$BATL

$0.85 -$0.00 (0.14%) Close

$BATL Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 57.3M shares outstanding

Who owns BATL?

By type of holder

Institutions 11.6% Insiders 10.7% Everyone else 77.7%

Concentration Top 10 holders own 62.9%

Luminus Energy Partners Master Fund, LTD. 23.7% · Brookfield Oaktree Holdings, LLC 22.3%

Institutional ownership

11.6%

-2.4 pts vs last qtr

Institutional holders

+1 vs last qtr

Net shares bought

−1.4M

by institutions in Q2 2026

New / sold out

10 / 9

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +559.4K
Vanguard Capital Management LLC +386.8K

Biggest sellers in Q2 2026

Alyeska Investment Group, L.P. SOLD OUT −1.8M
Luminus Management LLC −937.1K

Who is planning to sell?

Notices of proposed sale, last 12 months

$41.7M

4 notices from 3 people

Shares covered

6.5M

11.38% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Gen IV Investment Opportunities, LLC Director, 10% stockholder $21.7M
Luminus Management LLC 10% stockholder $16.7M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+1.6%

+0.31% a year

Each share's claim on the business

−1.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $8.13M

over 6 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years86% 3–5 years5% 1–3 years1% Under 1 year8%

Quarterly turnover

28.4%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting BATL on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
OC Oaktree Capital Management LP	3.0M	5.25%	Unchanged	≤2021	0.1%
Shares held by quarter Peak holding3.0M (Q3'25) Change over 8 quarters0 Share of the company5.250% Oaktree Capital Management LP's full portfolio →
LM Luminus Management LLC 13D · 39.3%	1.1M	1.87%	−937.1K (−46.7%)	≤2021	1.0%
Shares held by quarter Peak holding6.2M (Q3'24) Change over 8 quarters−5.1M Share of the company1.870% Disclosed stake13D · 39.3% Luminus Management LLC's full portfolio →

Oaktree Capital Management LP

3.0M

% of company

5.25%

Change vs last qtr

Unchanged

Held since

≤2021

Luminus Management LLC

13D · 39.3%

1.1M

% of company

1.87%

Change vs last qtr

−937.1K (−46.7%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Battalion Oil Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BATL on Form N-PORT; together they hold 2.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
PM Paradigm Micro-Cap Fund Paradigm Funds	$3.46M	400.0K	0.70%	1.89%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$711K	542.6K	0.95%	0.00%	June 30, 2026

Paradigm Micro-Cap Fund

Paradigm Funds

Position value

$3.46M

% of company

0.70%

% of the fund

1.89%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$711K

% of company

0.95%

% of the fund

0.00%

As of

June 30, 2026

12 more funds behind a free account

See every fund holding Battalion Oil Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
LE Luminus Energy Partners Master Fund, LTD. 5%+ holder 13D · 39.3%	13.6M	23.70%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company23.700% Disclosed stake13D · 39.3% View the 13D/G filing →
BO Brookfield Oaktree Holdings, LLC 5%+ holder 13D · 19.4%	12.8M	22.34%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company22.340% Disclosed stake13D · 19.4% View the 13D/G filing →

Luminus Energy Partners Master Fund, LTD.

5%+ holder13D · 39.3%

13.6M

% of company

23.70%

Change vs last qtr

—

Held since

—

Brookfield Oaktree Holdings, LLC

5%+ holder13D · 19.4%

12.8M

% of company

22.34%

Change vs last qtr

—

Held since

—

5 more holders behind a free account

See every insider and 5%+ holder of Battalion Oil Corp.

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