Battalion OilBATL
13F holders, Q1 2025 (March 31)30holders −3
1new positions
4sold out
1famous investor
$1.30avg. 13F price*
At the end of Q1 2025, 30 institutions reported holding Battalion Oil Corp. (BATL) in their 13F filings, down 3 from Q4 2024. 1 opened new positions and 4 sold out. The largest holders were Luminus Management LLC ($8.0M), Oaktree Capital Management ($3.9M) and LSP Investment Advisors, LLC ($3.1M). One famous investor held it Howard Marks (0.1% of Oaktree Capital Management's portfolio).
- Company
- Battalion Oil Corp.
- CUSIP
- 07134L107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $13K |
| Exits | 4 | $288K |
All 13F filers, Q4 2024 → Q1 2025: 18,665 shares bought and 232,994 shares sold, net −214,329 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Luminus Management LLC | 2.67% | No change | 6,151,448 | $8.0M |
| Oaktree Capital Management | 0.10% | No change | 3,009,912 | $3.9M |
| LSP Investment Advisors, LLC | 2.65% | No change | 2,369,769 | $3.1M |
| Vanguard Group Inc. | 0.00% | No change | 283,220 | $368K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -4.5% | 234,485 | $305K |
| CM Management, LLC | 0.18% | No change | 135,000 | $176K |
| Morgan Stanley | 0.00% | No change | 131,960 | $172K |
| Alpine Global Management, LLC | 0.03% | Reduce -36.5% | 79,329 | $103K |
| Yakira Capital Management, Inc. | 0.03% | No change | 63,613 | $83K |
| Gabelli Funds LLC | 0.00% | No change | 48,185 | $63K |
| Geode Capital Management, LLC | 0.00% | Add +1.0% | 38,036 | $49K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.01% | No change | 34,150 | $44K |
| XTX Topco Ltd | 0.00% | Add +26.0% | 24,479 | $32K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -7.6% | 21,769 | $28K |
| RBF Capital, LLC | 0.00% | No change | 20,000 | $26K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.3% | 13,639 | $18K |
| State Street Corp. | 0.00% | No change | 11,812 | $15K |
| Pinnacle Associates Ltd. | 0.00% | New | 10,000 | $13K |
| BlackRock, Inc. | 0.00% | Reduce -1.8% | 9,963 | $13K |
| Royal Bank of Canada | 0.00% | Add +9.0% | 3,619 | $4K |
| UBS Group AG | 0.00% | Add +3683.5% | 2,989 | $4K |
| NYL Investors LLC | 0.00% | No change | 588 | $764 |
| Barclays PLC | 0.00% | Reduce -95.6% | 314 | $408 |
| BNP Paribas Financial Markets | 0.00% | No change | 103 | $134 |
| Group One Trading LLC | 0.00% | Reduce -12.6% | 76 | $99 |
| Bank of America Corp. | 0.00% | Reduce -24.5% | 37 | $48 |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +180.0% | 28 | $36 |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.1% | 26 | $34 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -52.6% | 9 | $12 |
| TrinityBridge Ltd | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is BATL's weight in each manager's 13F, not the share of Battalion Oil Corp. the manager owns.