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, Q3 2023
Institutional positions in Battalion Oil Corp as of Sep 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
- 0 vs. Q2 2023
- Shares held
- 13.9M
- −59.5K (−0.4%) vs. Q2 2023
- Total value
- $86.2M
- +$6.22M (+7.8%) vs. Q2 2023
- New holders
- 4
- 3 more added
- Sold out
- 4
- 8 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Battalion Oil Corp; share changes are against Q2 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. | 4 | $24 | 0.00% | +2+100.0% | Added |
| Register Financial Advisors LLC | 8 | $49 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10 | $62 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 26 | $161 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 48 | $297 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 82 | $506 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 82 | $507 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 87 | $538 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 92 | $569 | 0.00% | −67−42.1% | Reduced |
| The PNC Financial Services Group, Inc. | 175 | $1.08K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 305 | $1.89K | 0.00% | +305 | New |
| Gradient Investments LLC | 400 | $2.47K | 0.00% | +400 | New |
| NYL Investors LLC | 588 | $3.63K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,294 | $8.00K | 0.00% | +1,294 | New |
| Acadian Asset Management LLC | 1,592 | $9.00K | 0.00% | −875−35.5% | Reduced |
| State of Wyoming | 2,183 | $13.5K | 0.00% | +2,183 | New |
| Royal Bank of Canada | 3,495 | $22.0K | 0.00% | +63+1.8% | Added |
| BlackRock Inc. | 8,513 | $52.6K | 0.00% | −1,828−17.7% | Reduced |
| Millennium Management LLC | 11,642 | $71.9K | 0.00% | −17,493−60.0% | Reduced |
| Arbiter Partners Capital Management LLC | 17,959 | $111.0K | 0.20% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 20,000 | $123.6K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 20,000 | $123.6K | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 32,770 | $202.6K | 0.00% | +7,108+27.7% | Added |
| Dimensional Fund Advisors LP | 39,934 | $246.8K | 0.00% | −10,071−20.1% | Reduced |
| Bridgeway Capital Management, LLC | 60,593 | $374.5K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 132,229 | $817.2K | 0.00% | −134−0.1% | Reduced |
| CM Management, LLC | 135,000 | $834.3K | 0.89% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 278,680 | $1.72M | 0.00% | −18,143−6.1% | Reduced |
| Vanguard Group Inc | 283,220 | $1.75M | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 366,448 | $2.26M | 0.06% | 00.0% | Unchanged |
| Lion Point Capital, LP | 380,891 | $2.35M | 2.15% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 617,759 | $3.82M | 0.00% | −5,877−0.9% | Reduced |
| LSP Investment Advisors, LLC | 2,369,769 | $14.6M | 7.22% | 00.0% | Unchanged |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 3,009,912 | $18.6M | 0.28% | 00.0% | Unchanged |
| Luminus Management LLC | 6,151,448 | $38.0M | 11.72% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −16,221−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −11−100.0% | Sold out |