CM
BTU icon

Caption Management’s Peabody Energy BTU Stock Holding History

Caption 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
2026
Q2 		– Sell
-159,000
Closed -$5.24M – 1688
2026
Q1 		$5.24M Sell
159,000
-206,000
-56% -$7.2M 0.03% 518
2025
Q4 		$10.8M Buy
365,000
+261,500
+253% +$7.68M 0.07% 318
2025
Q3 		$2.74M Buy
+103,500
New +$1.84M 0.02% 720
2025
Q1 		– Sell
-42,760
Closed -$895K – 1556
2024
Q4 		$895K Sell
42,760
-209,395
-83% -$5.17M 0.01% 950
2024
Q3 		$6.69M Buy
252,155
+237,655
+1,639% +$5.41M 0.11% 229
2024
Q2 		$321K Buy
+14,500
New +$335K ﹤0.01% 889
2024
Q1 		– Sell
-8,800
Closed -$221K – 1233
2023
Q4 		$214K Sell
8,800
-4,200
-32% -$101K ﹤0.01% 1106
2023
Q3 		$338K Sell
13,000
-24,900
-66% -$557K 0.01% 1019
2023
Q2 		$821K Sell
37,900
-18,200
-32% -$403K 0.01% 707
2023
Q1 		$1.44M Buy
56,100
+37,100
+195% +$986K 0.03% 540
2022
Q4 		$502K Sell
19,000
-4,900
-21% -$135K 0.01% 922
2022
Q3 		$593K Buy
23,900
+8,700
+57% +$195K 0.01% 1028
2022
Q2 		$324K Buy
15,200
+7,347
+94% +$180K ﹤0.01% 1155
2022
Q1 		$192K Buy
+7,853
New +$133K ﹤0.01% 1276
2021
Q3 		– Sell
-27,700
Closed -$220K – 1523
2021
Q2 		$220K Buy
+27,700
New +$164K ﹤0.01% 1166
2020
Q4 		– Sell
-25,000
Closed -$57K – 982
2020
Q3 		$57K Buy
+25,000
New +$72.3K ﹤0.01% 966

Other funds holding BTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Caption Management's BTU Position: Q2 2026 in Review

Caption Management sold out of Peabody Energy (BTU) in Q2 2026, closing a stake of 159,000 shares — an estimated $5.24M sold.

Caption Management first reported a position in BTU in Q3 2020 and held it in 16 quarters. The position peaked at $10.8M in Q4 2025. 325 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Caption Management reported no remaining Peabody Energy position as of Q2 2026 after selling out during the quarter.
  • Caption Management sold 159,000 Peabody Energy shares in Q2 2026, an estimated $5.24M.
  • Caption Management first reported a position in Peabody Energy in Q3 2020 and held it in 16 quarters.
  • Caption Management's Peabody Energy position peaked at $10.8M in Q4 2025.
  • 325 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.