STOCK TITAN

Investor group discloses 5.6% stake in Peabody Energy (BTU)

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Key Group Long Term Investments LP and Sunil Jagwani report beneficial ownership of 6,770,000 shares of Peabody Energy Corporation common stock, representing 5.6% of the class. The reporting persons state they hold shared voting and shared dispositive power over those shares and report no sole voting or dispositive power. The filing includes a certification that the securities were not acquired to change or influence control of the issuer. Exhibits identify a joint filing agreement and control-person information.

Positive

  • Material disclosed stake: Ownership of 6,770,000 shares representing 5.6% of the class provides transparency to investors
  • Shared voting and dispositive power disclosed: Clear statement of shared authority over the reported shares reduces uncertainty about control attribution

Negative

  • No indication of intent to engage with management: Certification states the holdings were not acquired to change or influence control, suggesting limited near-term governance activism
  • Limited detail on acquisition timing or source: The filing does not provide transaction history or whether the position changed recently

Insights

TL;DR: A 5.6% stake is a meaningful passive minority holding that could influence market perception and liquidity.

This filing discloses a 6,770,000-share position representing 5.6% of Peabody Energy's common stock held with shared voting and dispositive power. From a capital-markets perspective, a disclosed >5% stake is material because it must be reported and may prompt monitoring by other investors and the company. The certification that the securities were not acquired to influence control suggests the holders currently present themselves as non-activist, which limits immediate governance implications but does not preclude future engagement. No transaction details or changes in ownership amount are provided in the text.

TL;DR: Shared voting power at 5.6% triggers disclosure obligations and warrants attention to potential coordination among holders.

The report shows shared voting and dispositive power for the full 6,770,000 shares, which means decision authority may be exercised jointly rather than individually. The explicit disclaimer and certification indicate the reporting persons disavow an intent to change control, which is relevant for interpreting governance risk. The presence of Exhibit A (Joint Filing Agreement) and Exhibit B (Control Person Identification) implies an organized reporting group structure; investors and the issuer should review those exhibits for any governance-relevant arrangements.






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





SCHEDULE 13G





SCHEDULE 13G



Key Group Long Term Investments LP
Signature:/s/ Sunil Jagwani
Name/Title:Sunil Jagwani, General Partner
Date:09/25/2025
Sunil Jagwani
Signature:/s/ Sunil Jagwani
Name/Title:Sunil Jagwani
Date:09/25/2025

Comments accompanying signature: * Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his, her or its pecuniary interest therein, and this report shall not be deemed an admission that such Reporting Person is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. To the extent that "ownership of 5 percent or less of a class" was indicated in Item 5, such response only applies to the Reporting Person(s) that indicated elsewhere herein that it beneficially owns five percent (5%) or less of the class.
Exhibit Information

Exhibit A - Joint Filing Agreement Exhibit B - Control Person Identification

FAQ

How many Peabody Energy (BTU) shares were reported and what percent of the class do they represent?

The filing reports 6,770,000 shares, representing 5.6% of Peabody Energy's common stock.

Who filed the Schedule 13G for Peabody Energy (BTU)?

The Schedule 13G was filed by Key Group Long Term Investments LP and Sunil Jagwani as reporting persons.

Do the reporting persons claim sole voting or dispositive power over the shares?

No. The filing reports 0 sole voting power and 0 sole dispositive power, with all power reported as shared.

Does the filing indicate the holders intend to influence control of Peabody Energy (BTU)?

The filing includes a certification stating the securities were not acquired and are not held for the purpose of changing or influencing control of the issuer.

What exhibits are included with the filing?

Exhibit A is a Joint Filing Agreement and Exhibit B is Control Person Identification.