Orbis Allan Gray’s Peabody Energy BTU Stock Holding History

Orbis Allan Gray’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	–	Sell	-4,397,530	Closed	-$131M	–	92
2025 Q4	$131M	Sell	4,397,530 -562,513	-11%	-$16.5M	0.55%	48
2025 Q3	$132M	Buy	+4,960,043	New	+$88.4M	0.56%	44
2020 Q2	–	Sell	-24,054	Closed	-$70K	–	64
2020 Q1	$70K	Sell	24,054 -412,300	-94%	-$2.64M	﹤0.01%	63
2019 Q4	$3.98M	Hold	436,354	–	–	0.03%	51
2019 Q3	$6.42M	Sell	436,354 -4,405,748	-91%	-$85.9M	0.05%	42
2019 Q2	$117M	Sell	4,842,102 -2,646,761	-35%	-$69.6M	0.84%	25
2019 Q1	$212M	Sell	7,488,863 -540,866	-7%	-$17M	1.44%	18
2018 Q4	$245M	Sell	8,029,729 -596,457	-7%	-$20M	1.76%	14
2018 Q3	$307M	Sell	8,626,186 -2,131,948	-20%	-$91.5M	1.77%	16
2018 Q2	$489M	Buy	10,758,134 +799,183	+8%	+$32.8M	2.72%	14
2018 Q1	$364M	Buy	9,958,951 +5,988,608	+151%	+$238M	2.08%	17
2017 Q4	$156M	Buy	+3,970,343	New	+$129M	0.92%	27

Other funds holding BTU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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 $16.6B AUM 30.2% 1-Year Est. Return