Kavar Capital Partners Group’s Peabody Energy BTU Stock Holding History

Kavar Capital Partners Group’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	$4.87M	Buy	147,700 +27	+0%	+$943	0.61%	44
2025 Q4	$4.39M	Sell	147,673 -27	-0%	-$793	0.6%	43
2025 Q3	$3.92M	Hold	147,700	–	–	0.52%	49
2025 Q2	$1.98M	Hold	147,700	–	–	0.29%	78
2025 Q1	$2M	Hold	147,700	–	–	0.33%	69
2024 Q4	$3.09M	Sell	147,700 -2,500	-2%	-$61.7K	0.52%	53
2024 Q3	$3.99M	Hold	150,200	–	–	0.63%	49
2024 Q2	$3.32M	Hold	150,200	–	–	0.6%	49
2024 Q1	$3.64M	Sell	150,200 -150,200	-50%	-$3.78M	0.67%	48
2023 Q4	$7.31M	Buy	300,400 +150,200	+100%	+$3.62M	0.82%	41
2023 Q3	$3.9M	Hold	150,200	–	–	0.85%	41
2023 Q2	$3.25M	Hold	150,200	–	–	0.69%	47
2023 Q1	$3.85M	Buy	150,200 +133,000	+773%	+$3.53M	0.83%	39
2022 Q4	$454K	Hold	17,200	–	–	0.1%	101
2022 Q3	$427K	Buy	17,200 +1,000	+6%	+$22.4K	0.11%	102
2022 Q2	$346K	Buy	16,200 +2,500	+18%	+$61.3K	0.08%	129
2022 Q1	$336K	Buy	13,700 +1,200	+10%	+$20.3K	0.07%	128
2021 Q4	$126K	Buy	12,500 +2,500	+25%	+$30.4K	0.03%	167
2021 Q3	$148K	Buy	+10,000	New	+$131K	0.03%	170

Other funds holding BTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Kavar Capital Partners Group's BTU Position: Q1 2026 in Review

Kavar Capital Partners Group increased its Peabody Energy (BTU) stake by 0.02% in Q1 2026, buying an estimated $943 and bringing the position to 147,700 shares worth $4.87M. The position accounts for 0.61% of the portfolio, ranked #44.

Kavar Capital Partners Group first reported a position in BTU in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.31M in Q4 2023. 387 funds tracked by Wall St. Rank hold BTU as of Q1 2026.

Kavar Capital Partners Group held 147,700 shares of Peabody Energy worth $4.87M as of Q1 2026.
Kavar Capital Partners Group bought 27 Peabody Energy shares in Q1 2026, an estimated $943.
Peabody Energy made up 0.61% of Kavar Capital Partners Group's portfolio in Q1 2026, its #44 holding.
Kavar Capital Partners Group first reported a position in Peabody Energy in Q3 2021 and has held it in 19 quarters since.
Kavar Capital Partners Group's Peabody Energy position peaked at $7.31M in Q4 2023.
387 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2026.

Based on Kavar Capital Partners Group's 13F filing for Q1 2026, filed 16 Apr 2026.