BATLNYSECrude Petroleum & Natural GasFiscal year ends December 31
BATTALION OIL CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 12, 2026
$1.01−0.04 (-3.81%)
Close on Oct 19, 2026
- Market cap
- $45.62M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
11.6%
7M of 57M shares
Institutional holders
41
10 new, 9 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
2 buys · 12 sales
Net sold $31.17M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Diveroli Investment Group LLC | 887,455 | 5.39% | 13D (active) | Jan 21, 2025 |
| Gen Iv Investment Opportunities, LLC | 5,513,648 | 23.20% | 13D (active) amendment | Mar 25, 2026 |
| Lsp Investment Advisors, LLC | 3,494,258 | 14.14% | 13D (active) amendment | Aug 7, 2026 |
| Anand Parekh | 1,872,282 | 9.99% | 13G (passive) | Mar 31, 2026 |
| Luminus Energy Partners Master Fund, Ltd. | 14,132,184 | 43.40% | 13D (active) amendment | Apr 2, 2026 |
| Jonathan Barrett | 13,574,690 | 39.30% | 13D (active) amendment | May 21, 2026 |
| Brookfield Oaktree Holdings, LLC | 12,797,151 | 19.36% | 13D (active) amendment | Aug 17, 2026 |
| Oaktree Fund GP I, L.P. | 12,437,521 | 40.82% | 13D (active) amendment | May 13, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BATL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Oaktree Capital Management LP | 3,009,912 | 5.25% | $3.94M | – | 0.05% |
| Luminus Management LLC | 1,069,455 | 1.87% | $1.40M | −937,053 | 0.96% |
| BlackRock, Inc. | 746,048 | 1.30% | $977.32K | +559,382 | 0.00% |
| Vanguard Capital Management LLC | 698,754 | 1.22% | $915.37K | +386,781 | 0.00% |
| UBS Group AG | 320,704 | 0.56% | $420.12K | +320,654 | 0.00% |
| Utah Retirement Systems | 189,842 | 0.33% | $248.69K | – | 0.00% |
| Geode Capital Management, LLC | 117,245 | 0.20% | $153.67K | +26,763 | 0.00% |
| HighTower Advisors, LLC | 100,066 | 0.17% | $131.09K | New | 0.00% |
| Vanguard Fiduciary Trust Co | 74,201 | 0.13% | $97.20K | +35,751 | 0.00% |
| Virtu Financial LLC | 53,590 | 0.09% | $70 | New | 0.00% |
| Osaic Holdings, Inc. | 36,215 | 0.06% | $47.44K | +25,432 | 0.00% |
| State Street Corp | 33,906 | 0.06% | $44.42K | – | 0.00% |
| AlphaGrep UK Ltd | 32,508 | 0.06% | $42.59K | +4,570 | 0.01% |
| Bridgeway Capital Management, LLC | 31,100 | 0.05% | $40.74K | +15,000 | 0.00% |
| Susquehanna International Group, Llp | 28,865 | 0.05% | $37.81K | New | 0.00% |
| Northern Trust Corp | 23,200 | 0.04% | $30.39K | +5,973 | 0.00% |
| Vanguard Personalized Indexing Management, LLC | 20,928 | 0.04% | $27.42K | New | 0.00% |
| Two Sigma Investments, LP | 18,496 | 0.03% | $24.23K | – | 0.00% |
| B. Riley Wealth Advisors, Inc. | 15,000 | 0.03% | $21.30K | New | 0.00% |
| Dimensional Fund Advisors LP | 14,691 | 0.03% | $19.35K | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 41 | 7M | 11.6% | 10 / 13 | 3 / 9 | 2M | 3M |
| Q1 2026 | 40 | 8M | 14.0% | 23 / 4 | 4 / 11 | 3M | 7M |
| Q4 2025 | 29 | 12M | 21.8% | 2 / 6 | 7 / 1 | 0M | 0M |
| Q3 2025 | 28 | 12M | 21.7% | 3 / 6 | 8 / 3 | 0M | 0M |
| Q2 2025 | 28 | 13M | 21.9% | 6 / 4 | 7 / 8 | 0M | 0M |
| Q1 2025 | 30 | 13M | 22.2% | 1 / 5 | 10 / 4 | 0M | 0M |
