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Tamboran Resources Corp

TBN
Exchange
NYSE
Industry
Crude Petroleum & Natural Gas
SEC CIK
0001997652

No open-market purchases or sales by Tamboran Resources Corp insiders were filed in the last 90 days; 96 institutions reported holding it in 13F filings for Q2 2026, worth $420.0M in total; no superinvestor holds it.

Other share classesTBNRL

13F holders, Q3 2025

Institutional positions in Tamboran Resources Corp as of Sep 30, 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
+7 vs. Q2 2025
Shares held
5.93M
+1.63M (+37.8%) vs. Q2 2025
Total value
$162.4M
+$70.7M (+77.1%) vs. Q2 2025
New holders
9
11 more added
Sold out
2
1 more reduced

Compare with Q2 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TBN 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.

Institutional holdersQ3 2025: 30 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 16 institutionsQ3 2024: 19 institutionsQ4 2024: 20 institutionsQ1 2025: 15 institutionsQ2 2025: 23 institutionsQ3 2025: 30 institutionsQ4 2025: 48 institutionsQ1 2026: 58 institutionsQ2 2026: 96 institutions
Value heldQ3 2025: $162.4M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $43.6MQ3 2024: $56.6MQ4 2024: $63.5MQ1 2025: $68.5MQ2 2025: $91.7MQ3 2025: $162.4MQ4 2025: $221.7MQ1 2026: $430.8MQ2 2026: $420.0M
Institutions holding TBN and their total value by quarter
QuarterHoldersValue
Q2 202696$420.0M
Q1 202658$430.8M
Q4 202548$221.7M
Q3 202530$162.4M
Q2 202523$91.7M
Q1 202515$68.5M
Q4 202420$63.5M
Q3 202419$56.6M
Q2 202416$43.6M
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Tamboran Resources Corp; share changes are against Q2 2025.

Institutions holding TBN in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
HITE Hedge Asset Management LLC1,737,575$47.6M2.58%+530,850+44.0%Added
Alberta Investment Management Corp758,680$20.8M0.15%00.0%Unchanged
Baupost Group LLCSuperinvestorBaupost Group570,833$15.6M0.33%00.0%Unchanged
Encompass Capital Advisors LLC563,698$15.4M0.69%+563,698New
Yaupon Capital Management LP465,544$12.7M0.66%+150,000+47.5%Added
Ancient Art, L.P.437,142$12.0M2.88%00.0%Unchanged
Gilder Gagnon Howe & Co LLC281,656$7.71M0.08%+281,656New
UBS Group AG278,938$7.64M0.00%+175,973+170.9%Added
Ingalls & Snyder LLC258,534$7.08M0.23%+143,194+124.1%Added
Macquarie Group Ltd125,059$3.42M0.00%+119,935+2,340.7%Added
SCS Capital Management LLC93,509$2.56M0.03%+93,509New
Aventail Capital Group, LP84,553$2.32M0.11%00.0%Unchanged
Whitebox Advisors LLC56,022$1.53M0.03%00.0%Unchanged
Arbiter Partners Capital Management LLC49,542$1.36M0.93%+49,542New
Manufacturers Life Insurance Company, The49,333$1.36M0.00%−41,809−45.9%Reduced
Bank of America Corp31,482$862.0K0.00%+19,694+167.1%Added
BlackRock, Inc.25,811$706.7K0.00%+25,202+4,138.3%Added
Cohen & Steers, Inc.23,735$650.0K0.00%+23,735New
State of Wyoming12,954$354.7K0.04%+8,310+178.9%Added
Morgan Stanley9,831$269.2K0.00%+2,153+28.0%Added
HSBC Holdings PLC7,559$204.1K0.00%+7,559New
Barclays PLC3,946$108.0K0.00%+3,170+408.5%Added
Colonial Trust Advisors2,000$54.8K0.00%00.0%Unchanged
Financial Management Professionals, Inc.1,000$27.4K0.00%+1,000New
Tower Research Capital LLC (TRC)529$14.5K0.00%+529New
Wells Fargo & Company400$11.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.450$9.21K0.00%00.0%Unchanged
Centerpoint Advisors, LLC250$7.00K0.00%+250New
TCTC Holdings, LLC200$5.48K0.00%00.0%Unchanged
Penserra Capital Management LLC135$3.00K0.00%+48+55.2%Added
Nuveen, LLC0$00.00%−529,876−100.0%Sold out
Raymond James Financial Inc0$00.00%−781−100.0%Sold out