Battalion OilBATL
13F holders, Q1 2026 (March 31)40holders +11
21new positions
11sold out
1famous investor
$3.90avg. 13F price*
At the end of Q1 2026, 40 institutions reported holding Battalion Oil Corp. (BATL) in their 13F filings, up 11 from Q4 2025. 21 opened new positions and 11 sold out. The largest holders were Oaktree Capital Management ($11.7M), Luminus Management LLC ($7.8M) and Alyeska Investment Group, L.P. ($7.0M). One famous investor held it Howard Marks (0.3% 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $8.8M |
| Exits | 11 | $3.1M |
All 13F filers, Q4 2025 → Q1 2026: 2,498,146 shares bought and 7,020,578 shares sold, net −4,522,432 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Oaktree Capital Management | 0.27% | No change | 3,009,912 | $11.7M |
| Luminus Management LLC | 4.73% | Reduce -67.4% | 2,006,508 | $7.8M |
| Alyeska Investment Group, L.P. | 0.02% | New | 1,800,000 | $7.0M |
| Vanguard Capital Management LLC | 0.00% | — | 311,973 | $1.2M |
| Utah Retirement Systems | 0.01% | New | 189,842 | $740K |
| BlackRock, Inc. | 0.00% | Add +58416.0% | 186,666 | $728K |
| Geode Capital Management, LLC | 0.00% | Add +39.5% | 90,482 | $353K |
| Marshall Wace, LLP | 0.00% | New | 63,645 | $248K |
| Engineers Gate Manager LP | 0.00% | New | 56,429 | $220K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 38,450 | $150K |
| Qube Research & Technologies Ltd | 0.00% | New | 36,359 | $142K |
| State Street Corp. | 0.00% | Add +58.4% | 33,906 | $132K |
| AlphaGrep UK Ltd | 0.03% | New | 27,938 | $109K |
| Citigroup Inc. | 0.00% | New | 22,979 | $90K |
| Jane Street Group, LLC | 0.00% | New | 18,534 | $72K |
| Two Sigma Investments, LP | 0.00% | No change | 18,496 | $72K |
| Northern Trust Corp. | 0.00% | New | 17,227 | $67K |
| Baader Bank Aktiengesellschaft | 0.01% | New | 25,296 | $65K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 16,100 | $63K |
| Dimensional Fund Advisors LP | 0.00% | Add +0.0% | 14,691 | $59K |
| Osaic Holdings, Inc. | 0.00% | New | 10,783 | $42K |
| Vanguard Global Advisers, LLC | 0.00% | — | 3,714 | $14K |
| Royal Bank of Canada | 0.00% | No change | 3,320 | $13K |
| Quantbot Technologies LP | 0.00% | New | 2,373 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -48.1% | 1,522 | $6K |
| Truvestments Capital LLC | 0.00% | New | 1,500 | $6K |
| Morgan Stanley | 0.00% | Reduce -99.5% | 656 | $3K |
| NYL Investors LLC | 0.00% | No change | 588 | $2K |
| JPMorgan Chase & Co. | 0.00% | New | 230 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 250 | $975 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 178 | $694 |
| BNP Paribas Financial Markets | 0.00% | No change | 96 | $374 |
| Group One Trading LLC | 0.00% | Reduce -2.6% | 74 | $289 |
| VSM Wealth Advisory, LLC | 0.00% | New | 50 | $195 |
| UBS Group AG | 0.00% | No change | 50 | $195 |
| FMR LLC | 0.00% | New | 48 | $186 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10 | $39 |
| KERR FINANCIAL PLANNING Corp | 0.00% | New | 10 | $38 |
| Friedenthal Financial | 0.00% | New | 6 | $34 |
| 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.