Exited position

Seth Klarman’s Vista Energy S.a.b. De C.v. (VIST) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Baupost GroupVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2019Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares6.18MHighest verified quarter-end share count
Quarters reported6Verified quarters with shares above zero
What happened?

Baupost Group first reported Vista Energy S.a.b. De C.v. in Q3 2019. The reported position was reduced across later filings. The latest verified relationship event shows that Baupost Group sold the entire position in Q1 2021, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q1 2021
Sold the entire position−1.95M shares · No shares reported at quarter-end
Q4 2020
Sold 55.8% of the position−2.47M shares · 1.95M shares remained
Filing context

Quarter-end price $2.56 · Estimated holding basis $5.17

Q3 2020
Sold 25.9% of the position−1.54M shares · 4.42M shares remained
Filing context

Quarter-end price $2.25 · Estimated holding basis $5.17

Q2 2020
Sold 3.5% of the position−213.29K shares · 5.96M shares remained
Filing context

Quarter-end price $3.05 · Estimated holding basis $5.17

Q3 2019
New position+6.18M shares · 6.18M shares reported
Filing context

Quarter-end price $5.17 · Estimated holding basis $5.17

2 unchanged quarters are collapsed by default.

Portfolio importance

How important was Vista Energy S.a.b. De C.v. in Baupost Group’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.0%Q4 2020
Last reported rank#43of 45 reported positions
Peak portfolio weight0.5%Q4 2019
Best historical rank#25Q4 2019
At peak importanceQ4 2019
VIST
0.5%
Largest holding
12.6%
Cross-investor discovery

Who else owns Vista Energy S.a.b. De C.v.?

Also reported by 1 other tracked investor in their latest verified filings.

Stanley DruckenmillerDuquesne Family Office
VIST0.2% of reported portfolio
Explore Vista Energy S.a.b. De C.v. across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$74.262026-09-16

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-13
Open SEC filing ↗

This tracker follows Baupost Group LLC/MA’s Form 13F disclosures—not Seth Klarman’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.