Chuck Royce’s BTU Holdings & Trades

First Buy
Q3 2017
Duration Held
33 Quarters
Largest Add
Q2 2025
+35,148 Shares
Current Position
35,148 Shares
$932,125 Value

Chuck Royce's BTU Position Overview

Chuck Royce (via Royce & Associates Lp) currently holds 35,148 shares of Peabody Energy Corporation (BTU) worth $932,125, representing 0.01% of the portfolio. First purchased in 2017-Q3, this long-term strategic position has been held for 33 quarters.

Based on 13F filings, Chuck Royce has maintained a strategic position in BTU, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2020, adding 26,927 shares. Largest reduction occurred in Q1 2021, reducing 27,480 shares.

Analysis based on 13F filings available since 2013 Q2

Chuck Royce's Peabody Energy Corporation (BTU) Holding Value Over Time

Track share changes against reported price movement

Quarterly Peabody Energy Corporation (BTU) Trades by Chuck Royce

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2017 +526 New Buy 526 $28.52
Q4 2017 -526 Sold Out 526 $28.52
Q2 2019 +2,737 New Buy 2,737 $24.11
Q3 2019 +2,624 Add 95.87% 5,361 $14.74
Q4 2019 +4,259 Add 79.44% 9,620 $9.15
Q1 2020 +11,846 Add 123.14% 21,466 $2.89
Q2 2020 -2,310 Reduce 10.76% 19,156 $2.87
Q3 2020 +13,596 Add 70.98% 32,752 $2.29
Q4 2020 +26,927 Add 82.21% 59,679 $2.41
Q1 2021 -27,480 Reduce 46.05% 32,199 $3.07
Q2 2021 -19,163 Reduce 59.51% 13,036 $7.90
Q3 2021 -13,036 Sold Out 13,036 $7.90
Q3 2023 +9,211 New Buy 9,211 $25.99
Q4 2023 +14 Add 0.15% 9,225 $24.32
Q1 2024 -846 Reduce 9.17% 8,379 $24.26
Q2 2024 -8,379 Sold Out 8,379 $24.26
Q3 2024 +8,393 New Buy 8,393 $26.54
Q4 2024 -8,393 Sold Out 8,393 $26.54
Q2 2025 +35,148 New Buy 35,148 $13.42

Chuck Royce's Peabody Energy Corporation Investment FAQs

Chuck Royce first purchased Peabody Energy Corporation (BTU) in Q3 2017, acquiring 526 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Royce has held Peabody Energy Corporation (BTU) for 33 quarters since Q3 2017.

Chuck Royce's largest addition to Peabody Energy Corporation (BTU) was in Q2 2025, adding 35,148 shares worth $471,686.

According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 35,148 shares of Peabody Energy Corporation (BTU), valued at approximately $932,125.

As of the Q3 2025 filing, Peabody Energy Corporation (BTU) represents approximately 0.01% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.

Chuck Royce's peak holding in Peabody Energy Corporation (BTU) was 59,679 shares, as reported at the end of Q4 2020.