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Forest Avenue Capital Management’s Peabody Energy BTU Stock Holding History

Forest Avenue Capital 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
Q1 		$54.2M Buy
1,646,362
+472,100
+40% +$16.5M 3.22% 12
2025
Q4 		$34.9M Buy
1,174,262
+455,962
+63% +$13.4M 2.3% 14
2025
Q3 		$19M Buy
+718,300
New +$12.8M 1.4% 21
2023
Q4 		– Sell
-201,700
Closed -$5.24M – 25
2023
Q3 		$5.24M Buy
+201,700
New +$4.51M 2.36% 21

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

Forest Avenue Capital Management's BTU Position: Q1 2026 in Review

Forest Avenue Capital Management increased its Peabody Energy (BTU) stake by 40% in Q1 2026, buying an estimated $16.5M and bringing the position to 1,646,362 shares worth $54.2M. The position accounts for 3.22% of the portfolio, ranked #12.

Forest Avenue Capital Management first reported a position in BTU in Q3 2023 and has held it in 4 quarters since. 387 funds tracked by Wall St. Rank hold BTU as of Q1 2026.

  • Forest Avenue Capital Management held 1,646,362 shares of Peabody Energy worth $54.2M as of Q1 2026.
  • Forest Avenue Capital Management bought 472,100 Peabody Energy shares in Q1 2026, an estimated $16.5M.
  • Peabody Energy made up 3.22% of Forest Avenue Capital Management's portfolio in Q1 2026, its #12 holding.
  • Forest Avenue Capital Management first reported a position in Peabody Energy in Q3 2023 and has held it in 4 quarters since.
  • 387 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2026.

Based on Forest Avenue Capital Management's 13F filing for Q1 2026, filed 14 May 2026.