Capricorn Fund Managers’s Peabody Energy BTU Stock Holding History

Capricorn Fund Managers’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	-46,000	Closed	-$617K	–	62
2025 Q2	$617K	Sell	46,000 -15,000	-25%	-$198K	0.29%	45
2025 Q1	$827K	Hold	61,000	–	–	0.44%	35
2024 Q4	$1.27M	Hold	61,000	–	–	0.56%	42
2024 Q3	$1.62M	Hold	61,000	–	–	1.09%	22
2024 Q2	$1.35M	Hold	61,000	–	–	0.95%	27
2024 Q1	$1.48M	Hold	61,000	–	–	0.89%	30
2023 Q4	$1.48M	Hold	61,000	–	–	0.82%	36
2023 Q3	$1.59M	Hold	61,000	–	–	0.55%	49
2023 Q2	$1.32M	Hold	61,000	–	–	0.47%	36
2023 Q1	$1.56M	Buy	61,000 +18,000	+42%	+$478K	0.48%	60
2022 Q4	$1.14M	Buy	+43,000	New	+$1.18M	0.29%	66

Other funds holding BTU

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capricorn Fund Managers's BTU Position: Q3 2025 in Review

Capricorn Fund Managers sold out of Peabody Energy (BTU) in Q3 2025, closing a stake of 46,000 shares — an estimated $617K sold.

Capricorn Fund Managers first reported a position in BTU in Q4 2022 and held it in 11 quarters. The position peaked at $1.62M in Q3 2024. 313 funds tracked by Wall St. Rank hold BTU as of Q3 2025.

Capricorn Fund Managers reported no remaining Peabody Energy position as of Q3 2025 after selling out during the quarter.
Capricorn Fund Managers sold 46,000 Peabody Energy shares in Q3 2025, an estimated $617K.
Capricorn Fund Managers first reported a position in Peabody Energy in Q4 2022 and held it in 11 quarters.
Capricorn Fund Managers's Peabody Energy position peaked at $1.62M in Q3 2024.
313 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2025.

Based on Capricorn Fund Managers's 13F filing for Q3 2025, filed 17 Oct 2025.