Position in BTU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$73,624,925
+$6,098,861 QoQ
Shares Held
2,234,444
-1.7% QoQ
Ownership
1.83%
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 49%
Shared 0%
None 51%
Common Shares in BTU Over Time
Shares Held
Position Value (USD)
Position in Thermal Coal
Energy · as of Mar 31, 2026MORGAN STANLEY holds $372,058,228 across 5 Thermal Coal names. BTU ranks #3 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARLP |
Alliance Resource Partners LP
|
4,858,804 | $134,345,929 | |
| 2 | NRP |
Natural Resource Partners LP
|
1,038,915 | $125,708,715 | |
| 3 | BTU |
Peabody Energy Corp
This page
|
2,234,444 | $73,624,925 | |
| 4 | CNR |
Core Natural Resources, Inc.
|
362,433 | $37,957,603 | |
| 5 | NC |
Nacco Industries Inc
|
8,102 | $421,056 |
All Filings in BTU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $73,624,925 | 2,234,444 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $67,526,064 | 2,273,605 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $85,533,045 | 3,225,228 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $41,752,850 | 3,111,241 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $21,551,567 | 1,590,522 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $33,702,422 | 1,609,476 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $38,803,626 | 1,462,081 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $32,540,928 | 1,471,109 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $35,493,395 | 1,463,042 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $55,197,616 | 2,269,639 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $31,803,647 | 1,223,688 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $20,529,993 | 947,830 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $31,303,753 | 1,222,803 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $21,740,961 | 822,898 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $24,871,001 | 1,002,055 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,205,520 | 947,282 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $18,193,973 | 741,703 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $7,943,606 | 788,839 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,049,033 | 949,901 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,538,738 | 1,328,971 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $1,314,223 | 429,485 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $519,758 | 215,668 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $141,010 | 61,309 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $129,438 | 44,944 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $153,992 | 53,101 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||