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, Q1 2023
Institutional positions in Battalion Oil Corp as of Mar 31, 2023. 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
- 46
- +2 vs. Q4 2022
- Shares held
- 14.3M
- −233.7K (−1.6%) vs. Q4 2022
- Total value
- $93.9M
- −$47.3M (−33.5%) vs. Q4 2022
- New holders
- 4
- 18 more added
- Sold out
- 2
- 9 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Battalion Oil Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Luminus Management LLC | 6,151,448 | $40.4M | 9.94% | 00.0% | Unchanged |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 3,009,912 | $19.8M | 0.22% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 2,369,769 | $15.6M | 8.74% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 618,074 | $4.06M | 0.00% | −308,438−33.3% | Reduced |
| Lion Point Capital, LP | 380,891 | $2.50M | 1.38% | +19,840+5.5% | Added |
| Jefferies Financial Group Inc. | 366,448 | $2.41M | 0.05% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 304,554 | $2.00M | 0.00% | −4,891−1.6% | Reduced |
| Vanguard Group Inc | 295,430 | $1.94M | 0.00% | +16,155+5.8% | Added |
| Bank of Montreal | 109,274 | $922.3K | 0.00% | +89,680+457.7% | Added |
| Morgan Stanley | 133,212 | $875.2K | 0.00% | +961+0.7% | Added |
| CM Management, LLC | 125,000 | $821.0K | 0.97% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 60,593 | $398.1K | 0.01% | 00.0% | Unchanged |
| BlackRock Inc. | 59,999 | $394.2K | 0.00% | −33,139−35.6% | Reduced |
| Dimensional Fund Advisors LP | 50,025 | $362.2K | 0.00% | +10,145+25.4% | Added |
| New York State Common Retirement Fund | 53,037 | $348.5K | 0.00% | −10,379−16.4% | Reduced |
| State Street Corp | 37,898 | $249.0K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 35,791 | $235.1K | 0.00% | +10,321+40.5% | Added |
| Northern Trust Corp | 22,223 | $146.0K | 0.00% | −1,669−7.0% | Reduced |
| King Luther Capital Management Corp | 20,000 | $131.4K | 0.00% | 00.0% | Unchanged |
| Arbiter Partners Capital Management LLC | 17,959 | $118.0K | 0.15% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 9,959 | $64.0K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 3,540 | $23.3K | 0.01% | +184+5.5% | Added |
| Royal Bank of Canada | 3,535 | $23.0K | 0.00% | −374−9.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,639 | $17.3K | 0.00% | +2,639 | New |
| JPMorgan Chase & Co | 2,266 | $15.0K | 0.00% | +783+52.8% | Added |
| Ellevest, Inc. | 1,828 | $12.0K | 0.00% | +868+90.4% | Added |
| Deutsche Bank AG | 1,715 | $11.3K | 0.00% | +68+4.1% | Added |
| Bank of America Corp | 1,626 | $10.7K | 0.00% | +271+20.0% | Added |
| Barclays PLC | 1,386 | $9.11K | 0.00% | +712+105.6% | Added |
| Tower Research Capital LLC (TRC) | 1,431 | $9.00K | 0.00% | +419+41.4% | Added |
| Amalgamated Bank | 1,292 | $8.00K | 0.00% | +8+0.6% | Added |
| American International Group, Inc. | 1,210 | $7.95K | 0.00% | +23+1.9% | Added |
| FMR LLC | 1,020 | $6.70K | 0.00% | +248+32.1% | Added |
| California State Teachers Retirement System | 933 | $6.13K | 0.00% | −69−6.9% | Reduced |
| UBS Group AG | 905 | $5.95K | 0.00% | +353+63.9% | Added |
| State of Wyoming | 639 | $4.20K | 0.00% | −53−7.7% | Reduced |
| NYL Investors LLC | 588 | $3.86K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 492 | $3.23K | 0.00% | +492 | New |
| Legal & General Group Plc | 355 | $2.33K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 188 | $1.24K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 87 | $572 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 68 | $447 | 0.00% | +49+257.9% | Added |
| Steward Partners Investment Advisory, LLC | 10 | $66 | 0.00% | −1−9.1% | Reduced |
| Register Financial Advisors LLC | 8 | $53 | 0.00% | +8 | New |
| Advisor Group Holdings, Inc. | 2 | $13 | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1 | $0 | 0.00% | +1 | New |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −28,848−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |