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Battalion Oil Corp

BATL
Exchange
NYSE
Industry
Crude Petroleum & Natural Gas
SEC CIK
0001282648

In the last 90 days, Battalion Oil Corp insiders filed 2 open-market purchases and 1 sale; 42 institutions reported holding it in 13F filings for Q2 2026, worth $8.76M in total; Oaktree Capital is the only superinvestor holding it.

13F holders, Q3 2022

Institutional positions in Battalion Oil Corp as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
43
+1 vs. Q2 2022
Shares held
14.5M
+105.7K (+0.7%) vs. Q2 2022
Total value
$172.6M
+$48.7M (+39.3%) vs. Q2 2022
New holders
3
12 more added
Sold out
2
14 more reduced

Compare with Q2 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BATL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2022: 43 institutions
Q1 2021: 28 institutionsQ2 2021: 31 institutionsQ3 2021: 31 institutionsQ4 2021: 31 institutionsQ1 2022: 38 institutionsQ2 2022: 42 institutionsQ3 2022: 43 institutionsQ4 2022: 44 institutionsQ1 2023: 46 institutionsQ2 2023: 36 institutionsQ3 2023: 36 institutionsQ4 2023: 40 institutionsQ1 2024: 42 institutionsQ2 2024: 37 institutionsQ3 2024: 34 institutionsQ4 2024: 33 institutionsQ1 2025: 30 institutionsQ2 2025: 28 institutionsQ3 2025: 28 institutionsQ4 2025: 29 institutionsQ1 2026: 40 institutionsQ2 2026: 42 institutions
Value heldQ3 2022: $172.6M
Q1 2021: $159.2MQ2 2021: $195.8MQ3 2021: $141.3MQ4 2021: $141.9MQ1 2022: $273.1MQ2 2022: $123.9MQ3 2022: $172.6MQ4 2022: $141.2MQ1 2023: $93.9MQ2 2023: $80.0MQ3 2023: $86.2MQ4 2023: $136.4MQ1 2024: $76.9MQ2 2024: $44.5MQ3 2024: $89.0MQ4 2024: $22.2MQ1 2025: $16.5MQ2 2025: $16.1MQ3 2025: $15.1MQ4 2025: $14.1MQ1 2026: $31.2MQ2 2026: $8.76M
Institutions holding BATL and their total value by quarter
QuarterHoldersValue
Q2 202642$8.76M
Q1 202640$31.2M
Q4 202529$14.1M
Q3 202528$15.1M
Q2 202528$16.1M
Q1 202530$16.5M
Q4 202433$22.2M
Q3 202434$89.0M
Q2 202437$44.5M
Q1 202442$76.9M
Q4 202340$136.4M
Q3 202336$86.2M
Q2 202336$80.0M
Q1 202346$93.9M
Q4 202244$141.2M
Q3 202243$172.6M
Q2 202242$123.9M
Q1 202238$273.1M
Q4 202131$141.9M
Q3 202131$141.3M
Q2 202131$195.8M
Q1 202128$159.2M

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Battalion Oil Corp; share changes are against Q2 2022.

Institutions holding BATL in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Luminus Management LLC6,151,448$73.2M30.59%00.0%Unchanged
Oaktree Capital Management LPSuperinvestorOaktree Capital3,009,912$35.8M0.41%00.0%Unchanged
LSP Investment Advisors, LLC2,369,769$28.2M11.94%00.0%Unchanged
Goldman Sachs Group Inc983,039$11.7M0.00%+167,610+20.6%Added
Jefferies Group LLC366,448$4.36M0.13%00.0%Unchanged
Lion Point Capital, LP352,851$3.85M1.56%00.0%Unchanged
Loomis Sayles & Co L P314,610$3.74M0.01%−1,406−0.4%Reduced
Vanguard Group Inc278,868$3.32M0.00%−926−0.3%Reduced
Morgan Stanley132,494$1.58M0.00%−2,468−1.8%Reduced
CM Management, LLC125,000$1.49M1.66%+10,000+8.7%Added
BlackRock Inc.89,010$1.06M0.00%+19,965+28.9%Added
Bridgeway Capital Management, LLC59,600$709.0K0.02%00.0%Unchanged
New York State Common Retirement Fund57,443$684.0K0.00%−10,957−16.0%Reduced
Dimensional Fund Advisors LP39,442$474.0K0.00%+5,360+15.7%Added
State Street Corp37,920$451.0K0.00%−19,607−34.1%Reduced
JPMorgan Chase & Co36,324$433.0K0.00%−11,314−23.7%Reduced
Russell Investments Group, Ltd.33,266$395.0K0.00%+33,266New
Geode Capital Management, LLC24,631$293.0K0.00%+108+0.4%Added
Northern Trust Corp22,087$263.0K0.00%−820−3.6%Reduced
Arbiter Partners Capital Management LLC17,959$214.0K0.30%00.0%Unchanged
Acadian Asset Management LLC9,959$117.0K0.00%00.0%Unchanged
Royal Bank of Canada3,350$40.0K0.00%+17+0.5%Added
Gladius Capital Management LP2,953$36.0K0.01%+2,953New
Bank of America Corp2,217$26.0K0.00%−140−5.9%Reduced
Amalgamated Bank1,284$15.0K0.00%+6+0.5%Added
American International Group, Inc.1,191$14.0K0.00%+17+1.4%Added
California State Teachers Retirement System990$12.0K0.00%−83−7.7%Reduced
Tower Research Capital LLC (TRC)850$10.0K0.00%+435+104.8%Added
FMR LLC833$10.0K0.00%+832+83,200.0%Added
Ellevest, Inc.750$9.00K0.00%+750New
NYL Investors LLC588$7.00K0.00%00.0%Unchanged
State of Wyoming617$7.00K0.00%+200+48.0%Added
UBS Group AG401$5.00K0.00%−971−70.8%Reduced
Legal & General Group Plc355$4.00K0.00%+86+32.0%Added
Ameritas Investment Partners, Inc.188$2.00K0.00%00.0%Unchanged
Deutsche Bank AG116$1.00K0.00%−2,386−95.4%Reduced
Wells Fargo & Company52$1.00K0.00%−20−27.8%Reduced
Barclays PLC106$1.00K0.00%−20−15.9%Reduced
Group One Trading, L.P.87$1.00K0.00%00.0%Unchanged
Citigroup Inc40$00.00%−100−71.4%Reduced
Credit Suisse AG12$00.00%00.0%Unchanged
Advisor Group Holdings, Inc.2$00.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC11$00.00%00.0%Unchanged
Renaissance Technologies LLC0$00.00%−46,600−100.0%Sold out
Employees Retirement System of Texas0$00.00%−38,109−100.0%Sold out