| Q4 2024 | 33 | 13M | 22.8% | 6 / 5 | 10 / 6 | 0M | 1M |
| Q3 2024 | 34 | 13M | 23.3% | 6 / 3 | 11 / 8 | 0M | 0M |
| Q2 2024 | 37 | 13M | 23.2% | 1 / 5 | 17 / 6 | 0M | 1M |
| Q1 2024 | 42 | 14M | 24.2% | 10 / 11 | 8 / 8 | 1M | 1M |
| Q4 2023 | 40 | 14M | 25.0% | 13 / 8 | 8 / 9 | 1M | 1M |
| Q3 2023 | 36 | 14M | 24.3% | 4 / 3 | 8 / 4 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BATL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 542,648 | 0.95% | $710.87K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 86,618 | 0.15% | $113.47K | 0.00% | Jun 30, 2026 |
| iShares Micro-Cap ETF | 40,761 | 0.07% | $53.40K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 40,544 | 0.07% | $58.79K | 0.00% | May 31, 2026 |
| Ultra-Small Company Market Fund | 30,000 | 0.05% | $39.30K | 0.03% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 18,335 | 0.03% | $26.59K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 11,963 | 0.02% | $17.35K | 0.00% | May 31, 2026 |
| 1290 VT Micro Cap Portfolio | 2,792 | 0.00% | $3.66K | 0.00% | Jun 30, 2026 |
| Vanguard Institutional Total Stock Market Index Fund | 2,694 | 0.00% | $3.53K | 0.00% | Jun 30, 2026 |
| Total Stock Market Index Trust | 396 | 0.00% | $519 | 0.00% | Jun 30, 2026 |
| Ab High Income Fund Inc | 135 | 0.00% | $196 | 0.00% | Jul 31, 2026 |
| LVIP Dimensional U.S. Core Equity 2 Fund | 29 | 0.00% | $38 | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Walter R. Mayer | SVP, General Counsel | 174 | 0.00% | Aug 28, 2026 |
| Daniel P. Rohling | Chief Operating Officer | 20,096 | 0.04% | Jul 17, 2026 |
| Matthew Steele | Chief Executive Officer | 8,782 | 0.02% | Jul 17, 2026 |
| Charles E. Martin | VP, Controller | 0 | – | Jul 17, 2026 |
| Jonathan Dan Barrett | Director, 10% owner | 1,626,949 | 2.84% | Sep 23, 2026 |
| Gregory S. Hinds | Director | 26,001 | 0.05% | Aug 28, 2026 |
| William D. Rogers | Director | 74,000 | 0.13% | Aug 28, 2026 |
| Luminus Energy Partners Master Fund, Ltd. | 10% owner | 1,069,455 | 1.87% | Sep 23, 2026 |
| Management Llc Luminus | 10% owner | 881,932 | 1.54% | Sep 23, 2026 |
| Paul Segal | 10% owner | 2,660,876 | 4.65% | Aug 7, 2026 |
| LSP Investment Advisors, LLC | 10% owner | 0 | – | Aug 7, 2026 |
| Gen IV Investment Opportunities, LLC | 10% owner | – | – | Aug 7, 2026 |
| LSP Generation IV, LLC | 10% owner | – | – | Aug 7, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Management Llc Luminus 10% owner | Sep 21, 2026 | Other | −187,523 | – | – | 881,932 |
| Gregory S. Hinds Director | Aug 27, 2026 | Buy | +14,400 | $1.31 | $18.86K | 26,001 |
| Walter R. Mayer SVP, General Counsel | Aug 26, 2026 | Sale | −6,479 | $1.30 | $8.42K | 174 |
| William D. Rogers Director | Aug 26, 2026 | Buy | +70,000 | $1.30 | $91.00K | 72,000 |
| Paul Segal 10% owner | Aug 7, 2026 | Conversion | +799,216 | – | – | 2,660,876 |
| Paul Segal 10% owner | Aug 7, 2026 | Conversion | +253,815 | – | – | 253,815 |
| Paul Segal 10% owner | Aug 7, 2026 | Conversion | +833,383 | – | – | 3,494,259 |
| Paul Segal 10% owner | Aug 7, 2026 | Conversion | +1,607,845 | – | – | 1,861,660 |
| Walter R. Mayer SVP, General Counsel | Jul 16, 2026 | Tax withholding | −2,376 | $1.20 | $2.85K | 6,653 |
