purchases: $127.26
Average prices in quarters with sales: Q4 2025: $182.01 (300K shares sold)

Q3 2025: $198.01 (555K shares sold)

Q2 2025: $147.97 (500K shares sold)

VST price vs Tepper's position

1Y 3Y 5Y MAX

Dates

Average closing price · filing quarter: $161.89
Price range · filing quarter: $141.21 – $180.42

Every quarterly change

Quarter	Action	Shares change	Est. value change	Δ Own	Shares held	Filing date
Q1 2026	Added	+1.1M	+$174M	+114.0%	2.0M	May 15, 2026
Q4 2025	Reduced	−300K	−$55M	−24.1%	945K	Feb 17, 2026
Q3 2025	Reduced	−555K	−$110M	−30.8%	1.2M	Nov 13, 2025
Q2 2025	Reduced	−500K	−$74M	−21.7%	1.8M	Aug 14, 2025
Q1 2025	First covered	–	–	–	2.3M	May 15, 2025
Q4 2024	Added	+1.4M	+$198M	+112.5%	2.7M	Feb 10, 2025
Q3 2024	New	+1.3M	+$108M	–	1.3M	Nov 14, 2024

Data through Q1 2026 · filed May 15, 2026

7 grouped rows from 7 quarters

Who else owns VST

FMR LLC

owns 4.7% of shares outstanding

Est. $2.4B · Shares: 15.8M

Morgan Stanley

owns 2.5% of shares outstanding

Est. $1.2B · Shares: 8.3M

JPMorgan Chase & Co

owns 2.2% of shares outstanding

Est. $1.1B · Shares: 7.5M

Lone Pine Capital LLC

owns 1.8% of shares outstanding

Est. $930M · Shares: 6.2M

See all owners of VST →

More Tepper positions

Taiwan Semiconductor Manufacturing Company Limited(TSM)

$449M

7.6% of portfolio

Alibaba Group Holding Limited(BABA)

$435M

7.3% of portfolio

Common questions

Does David Tepper own VST?

Yes. As of Q1 2026, David Tepper disclosed 2.0M shares of VST, worth $304M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did David Tepper buy VST?

David Tepper first disclosed a VST position in Q3 2024; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did David Tepper sell VST?

The quarter-by-quarter table above shows each sale and reduction David Tepper disclosed in VST. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of VST does David Tepper own?

David Tepper disclosed 2.0M shares of VST as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did David Tepper pay for VST?

David Tepper began building the VST position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.