Vault-13

BARNWELL INDS INC BRN

COM · Common Stock · CUSIP 068221100

23 institutional holders +2 vs Q1 2026
2,071,9372.1m shares reported held*
14.4% of all shares outstanding*
$2.1mreported value*
6 new 4 added 5 reduced 4 sold out net bought ≈ $323.6k (+320.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($50.4k this quarter). Holder counts are more reliable. Shares outstanding: 14.4m as of 2026-08-10, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $1.01.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 19Q4 22: 23Q1 23: 26Q2 23: 26Q3 23: 25Q4 23: 25Q1 24: 22Q2 24: 22Q3 24: 21Q4 24: 23Q1 25: 24Q2 25: 22Q3 25: 21Q4 25: 19Q1 26: 21Q2 26: 2323Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202219
Q4 202223
Q1 202326
Q2 202326
Q3 202325
Q4 202325
Q1 202422
Q2 202422
Q3 202421
Q4 202423
Q1 202524
Q2 202522
Q3 202521
Q4 202519
Q1 202621
Q2 202623

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 6 bought or addedQ3 24: 7 cut or sold outQ4 24: 4 bought or addedQ4 24: 5 cut or sold outQ4 24Q1 25: 7 bought or addedQ1 25: 9 cut or sold outQ2 25: 6 bought or addedQ2 25: 11 cut or sold outQ2 25Q3 25: 7 bought or addedQ3 25: 9 cut or sold outQ4 25: 7 bought or addedQ4 25: 11 cut or sold outQ4 25Q1 26: 11 bought or addedQ1 26: 6 cut or sold outQ2 26: 10 bought or addedQ2 26: 9 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202467
Q4 202445
Q1 202579
Q2 2025611
Q3 202579
Q4 2025711
Q1 2026116
Q2 2026109

Biggest buyers

JCP Investment Management, LLC Added +315,323+315.3k
CWA Asset Management Group, LLC New +100,000+100.0k
TWO SIGMA INVESTMENTS, LP New +83,787+83.8k
Rangeley Capital, LLC New +15,000+15.0k
Aspen Grove Capital, LLC Added +10,194+10.2k
Tower Research Capital LLC (TRC) New +4,102+4.1k
NORTHERN TRUST CORP Added +2,085+2.1k
UBS Group AG New +90+90
BARCLAYS PLC New +16+16
ROYAL BANK OF CANADA Added +1+1

Biggest sellers

RENAISSANCE TECHNOLOGIES LLC Reduced -49,390-49.4k
DIMENSIONAL FUND ADVISORS LP Sold out -35,085-35.1k
GEODE CAPITAL MANAGEMENT, LLC Reduced -30,759-30.8k
VANGUARD CAPITAL MANAGEMENT LLC Reduced -25,144-25.1k
XTX Topco Ltd Sold out -22,564-22.6k
JANE STREET GROUP, LLC Reduced -21,807-21.8k
HRT FINANCIAL LP Sold out -21,020-21.0k
Accretive Wealth Partners, LLC Reduced -4,400-4.4k
Caitong International Asset Management Co., Ltd Sold out -1-1

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
SHERWOOD NED L 13D · may seek influence -8.0 pts · filed 2025-12-04 21.9% -8.0 pts 2.7m≈ $2.7m 2025-12-04
Radoff Bradley Louis 13D · may seek influence -1.4 pts · filed 2026-04-14 11.4% -1.4 pts 1.7m≈ $1.7m 2026-04-14
Barnwell Industries, Inc. Employees' Pension Plan Trust 13D · may seek influence +1.0 pts · filed 2025-09-11 6.2% +1.0 pts 629.5k≈ $635.8k 2025-09-11
JCP Investment Management, LLC 13D · may seek influence new · filed 2026-04-17
Stated purposeThe Reporting Persons purchased the Shares based on the Reporting Persons' belief that the Shares, when purchased, were undervalued and represented an attractive investment opportunity. Depending upon overall market conditions, other investment opportunities available to the Reporting Persons, and the availability of Shares at prices that would make the purchase or sale of Shares desirable, the Reporting Persons may endeavor to increase or decrease their position in the Issuer through, among other things, the purchase or sale of Shares on the open market or in private transactions or otherwise, on such terms and at such times as the Reporting Persons may deem advisable. No Reporting Person has any present plan or proposal which would relate to or result in any of the matters set forth in … Full filing
5.1% new 724.5k≈ $731.8k 2026-04-17

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 1 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 3 buyingQ4 25: 0 sellingQ1 26: 1 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 2 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20251$16.5k0——
Q2 20250—0——
Q3 20250—0——
Q4 20253$179.2k0——
Q1 20261$4.7k0——
Q2 20260—0——
Q3 20262$17.4k0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-09 Patman Philip F Jr CFO and Treasurer, director · By Philip F. Patman, Jr. Exempt Trust Bought 1,737 $1.00 $1.7k1.7k shares +33%
2026-09-08 Horowitz Joshua Director · By Palm Global Small Cap Master Fund LP Bought 10,478 $1.00 $10.5k10.5k shares +3%
2026-09-08 Patman Philip F Jr CFO and Treasurer, director · By Philip F. Patman, Jr. Exempt Trust Bought 5,219 $1.00 $5.2k5.2k shares new

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JCP Investment Management, LLC 0.39% of their portfolio HOUSTON, TX 724,547724.5k $731.8k $731.8k 0.39% Added +315.3k +315,323
2 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 362,976363.0k $366.6k $366.6k 0.00% Reduced -25.1k -25,144
3 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 274,323274.3k $277.1k $277.1k 0.00% Reduced -49.4k -49,390
4 Accretive Wealth Partners, LLC 0.03% of their portfolio PARSIPPANY, NJ 123,803123.8k $125.0k $125.0k 0.03% Reduced -4.4k -4,400
5 CWA Asset Management Group, LLC 0.00% of their portfolio NAPLES, FL 100,000100.0k $101.0k $101.0k 0.00% New
6 Aspen Grove Capital, LLC 0.01% of their portfolio AVON, CO 90,00090.0k $90.9k $90.9k 0.01% Added +10.2k +10,194
7 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio HOUSTON, TX 84,94484.9k $85.8k $85.8k 0.00% Unchanged
8 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 83,78783.8k $84.6k $84.6k 0.00% New
9 BlackRock, Inc. 0.00% of their portfolio New York, NY 68,12068.1k $68.8k $68.8k 0.00% Unchanged
10 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 52,49852.5k $53.0k $53.0k 0.00% Reduced -30.8k -30,759
11 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 49,94449.9k $50.4k $50.4k 0.00% Unchanged
12 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 31,05831.1k $31.4k $31.4k 0.00% Unchanged
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 16,00016.0k $16.2k $16.2k 0.00% Unchanged
14 Rangeley Capital, LLC 0.01% of their portfolio NEW CANAAN, CT 15,00015.0k $15.2k $15.2k 0.01% New
15 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 13,72113.7k $13.9k $13.9k 0.00% Reduced -21.8k -21,807
16 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 13,61913.6k $13.8k $13.8k 0.00% Unchanged
17 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 12,68612.7k $12.8k $12.8k 0.00% Added +2.1k +2,085
18 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 4,1024.1k $4.1k $4.1k 0.00% New
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 503503 $509 $509 0.00% Unchanged
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 143143 $0 $0 0.00% Added +1 +1
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 9090 $91 $91 0.00% New
22 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1616 $16 $16 0.00% New
23 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 11 $1 $1 0.00% Unchanged