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	-235,400	Closed	-$7.76M	–	1687
2026 Q1	$7.76M	Sell	235,400 -244,600	-51%	-$8.54M	0.05%	399
2025 Q4	$14.3M	Sell	480,000 -37,000	-7%	-$1.09M	0.1%	246
2025 Q3	$13.7M	Buy	+517,000	New	+$9.21M	0.11%	201
2024 Q4	–	Sell	-325,000	Closed	-$8.63M	–	1475
2024 Q3	$8.63M	Buy	+325,000	New	+$7.4M	0.14%	179
2024 Q2	–	Sell	-208,100	Closed	-$5.05M	–	1181
2024 Q1	$5.05M	Buy	208,100 +203,100	+4,062%	+$5.11M	0.08%	293
2023 Q4	$122K	Sell	5,000 -186,200	-97%	-$4.49M	﹤0.01%	1162
2023 Q3	$4.97M	Buy	+191,200	New	+$4.28M	0.08%	318
2023 Q1	–	Sell	-50,000	Closed	-$1.32M	–	1122
2022 Q4	$1.32M	Sell	50,000 -40,000	-44%	-$1.1M	0.02%	662
2022 Q3	$2.23M	Buy	90,000 +40,000	+80%	+$898K	0.03%	602
2022 Q2	$1.07M	Hold	50,000	–	–	0.01%	863
2022 Q1	$1.23M	Buy	+50,000	New	+$848K	0.01%	903
2020 Q1	–	Sell	-200,000	Closed	-$1.82M	–	871
2019 Q4	$1.82M	Buy	+200,000	New	+$2.3M	0.06%	368

Other funds holding BTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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. 326 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.
326 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.