TAMBORAN RES CORP TBN
COM · Common Stock · CUSIP 87507T101
- SectorEnergy
- IndustryCrude Petroleum & Natural Gas
- 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: 28.3m as of 2026-05-01, 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 ≈ $32.51.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2024 | 17 |
| Q3 2024 | 20 |
| Q4 2024 | 21 |
| Q1 2025 | 16 |
| Q2 2025 | 24 |
| Q3 2025 | 30 |
| Q4 2025 | 48 |
| Q1 2026 | 58 |
| Q2 2026 | 95 |
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 | 13 | 8 |
| Q4 2024 | 10 | 4 |
| Q1 2025 | 6 | 5 |
| Q2 2025 | 13 | 4 |
| Q3 2025 | 20 | 3 |
| Q4 2025 | 33 | 11 |
| Q1 2026 | 37 | 16 |
| Q2 2026 | 80 | 16 |
Biggest buyers
| HITE Hedge Asset Management LLC | Added | +805.5k |
| Cinctive Capital Management LP | Added | +553.3k |
| REAVES W H & CO INC | Added | +445.0k |
| HighTower Advisors, LLC | Added | +409.2k |
| Alyeska Investment Group, L.P. | New | +271.2k |
| CITADEL ADVISORS LLC | Added | +251.4k |
| GILDER GAGNON HOWE & CO LLC | Added | +250.3k |
| Merewether Investment Management, LP | Added | +225.6k |
| INGALLS & SNYDER LLC | Added | +164.9k |
| COOPER INVESTORS PTY LTD | Added | +130.2k |
Biggest sellers
| Encompass Capital Advisors LLC | Sold out | -713.7k |
| Zimmer Partners, LP | Sold out | -91.5k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -47.1k |
| CLOUGH CAPITAL PARTNERS L P | Sold out | -46.9k |
| SCS Capital Management LLC | Reduced | -40.5k |
| UBS Group AG | Reduced | -33.9k |
| MORGAN STANLEY | Reduced | -21.8k |
| Manatuck Hill Partners, LLC | Sold out | -20.4k |
| XY Capital Ltd | Sold out | -9.2k |
| Squarepoint Ops LLC | Sold out | -5.2k |
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 |
|---|---|
| Sheffield Bryan 13D · may seek influence -1.5 pts · filed 2026-09-29 | 10.4% |
| HITE Hedge Asset Management LLC 13G · institution +0.2 pts · filed 2026-08-13 | 8.3% |
Fell to 5% or below in the last year: Liberty Energy Inc. (3.8%, 2026-08-13), Helmerich & Payne, Inc. (5.0%, 2026-01-07)
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 | 1 | $47.0k | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 2 | $621.7k | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-04-13 | PACE PHILLIP Z Director | Bought | $369.9k10.0k shares |
| 2026-04-08 | SHEFFIELD SCOTT D Director | Bought | $251.8k7.0k 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 |
|---|---|---|
| HITE Hedge Asset Management LLC 5.13% of their portfolio | 2.9m $93.7m | Added +805.5k |
| GILDER GAGNON HOWE & CO LLC 0.37% of their portfolio | 1.1m $35.5m | Added +250.3k |
| Alberta Investment Management Corp 0.16% of their portfolio | 858.7k $27.9m | Unchanged |
| Cinctive Capital Management LP 0.85% of their portfolio | 655.3k $21.3m | Added +553.3k |
| Yaupon Capital Management LP 0.67% of their portfolio | 623.5k $20.3m | Added +88.4k |
| REAVES W H & CO INC 0.30% of their portfolio | 615.0k $20.0m | Added +445.0k |
| INGALLS & SNYDER LLC 0.45% of their portfolio | 504.5k $16.4m | Added +164.9k |
| HighTower Advisors, LLC 0.01% of their portfolio | 456.8k $14.8m | Added +409.2k |
| Ancient Art, L.P. 2.90% of their portfolio | 437.1k $14.2m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 434.0k $14.1m | Reduced -33.9k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 398.1k $12.9m | Added +251.4k |
| Merewether Investment Management, LP 0.18% of their portfolio | 294.5k $9.6m | Added +225.6k |
| Aventail Capital Group, LP 0.52% of their portfolio | 279.2k $9.1m | Added +129.4k |
| Alyeska Investment Group, L.P. 0.02% of their portfolio | 271.2k $8.8m | New |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 252.2k $8.2m | Added +99.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 248.3k $8.0m | Added +10.5k |
| COHEN & STEERS, INC. 0.01% of their portfolio | 226.2k $7.4m | Added +89.1k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 202.8k $6.6m | Added +89.4k |
| MACQUARIE GROUP LTD 0.03% of their portfolio | 178.1k $5.8m | Added +42.9k |
| SCS Capital Management LLC 0.05% of their portfolio | 159.3k $5.2m | Reduced -40.5k |
| COOPER INVESTORS PTY LTD 2.32% of their portfolio | 155.5k $5.1m | Added +130.2k |
| Arbiter Partners Capital Management LLC 1.21% of their portfolio | 134.4k $4.4m | Added +67.2k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 129.8k $4.2m | Added +23.7k |
| Hudson Bay Capital Management LP 0.02% of their portfolio | 104.0k $3.4m | New |
| Ghisallo Capital Management LLC 0.06% of their portfolio | 100.0k $3.3m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 90.4k $2.9m | Added +37.0k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 80.8k $2.6m | New |
| Zweig-DiMenna Associates LLC 0.24% of their portfolio | 80.5k $2.6m | New |
| Ranger Investment Management, L.P. 0.17% of their portfolio | 80.2k $2.6m | New |
| Longaeva Partners L.P. 0.07% of their portfolio | 75.5k $2.5m | New |
