Peter Thiel's VST Position Overview
Peter Thiel (via Thiel Macro LLC) currently holds 372,755 shares of Vistra Corp. (VST) worth $59.13 M, representing 14.12% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 4 quarters.
Based on 13F filings, Peter Thiel has maintained this position in VST for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2026, adding 372,755 shares. Largest reduction occurred in Q3 2025, reducing 208,747 shares.
Analysis based on 13F filings available since 2013 Q2
Peter Thiel's Vistra (VST) Holding Value Over Time
Track share changes against reported price movement
Quarterly Vistra (VST) Trades by Peter Thiel
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +372,755 | Add 0.00% | 372,755 | $158.63 |
| Q3 2025 | -208,747 | Sold Out | 0 | $0.00 |
| Q1 2025 | +208,747 | New Buy | 208,747 | $117.44 |
Peter Thiel's Vistra Investment FAQs
Peter Thiel first purchased Vistra Corp. (VST) in Q1 2025, acquiring 208,747 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Peter Thiel has held Vistra Corp. (VST) for 4 quarters since Q1 2025.
Peter Thiel's largest addition to Vistra Corp. (VST) was in Q2 2026, adding 372,755 shares worth $59.13 M.
According to the latest 13F filing for Q2 2026, Peter Thiel's firm, Thiel Macro LLC, owns 372,755 shares of Vistra Corp. (VST), valued at approximately $59.13 M.
As of the Q2 2026 filing, Vistra Corp. (VST) represents approximately 14.12% of Peter Thiel's publicly disclosed stock portfolio, making it one of their key holdings.
Peter Thiel's peak holding in Vistra Corp. (VST) was 372,755 shares, as reported at the end of Q2 2026.