Kamunting Street Capital Management’s Vistra VST Stock Holding History

Kamunting Street Capital Management’s Portfolio VST Stock Details VST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.5M	Buy	+10,000	New	+$1.62M	0.82%	19
2025 Q2	–	Sell	-10,000	Closed	-$1.17M	–	21
2025 Q1	$1.17M	Buy	+10,000	New	+$1.49M	0.79%	14
2018 Q2	–	Sell	-34,086	Closed	-$710K	–	29
2018 Q1	$710K	Sell	34,086 -203,175	-86%	-$3.93M	0.56%	24
2017 Q4	$4.35M	Sell	237,261 -83,020	-26%	-$1.56M	3.09%	10
2017 Q3	$5.99M	Sell	320,281 -160,414	-33%	-$2.76M	3.78%	6
2017 Q2	$8.07M	Buy	+480,695	New	+$7.59M	6.44%	4

Other funds holding VST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kamunting Street Capital Management's VST Position: Q1 2026 in Review

Kamunting Street Capital Management opened a new position in Vistra (VST) in Q1 2026: 10,000 shares worth $1.5M. The stake represents 0.82% of the portfolio and ranks #19 among its holdings. This is a return to the name: Kamunting Street Capital Management previously reported a position in VST as recently as Q1 2025.

Kamunting Street Capital Management first reported a position in VST in Q2 2017 and has held it in 6 quarters since. The position peaked at $8.07M in Q2 2017. 1,310 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Kamunting Street Capital Management held 10,000 shares of Vistra worth $1.5M as of Q1 2026.
Vistra was a new Kamunting Street Capital Management position in Q1 2026.
Vistra made up 0.82% of Kamunting Street Capital Management's portfolio in Q1 2026, its #19 holding.
Kamunting Street Capital Management first reported a position in Vistra in Q2 2017 and has held it in 6 quarters since.
Kamunting Street Capital Management's Vistra position peaked at $8.07M in Q2 2017.
1,310 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Kamunting Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.