Position in BTU
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$122,507
New position
Shares Held
3,718
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Derivatives in BTU
reported options exposure · as of Mar 31, 2026CallValue
$98,850
CallShares
3,000
PutValue
$0
PutShares
0
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, 2026Concurrent Investment Advisors, LLC holds $1,590,528 across 2 Thermal Coal names. BTU ranks #2 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARLP |
Alliance Resource Partners LP
|
53,093 | $1,468,021 | |
| 2 | BTU |
Peabody Energy Corp
This page
|
3,718 | $122,507 |
All Filings in BTU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $122,507 | 3,718 | Shares | Sole | 2026-04-21 | |
| 2026-03-31 | $98,850 | 3,000 | Call | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||