Capital Growth Management’s Peabody Energy BTU Stock Holding History

Capital Growth Management’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
2022 Q3	$25.3M	Sell	1,020,000 -350,000	-26%	-$7.86M	3.33%	12
2022 Q2	$29.2M	Sell	1,370,000 -1,180,000	-46%	-$29M	3.47%	8
2022 Q1	$62.6M	Buy	+2,550,000	New	+$43.2M	5.77%	1
2018 Q1	–	Sell	-60,000	Closed	-$2.36M	–	50
2017 Q4	$2.36M	Buy	+60,000	New	+$1.95M	0.1%	48

Other funds holding BTU

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Capital Growth Management's BTU Position: Q3 2022 in Review

Capital Growth Management reduced its Peabody Energy (BTU) stake by 26% in Q3 2022, selling an estimated $7.86M and leaving 1,020,000 shares worth $25.3M. The position accounts for 3.33% of the portfolio, ranked #12.

Capital Growth Management first reported a position in BTU in Q4 2017 and has held it in 4 quarters since. The position peaked at $62.6M in Q1 2022. 250 funds tracked by Wall St. Rank hold BTU as of Q3 2022.

Capital Growth Management held 1,020,000 shares of Peabody Energy worth $25.3M as of Q3 2022.
Capital Growth Management sold 350,000 Peabody Energy shares in Q3 2022, an estimated $7.86M.
Peabody Energy made up 3.33% of Capital Growth Management's portfolio in Q3 2022, its #12 holding.
Capital Growth Management first reported a position in Peabody Energy in Q4 2017 and has held it in 4 quarters since.
Capital Growth Management's Peabody Energy position peaked at $62.6M in Q1 2022.
250 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2022.

Based on Capital Growth Management's 13F filing for Q3 2022, filed 14 Nov 2022.