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K2 Principal Fund’s Peabody Energy BTU Stock Holding History

K2 Principal Fund’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
-125,000
Closed -$1.68M – 345
2025
Q2 		$1.68M Buy
+125,000
New +$1.65M 0.23% 118
2024
Q4 		– Sell
-82,500
Closed -$2.19M – 311
2024
Q3 		$2.19M Buy
+82,500
New +$1.88M 0.32% 85

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

K2 Principal Fund's BTU Position: Q1 2026 in Review

K2 Principal Fund opened a new position in Peabody Energy (BTU) in Q1 2026: 24,311 shares worth $801K. The stake represents 0.06% of the portfolio and ranks #290 among its holdings. This is a return to the name: K2 Principal Fund previously reported a position in BTU as recently as Q3 2024.

K2 Principal Fund first reported a position in BTU in Q3 2024 and has held it in 2 quarters since. 388 funds tracked by Wall St. Rank hold BTU as of Q1 2026.

  • K2 Principal Fund held 24,311 shares of Peabody Energy worth $801K as of Q1 2026.
  • Peabody Energy was a new K2 Principal Fund position in Q1 2026.
  • Peabody Energy made up 0.06% of K2 Principal Fund's portfolio in Q1 2026, its #290 holding.
  • K2 Principal Fund first reported a position in Peabody Energy in Q3 2024 and has held it in 2 quarters since.
  • 388 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2026.

Based on K2 Principal Fund's 13F filing for Q1 2026, filed 14 May 2026.