| Daniel P. Rohling Chief Operating Officer | Jul 16, 2026 | Tax withholding | −6,468 | $1.20 | $7.76K | 20,096 |
| Walter R. Mayer SVP, General Counsel | Jun 18, 2026 | Option exercise | +8,855 | – | – | 9,029 |
| Daniel P. Rohling Chief Operating Officer | Jun 18, 2026 | Option exercise | +26,564 | – | – | 26,564 |
| Luminus Energy Partners Master Fund, Ltd. 10% owner | May 21, 2026 | Other | −384,282 | – | – | 1,069,455 |
| Luminus Energy Partners Master Fund, Ltd. 10% owner | Apr 17, 2026 | Other | −8,551 | – | – | 1,453,737 |
| Luminus Energy Partners Master Fund, Ltd. 10% owner | Apr 13, 2026 | Other | −2,372 | – | – | 1,462,288 |
| Luminus Energy Partners Master Fund, Ltd. 10% owner | Apr 10, 2026 | Other | −148,286 | – | – | 1,464,660 |
| Luminus Energy Partners Master Fund, Ltd. 10% owner | Apr 9, 2026 | Other | −14,003 | – | – | 1,612,946 |
| Jonathan Dan Barrett Director, 10% owner | Apr 2, 2026 | Other | −379,559 | – | – | 1,626,949 |
| Management Llc Luminus Director, 10% owner | Apr 2, 2026 | Other | −379,559 | – | – | 1,626,949 |
| Luminus Energy Partners Master Fund, Ltd. 10% owner | Mar 31, 2026 | Sale | −336,791 | $4.33 | $1.46M | 2,006,508 |
| Luminus Energy Partners Master Fund, Ltd. 10% owner | Mar 31, 2026 | Sale | −872,586 | $3.85 | $3.36M | 2,343,299 |
| Management Llc Luminus Director, 10% owner | Mar 31, 2026 | Sale | −872,586 | $3.85 | $3.36M | 2,343,299 |
| Management Llc Luminus Director, 10% owner | Mar 31, 2026 | Sale | −336,791 | $4.33 | $1.46M | 2,006,508 |
| Luminus Energy Partners Master Fund, Ltd. 10% owner | Mar 30, 2026 | Conversion | +1,800,000 | – | – | 3,215,885 |
| Luminus Energy Partners Master Fund, Ltd. 10% owner | Mar 30, 2026 | Sale | −681,105 | $5.59 | $3.81M | 1,415,885 |
| Management Llc Luminus Director, 10% owner | Mar 30, 2026 | Conversion | +1,800,000 | – | – | 3,215,885 |
| Management Llc Luminus Director, 10% owner | Mar 30, 2026 | Sale | −681,105 | $5.59 | $3.81M | 1,415,885 |
| Walter R. Mayer SVP, General Counsel | Mar 27, 2026 | Sale | −4,777 | $6.00 | $28.66K | 174 |
| LSP Investment Advisors, LLC Director, 10% owner | Mar 25, 2026 | Sale | −2,369,769 | $5.82 | $13.79M | 0 |
| Daniel P. Rohling Chief Operating Officer | Mar 25, 2026 | Sale | −14,421 | $5.99 | $86.38K | 0 |
| Charles E. Martin VP, Controller | Mar 25, 2026 | Sale | −7,623 | $5.25 | $40.02K | 0 |
| Luminus Energy Partners Master Fund, Ltd. 10% owner | Mar 24, 2026 | Other | −4,054,458 | – | – | 2,096,990 |
| Management Llc Luminus Director, 10% owner | Mar 24, 2026 | Other | −4,054,458 | – | – | 2,096,990 |
| Daniel P. Rohling Chief Operating Officer | Mar 24, 2026 | Sale | −7,837 | $9.04 | $70.85K | 14,421 |
| Richard H. Little Chief Executive Officer | Feb 20, 2023 | Tax withholding | −4,408 | $9.77 | $43.07K | 47,471 |
| Richard H. Little Chief Executive Officer | Feb 20, 2023 | Option exercise | +17,709 | – | – | 52,279 |
| Leah R. Kasparek SVP, HR & Corporate Secretary | Feb 20, 2023 | Option exercise | +2,214 | – | – | 5,923 |
| Leah R. Kasparek SVP, HR & Corporate Secretary | Feb 20, 2023 | Tax withholding | −656 | $9.77 | $6.41K | 5,267 |
