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Howard Marks's Vistra Corp. (VST) position

Not anymore: Howard Marks fully exited VST in Q4 2023. The position peaked at $672M in Q1 2022.
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Value at exit
$299M
Shares at exit
9.0M
Est. average buy price (i)
$19.88
est. since Q1 2021
Quarter-end price
$33.18

Estimated trade prices

Average price in quarters with purchases
$18.48
Average prices in quarters with sales
  • Q3 2023: $30.03 (8.0M shares sold)
  • Q2 2023: $24.43 (6.2M shares sold)
  • Q1 2023: $23.18 (2.2M shares sold)
  • Q2 2022: $24.71 (3.5M shares sold)
  • Q4 2021: $20.05 (1.0M shares sold)

VST price vs Marks's position

1Y 3Y 5Y MAX
Dates
$10$50$100$150$200$25020222023202420252026Added 5K shares (under 0.1%) · Q3 2021. Average closing price $18.48 · Price range $16.77–$19.475KsharespurchasedSold 1.0M shares (3.5%) · Q4 2021. Average closing price $20.05 · Price range $16.85–$22.771.0MsharessoldSold 3.5M shares (12.1%) · Q2 2022. Average closing price $24.71 · Price range $22.42–$27.393.5MsharessoldSold 2.2M shares (8.5%) · Q1 2023. Average closing price $23.18 · Price range $21.29–$26.512.2MsharessoldSold 6.2M shares (26.8%) · Q2 2023. Average closing price $24.43 · Price range $22.97–$26.256.2MsharessoldSold 8.0M shares (47.1%) · Q3 2023. Average closing price $30.03 · Price range $26.09–$34.068.0Msharessold
Average closing price · filing quarter
$30.03
Price range · filing quarter
$26.09 – $34.06
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q4 2023 Exited −9.0M −$313M −100.0% 0 Feb 13, 2024
Q3 2023 Reduced −8.0M −$240M −47.1% 9.0M Nov 13, 2023
Q2 2023 Reduced −6.2M −$152M −26.8% 17.0M Aug 14, 2023
Q1 2023 Reduced −2.2M −$50M −8.5% 23.2M Aug 25, 2023
No change · Q3–Q4 2022 (2 quarters)
No change – – – 25.4M –
Q2 2022 Reduced −3.5M −$86M −12.1% 25.4M Aug 15, 2022
Q1 2022 Unchanged – – – 28.9M May 16, 2022
Q4 2021 Reduced −1.0M −$21M −3.5% 28.9M Feb 14, 2022
Q3 2021 Added +5K +$88K 0.0% 29.9M Nov 15, 2021
Q2 2021 Unchanged – – – 29.9M Aug 16, 2021
Q1 2021 First covered – – – 29.9M Jun 4, 2021
Data through Q4 2023 · filed Feb 13, 2024
11 grouped rows from 12 quarters

Who else owns VST

FMR LLC
owns 4.7% of shares outstanding
Est. $525M · Shares: 15.8M

Morgan Stanley
owns 2.5% of shares outstanding
Est. $274M · Shares: 8.3M

JPMorgan Chase & Co
owns 2.2% of shares outstanding
Est. $249M · Shares: 7.5M

Lone Pine Capital LLC
owns 1.8% of shares outstanding
Est. $205M · Shares: 6.2M

See all owners of VST →

More Marks positions

TORM plc(TRMD)
an amount we cannot price
11.4% of portfolio

AngloGold Ashanti plc(AU)
$314M
5.3% of portfolio

Garrett Motion Inc.(GTX)
$265M
4.5% of portfolio

Indivior PLC(INDV)
an amount we cannot price
3.6% of portfolio

Telephone and Data Systems, Inc.(TDS)
an amount we cannot price
3.1% of portfolio

Viper Energy, Inc.(VNOM)
an amount we cannot price
3.0% of portfolio

Common questions

Does Howard Marks own VST?

Not currently. Howard Marks fully exited VST in Q4 2023, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Howard Marks buy VST?

Howard Marks held VST since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Howard Marks sell VST?

Yes. Howard Marks reduced and then fully exited VST by Q4 2023; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of VST does Howard Marks own?

None as of the latest filing: Howard Marks has exited VST. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Howard Marks pay for VST?

Howard Marks 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.