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 |
|---|---|---|---|---|---|
| Close Asset Management Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2 | $19 | 0.00% | −2−50.0% | Reduced |
| FMR LLC | 2 | $21 | 0.00% | −90−97.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 10 | $96 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 28 | $269 | 0.00% | +2+7.7% | Added |
| UBS Group AG | 49 | $471 | 0.00% | +1+2.1% | Added |
| Group One Trading, L.P. | 87 | $836 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 119 | $1.14K | 0.00% | +119 | New |
| GAMMA Investing LLC | 256 | $1.75K | 0.00% | +256 | New |
| NYL Investors LLC | 588 | $5.65K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,646 | $15.8K | 0.00% | +1,564+1,907.3% | Added |
| Tower Research Capital LLC (TRC) | 1,721 | $16.5K | 0.00% | +1,416+464.3% | Added |
| Citigroup Inc | 1,798 | $17.3K | 0.00% | +1,716+2,092.7% | Added |
| Royal Bank of Canada | 3,319 | $32.0K | 0.00% | −176−5.0% | Reduced |
| BlackRock Inc. | 9,160 | $88.0K | 0.00% | +647+7.6% | Added |
| Qube Research & Technologies Ltd | 9,728 | $93.5K | 0.00% | +8,434+651.8% | Added |
| Jane Street Group, LLC | 13,956 | $134.1K | 0.00% | +13,956 | New |
| Oxford Asset Management LLP | 14,908 | $143.3K | 0.22% | +14,908 | New |
| RBF Capital, LLC | 20,000 | $192.2K | 0.01% | 00.0% | Unchanged |
| 683 Capital Management, LLC | 27,640 | $265.6K | 0.03% | +27,640 | New |
| Marshall Wace, LLP | 29,600 | $284.5K | 0.00% | +29,600 | New |
| Geode Capital Management, LLC | 32,770 | $315.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 37,709 | $362.4K | 0.00% | +37,709 | New |
| Dimensional Fund Advisors LP | 38,732 | $372.2K | 0.00% | −1,202−3.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 50,048 | $481.0K | 0.05% | +50,048 | New |
| Crystalline Management Inc. | 54,980 | $528.4K | 0.67% | +54,980 | New |
| Bridgeway Capital Management, LLC | 60,593 | $582.3K | 0.01% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 51,500 | $655.8K | 0.21% | +51,500 | New |
| EHP Funds Inc. | 79,726 | $766.2K | 0.38% | +79,726 | New |
| Anson Funds Management LP | 97,506 | $937.0K | 0.19% | +97,506 | New |
| CM Management, LLC | 108,300 | $1.04M | 0.84% | −26,700−19.8% | Reduced |
| Morgan Stanley | 132,001 | $1.27M | 0.00% | −228−0.2% | Reduced |
| Lion Point Capital, LP | 222,182 | $2.14M | 1.91% | −158,709−41.7% | Reduced |
| Loomis Sayles & Co L P | 264,480 | $2.54M | 0.00% | −14,200−5.1% | Reduced |
| Vanguard Group Inc | 283,220 | $2.72M | 0.00% | 00.0% | Unchanged |
| Beryl Capital Management LLC | 375,449 | $3.61M | 1.98% | +375,449 | New |
| Goldman Sachs Group Inc | 617,549 | $5.93M | 0.00% | −2100.0% | Reduced |
| LSP Investment Advisors, LLC | 2,369,769 | $22.8M | 10.77% | 00.0% | Unchanged |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 3,009,912 | $28.9M | 0.45% | 00.0% | Unchanged |
| Luminus Management LLC | 6,151,448 | $59.1M | 16.35% | 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 |