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Aegis Financial’s Peabody Energy BTU Stock Holding History

Aegis Financial’s Portfolio BTU Stock Details BTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-236,925
Closed -$3.18M – 27
2025
Q2 		$3.18M Sell
236,925
-131
-0.1% -$1.73K 1.87% 13
2025
Q1 		$3.21M Hold
237,056
– – 2.74% 10
2024
Q4 		$4.96M Sell
237,056
-248,336
-51% -$6.13M 4.27% 9
2024
Q3 		$12.9M Hold
485,392
– – 10.99% 5
2024
Q2 		$10.7M Hold
485,392
– – 10.33% 4
2024
Q1 		$11.8M Sell
485,392
-50,000
-9% -$1.26M 9.99% 4
2023
Q4 		$13M Hold
535,392
– – 7.89% 4
2023
Q3 		$13.9M Hold
535,392
– – 8.48% 3
2023
Q2 		$11.6M Hold
535,392
– – 8.07% 3
2023
Q1 		$13.7M Buy
535,392
+10,210
+2% +$271K 10.63% 2
2022
Q4 		$13.9M Buy
+525,182
New +$14.4M 12.22% 2

Other funds holding BTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aegis Financial's BTU Position: Q3 2025 in Review

Aegis Financial sold out of Peabody Energy (BTU) in Q3 2025, closing a stake of 236,925 shares — an estimated $3.18M sold.

Aegis Financial first reported a position in BTU in Q4 2022 and held it in 11 quarters. The position peaked at $13.9M in Q3 2023. 313 funds tracked by Wall St. Rank hold BTU as of Q3 2025.

  • Aegis Financial reported no remaining Peabody Energy position as of Q3 2025 after selling out during the quarter.
  • Aegis Financial sold 236,925 Peabody Energy shares in Q3 2025, an estimated $3.18M.
  • Aegis Financial first reported a position in Peabody Energy in Q4 2022 and held it in 11 quarters.
  • Aegis Financial's Peabody Energy position peaked at $13.9M in Q3 2023.
  • 313 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2025.

Based on Aegis Financial's 13F filing for Q3 2025, filed 12 Nov 2025.