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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 18 | $0 | 0.00% | +18 | New |
| Steward Partners Investment Advisory, LLC | 11 | $107 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 19 | $184 | 0.00% | −21−52.5% | Reduced |
| Group One Trading, L.P. | 87 | $845 | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 188 | $2.26K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 355 | $3.45K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 552 | $5.36K | 0.00% | +151+37.7% | Added |
| NYL Investors LLC | 588 | $5.71K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 674 | $6.54K | 0.00% | +568+535.8% | Added |
| State of Wyoming | 692 | $6.72K | 0.00% | +75+12.2% | Added |
| FMR LLC | 772 | $7.50K | 0.00% | −61−7.3% | Reduced |
| Ellevest, Inc. | 960 | $9.32K | 0.00% | +210+28.0% | Added |
| California State Teachers Retirement System | 1,002 | $9.73K | 0.00% | +12+1.2% | Added |
| Tower Research Capital LLC (TRC) | 1,012 | $10.0K | 0.00% | +162+19.1% | Added |
| American International Group, Inc. | 1,187 | $11.5K | 0.00% | −4−0.3% | Reduced |
| Amalgamated Bank | 1,284 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,355 | $13.2K | 0.00% | −862−38.9% | Reduced |
| JPMorgan Chase & Co | 1,483 | $15.0K | 0.00% | −34,841−95.9% | Reduced |
| Deutsche Bank AG | 1,647 | $16.0K | 0.00% | +1,531+1,319.8% | Added |
| Gladius Capital Management LP | 3,356 | $32.6K | 0.01% | +403+13.6% | Added |
| Royal Bank of Canada | 3,909 | $38.0K | 0.00% | +559+16.7% | Added |
| Acadian Asset Management LLC | 9,959 | $96.0K | 0.00% | 00.0% | Unchanged |
| Arbiter Partners Capital Management LLC | 17,959 | $174.4K | 0.21% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 20,000 | $194.2K | 0.00% | +20,000 | New |
| Bank of Montreal | 19,594 | $229.1K | 0.00% | +19,594 | New |
| Northern Trust Corp | 23,892 | $232.0K | 0.00% | +1,805+8.2% | Added |
| Geode Capital Management, LLC | 25,470 | $247.0K | 0.00% | +839+3.4% | Added |
| Russell Investments Group, Ltd. | 28,848 | $280.1K | 0.00% | −4,418−13.3% | Reduced |
| State Street Corp | 37,898 | $368.0K | 0.00% | −22−0.1% | Reduced |
| Dimensional Fund Advisors LP | 39,880 | $414.0K | 0.00% | +438+1.1% | Added |
| Bridgeway Capital Management, LLC | 60,593 | $588.4K | 0.02% | +993+1.7% | Added |
| New York State Common Retirement Fund | 63,416 | $615.8K | 0.00% | +5,973+10.4% | Added |
| BlackRock Inc. | 93,138 | $904.4K | 0.00% | +4,128+4.6% | Added |
| CM Management, LLC | 125,000 | $1.21M | 1.45% | 00.0% | Unchanged |
| Morgan Stanley | 132,251 | $1.28M | 0.00% | −243−0.2% | Reduced |
| Vanguard Group Inc | 279,275 | $2.71M | 0.00% | +407+0.1% | Added |
| Loomis Sayles & Co L P | 309,445 | $3.00M | 0.01% | −5,165−1.6% | Reduced |
| Jefferies Financial Group Inc. | 366,448 | $3.56M | 0.06% | +366,448 | New |
| Lion Point Capital, LP | 361,051 | $3.94M | 2.35% | +8,200+2.3% | Added |
| Goldman Sachs Group Inc | 926,512 | $9.00M | 0.00% | −56,527−5.8% | Reduced |
| LSP Investment Advisors, LLC | 2,369,769 | $23.0M | 10.12% | 00.0% | Unchanged |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 3,009,912 | $29.2M | 0.32% | 00.0% | Unchanged |
| Luminus Management LLC | 6,151,448 | $59.7M | 14.88% | 00.0% | Unchanged |
| 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 |