Thiel fund buys stake in Vista Energy
Peter Thiel's hedge fund, Thiel Macro LLC, disclosed a roughly 1.2 million ADS holding in Vista Energy worth about US$76 million in a US SEC Form 13F covering holdings as of June 30, 2026. Vista is a pure-play Vaca Muerta operator producing about 156,000 boe/d, with roughly 70% exported, and management guided to about 170,000 boe/d by Q4 2026; an Equinor acquisition added about 14,200 boe/d. Argentina hit a monthly oil record of 887,227 bpd in May 2026, and Vista's Bandurria Norte sits under a US$5.8 billion RIGI regime offering 30 years of fiscal stability.
Thiel Macro acquired roughly a 1% stake in Vista Energy.
Context
Argentina has sharply increased shale oil output from Vaca Muerta. Vista Energy has grown…
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