BATTALION OIL CORP BATL
COM · Common Stock · CUSIP 07134L107
- SectorEnergy
- IndustryCrude Petroleum & Natural Gas
- HeadquartersHouston, TX
- FilingsSEC EDGAR
* 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. Holder counts are more reliable. Shares outstanding: 57.3m 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 ≈ $1.31.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 43 |
| Q4 2022 | 45 |
| Q1 2023 | 47 |
| Q2 2023 | 37 |
| Q3 2023 | 37 |
| Q4 2023 | 41 |
| Q1 2024 | 43 |
| Q2 2024 | 38 |
| Q3 2024 | 35 |
| Q4 2024 | 34 |
| Q1 2025 | 31 |
| Q2 2025 | 29 |
| Q3 2025 | 28 |
| Q4 2025 | 29 |
| Q1 2026 | 41 |
| Q2 2026 | 41 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 7 | 19 |
| Q4 2024 | 10 | 15 |
| Q1 2025 | 6 | 14 |
| Q2 2025 | 10 | 15 |
| Q3 2025 | 9 | 11 |
| Q4 2025 | 8 | 8 |
| Q1 2026 | 25 | 15 |
| Q2 2026 | 23 | 13 |
Biggest buyers
| BlackRock, Inc. | Added | +559.4k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +386.8k |
| UBS Group AG | Added | +320.7k |
| HighTower Advisors, LLC | New | +100.1k |
| Virtu Financial LLC | New | +53.6k |
| VANGUARD FIDUCIARY TRUST CO | Added | +35.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +28.9k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +26.8k |
| OSAIC HOLDINGS, INC. | Added | +25.4k |
| Vanguard Personalized Indexing Management, LLC | New | +20.9k |
Biggest sellers
| Alyeska Investment Group, L.P. | Sold out | -1.8m |
| LUMINUS MANAGEMENT LLC | Reduced | -937.1k |
| MARSHALL WACE, LLP | Sold out | -63.6k |
| Engineers Gate Manager LP | Reduced | -44.8k |
| Qube Research & Technologies Ltd | Sold out | -36.4k |
| Baader Bank Aktiengesellschaft | Sold out | -25.3k |
| CITIGROUP INC | Sold out | -23.0k |
| JANE STREET GROUP, LLC | Sold out | -18.5k |
| Quantbot Technologies LP | Sold out | -2.4k |
| Caitong International Asset Management Co., Ltd | Sold out | -178 |
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.
| Holder | Stake |
|---|---|
LUMINUS MANAGEMENT LLC
13D · may seek influence
-4.1 pts · filed 2026-05-22
Stated purposeAs previously disclosed, March 24, 2026, the Master Fund effected a distribution in kind of 5,200,000 shares (the "Shares") of common stock of the Issuer in the aggregate to: (i) its two feeder funds, Luminus Energy Partners QP, LP, a Delaware limited partnership ("LEP Onshore"), which received 2,117,138 Shares, and LEP Offshore (through LILP, an intermediary entity which received 2,641,190 Shares); and (ii) two affiliates that have economic interests in the Master Fund, namely LCP Onshore, which received 391,694 Shares, and LCP Offshore, which received 91,930 Shares. Each of the Funds had issued illiquid certificates to their respective investors on April 1, 2020. In connection with the distribution in kind, the Manager planned to distribute 5,200,000 shares of common stock. As Certifica… Full filing |
39.3% |
| Brookfield Oaktree Holdings, LLC 13D · may seek influence filed 2026-08-17 | 19.4% |
Gen IV Investment Opportunities, LLC
13D · may seek influence
-9.1 pts · filed 2026-08-07
Stated purposeItem 4 of the Schedule 13D is amended to incorporate the information below: Preferred Stock Repurchase and Conversion Agreement. On August 7, 2026, Gen IV entered into the PSRCA with the Company for the purpose of effectuating (i) the Company's repurchase of 5,138 shares of Series A Preferred Stock and 6,578.11 shares of Series A-1 Preferred Stock from Gen IV for the Purchase Price; and (ii) the conversion of 1,868 shares of Series A-1 Preferred Stock, 6,630 shares of Series A-2 Preferred Stock, 3,789 shares of Series A-3 Preferred Stock, and 3,789 shares of Series A-4 Preferred Stock into an aggregate of 3,494,258 shares of Common Stock. Following the closing of the PSRCA, Gen IV no longer holds any Preferred Stock of the Company and its beneficial ownership of the Company consists solel… Full filing |
