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, Q1 2024
Institutional positions in Battalion Oil Corp as of Mar 31, 2024. 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
- 42
- +2 vs. Q4 2023
- Shares held
- 13.6M
- −592.9K (−4.2%) vs. Q4 2023
- Total value
- $76.9M
- −$59.5M (−43.6%) vs. Q4 2023
- New holders
- 10
- 11 more added
- Sold out
- 8
- 8 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Battalion Oil Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Luminus Management LLC | 6,151,448 | $34.8M | 15.84% | 00.0% | Unchanged |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 3,009,912 | $17.0M | 0.27% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 2,369,769 | $13.4M | 7.23% | 00.0% | Unchanged |
| Vanguard Group Inc | 283,220 | $1.60M | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 260,461 | $1.47M | 0.00% | −4,019−1.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 180,988 | $1.02M | 0.11% | +130,940+261.6% | Added |
| Morgan Stanley | 132,002 | $747.1K | 0.00% | +10.0% | Added |
| CM Management, LLC | 130,000 | $735.8K | 0.62% | +21,700+20.0% | Added |
| Virtu Financial LLC | 107,500 | $608.0K | 0.05% | +107,500 | New |
| Crystalline Management Inc. | 96,875 | $548.3K | 0.71% | +41,895+76.2% | Added |
| Marshall Wace, LLP | 94,800 | $536.6K | 0.00% | +65,200+220.3% | Added |
| Goldman Sachs Group Inc | 86,895 | $491.8K | 0.00% | −530,654−85.9% | Reduced |
| EHP Funds Inc. | 84,521 | $478.4K | 0.33% | +4,795+6.0% | Added |
| Yakira Capital Management, Inc. | 83,788 | $474.2K | 0.16% | +83,788 | New |
| Susquehanna International Group, LLP | 80,591 | $456.1K | 0.00% | +42,882+113.7% | Added |
| Qube Research & Technologies Ltd | 71,960 | $407.3K | 0.00% | +62,232+639.7% | Added |
| Bridgeway Capital Management, LLC | 60,593 | $343.0K | 0.01% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 52,672 | $298.1K | 0.00% | +52,672 | New |
| Dimensional Fund Advisors LP | 38,732 | $219.2K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 35,256 | $199.6K | 0.00% | +2,486+7.6% | Added |
| Millennium Management LLC | 34,792 | $196.9K | 0.00% | +34,792 | New |
| CSS LLC | 27,570 | $156.0K | 0.01% | +27,570 | New |
| Alpine Global Management, LLC | 25,000 | $141.5K | 0.03% | +25,000 | New |
| RBF Capital, LLC | 20,000 | $113.2K | 0.01% | 00.0% | Unchanged |
| Lion Point Capital, LP | 19,926 | $112.8K | 0.22% | −202,256−91.0% | Reduced |
| State Street Corp | 12,212 | $69.1K | 0.00% | +12,212 | New |
| Vestcor Inc | 9,778 | $55.0K | 0.00% | +9,778 | New |
| BlackRock Inc. | 8,803 | $49.8K | 0.00% | −357−3.9% | Reduced |
| Royal Bank of Canada | 3,320 | $19.0K | 0.00% | +10.0% | Added |
| Oxford Asset Management LLP | 2,800 | $15.8K | 0.02% | −12,108−81.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,302 | $7.37K | 0.00% | −419−24.3% | Reduced |
| Clear Street Markets LLC | 1,000 | $6.00K | 0.00% | +1,000 | New |
| NYL Investors LLC | 588 | $3.33K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 256 | $1.45K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 87 | $492 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 84 | $476 | 0.00% | −1,562−94.9% | Reduced |
| UBS Group AG | 51 | $289 | 0.00% | +2+4.1% | Added |
| Wells Fargo & Company | 28 | $158 | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 17 | $96 | 0.00% | +17 | New |
| Citigroup Inc | 12 | $68 | 0.00% | −1,786−99.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 10 | $57 | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Beryl Capital Management LLC | 0 | $0 | 0.00% | −375,449−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −97,506−100.0% | Sold out |
| PenderFund Capital Management Ltd. | 0 | $0 | 0.00% | −51,500−100.0% | Sold out |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −27,640−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,956−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |