Peabody Energy Stock: Why One Fund Trimmed 3 Million Shares After a Big Run

2 days ago 7

Jonathan Ponciano, The Motley Fool

Thu, December 4, 2025 astatine 10:51 AM CST 5 min read

Seattle-based wealthiness advisory Progeny 3 sold 3 cardinal shares of Peabody Energy Corporation successful the 3rd uqarter, reducing vulnerability by astir $28.5 cardinal arsenic of September 30.
The transaction worth equals astir 2.8% of 13F reportable AUM.
Following the sale, Progeny reported holding 908,593 BTU shares valued astatine astir $24.1 million.
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Seattle-based wealthiness advisory Progeny 3 disclosed a simplification of 3 cardinal shares successful Peabody Energy Corporation (NYSE:BTU), trimming its involvement by an estimated $28.5 cardinal arsenic of September 30, per SEC filings.

An SEC filing published November 14, shows Progeny 3 sold 3 cardinal shares of Peabody Energy Corporation (NYSE:BTU) implicit the erstwhile quarter. The presumption decreased successful worth by an estimated $28.5 million, with the money holding 908,593 shares valued astatine $24.1 cardinal arsenic of September 30. The involvement present accounts for 1.2% of the fund’s $1.9 cardinal reportable U.S. equity holdings.

Top holdings aft the filing:

NYSE:CCJ: $204.8 cardinal (10.6% of AUM)
NYSE:TIC: $203.1 cardinal (10.5% of AUM)
NASDAQ:IBKR: $146.3 cardinal (7.6% of AUM)
NYSE:APG: $121.7 cardinal (6.3% of AUM)
NASDAQ:SSNC: $99.9 cardinal (5.2% of AUM)

As of Thursday, Peabody Energy Corporation shares were priced astatine $29.16, up 27% implicit the past twelvemonth and good outperforming the S&P 500, which is up 12% successful the aforesaid period.

Metric

Value

Revenue (TTM)	$4 billion
Net Income (TTM)	($32.7 million)
Dividend Yield	1%
Price (as of Thursday)	$29.16

Peabody Energy produces and sells thermal and metallurgical coal, with operations spanning the United States and Australia; main gross streams see ember income to utilities and concern customers.
The institution operates done mining, preparation, and merchantability of coal, arsenic good arsenic trading and transportation-related services, generating income from some nonstop ember income and brokered contracts.
It serves energy generators, concern facilities, and alloy manufacturers successful the U.S. and planetary markets specified arsenic Japan, India, and China.

Peabody Energy Corporation is simply a starring ember shaper with a diversified portfolio of mining operations and a important reserve base. The institution leverages its standard and geographic scope to proviso some thermal and metallurgical ember to a planetary lawsuit base.

This determination looks similar a classical portfolio recalibration during a play of exceptional—but volatile—performance for Peabody Energy. The banal surged into mid-October earlier swinging sharply, and with third-quarter net showing some operational spot and header noise, Progeny 3’s determination to trim whitethorn bespeak disciplined hazard absorption alternatively than fading conviction.

The institution reported a $70.1 cardinal nett loss, driven mostly by $54 cardinal successful costs from the terminated acquisition, and adjusted EBITDA came successful astatine $99.5 million, supported by an summation successful revenues compared to the 2nd quarter. Peabody ended the 4th with $603 cardinal successful currency and much than $950 cardinal successful full liquidity, reinforcing balance-sheet resilience adjacent arsenic seaborne markets pricing stabilized astatine the little extremity of the cycle.

Against that backdrop, Progeny 3’s sale—executed connected oregon earlier September 30—looks similar a tactical trim aft a large run-up, particularly fixed the fund’s attraction successful large, secular themes similar uranium (CCJ) and infrastructure (TIC).