SEC 13F Intelligence

Thomist Capital Management, LP / BTU

Thomist Capital Management, LP’s Peabody Engr Corp Position

Does Thomist Capital Management, LP own Peabody Engr Corp (BTU)? Yes — 231.6K shares worth $8M (+2.05% of its 13F portfolio) as of Q1 2026, down from 247.6K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
231.6K
% of Portfolio
+2.05%
Quarters Held
11
currently held

Position History BTU

Reported value by quarter
Q3 ’22: $42MQ3 ’22Q1 ’23: $14MQ2 ’23: $998,022Q2 ’23Q3 ’23: $9MQ4 ’23: $9MQ4 ’23Q1 ’24: $49MQ2 ’24: $48MQ2 ’24Q3 ’24: $166MQ4 ’24: $11MQ4 ’24Q3 ’25: $7MQ1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026231.6K$8M+2.05%
Q3 2025247.6K$7M+1.31%
Q4 2024533.8K$11M+2.88%
Q3 20246.39M$166M+32.58%
Q2 20242.13M$48M+17.14%
Q1 20242.02M$49M+20.18%
Q4 2023347.3K$9M+3.78%
Q3 2023364.9K$9M+5.89%
Q2 202346.1K$998,022+0.63%
Q1 2023548.9K$14M+8.18%
Q3 20221.68M$42M+31.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Thomist Capital Management, LP’s full portfolio or all institutional holders of BTU.