Ogborne Capital Management’s Vistra VST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-160,000	Closed	-$22.1M	–	15
2024 Q4	$22.1M	Buy	160,000 +10,000	+7%	+$1.38M	3.52%	8
2024 Q3	$17.8M	Buy	+150,000	New	+$17.8M	4.67%	8