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 |
|---|---|---|---|---|---|
| Close Asset Management Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2 | $11 | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 8 | $46 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10 | $57 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 11 | $63 | 0.00% | −2,255−99.5% | Reduced |
| New York State Common Retirement Fund | 24 | $137 | 0.00% | −53,013−100.0% | Reduced |
| Wells Fargo & Company | 26 | $148 | 0.00% | −466−94.7% | Reduced |
| UBS Group AG | 48 | $274 | 0.00% | −857−94.7% | Reduced |
| Rhumbline Advisers | 80 | $456 | 0.00% | +80 | New |
| Bank of America Corp | 82 | $468 | 0.00% | −1,544−95.0% | Reduced |
| Citigroup Inc | 82 | $468 | 0.00% | +14+20.6% | Added |
| Group One Trading, L.P. | 87 | $497 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 159 | $908 | 0.00% | −861−84.4% | Reduced |
| The PNC Financial Services Group, Inc. | 175 | $999 | 0.00% | +175 | New |
| NYL Investors LLC | 588 | $3.36K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,467 | $14.0K | 0.00% | −7,492−75.2% | Reduced |
| Royal Bank of Canada | 3,432 | $20.0K | 0.00% | −103−2.9% | Reduced |
| BlackRock Inc. | 10,341 | $59.0K | 0.00% | −49,658−82.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 16,221 | $92.6K | 0.01% | +16,221 | New |
| Arbiter Partners Capital Management LLC | 17,959 | $102.5K | 0.17% | 00.0% | Unchanged |
| 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 |
| Geode Capital Management, LLC | 25,662 | $146.5K | 0.00% | −10,129−28.3% | Reduced |
| Millennium Management LLC | 29,135 | $166.4K | 0.00% | +29,135 | New |
| Dimensional Fund Advisors LP | 50,005 | $285.6K | 0.00% | −200.0% | Reduced |
| Bridgeway Capital Management, LLC | 60,593 | $346.0K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 132,363 | $755.8K | 0.00% | −849−0.6% | Reduced |
| CM Management, LLC | 135,000 | $771.0K | 0.75% | +10,000+8.0% | Added |
| Vanguard Group Inc | 283,220 | $1.62M | 0.00% | −12,210−4.1% | Reduced |
| Loomis Sayles & Co L P | 296,823 | $1.70M | 0.00% | −7,731−2.5% | Reduced |
| Jefferies Financial Group Inc. | 366,448 | $2.09M | 0.04% | 00.0% | Unchanged |
| Lion Point Capital, LP | 380,891 | $2.17M | 1.61% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 623,636 | $3.56M | 0.00% | +5,562+0.9% | Added |
| LSP Investment Advisors, LLC | 2,369,769 | $13.5M | 7.58% | 00.0% | Unchanged |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 3,009,912 | $17.2M | 0.23% | 00.0% | Unchanged |
| Luminus Management LLC | 6,151,448 | $35.1M | 10.56% | 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 |