0000950170-24-100743.txt : 20240826 0000950170-24-100743.hdr.sgml : 20240826 20240826201812 ACCESSION NUMBER: 0000950170-24-100743 CONFORMED SUBMISSION TYPE: 3 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240814 FILED AS OF DATE: 20240826 DATE AS OF CHANGE: 20240826 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: THOMIST CAPITAL MANAGEMENT, LP CENTRAL INDEX KEY: 0001767809 ORGANIZATION NAME: STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 3 SEC ACT: 1934 Act SEC FILE NUMBER: 001-16463 FILM NUMBER: 241242952 BUSINESS ADDRESS: STREET 1: 3773 RICHMOND AVE STREET 2: SUITE 777 CITY: HOUSTON STATE: TX ZIP: 77046 BUSINESS PHONE: 8326782412 MAIL ADDRESS: STREET 1: 3773 RICHMOND AVE STREET 2: SUITE 777 CITY: HOUSTON STATE: TX ZIP: 77046 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Thomist Fund, LP CENTRAL INDEX KEY: 0001767804 ORGANIZATION NAME: STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 3 SEC ACT: 1934 Act SEC FILE NUMBER: 001-16463 FILM NUMBER: 241242949 BUSINESS ADDRESS: STREET 1: 3773 RICHMOND AVE STREET 2: SUITE 560 CITY: HOUSTON STATE: TX ZIP: 77046 BUSINESS PHONE: (832) 678-2412 MAIL ADDRESS: STREET 1: 3773 RICHMOND AVE STREET 2: SUITE 560 CITY: HOUSTON STATE: TX ZIP: 77046 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Thomist Capital, LLC CENTRAL INDEX KEY: 0002034081 ORGANIZATION NAME: STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 3 SEC ACT: 1934 Act SEC FILE NUMBER: 001-16463 FILM NUMBER: 241242951 BUSINESS ADDRESS: STREET 1: 3773 RICHMOND AVE., SUITE 777 CITY: HOUSTON STATE: TX ZIP: 77046 BUSINESS PHONE: 832-678-2412 MAIL ADDRESS: STREET 1: 3773 RICHMOND AVE., SUITE 777 CITY: HOUSTON STATE: TX ZIP: 77046 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Kuzma Brian L. CENTRAL INDEX KEY: 0002034077 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 3 SEC ACT: 1934 Act SEC FILE NUMBER: 001-16463 FILM NUMBER: 241242950 MAIL ADDRESS: STREET 1: 3773 RICHMOND AVE., SUITE 777 CITY: HOUSTON STATE: TX ZIP: 77046 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: PEABODY ENERGY CORP CENTRAL INDEX KEY: 0001064728 STANDARD INDUSTRIAL CLASSIFICATION: BITUMINOUS COAL & LIGNITE SURFACE MINING [1221] ORGANIZATION NAME: 01 Energy & Transportation IRS NUMBER: 134004153 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 701 MARKET ST CITY: ST LOUIS STATE: MO ZIP: 63101-1826 BUSINESS PHONE: 3143423400 MAIL ADDRESS: STREET 1: 701 MARKET ST CITY: ST LOUIS STATE: MO ZIP: 63101-1826 FORMER COMPANY: FORMER CONFORMED NAME: P&L COAL HOLDINGS CORP DATE OF NAME CHANGE: 19980623 3 1 ownership.xml 3 X0206 3 2024-08-14 0 0001064728 PEABODY ENERGY CORP BTU 0001767809 THOMIST CAPITAL MANAGEMENT, LP 3773 RICHMOND AVE., SUITE 777 HOUSTON TX 77046 false false true false 0002034081 Thomist Capital, LLC 3773 RICHMOND AVE., SUITE 777 HOUSTON TX 77046 false false true false 0001767804 Thomist Fund, LP 3773 RICHMOND AVE., SUITE 777 HOUSTON TX 77046 false false true false 0002034077 Kuzma Brian L. 3773 RICHMOND AVE., SUITE 777 HOUSTON TX 77046 false false true false Common Stock, par value $0.01 per share 3205791 I See Footnotes Common Stock, par value $0.01 per share 1568855 I See Footnotes Common Stock, par value $0.01 per share 784426 I See Footnotes Call Option (Right to Buy) 30 2024-08-02 2024-10-18 Common Stock 760000 I See Footnotes Call Option (Right to Buy) 30 2024-08-02 2024-10-18 Common Stock 160000 I See Footnotes Call Option (Right to Buy) 30 2024-08-02 2024-10-18 Common Stock 80000 I See Footnotes Call Option (Right to Buy) 25 2024-08-02 2024-09-20 Common Stock 380000 I See Footnotes Call Option (Right to Buy) 25 2024-08-02 2024-09-20 Common Stock 80000 I See Footnotes Call Option (Right to Buy) 25 2024-08-02 2024-09-20 Common Stock 40000 I See Footnotes Put Option (Obligation to Buy) 23 2024-08-13 2024-08-16 Common Stock 51900 I See Footnotes Put Option (Obligation to Buy) 23 2024-08-13 2024-08-16 Common Stock 26000 I See Footnotes Put Option (Right to Sell) 22 2024-08-14 2024-08-16 Common Stock 25000 I See Footnotes Put Option (Right to Sell) 22 2024-08-14 2024-08-16 Common Stock 16700 I See Footnotes Put Option (Right to Sell) 22 2024-08-14 2024-08-16 Common Stock 8300 I See Footnotes Call Option (Right to Buy) 27 2024-08-14 2024-10-18 Common Stock 3500000 I See Footnotes Call Option (Right to Buy) 27 2024-08-14 2024-10-18 Common Stock 2333300 I See Footnotes Call Option (Right to Buy) 27 2024-08-14 2024-10-18 Common Stock 1166700 I See Footnotes This Form 3 is being filed by (a) Thomist Capital Management, LP (the "Manager"), (b) Thomist Capital, LLC (the "GP"), (c) The Thomist Fund, LP (the "Fund"), and (d) Brian Kuzma ("Mr. Kuzma", and collectively with the Manager, the GP and the Fund, the "Reporting Persons"). The Manager, as the investment manager of the Fund and two third-party accounts ("Managed Account 1" and "Managed Account 2") over which the Manager has voting and investment discretion. Mr. Kuzma is the managing member of the GP, which is the general partner of the Manager and the Fund. The filing of this statement shall not be deemed an admission that any of the Reporting Persons is the beneficial owner of any of the reported securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or otherwise, and each of the Reporting Persons disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. The securities reported are held by the Fund. The GP and Mr. Kuzma may be deemed to have a pecuniary interest in the securities held by the Fund due to an indirect profits allocation to the GP and Mr. Kuzma's interest in the Fund. The securities reported are held by Managed Account 1. The Reporting Persons other than the Fund may be deemed to have a pecuniary interest in the securities held by Managed Account 1 due to a performance-related fee. The securities reported are held by Managed Account 2. The Reporting Persons other than the Fund may be deemed to have a pecuniary interest in the securities held by Managed Account 2 due to a performance-related fee. THOMIST CAPITAL MANAGEMENT, LP, By: Thomist Capital, LLC, its general partner, By: /s/ Brian Kuzma, Title: Managing Member 2024-08-26 THOMIST CAPITAL, LLC, By: /s/ Brian Kuzma, Title: Managing Member 2024-08-26 THE THOMIST FUND, LP, By: Thomist Capital, LLC, its general partner, By: /s/ Brian Kuzma, Title: Managing Member 2024-08-26 BRIAN KUZMA, /s/ Brian Kuzma 2024-08-26