DCM
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Discovery Capital Management’s Vistra VST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-388,200
Closed -$53.5M 88
2024
Q4
$53.5M Buy
388,200
+21,200
+6% +$2.92M 3.63% 8
2024
Q3
$43.5M Buy
+367,000
New +$43.5M 5.31% 5