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, Q2 2023
Institutional positions in Battalion Oil Corp as of Jun 30, 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
- 36
- −10 vs. Q1 2023
- Shares held
- 14.0M
- −252.6K (−1.8%) vs. Q1 2023
- Total value
- $80.0M
- −$13.9M (−14.8%) vs. Q1 2023
- New holders
- 5
- 3 more added
- Sold out
- 15
- 14 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Battalion Oil Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Luminus Management LLC | 6,151,448 | $35.1M | 10.56% | 00.0% | Unchanged |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 3,009,912 | $17.2M | 0.23% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 2,369,769 | $13.5M | 7.58% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 623,636 | $3.56M | 0.00% | +5,562+0.9% | Added |
| Lion Point Capital, LP | 380,891 | $2.17M | 1.61% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 366,448 | $2.09M | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 296,823 | $1.70M | 0.00% | −7,731−2.5% | Reduced |
| Vanguard Group Inc | 283,220 | $1.62M | 0.00% | −12,210−4.1% | Reduced |
| CM Management, LLC | 135,000 | $771.0K | 0.75% | +10,000+8.0% | Added |
| Morgan Stanley | 132,363 | $755.8K | 0.00% | −849−0.6% | Reduced |
| Bridgeway Capital Management, LLC | 60,593 | $346.0K | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 50,005 | $285.6K | 0.00% | −200.0% | Reduced |
| Millennium Management LLC | 29,135 | $166.4K | 0.00% | +29,135 | New |
| Geode Capital Management, LLC | 25,662 | $146.5K | 0.00% | −10,129−28.3% | Reduced |
| King Luther Capital Management Corp | 20,000 | $114.2K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 20,000 | $114.2K | 0.01% | +20,000 | New |
| Arbiter Partners Capital Management LLC | 17,959 | $102.5K | 0.17% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 16,221 | $92.6K | 0.01% | +16,221 | New |
| BlackRock Inc. | 10,341 | $59.0K | 0.00% | −49,658−82.8% | Reduced |
| Royal Bank of Canada | 3,432 | $20.0K | 0.00% | −103−2.9% | Reduced |
| Acadian Asset Management LLC | 2,467 | $14.0K | 0.00% | −7,492−75.2% | Reduced |
| NYL Investors LLC | 588 | $3.36K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 175 | $999 | 0.00% | +175 | New |
| FMR LLC | 159 | $908 | 0.00% | −861−84.4% | Reduced |
| Group One Trading, L.P. | 87 | $497 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 82 | $468 | 0.00% | −1,544−95.0% | Reduced |
| Citigroup Inc | 82 | $468 | 0.00% | +14+20.6% | Added |
| Rhumbline Advisers | 80 | $456 | 0.00% | +80 | New |
| UBS Group AG | 48 | $274 | 0.00% | −857−94.7% | Reduced |
| Wells Fargo & Company | 26 | $148 | 0.00% | −466−94.7% | Reduced |
| New York State Common Retirement Fund | 24 | $137 | 0.00% | −53,013−100.0% | Reduced |
| JPMorgan Chase & Co | 11 | $63 | 0.00% | −2,255−99.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 10 | $57 | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 8 | $46 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2 | $11 | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 0 | $0 | 0.00% | −109,274−100.0% | Sold out |
| State Street Corp | 0 | $0 | 0.00% | −37,898−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −22,223−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −3,540−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −2,639−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −1,828−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −1,715−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −1,386−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,431−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −1,292−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −1,210−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −933−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −639−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −188−100.0% | Sold out |