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Q2 2026 58/68 funds filed
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Some record dates are in the future and are excluded from the latest observation date.

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

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