Joel Greenblatt’s VST Holdings & Trades

First Buy
Q2 2017
Duration Held
34 Quarters
Largest Add
Q3 2019
+191,441 Shares
Current Position
130,423 Shares
$25.55 M Value

Joel Greenblatt's VST Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 130,423 shares of Vistra Corp. (VST) worth $25.55 M, representing 0.11% of the portfolio. First purchased in 2017-Q2, this long-term strategic position has been held for 34 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in VST, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2019, adding 180,222 shares. Largest reduction occurred in Q4 2019, reducing 152,407 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Vistra (VST) Holding Value Over Time

Track share changes against reported price movement

Quarterly Vistra (VST) Trades by Joel Greenblatt

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2017 +14,351 New Buy 14,351 $16.79
Q3 2017 -3,191 Reduce 22.24% 11,160 $18.73
Q4 2017 +36 Add 0.32% 11,196 $18.31
Q1 2018 +23 Add 0.21% 11,219 $20.86
Q2 2018 -11,219 Sold Out 11,219 $0.00
Q3 2019 +191,441 New Buy 191,441 $26.73
Q4 2019 -152,407 Reduce 79.61% 39,034 $22.98
Q1 2020 +119,966 Add 307.34% 159,000 $15.96
Q2 2020 -119,769 Reduce 75.33% 39,231 $18.61
Q3 2020 +7,792 Add 19.86% 47,023 $18.86
Q4 2020 +7,486 Add 15.92% 54,509 $19.67
Q1 2021 -26,803 Reduce 49.17% 27,706 $17.69
Q2 2021 -27,706 Sold Out 27,706 $0.00
Q2 2022 +28,870 New Buy 28,870 $22.86
Q3 2022 -28,870 Sold Out 28,870 $0.00
Q2 2023 +71,017 New Buy 71,017 $26.25
Q3 2023 +118,426 Add 166.76% 189,443 $33.18
Q4 2023 -38,875 Reduce 20.52% 150,568 $38.52
Q1 2024 -69,746 Reduce 46.32% 80,822 $69.65
Q2 2024 -33,602 Reduce 41.58% 47,220 $85.98
Q3 2024 -11,574 Reduce 24.51% 35,646 $118.54
Q4 2024 +28,058 Add 78.71% 63,704 $137.87
Q1 2025 +25,419 Add 39.90% 89,123 $117.44
Q2 2025 +58,408 Add 65.54% 147,531 $193.81
Q3 2025 -17,108 Reduce 11.60% 130,423 $195.92

Joel Greenblatt's Vistra Investment FAQs

Joel Greenblatt first purchased Vistra Corp. (VST) in Q2 2017, acquiring 14,351 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Vistra Corp. (VST) for 34 quarters since Q2 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's largest addition to Vistra Corp. (VST) was in Q3 2019, adding 191,441 shares worth $5.12 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 130,423 shares of Vistra Corp. (VST), valued at approximately $25.55 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Vistra Corp. (VST) represents approximately 0.11% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's peak holding in Vistra Corp. (VST) was 191,441 shares, as reported at the end of Q3 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.