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 2025
Institutional positions in Battalion Oil Corp as of Mar 31, 2025. 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
- 30
- −3 vs. Q4 2024
- Shares held
- 12.7M
- −214.3K (−1.7%) vs. Q4 2024
- Total value
- $16.5M
- −$5.70M (−25.7%) vs. Q4 2024
- New holders
- 1
- 5 more added
- Sold out
- 4
- 10 more reduced
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding Battalion Oil Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Close Asset Management Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 9 | $12 | 0.00% | −10−52.6% | Reduced |
| JPMorgan Chase & Co | 26 | $34 | 0.00% | −2−7.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 28 | $36 | 0.00% | +18+180.0% | Added |
| Bank of America Corp | 37 | $48 | 0.00% | −12−24.5% | Reduced |
| Group One Trading, L.P. | 76 | $99 | 0.00% | −11−12.6% | Reduced |
| BNP Paribas Arbitrage, SA | 103 | $134 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 314 | $408 | 0.00% | −6,753−95.6% | Reduced |
| NYL Investors LLC | 588 | $764 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,989 | $3.89K | 0.00% | +2,910+3,683.5% | Added |
| Royal Bank of Canada | 3,619 | $4.00K | 0.00% | +300+9.0% | Added |
| BlackRock, Inc. | 9,963 | $13.0K | 0.00% | −186−1.8% | Reduced |
| Pinnacle Associates Ltd | 10,000 | $13.0K | 0.00% | +10,000 | New |
| State Street Corp | 11,812 | $15.4K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 13,639 | $17.7K | 0.00% | −176−1.3% | Reduced |
| RBF Capital, LLC | 20,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 21,769 | $28.3K | 0.00% | −1,791−7.6% | Reduced |
| XTX Topco Ltd | 24,479 | $31.8K | 0.00% | +5,046+26.0% | Added |
| Gabelli & Co Investment Advisers, Inc. | 34,150 | $44.4K | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 38,036 | $49.5K | 0.00% | +391+1.0% | Added |
| Gabelli Funds LLC | 48,185 | $62.6K | 0.00% | 00.0% | Unchanged |
| Yakira Capital Management, Inc. | 63,613 | $82.7K | 0.03% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 79,329 | $103.1K | 0.03% | −45,671−36.5% | Reduced |
| Morgan Stanley | 131,960 | $171.5K | 0.00% | 00.0% | Unchanged |
| CM Management, LLC | 135,000 | $175.5K | 0.18% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 234,485 | $305.0K | 0.00% | −11,063−4.5% | Reduced |
| Vanguard Group Inc | 283,220 | $368.2K | 0.00% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 2,369,769 | $3.08M | 2.65% | 00.0% | Unchanged |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 3,009,912 | $3.91M | 0.08% | 00.0% | Unchanged |
| Luminus Management LLC | 6,151,448 | $8.00M | 2.67% | 00.0% | Unchanged |
| Vazirani Asset Management LLC | 0 | $0 | 0.00% | −85,731−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −21,588−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |