Unison Advisors LLC BTU — PEABODY ENERGY CORP

Ownership history in Unison Advisors LLC  ·  3 quarters on record

AI Ownership Summary

Unison Advisors LLC reported PEABODY ENERGY CORP (BTU) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.06% in 2025 Q4. The latest visible filing shows BTU at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BTU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Unison Advisors LLC's position in PEABODY ENERGY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BTU was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BTU stock page Unison Advisors LLC fund profile Unison Advisors LLC full holdings
How Unison Advisors LLC held BTU — position size vs. price
% of Fund (quarterly)    BTU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 24,830 +68 +0.3% 0.04% $574K 2026-07-22 $23.88
2026 Q1 UNCHANGED — — — 24,762 — 0% 0.06% $816K 2026-04-28 $26.82
2025 Q4 INITIATED — — — 24,762 — — 0.06% $735K 2026-01-21 $38.62

🏢 Other funds also holding BTU

As of 2026 Q2 — sorted by position size

KAVAR CAPITAL PARTNERS GROUP, LLC 3Y 0.42% Adams Asset Advisors, LLC 3Y 7Y 0.26% VISTA INVESTMENT PARTNERS LLC 0.15% NWAM LLC 3Y 7Y 0.13% Byrne Asset Management LLC 3Y 0.12% NJ State Employees Deferred Compensation Plan 3Y 7Y 0.1% DELTEC ASSET MANAGEMENT LLC 3Y 7Y 0.09% State of Alaska, Department of Revenue 3Y 7Y 0.04% Louisiana State Employees Retirement System 3Y 7Y 0.03% Context Capital Management, LLC 3Y 7Y 0.02%

FAQ About Unison Advisors LLC and BTU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Unison Advisors LLC reported owning BTU?

Unison Advisors LLC reported BTU across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported BTU position in Unison Advisors LLC's portfolio?

The largest reported portfolio weight for BTU was 0.06% in 2025 Q4.

What is the latest reported BTU position on this page?

The most recent filing on this page is 2026 Q2, when Unison Advisors LLC reported 24,830 shares, equal to 0.04% of portfolio, with an estimated market value of $574K.

What does the chart on this BTU ownership page compare?

The chart compares Unison Advisors LLC's quarterly BTU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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