Maverick Capital entities and Lee S. Ainslie III reported beneficial ownership of 6,647,830 shares of Peabody Energy Corporation common stock, representing 5.5% of the 121,600,000 shares outstanding referenced in the filing. The filing lists Maverick Capital, Ltd., Maverick Capital Management, LLC and Mr. Ainslie as reporting persons and states the shares are held for Maverick client accounts across several funds and separately managed accounts.
The reporting persons disclose no sole voting or dispositive power and shared voting and dispositive power over the 6,647,830 shares. The Schedule 13G indicates the position is not intended to change or influence control of the issuer.
Positive
Material stake disclosed: Reporting persons beneficially own 6,647,830 shares, equal to 5.5% of outstanding common stock.
Transparency of structure: Filing details which Maverick funds and separately managed accounts hold the positions and identifies the reporting chain (Maverick, Maverick Capital Management, Mr. Ainslie).
Filed on Schedule 13G: Indicates the position is reported as passive under applicable rules.
Negative
No sole voting or dispositive power: Reporting persons report 0 shares of sole voting or dispositive power, limiting unilateral influence.
Concentration size: A 5.5% stake is material and could attract market attention despite being declared passive.
Insights
TL;DR: Maverick reports a passive 5.5% stake (6,647,830 shares) in Peabody with shared voting/dispositive power, filed on Schedule 13G.
The filing discloses a material but non-controlling position equal to 5.5% of outstanding common stock, aggregated across multiple Maverick funds and managed accounts. Because the disclosure is on Schedule 13G and contains a certification that the stake is not for control purposes, the position appears passive under the rules. Key takeaways for investors are the size of the stake relative to the 121.6 million share base and that voting/dispositive power is shared, not sole, which limits direct influence by the reporting persons.
TL;DR: A 5.5% passive holding signals meaningful investor interest but no change in control; voting power is shared.
The report names the general partner and managing partner relationships (Maverick Capital Management as GP; Mr. Ainslie as manager), clarifying the reporting chain. The Schedule affirms the position was not acquired to influence control and includes joint filing and power-of-attorney exhibits. For governance, shared voting power suggests coordination among funds and accounts rather than direct unilateral action by a single entity.
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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
Peabody Energy Corporation
(Name of Issuer)
Common Stock, par value $0.01 per share
(Title of Class of Securities)
704551100
(CUSIP Number)
09/19/2025
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
SCHEDULE 13G
CUSIP No.
704551100
1
Names of Reporting Persons
Maverick Capital, Ltd.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
TEXAS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
6,647,830.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
6,647,830.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
6,647,830.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.5 %
12
Type of Reporting Person (See Instructions)
IA
SCHEDULE 13G
CUSIP No.
704551100
1
Names of Reporting Persons
Maverick Capital Management, LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
TEXAS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
6,647,830.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
6,647,830.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
6,647,830.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.5 %
12
Type of Reporting Person (See Instructions)
HC
SCHEDULE 13G
CUSIP No.
704551100
1
Names of Reporting Persons
Lee S. Ainslie III
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
6,647,830.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
6,647,830.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
6,647,830.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.5 %
12
Type of Reporting Person (See Instructions)
IN
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Peabody Energy Corporation
(b)
Address of issuer's principal executive offices:
701 Market Street, St. Louis, Missouri 63101-1826
Item 2.
(a)
Name of person filing:
This Schedule 13G (the "Schedule 13G") is being filed on behalf of each of the following persons (each, a "Reporting Person"):
Maverick Capital, Ltd. ("Maverick");
Maverick Capital Management, LLC ("Maverick Capital Management"); and
Lee S. Ainslie III ("Mr. Ainslie").
This Schedule 13G relates to Common Stock (as defined herein) held for the accounts of Maverick's clients.
(b)
Address or principal business office or, if none, residence:
The address of the principal business office of (i) Maverick and Maverick Capital Management is 1900 N. Pearl Street, 20th Floor, Dallas, Texas 75201, and (ii) Mr. Ainslie is 360 South Rosemary Ave., Suite 1440, West Palm Beach, Florida 33401.
(c)
Citizenship:
Maverick is a Texas limited partnership;
Maverick Capital Management is a Texas limited liability company; and
Mr. Ainslie is a United States citizen.
