In a recent SEC filing from October 20, 2026, John Armitage's Egerton Capital disclosed a significant increase in its investment in Vistra Corp. The filing, which reflects holdings as of September 30, 2026, revealed that the firm boosted its stake by 96% to 951,01K shares. This raised the total value of their Vistra position to $131.57 million.
Investors should note that 13F filings are submitted to regulators quarterly and represent a snapshot of a firm's portfolio on a specific past date, not necessarily reflecting their current holdings. This particular disclosure indicates a substantial trade with an estimated value of $64.44 million, increasing Egerton's portfolio weight in Vistra to 1.34%.