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SummerHaven Investment Management’s Peabody Energy BTU Stock Holding History

SummerHaven Investment 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
2025
Q3 		– Sell
-34,842
Closed -$468K – 218
2025
Q2 		$468K Buy
34,842
+1,124
+3% +$14.8K 0.31% 168
2025
Q1 		$457K Buy
33,718
+793
+2% +$12.8K 0.32% 171
2024
Q4 		$689K Hold
32,925
– – 0.43% 138
2024
Q3 		$874K Buy
+32,925
New +$750K 0.53% 77

Other funds holding BTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SummerHaven Investment Management's BTU Position: Q3 2025 in Review

SummerHaven Investment Management sold out of Peabody Energy (BTU) in Q3 2025, closing a stake of 34,842 shares — an estimated $468K sold.

SummerHaven Investment Management first reported a position in BTU in Q3 2024 and held it in 4 quarters. The position peaked at $874K in Q3 2024. 313 funds tracked by Wall St. Rank hold BTU as of Q3 2025.

  • SummerHaven Investment Management reported no remaining Peabody Energy position as of Q3 2025 after selling out during the quarter.
  • SummerHaven Investment Management sold 34,842 Peabody Energy shares in Q3 2025, an estimated $468K.
  • SummerHaven Investment Management first reported a position in Peabody Energy in Q3 2024 and held it in 4 quarters.
  • SummerHaven Investment Management's Peabody Energy position peaked at $874K in Q3 2024.
  • 313 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2025.

Based on SummerHaven Investment Management's 13F filing for Q3 2025, filed 3 Nov 2025.