(d)
Title of class of securities:
Common Stock, par value $0.01 per share
(e)
CUSIP No.:
704551100
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
Ownership as of September 19, 2025 is incorporated by reference to Items (5) - (9) and (11) of the cover pages of the Reporting Persons. The ownership percentages are based on 121,600,000 outstanding shares of Common Stock, par value $0.01 per share (the "Common Stock") of Peabody Energy Corporation (the "Issuer"), as reported in the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on August 7, 2025.
Maverick is the investment advisor of (i) Maverick Fund USA, Ltd, a Texas limited partnership, which holds 934,987 shares of Common Stock and options exercisable for 430,700 shares of Common Stock, (ii) Maverick Fund II, Ltd., a Cayman exempt corporation, which holds 934,721 shares of Common Stock and options exercisable for 431,400 shares of Common Stock, (iii) Maverick Long Enhanced Fund, Ltd, a Cayman exempt corporation, which holds 964,128 shares of Common Stock and options exercisable for 443,100 shares of Common Stock, (iv) Maverick HP, L.P., a Delaware limited partnership, which holds 965,952 shares of Common Stock and options exercisable for 444,600 shares of Common Stock, (v) Maverick Long Fund, Ltd., a Cayman exempt corporation, which holds 508,048 shares of Common Stock and options exercisable for 233,500 shares of Common Stock, and (vi) certain separately managed accounts which collectively hold 244,894 shares of Common Stock and options exercisable for 111,800 shares of Common Stock.
Maverick is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940 and, as such, may be deemed to have beneficial ownership of the shares of Common Stock which are the subject of this filing through the investment discretion it exercises over its clients' accounts. Maverick Capital Management is the General Partner of Maverick. Mr. Ainslie is the manager of Maverick Capital Management and the Managing Partner of Maverick.
(b)
Percent of class:
Maverick: 5.5%
Maverick Capital Management: 5.5%
Mr. Ainslie: 5.5%
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
Maverick: 0
Maverick Capital Management: 0
Mr. Ainslie: 0
(ii) Shared power to vote or to direct the vote:
Maverick: 6,647,830
Maverick Capital Management: 6,647,830
Mr. Ainslie: 6,647,830
(iii) Sole power to dispose or to direct the disposition of:
Maverick: 0
Maverick Capital Management: 0
Mr. Ainslie: 0
(iv) Shared power to dispose or to direct the disposition of:
Maverick: 6,647,830
Maverick Capital Management: 6,647,830
Mr. Ainslie: 6,647,830
Item 5.
Ownership of 5 Percent or Less of a Class.
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
Not Applicable
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
Maverick Capital, Ltd.
Signature:
/s/ Trevor Wiessmann*
Name/Title:
By: Maverick Capital Management, LLC, its General Partner By: Lee S. Ainslie III, Manager
Date:
09/26/2025
Maverick Capital Management, LLC
Signature:
/s/ Trevor Wiessmann*
Name/Title:
Lee S. Ainslie III, Manager
Date:
09/26/2025
Lee S. Ainslie III
Signature:
/s/ Trevor Wiessmann*
Name/Title:
Lee S. Ainslie III
Date:
09/26/2025
Comments accompanying signature: *Under Power of Attorney, dated March 15, 2018
Exhibit Information
Exhibit 99.1 Joint Filing Agreement
Exhibit 99.2 Power of Attorney
How many Peabody Energy (BTU) shares does Maverick report owning?
The filing reports 6,647,830 shares beneficially owned by Maverick-related reporting persons.
What percentage of Peabody Energy does the reported position represent?
The reported position represents 5.5% of Peabody Energy's common stock based on 121,600,000 shares outstanding referenced in the filing.
Does Maverick or Lee Ainslie claim control of Peabody Energy in this filing?
No; the Schedule 13G includes a certification that the securities were not acquired to change or influence control and reports no sole voting or dispositive power.
Which Maverick funds or accounts hold the shares reported?
The filing lists holdings across Maverick Fund USA, Ltd.; Maverick Fund II, Ltd.; Maverick Long Enhanced Fund, Ltd.; Maverick HP, L.P.; Maverick Long Fund, Ltd.; and certain separately managed accounts.
Who signed the Schedule 13G for the reporting persons?
Signatures indicate filings by Maverick Capital, Ltd., Maverick Capital Management, LLC and Lee S. Ainslie III, with signatures executed under a Power of Attorney.
