Helikon Investments’s Vista Energy VIST Stock Holding History

Helikon Investments’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
2025 Q1	–	Sell	-1,238,561	Closed	-$67M	–	24
2024 Q4	$67M	Sell	1,238,561 -1,833,829	-60%	-$94.5M	6.97%	5
2024 Q3	$136M	Sell	3,072,390 -1,368,553	-31%	-$64.3M	12.18%	3
2024 Q2	$202M	Sell	4,440,943 -128,749	-3%	-$5.7M	18.62%	2
2024 Q1	$189M	Sell	4,569,692 -1,359,823	-23%	-$47.3M	16.32%	2
2023 Q4	$175M	Buy	5,929,515 +559,185	+10%	+$16.5M	17.13%	3
2023 Q3	$163M	Buy	5,370,330 +1,166,933	+28%	+$30.5M	19.92%	2
2023 Q2	$101M	Buy	4,203,397 +328,336	+8%	+$7.14M	12.37%	3
2023 Q1	$76.7M	Buy	3,875,061 +1,254,872	+48%	+$21.5M	10.25%	5
2022 Q4	$41M	Buy	2,620,189 +444,710	+20%	+$5.84M	7.71%	6
2022 Q3	$20.5M	Buy	2,175,479 +1,512,881	+228%	+$13M	6.01%	5
2022 Q2	$4.9M	Sell	662,598 -569,456	-46%	-$4.86M	1.94%	4
2022 Q1	$11.2M	Buy	+1,232,054	New	+$8.87M	3.37%	4

Other funds holding VIST

AMCI

Al Mehwar Commercial Investments Abu Dhabi, United Arab Emirates $624M AUM 10.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Helikon Investments's VIST Position: Q1 2025 in Review

Helikon Investments sold out of Vista Energy (VIST) in Q1 2025, closing a stake of 1,238,561 shares — an estimated $67M sold.

Helikon Investments first reported a position in VIST in Q1 2022 and held it in 12 quarters. The position peaked at $202M in Q2 2024. 159 funds tracked by Wall St. Rank hold VIST as of Q1 2025.

Helikon Investments reported no remaining Vista Energy position as of Q1 2025 after selling out during the quarter.
Helikon Investments sold 1,238,561 Vista Energy shares in Q1 2025, an estimated $67M.
Helikon Investments first reported a position in Vista Energy in Q1 2022 and held it in 12 quarters.
Helikon Investments's Vista Energy position peaked at $202M in Q2 2024.
159 funds tracked by Wall St. Rank held Vista Energy as of Q1 2025.

Based on Helikon Investments's 13F filing for Q1 2025, filed 12 May 2025.