14.1% |
Fell to 5% or below in the last year: Alyeska Investment Group, L.P. (0.0%, 2026-08-14), Blackstone Holdings II L.P. (0.0%, 2026-04-01), Diveroli Investment Group LLC (0.0%, 2026-01-27)
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 6 | $22.6m | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 2 | $109.9k | 1 | $8.4k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-27 | Hinds Gregory S. Director | Bought | $18.9k14.4k shares |
| 2026-08-26 | ROGERS WILLIAM D Director | Bought | $91.0k70.0k shares |
| 2026-08-26 | Mayer Walter R SVP, General Counsel | Sold | $8.4k6.5k shares |
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
| Manager | Shares | Change |
|---|---|---|
| OAKTREE CAPITAL MANAGEMENT LP 0.07% of their portfolio | 3.0m $3.9m | Unchanged |
| LUMINUS MANAGEMENT LLC 0.96% of their portfolio | 1.1m $1.4m | Reduced -937.1k |
| BlackRock, Inc. 0.00% of their portfolio | 746.0k $977.3k | Added +559.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 698.8k $915.4k | Added +386.8k |
| UBS Group AG 0.00% of their portfolio | 320.7k $420.1k | Added +320.7k |
| Utah Retirement Systems 0.00% of their portfolio | 189.8k $248.7k | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 117.2k $153.7k | Added +26.8k |
| HighTower Advisors, LLC 0.00% of their portfolio | 100.1k $131.1k | New |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 74.2k $97.2k | Added +35.8k |
| Virtu Financial LLC 0.00% of their portfolio | 53.6k $70.0k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 36.2k $47.4k | Added +25.4k |
| STATE STREET CORP 0.00% of their portfolio | 33.9k $44.4k | Unchanged |
| AlphaGrep UK Ltd 0.01% of their portfolio | 32.5k $42.6k | Added +4.6k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 31.1k $40.7k | Added +15.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 28.9k $37.8k | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 23.2k $30.4k | Added +6.0k |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 20.9k $27.4k | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 18.5k $24.2k | Unchanged |
| B. Riley Wealth Advisors, Inc. 0.00% of their portfolio | 15.0k $21.3k | New |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 14.7k $19.3k | Unchanged |
| Engineers Gate Manager LP 0.00% of their portfolio | 11.6k $15.2k | Reduced -44.8k |
| MAI Capital Management 0.00% of their portfolio | 11.2k $14.6k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 3.7k $4.9k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 3.4k $4.0k | Added +92 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 3.0k $3.9k | Added +1.5k |
| Truvestments Capital LLC 0.00% of their portfolio | 1.5k $2.0k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.4k $2.0k | Added +1.2k |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 610 $799 | New |
| MORGAN STANLEY 0.00% of their portfolio | 606 $794 | Reduced -50 |
| NYL Investors LLC 0.00% of their portfolio | 588 $770 | Unchanged |
| Bogart Wealth, LLC 0.00% of their portfolio | 431 $565 | New |
| MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio | 250 $328 | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 96 $126 | Unchanged |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 74 $97 | Unchanged |
| VSM Wealth Advisory, LLC 0.00% of their portfolio | 50 $66 | Unchanged |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 25 $33 | New |
| KERR FINANCIAL PLANNING Corp 0.00% of their portfolio | 16 $21 | Added +6 |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 10 $13 | Unchanged |
| Friedenthal Financial 0.00% of their portfolio | 6 $13 | Unchanged |
| IFG Advisory, LLC 0.00% of their portfolio | 2 $3 | New |
| TrinityBridge Ltd 0.00% of their portfolio | 1 $0 | Unchanged |