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Alta Fundamental Advisers’s Peabody Energy BTU Stock Holding History

Alta Fundamental Advisers’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
Q1 		– Sell
-250,000
Closed -$7M – 22
2024
Q4 		$7M Sell
250,000
-250,000
-50% -$6.17M 2.09% 14
2024
Q3 		$12.5M Buy
+500,000
New +$11.4M 3.6% 7

Other funds holding BTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Alta Fundamental Advisers's BTU Position: Q1 2026 in Review

Alta Fundamental Advisers reduced its Peabody Energy (BTU) stake by 7.8% in Q1 2026, selling an estimated $1.48M and leaving 500,000 shares worth $16.5M. The position accounts for 6.21% of the portfolio, ranked #4.

Alta Fundamental Advisers first reported a position in BTU in Q2 2017 and has held it in 9 quarters since. The position peaked at $20.3M in Q3 2024. 388 funds tracked by Wall St. Rank hold BTU as of Q1 2026.

  • Alta Fundamental Advisers held 500,000 shares of Peabody Energy worth $16.5M as of Q1 2026.
  • Alta Fundamental Advisers sold 42,341 Peabody Energy shares in Q1 2026, an estimated $1.48M.
  • Peabody Energy made up 6.21% of Alta Fundamental Advisers's portfolio in Q1 2026, its #4 holding.
  • Alta Fundamental Advisers first reported a position in Peabody Energy in Q2 2017 and has held it in 9 quarters since.
  • Alta Fundamental Advisers's Peabody Energy position peaked at $20.3M in Q3 2024.
  • 388 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2026.

Based on Alta Fundamental Advisers's 13F filing for Q1 2026, filed 5 May 2026.