Vista Investment Partners’s Peabody Energy BTU Stock Holding History

Vista Investment Partners’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	$605K	Sell	26,158 -1	-0%	-$27	0.15%	109
2026 Q1	$862K	Hold	26,159	–	–	0.23%	89
2025 Q4	$777K	Sell	26,159 -7,487	-22%	-$220K	0.2%	99
2025 Q3	$892K	Sell	33,646 -89	-0.3%	-$1.59K	0.25%	85
2025 Q2	$453K	Buy	33,735 +15,603	+86%	+$206K	0.13%	108
2025 Q1	$246K	Buy	+18,132	New	+$292K	0.07%	142

Other funds holding BTU

ELI

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

KCPG

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

CCM

Context Capital Management Lajolla, California $5.15B AUM 1.28% 1-Year Est. Return

Vista Investment Partners's BTU Position: Q2 2026 in Review

Vista Investment Partners reduced its Peabody Energy (BTU) stake by 0% in Q2 2026, selling an estimated $27 and leaving 26,158 shares worth $605K. The position accounts for 0.15% of the portfolio, ranked #109.

Vista Investment Partners first reported a position in BTU in Q1 2025 and has held it in 6 quarters since. The position peaked at $892K in Q3 2025. 69 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

Vista Investment Partners held 26,158 shares of Peabody Energy worth $605K as of Q2 2026.
Vista Investment Partners sold 1 Peabody Energy share in Q2 2026, an estimated $27.
Peabody Energy made up 0.15% of Vista Investment Partners's portfolio in Q2 2026, its #109 holding.
Vista Investment Partners first reported a position in Peabody Energy in Q1 2025 and has held it in 6 quarters since.
Vista Investment Partners's Peabody Energy position peaked at $892K in Q3 2025.
69 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.