| BlackRock, Inc. 0.00% of their portfolio | 68.0k $2.2m | Added +66.9k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 53.4k $1.7m | New |
| Swiss National Bank 0.00% of their portfolio | 52.2k $1.7m | New |
| READYSTATE ASSET MANAGEMENT LP 0.06% of their portfolio | 44.1k $1.4m | Added +30.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 42.8k $1.4m | New |
| CI INVESTMENTS INC. 0.00% of their portfolio | 42.1k $1.4m | New |
| XTX Topco Ltd 0.02% of their portfolio | 41.0k $1.3m | Added +30.8k |
| STATE STREET CORP 0.00% of their portfolio | 32.1k $1.0m | New |
| Quadrature Capital Ltd 0.01% of their portfolio | 31.5k $1.0m | Reduced -1.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 28.9k $939.2k | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 28.5k $926.6k | Added +11.9k |
| Walleye Capital LLC 0.00% of their portfolio | 27.1k $881.0k | Added +19.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 25.1k $817.2k | Added +20.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 24.7k $802.5k | New |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 24.1k $831.6k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 23.6k $766.1k | Added +5.8k |
| MANGROVE PARTNERS IM, LLC 0.04% of their portfolio | 20.7k $672.6k | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 20.4k $663.0k | New |
| MORGAN STANLEY 0.00% of their portfolio | 19.2k $625.3k | Reduced -21.8k |
| Atom Investors LP 0.05% of their portfolio | 18.7k $607.6k | Added +685 |
| State of Wyoming 0.05% of their portfolio | 16.4k $532.0k | Added +3.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 16.0k $519.7k | New |
| Legal & General Group Plc 0.00% of their portfolio | 15.6k $508.5k | New |
| Black Diamond Financial, LLC 0.04% of their portfolio | 13.5k $438.9k | New |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 13.1k $425.4k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 10.7k $342.8k | Added +10.7k |
| LPL Financial LLC 0.00% of their portfolio | 10.6k $343.4k | New |
| Ascent Group, LLC 0.01% of their portfolio | 10.3k $334.8k | New |
| Savant Capital, LLC 0.00% of their portfolio | 9.7k $314.3k | New |
| Jupiter Topco LLC 0.00% of their portfolio | 9.2k $298.7k | First filing |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 9.1k $294.3k | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 8.8k $284.6k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 8.5k $276.0k | Added +8.2k |
| KLP KAPITALFORVALTNING AS 0.00% of their portfolio | 8.3k $269.8k | New |
| Engineers Gate Manager LP 0.00% of their portfolio | 7.5k $242.3k | New |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.00% of their portfolio | 7.3k $238.9k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 7.2k $235.5k | Reduced -3.3k |
| Merit Financial Group, LLC 0.00% of their portfolio | 6.7k $218.6k | New |
| Kings Path Partners LLC 0.05% of their portfolio | 5.6k $181.4k | New |
| Vanguard Investments Australia, Ltd. 0.00% of their portfolio | 5.2k $168.9k | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 2.9k $93.2k | New |
| Colonial Trust Advisors 0.01% of their portfolio | 2.2k $73.1k | Unchanged |
| Avalon Trust Co 0.00% of their portfolio | 1.4k $43.9k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 1.3k $41.8k | New |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 1.2k $38.8k | Added +35 |
| Quantbot Technologies LP 0.00% of their portfolio | 1.2k $38.7k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 739 $24.0k | Added +389 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 684 $22.2k | Added +284 |
| Nykredit A/S 0.00% of their portfolio | 643 $20.9k | First filing |
| CITIGROUP INC 0.00% of their portfolio | 607 $19.7k | Added +606 |
| Stone House Investment Management, LLC 0.00% of their portfolio | 486 $15.8k | New |
| UMB Bank, n.a. 0.00% of their portfolio | 400 $13.0k | Unchanged |
| Larson Financial Group LLC 0.00% of their portfolio | 272 $8.8k | New |
| Financial Management Professionals, Inc. 0.00% of their portfolio | 250 $8.1k | Reduced -250 |
| Centerpoint Advisors, LLC 0.00% of their portfolio | 250 $8.0k | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 165 $5.3k | Unchanged |
| Silver Grove Financial Group, Inc. 0.00% of their portfolio | 157 $5.1k | New |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 111 $3.6k | New |
| Ameritas Advisory Services, LLC 0.00% of their portfolio | 65 $2.1k | New |
| Arax Advisory Partners 0.00% of their portfolio | 47 $1.5k | New |
| Allworth Financial LP 0.00% of their portfolio | 38 $1.2k | New |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 13 $423 | New |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 8 $260 | New |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 3 $98 | New |
| Clearstead Advisors, LLC 0.00% of their portfolio | 2 $66 | New |