| Grant R. Evans VP, Exploration & Geosciences | Feb 20, 2023 | Tax withholding | −1,312 | $9.77 | $12.82K | 9,580 |
| Grant R. Evans VP, Exploration & Geosciences | Feb 20, 2023 | Option exercise | +4,427 | – | – | 10,892 |
| Daniel P. Rohling Chief Operating Officer | Feb 20, 2023 | Tax withholding | −1,969 | $9.77 | $19.24K | 22,258 |
| Daniel P. Rohling Chief Operating Officer | Feb 20, 2023 | Option exercise | +6,641 | – | – | 24,227 |
| Walter R. Mayer SVP, General Counsel | Feb 20, 2023 | Tax withholding | −656 | $9.77 | $6.41K | 4,951 |
| Walter R. Mayer SVP, General Counsel | Feb 20, 2023 | Option exercise | +2,214 | – | – | 5,607 |
| Richard Kevin Andrews EVP, CFO and Treasurer | Aug 21, 2022 | Option exercise | +6,641 | – | – | 14,165 |
| Richard Kevin Andrews EVP, CFO and Treasurer | Aug 21, 2022 | Tax withholding | −1,617 | $12.04 | $19.47K | 12,548 |
| Richard Kevin Andrews EVP, CFO and Treasurer | Jun 10, 2022 | Buy | +300 | $14.08 | $4.22K | 7,524 |
| Richard H. Little Chief Executive Officer | Jun 9, 2022 | Buy | +1,000 | $14.58 | $14.58K | 34,570 |
| Daniel P. Rohling Chief Operating Officer | Jun 8, 2022 | Buy | +1,500 | $15.10 | $22.65K | 17,586 |
| Daniel P. Rohling Chief Operating Officer | Jun 2, 2022 | Buy | +2,337 | $15.23 | $35.59K | 16,086 |
| Richard H. Little Chief Executive Officer | Jun 1, 2022 | Buy | +1,000 | $15.17 | $15.17K | 33,570 |
| Richard Kevin Andrews EVP, CFO and Treasurer | Jun 1, 2022 | Buy | +300 | $15.04 | $4.51K | 7,224 |
| Grant R. Evans VP, Exploration & Geosciences | Feb 20, 2022 | Tax withholding | −1,312 | $17.98 | $23.59K | 6,465 |
| Grant R. Evans VP, Exploration & Geosciences | Feb 20, 2022 | Option exercise | +4,427 | – | – | 7,777 |
| Walter R. Mayer VP, Legal | Feb 20, 2022 | Tax withholding | −656 | $17.98 | $11.79K | 3,393 |
| Walter R. Mayer VP, Legal | Feb 20, 2022 | Option exercise | +2,214 | – | – | 4,049 |
| Leah R. Kasparek SVP, HR & Corporate Secretary | Feb 20, 2022 | Option exercise | +2,214 | – | – | 4,365 |
| Leah R. Kasparek SVP, HR & Corporate Secretary | Feb 20, 2022 | Tax withholding | −656 | $17.98 | $11.79K | 3,709 |
| Richard H. Little Chief Executive Officer | Feb 20, 2022 | Tax withholding | −4,536 | $17.98 | $81.56K | 32,570 |
| Richard H. Little Chief Executive Officer | Feb 20, 2022 | Option exercise | +17,709 | – | – | 37,106 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Management Llc Luminus 10% Stockholder | Mar 31, 2026 | 1,800,000 | $7.02M | Mar 31, 2026 | Conversion of 7,803 shares Series A-2 Preferred Stock into Common Stock |
| Management Llc Luminus 10% Stockholder | Mar 30, 2026 | 1,708,880 | $9.70M | Mar 30, 2026 | Received pursuant to Joint Prepackaged Plan of Reorganization of Halcon Resources Corp under Chapter 11 Bankruptcy Code |
| Farrington Capital, L.P. Affiliate | Mar 26, 2026 | 639,648 | $3.35M | Mar 26, 2026 | Distribution in Kind |
| Gen IV Investment Opportunities, LLC Director, 10% Stockholder | Mar 25, 2026 | 2,369,769 | $21.66M | Mar 25, 2026 | Acquired in connection with the Issuer's (f/k/a Halcon Resources Corporation) emergence from bankruptcy. |