Thiel Macro LLC

SEC CIK: 0001562087
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

VST holding history

Vistra Corp. in every 13F filed by Thiel Macro LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VST overview All 13F holders of VST Full Q2 2026 holdings

Shares (Q2 2026): 372,755
Value: $59.1M
% of portfolio: 14.1%
Quarters held: 3; Since Q1 2025

Holdings of VST by Thiel Macro LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	372,755	$59.1M	14.1%	+372,755	New	Holders
Q3 2025	0	$0	0.0%	−208,747−100.0%	Sold out	Holders
Q2 2025	208,747	$40.5M	19.1%	00.0%	Unchanged	Holders
Q1 2025	208,747	$24.5M	16.0%	+208,747	New	Holders