13F

Position

EWA, LLC in Vistra Corp.

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$19.2K$161.30$150.35

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.86K$299.5K0.1%
Q1 20261.75K$263K$150.35−$19.2K−$17.4K0.1%