Thiel Macro LLC — VST
How Thiel Macro LLC's position in Vistra Corp. changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.
- Quarters held
- 1
- First reported
- Q2 2026
- Latest value
- $59,130,126
- Latest weight
- 14.1%
- Peak weight
- 14.1%
- Shares since first
- 0%
Position Trend
Shares, value, and weight from first report to latest report.
Thiel Macro LLC first reported 372,755 shares in Q2 2026 and most recently reported 372,755 shares in Q2 2026. Portfolio weight peaked at 14.1% in Q2 2026; the low reported weight was 14.1% in Q2 2026.
Since the first report, shares are 0% and reported value is 0%. Latest move: Newly reported
| Quarter | Shares | Value | % of portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | 372,755 | $59,130,126 | 14.12% | Newly reported |