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, Q4 2022
Institutional positions in Battalion Oil Corp as of Dec 31, 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
- 44
- +2 vs. Q3 2022
- Shares held
- 14.5M
- +330.3K (+2.3%) vs. Q3 2022
- Total value
- $141.2M
- −$27.0M (−16.0%) vs. Q3 2022
- New holders
- 4
- 17 more added
- Sold out
- 2
- 10 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 42 | $8.76M |
| Q1 2026 | 40 | $31.2M |
| Q4 2025 | 29 | $14.1M |
| Q3 2025 | 28 | $15.1M |
| Q2 2025 | 28 | $16.1M |
| Q1 2025 | 30 | $16.5M |
| Q4 2024 | 33 | $22.2M |
| Q3 2024 | 34 | $89.0M |
| Q2 2024 | 37 | $44.5M |
| Q1 2024 | 42 | $76.9M |
| Q4 2023 | 40 | $136.4M |
| Q3 2023 | 36 | $86.2M |
| Q2 2023 | 36 | $80.0M |
| Q1 2023 | 46 | $93.9M |
| Q4 2022 | 44 | $141.2M |
| Q3 2022 | 43 | $172.6M |
| Q2 2022 | 42 | $123.9M |
| Q1 2022 | 38 | $273.1M |
| Q4 2021 | 31 | $141.9M |
| Q3 2021 | 31 | $141.3M |
| Q2 2021 | 31 | $195.8M |
| Q1 2021 | 28 | $159.2M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Battalion Oil Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Luminus Management LLC | 6,151,448 | $59.7M | 14.88% | 00.0% | Unchanged |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 3,009,912 | $29.2M | 0.32% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 2,369,769 | $23.0M | 10.12% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 926,512 | $9.00M | 0.00% | −56,527−5.8% | Reduced |
| Lion Point Capital, LP | 361,051 | $3.94M | 2.35% | +8,200+2.3% | Added |
| Jefferies Financial Group Inc. | 366,448 | $3.56M | 0.06% | +366,448 | New |
| Loomis Sayles & Co L P | 309,445 | $3.00M | 0.01% | −5,165−1.6% | Reduced |
| Vanguard Group Inc | 279,275 | $2.71M | 0.00% | +407+0.1% | Added |
| Morgan Stanley | 132,251 | $1.28M | 0.00% | −243−0.2% | Reduced |
| CM Management, LLC | 125,000 | $1.21M | 1.45% | 00.0% | Unchanged |
| BlackRock Inc. | 93,138 | $904.4K | 0.00% | +4,128+4.6% | Added |
| New York State Common Retirement Fund | 63,416 | $615.8K | 0.00% | +5,973+10.4% | Added |
| Bridgeway Capital Management, LLC | 60,593 | $588.4K | 0.02% | +993+1.7% | Added |
| Dimensional Fund Advisors LP | 39,880 | $414.0K | 0.00% | +438+1.1% | Added |
| State Street Corp | 37,898 | $368.0K | 0.00% | −22−0.1% | Reduced |
| Russell Investments Group, Ltd. | 28,848 | $280.1K | 0.00% | −4,418−13.3% | Reduced |
| Geode Capital Management, LLC | 25,470 | $247.0K | 0.00% | +839+3.4% | Added |
| Northern Trust Corp | 23,892 | $232.0K | 0.00% | +1,805+8.2% | Added |
| Bank of Montreal | 19,594 | $229.1K | 0.00% | +19,594 | New |
| King Luther Capital Management Corp | 20,000 | $194.2K | 0.00% | +20,000 | New |
| Arbiter Partners Capital Management LLC | 17,959 | $174.4K | 0.21% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 9,959 | $96.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,909 | $38.0K | 0.00% | +559+16.7% | Added |
| Gladius Capital Management LP | 3,356 | $32.6K | 0.01% | +403+13.6% | Added |
| Deutsche Bank AG | 1,647 | $16.0K | 0.00% | +1,531+1,319.8% | Added |
| JPMorgan Chase & Co | 1,483 | $15.0K | 0.00% | −34,841−95.9% | Reduced |
| Bank of America Corp | 1,355 | $13.2K | 0.00% | −862−38.9% | Reduced |
| Amalgamated Bank | 1,284 | $12.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,187 | $11.5K | 0.00% | −4−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,012 | $10.0K | 0.00% | +162+19.1% | Added |
| California State Teachers Retirement System | 1,002 | $9.73K | 0.00% | +12+1.2% | Added |
| Ellevest, Inc. | 960 | $9.32K | 0.00% | +210+28.0% | Added |
| FMR LLC | 772 | $7.50K | 0.00% | −61−7.3% | Reduced |
| State of Wyoming | 692 | $6.72K | 0.00% | +75+12.2% | Added |
| Barclays PLC | 674 | $6.54K | 0.00% | +568+535.8% | Added |
| NYL Investors LLC | 588 | $5.71K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 552 | $5.36K | 0.00% | +151+37.7% | Added |
| Legal & General Group Plc | 355 | $3.45K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 188 | $2.26K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 87 | $845 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 19 | $184 | 0.00% | −21−52.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 11 | $107 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 18 | $0 | 0.00% | +18 | New |
| Wells Fargo & Company | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Jefferies Group LLC | – | – | – | – | Not filed |