$TBN

$30.58 +$0.28 (0.92%) Close

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

Ownership

13F as of Q2 2026 · 35.0M shares outstanding

Who owns TBN?

By type of holder

Institutions 36.9% Insiders 16.1% Everyone else 47.0%

Concentration Top 10 holders own 48.5%

Bryan Sheffield 10.4% · HITE Hedge Asset Management LLC 8.2%

Institutional ownership

36.9%

+12.2 pts vs last qtr

Institutional holders

+37 vs last qtr

Net shares bought

+4.3M

by institutions in Q2 2026

New / sold out

47 / 10

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

HITE Hedge Asset Management LLC +805.5K
Cinctive Capital Management LP +553.3K

Biggest sellers in Q2 2026

Encompass Capital Advisors LLC SOLD OUT −713.7K
Zimmer Partners, LP SOLD OUT −91.5K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Tamboran Resources Corp in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2024–FY2026

+137.7%

+54.18% a year

Each share's claim on the business

−57.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $9.31M

over 3 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+ years0% 3–5 years0% 1–3 years52% Under 1 year48%

Quarterly turnover

36.9%

of institutional shares changed hands

Top 10 managers, median time held

1.8 years

Super Investors

Investment managers reporting TBN on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
HH HITE Hedge Asset Management LLC	2.9M	8.24%	+805.5K (+38.8%)	2024	5.1%
Shares held by quarter Peak holding2.9M (Q2'26) Change over 8 quarters+2.4M Share of the company8.240% HITE Hedge Asset Management LLC's full portfolio →
GG Gilder Gagnon Howe & Co LLC	1.1M	3.12%	+250.3K (+29.8%)	Q3 '25	0.4%
Shares held by quarter Peak holding1.1M (Q2'26) Change over 8 quarters+1.1M Share of the company3.120% Gilder Gagnon Howe & Co LLC's full portfolio →

HITE Hedge Asset Management LLC

2.9M

% of company

8.24%

Change vs last qtr

+805.5K (+38.8%)

Held since

2024

Gilder Gagnon Howe & Co LLC

1.1M

% of company

3.12%

Change vs last qtr

+250.3K (+29.8%)

Held since

Q3 '25

28 more super investors behind a free account

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

Institutional Funds

Mutual funds and ETFs reporting TBN on Form N-PORT; together they hold 2.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
RU Reaves Utility Income Fund Reaves Utility Income Fund	$20.4M	615.0K	1.76%	0.58%	July 31, 2026
FN Franklin Natural Resources Fund Franklin Strategic Series	$2.56M	76.9K	0.22%	0.51%	July 31, 2026

Reaves Utility Income Fund

Position value

$20.4M

% of company

1.76%

% of the fund

0.58%

As of

July 31, 2026

Franklin Natural Resources Fund

Franklin Strategic Series

Position value

$2.56M

% of company

0.22%

% of the fund

0.51%

As of

July 31, 2026

20 more funds behind a free account

See every fund holding Tamboran Resources 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
BS Bryan Sheffield 5%+ holder 13D · 10.4%	3.6M	10.43%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company10.430% Disclosed stake13D · 10.4% View the 13D/G filing →
SI Spraberry Interests, LLC 5%+ holder 13D · 7.4%	2.6M	7.40%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company7.400% Disclosed stake13D · 7.4% View the 13D/G filing →

Bryan Sheffield

5%+ holder13D · 10.4%

3.6M

% of company

10.43%

Change vs last qtr

—

Held since

—

Spraberry Interests, LLC

5%+ holder13D · 7.4%

2.6M

% of company

7.40%

Change vs last qtr

—

Held since

—

18 more holders behind a free account

See every insider and 5%+ holder of Tamboran Resources Corp.

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