Cape Ann Asset Management’s Vista Energy VIST Stock Holding History

Cape Ann Asset Management’s Portfolio VIST Stock Details VIST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$62.5M	Buy	979,693 +47,851	+5%	+$3.37M	14.39%	2
2026 Q1	$70.3M	Buy	931,842 +241,942	+35%	+$14.1M	15.97%	2
2025 Q4	$33.6M	Buy	689,900 +106,300	+18%	+$4.81M	9.13%	5
2025 Q3	$20.1M	Sell	583,600 -7,600	-1%	-$314K	6.76%	7
2025 Q2	$28.3M	Buy	+591,200	New	+$28M	12.11%	3

Other funds holding VIST

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ADIC

Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Cape Ann Asset Management's VIST Position: Q2 2026 in Review

Cape Ann Asset Management increased its Vista Energy (VIST) stake by 5.1% in Q2 2026, buying an estimated $3.37M and bringing the position to 979,693 shares worth $62.5M. The position accounts for 14.39% of the portfolio, ranked #2.

Cape Ann Asset Management first reported a position in VIST in Q2 2025 and has held it in 5 quarters since. The position peaked at $70.3M in Q1 2026. 227 funds tracked by Wall St. Rank hold VIST as of Q2 2026.

Cape Ann Asset Management held 979,693 shares of Vista Energy worth $62.5M as of Q2 2026.
Cape Ann Asset Management bought 47,851 Vista Energy shares in Q2 2026, an estimated $3.37M.
Vista Energy made up 14.39% of Cape Ann Asset Management's portfolio in Q2 2026, its #2 holding.
Cape Ann Asset Management first reported a position in Vista Energy in Q2 2025 and has held it in 5 quarters since.
Cape Ann Asset Management's Vista Energy position peaked at $70.3M in Q1 2026.
227 funds tracked by Wall St. Rank held Vista Energy as of Q2 2026.

Based on Cape Ann Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.