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Joel Greenblatt’s Peabody Energy BTU Stock Holding History

Joel Greenblatt’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 		$1.67M Sell
72,223
-12,919
-15% -$343K ﹤0.01% 1201
2026
Q1 		$2.81M Buy
85,142
+6,532
+8% +$228K 0.01% 1021
2025
Q4 		$2.33M Sell
78,610
-64,749
-45% -$1.9M 0.01% 993
2025
Q3 		$3.8M Sell
143,359
-27,177
-16% -$484K 0.02% 846
2025
Q2 		$2.29M Buy
170,536
+128,446
+305% +$1.7M 0.01% 887
2025
Q1 		$570K Sell
42,090
-71,096
-63% -$1.14M ﹤0.01% 1193
2024
Q4 		$2.37M Buy
+113,186
New +$2.8M 0.02% 675
2024
Q3 		– Sell
-31,689
Closed -$701K – 1419
2024
Q2 		$701K Sell
31,689
-5,550
-15% -$128K 0.01% 984
2024
Q1 		$903K Buy
37,239
+5,583
+18% +$141K 0.01% 876
2023
Q4 		$770K Buy
+31,656
New +$763K 0.01% 855

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

Joel Greenblatt's BTU Position: Q2 2026 in Review

Joel Greenblatt reduced its Peabody Energy (BTU) stake by 15% in Q2 2026, selling an estimated $343K and leaving 72,223 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Joel Greenblatt first reported a position in BTU in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.8M in Q3 2025. 325 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Joel Greenblatt held 72,223 shares of Peabody Energy worth $1.67M as of Q2 2026.
  • Joel Greenblatt sold 12,919 Peabody Energy shares in Q2 2026, an estimated $343K.
  • Peabody Energy made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1201 holding.
  • Joel Greenblatt first reported a position in Peabody Energy in Q4 2023 and has held it in 10 quarters since.
  • Joel Greenblatt's Peabody Energy position peaked at $3.8M in Q3 2025.
  • 325 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

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