Position in BTU
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$30,461,582
-$28,025,379 QoQ
Shares Held
924,479
-53.1% QoQ
Ownership
0.759%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in BTU Over Time
Shares Held
Position Value (USD)
Derivatives in BTU
reported options exposure · as of Dec 31, 2025CallValue
$2,331,450
CallShares
78,500
PutValue
$1,707,750
PutShares
57,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Thermal Coal
Energy · as of Mar 31, 2026UBS Group AG holds $104,221,020 across 5 Thermal Coal names. BTU ranks #2 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNR |
Core Natural Resources, Inc.
|
475,197 | $49,767,381 | |
| 2 | BTU |
Peabody Energy Corp
This page
|
924,479 | $30,461,582 | |
| 3 | NRP |
Natural Resource Partners LP
|
183,851 | $22,245,971 | |
| 4 | ARLP |
Alliance Resource Partners LP
|
56,870 | $1,572,455 | |
| 5 | NC |
Nacco Industries Inc
|
3,341 | $173,631 |
All Filings in BTU
Export CSV
45 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,461,582 | 924,479 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,707,750 | 57,500 | Put | Defined | 2026-01-29 | |
| 2025-12-31 | $2,331,450 | 78,500 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $58,486,961 | 1,969,258 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $27,762,991 | 1,046,870 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $13,260 | 500 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $1,702,584 | 64,200 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $6,710 | 500 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $861,564 | 64,200 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $7,141,855 | 532,180 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,775 | 500 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $8,661,160 | 639,200 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $9,264,161 | 683,702 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,670,321 | 461,811 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $10,470 | 500 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $1,240,690 | 46,748 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $13,270 | 500 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $524,244 | 23,700 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $7,571,520 | 342,293 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $3,959,480 | 179,000 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $5,420,895 | 223,450 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $7,354,245 | 302,395 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $12,274,582 | 472,281 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,894,382 | 87,460 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $9,097,200 | 420,000 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $6,433,020 | 297,000 | Put | Defined | 2023-08-11 | |
| 2023-03-31 | $3,465,958 | 135,389 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $3,763,200 | 147,000 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $12,672,000 | 495,000 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $7,490,307 | 283,509 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $2,219,280 | 84,000 | Put | Defined | 2023-02-08 | |
| 2022-12-31 | $9,511,200 | 360,000 | Call | Defined | 2023-02-08 | |
| 2022-09-30 | $3,273,559 | 131,892 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $3,956,308 | 159,400 | Call | Defined | 2022-11-10 | |
| 2022-06-30 | $1,591,409 | 74,609 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $3,899,124 | 182,800 | Call | Defined | 2022-08-10 | |
| 2022-03-31 | $1,752,545 | 71,445 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $954,977 | 94,834 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,015,188 | 271,480 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $116,293 | 14,665 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $73,579 | 24,046 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $42,533 | 17,649 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $65,294 | 28,389 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,290 | 448 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $1,151 | 397 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||