BATL · Battalion Oil Corp

$1.36 -0.01 (-0.64%)

Market Cap

$77.33M

57.28M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 41

Total Value: $8,742,033

Total Shares: 6,673,327

Institutional Ownership Trend

26 quarters

Superinvestors Holding BATL

All superinvestors →

Howard Marks $3,942,984

Holder Concentration

Across 41 13F filers · Δ vs Mar 31, 2026

Top Holder

45.1%

+7.5 pts

Top 5

87.6%

−3.8 pts

Top 10

95.6%

−1.2 pts

HHI

2,566

Highly concentrated−8

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: 0

Institutional value: -72.0%

Shares held: -16.7%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+559,382	746,048
Mega VANGUARD CAPITAL MANAGEMENT LLC	+386,781	698,754
Mega UBS Group AG	+320,654	320,704
Mega VANGUARD FIDUCIARY TRUST CO	+35,751	74,201
Mega GEODE CAPITAL MANAGEMENT, LLC	+26,763	117,245

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Small LUMINUS MANAGEMENT LLC	−937,053	1,069,455
Mid Engineers Gate Manager LP	−44,804	11,625
Mega MORGAN STANLEY	−50	606

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large HighTower Advisors, LLC	100,066	$131,086
Mid Virtu Financial LLC	53,590	$70,202
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	28,865	$37,813
Large Vanguard Personalized Indexing Management, LLC	20,928	$27,415
Mid B. Riley Wealth Advisors, Inc.	15,000	$19,650

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large Alyeska Investment Group, L.P.	1,800,000	$7,020,000
Large MARSHALL WACE, LLP	63,645	$248,214
Mega Qube Research & Technologies Ltd	36,359	$141,800
Mid Baader Bank Aktiengesellschaft	25,296	$98,654
Mega CITIGROUP INC	22,979	$89,618

Filter: New 10 Increased 13 Reduced 3 Sold out 10 Unchanged 15

Showing 41 of 41

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

OAKTREE CAPITAL MANAGEMENT LP

$3,942,984

45.10%

3,009,912

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BROOKFIELD Corp /ON/ joint	3,009,912	$3,942,984	100.0%	Defined

LUMINUS MANAGEMENT LLC

$1,400,986

16.03%

1,069,455

BlackRock, Inc.

$977,321

11.18%

746,048

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	2,792	$3,657	0.4%	Sole
BlackRock Fund Advisors	40,761	$53,396	5.5%	Sole
BlackRock Institutional Trust Company, N.A.	702,495	$920,268	94.2%	Sole

VANGUARD CAPITAL MANAGEMENT LLC

$915,367

10.47%

698,754

UBS Group AG

$420,122

4.81%

320,704

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	320,704	$420,122	100.0%	Defined

Utah Retirement Systems

$248,693

2.84%

189,842

GEODE CAPITAL MANAGEMENT, LLC

$153,590

1.76%

117,245

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	17,728	$23,223	15.1%	Defined
Held directly	99,517	$130,367	84.9%	Defined

HighTower Advisors, LLC

$131,086

1.50%

100,066

VANGUARD FIDUCIARY TRUST CO

$97,203

1.11%

74,201

Virtu Financial LLC

$70,202

0.80%

53,590

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	53,590	$70,202	100.0%	Defined

OSAIC HOLDINGS, INC.

$47,441

0.54%

36,215

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CW Advisors, LLC	36,215	$47,441	100.0%	Sole

STATE STREET CORP

$44,416

0.51%

33,906

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS TRUST COMPANY	33,906	$44,416	100.0%	Defined

AlphaGrep UK Ltd

$42,585

0.49%

32,508

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$40,741

0.47%

31,100

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$37,813

0.43%

28,865

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	28,865	$37,813	100.0%	Other

NORTHERN TRUST CORP

$30,391

0.35%

23,200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	23,200	$30,391	100.0%	Defined

Vanguard Personalized Indexing Management, LLC

$27,415

0.31%

20,928

TWO SIGMA INVESTMENTS, LP

$24,229

0.28%

18,496

B. Riley Wealth Advisors, Inc.

$19,650

0.22%

15,000

DIMENSIONAL FUND ADVISORS LP

$19,244

0.22%

14,691

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	900	$1,179	6.1%	Defined
Dimensional Ireland Ltd	9,770	$12,798	66.5%	Defined
Held directly	4,021	$5,267	27.4%	Sole

Engineers Gate Manager LP

$15,228

0.17%

11,625

MAI Capital Management

$14,624

0.17%

11,164

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EVOKE WEALTH, LLC	11,164	$14,624	100.0%	Defined

Vanguard Global Advisers, LLC

$4,865

0.06%

3,714

ROYAL BANK OF CANADA

$4,468

0.05%

3,412

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	93	$121	2.7%	Defined
Held directly	3,319	$4,347	97.3%	Sole

Tower Research Capital LLC (TRC)

$3,911

0.04%

2,986

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	2,986	$3,911	100.0%	Defined

Truvestments Capital LLC

$1,965

0.02%

1,500

JPMORGAN CHASE & CO

$1,879

0.02%

1,435

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	1,435	$1,879	100.0%	Defined

EverSource Wealth Advisors, LLC

$799

0.01%

610

MORGAN STANLEY

$793

0.01%

606

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	606	$793	100.0%	Defined

NYL Investors LLC

$770

0.01%

588

Bogart Wealth, LLC

$564

0.01%

431

MassMutual Private Wealth & Trust, FSB

$327

0.00%

250

BNP PARIBAS ARBITRAGE, SA

$125

0.00%

GROUP ONE TRADING LLC

$96

0.00%

VSM Wealth Advisory, LLC

$65

0.00%

SBI Securities Co., Ltd.

$32

0.00%

KERR FINANCIAL PLANNING Corp

$20

0.00%

Steward Partners Investment Advisory, LLC

$13

0.00%

Friedenthal Financial

0.00%

IFG Advisory, LLC

0.00%

TrinityBridge Ltd

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	63,645	$248,214	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	22,979	$89,618	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	2,416	$9,422	13.0%	Defined
Jane Street Global Trading, LLC	16,118	$62,860	87.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1 joint	2,373	$9,254	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	48	$187	100.0%	Defined

Key facts CIK 1282648 CUSIP 07134L107 13F (30d) 36 filings 35 filers Visit website