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 2023
Institutional positions in Battalion Oil Corp as of Dec 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
- 40
- +4 vs. Q3 2023
- Shares held
- 14.2M
- +225.3K (+1.6%) vs. Q3 2023
- Total value
- $136.4M
- +$50.2M (+58.2%) vs. Q3 2023
- New holders
- 13
- 7 more added
- Sold out
- 9
- 9 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Battalion Oil Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Luminus Management LLC | 6,151,448 | $59.1M | 16.35% | 00.0% | Unchanged |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 3,009,912 | $28.9M | 0.45% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 2,369,769 | $22.8M | 10.77% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 617,549 | $5.93M | 0.00% | −2100.0% | Reduced |
| Beryl Capital Management LLC | 375,449 | $3.61M | 1.98% | +375,449 | New |
| Vanguard Group Inc | 283,220 | $2.72M | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 264,480 | $2.54M | 0.00% | −14,200−5.1% | Reduced |
| Lion Point Capital, LP | 222,182 | $2.14M | 1.91% | −158,709−41.7% | Reduced |
| Morgan Stanley | 132,001 | $1.27M | 0.00% | −228−0.2% | Reduced |
| CM Management, LLC | 108,300 | $1.04M | 0.84% | −26,700−19.8% | Reduced |
| Anson Funds Management LP | 97,506 | $937.0K | 0.19% | +97,506 | New |
| EHP Funds Inc. | 79,726 | $766.2K | 0.38% | +79,726 | New |
| PenderFund Capital Management Ltd. | 51,500 | $655.8K | 0.21% | +51,500 | New |
| Bridgeway Capital Management, LLC | 60,593 | $582.3K | 0.01% | 00.0% | Unchanged |
| Crystalline Management Inc. | 54,980 | $528.4K | 0.67% | +54,980 | New |
| Dynamic Technology Lab Private Ltd | 50,048 | $481.0K | 0.05% | +50,048 | New |
| Dimensional Fund Advisors LP | 38,732 | $372.2K | 0.00% | −1,202−3.0% | Reduced |
| Susquehanna International Group, LLP | 37,709 | $362.4K | 0.00% | +37,709 | New |
| Geode Capital Management, LLC | 32,770 | $315.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 29,600 | $284.5K | 0.00% | +29,600 | New |
| 683 Capital Management, LLC | 27,640 | $265.6K | 0.03% | +27,640 | New |
| RBF Capital, LLC | 20,000 | $192.2K | 0.01% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 14,908 | $143.3K | 0.22% | +14,908 | New |
| Jane Street Group, LLC | 13,956 | $134.1K | 0.00% | +13,956 | New |
| Qube Research & Technologies Ltd | 9,728 | $93.5K | 0.00% | +8,434+651.8% | Added |
| BlackRock Inc. | 9,160 | $88.0K | 0.00% | +647+7.6% | Added |
| Royal Bank of Canada | 3,319 | $32.0K | 0.00% | −176−5.0% | Reduced |
| Citigroup Inc | 1,798 | $17.3K | 0.00% | +1,716+2,092.7% | Added |
| Tower Research Capital LLC (TRC) | 1,721 | $16.5K | 0.00% | +1,416+464.3% | Added |
| Bank of America Corp | 1,646 | $15.8K | 0.00% | +1,564+1,907.3% | Added |
| NYL Investors LLC | 588 | $5.65K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 256 | $1.75K | 0.00% | +256 | New |
| JPMorgan Chase & Co | 119 | $1.14K | 0.00% | +119 | New |
| Group One Trading, L.P. | 87 | $836 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 49 | $471 | 0.00% | +1+2.1% | Added |
| Wells Fargo & Company | 28 | $269 | 0.00% | +2+7.7% | Added |
| Steward Partners Investment Advisory, LLC | 10 | $96 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2 | $21 | 0.00% | −90−97.8% | Reduced |
| Advisor Group Holdings, Inc. | 2 | $19 | 0.00% | −2−50.0% | Reduced |
| Close Asset Management Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −366,448−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Arbiter Partners Capital Management LLC | 0 | $0 | 0.00% | −17,959−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −11,642−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,183−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,592−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |