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 2026
Institutional positions in Battalion Oil Corp as of Mar 31, 2026. 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
- +12 vs. Q4 2025
- Shares held
- 8.01M
- −4.17M (−34.2%) vs. Q4 2025
- Total value
- $31.2M
- +$17.4M (+126.8%) vs. Q4 2025
- New holders
- 23
- 4 more added
- Sold out
- 11
- 4 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding Battalion Oil Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Close Asset Management Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 6 | $34 | 0.00% | +6 | New |
| Kerr Financial Planning Corp | 10 | $38 | 0.00% | +10 | New |
| Steward Partners Investment Advisory, LLC | 10 | $39 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 48 | $186 | 0.00% | +48 | New |
| UBS Group AG | 50 | $195 | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 50 | $195 | 0.00% | +50 | New |
| Group One Trading, L.P. | 74 | $289 | 0.00% | −2−2.6% | Reduced |
| BNP Paribas Arbitrage, SA | 96 | $374 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 178 | $694 | 0.00% | +178 | New |
| Massmutual Trust Co FSB | 250 | $975 | 0.00% | +250 | New |
| JPMorgan Chase & Co | 230 | $1.26K | 0.00% | +230 | New |
| NYL Investors LLC | 588 | $2.29K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 656 | $2.56K | 0.00% | −131,241−99.5% | Reduced |
| Truvestments Capital LLC | 1,500 | $5.85K | 0.00% | +1,500 | New |
| Tower Research Capital LLC (TRC) | 1,522 | $5.94K | 0.00% | −1,412−48.1% | Reduced |
| Quantbot Technologies LP | 2,373 | $9.26K | 0.00% | +2,373 | New |
| Royal Bank of Canada | 3,320 | $13.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 3,714 | $14.5K | 0.00% | +3,714 | New |
| Advisor Group Holdings, Inc. | 10,783 | $42.1K | 0.00% | +10,783 | New |
| Dimensional Fund Advisors LP | 14,691 | $58.7K | 0.00% | +20.0% | Added |
| Bridgeway Capital Management, LLC | 16,100 | $62.8K | 0.00% | 00.0% | Unchanged |
| Baader Bank INC | 25,296 | $64.8K | 0.01% | +25,296 | New |
| Northern Trust Corp | 17,227 | $67.2K | 0.00% | +17,227 | New |
| Two Sigma Investments, LP | 18,496 | $72.1K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 18,534 | $72.3K | 0.00% | +18,534 | New |
| Citigroup Inc | 22,979 | $89.6K | 0.00% | +22,979 | New |
| AlphaGrep UK Ltd | 27,938 | $109.0K | 0.03% | +27,938 | New |
| State Street Corp | 33,906 | $132.2K | 0.00% | +12,500+58.4% | Added |
| Qube Research & Technologies Ltd | 36,359 | $141.8K | 0.00% | +36,359 | New |
| Vanguard Fiduciary Trust Co | 38,450 | $150.0K | 0.00% | +38,450 | New |
| Engineers Gate Manager LP | 56,429 | $220.1K | 0.00% | +56,429 | New |
| Marshall Wace, LLP | 63,645 | $248.2K | 0.00% | +63,645 | New |
| Geode Capital Management, LLC | 90,482 | $353.1K | 0.00% | +25,620+39.5% | Added |
| BlackRock, Inc. | 186,666 | $728.0K | 0.00% | +186,347+58,416.0% | Added |
| Utah Retirement Systems | 189,842 | $740.4K | 0.01% | +189,842 | New |
| Vanguard Capital Management LLC | 311,973 | $1.22M | 0.00% | +311,973 | New |
| Alyeska Investment Group, L.P. | 1,800,000 | $7.02M | 0.02% | +1,800,000 | New |
| Luminus Management LLC | 2,006,508 | $7.83M | 4.73% | −4,144,940−67.4% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 3,009,912 | $11.7M | 0.20% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 0 | $0 | 0.00% | −2,369,769−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −132,818−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Yakira Capital Management, Inc. | 0 | $0 | 0.00% | −47,113−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −31,627−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −23,649−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −13,364−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −13,266−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,306−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |