BRNNYSECrude Petroleum & Natural GasFiscal year ends September 30
BARNWELL INDUSTRIES INC
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 11, 2026
$0.89−0.03 (-2.73%)
Close on Oct 19, 2026
- Market cap
- $12.74M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
14.7%
2M of 14M shares
Institutional holders
23
6 new, 4 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
8 buys · 3 sales
Net sold $160.24K
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 |
|---|---|---|---|---|
| Pappas James C | 724,547 | 5.10% | 13D (active) | Apr 16, 2026 |
| Barnwell Industries, Inc. Employees' Pension Plan Trust | 629,525 | 6.20% | 13D (active) amendment | Sep 9, 2025 |
| Ned L. Sherwood | 2,685,793 | 21.85% | 13D (active) amendment | Dec 4, 2025 |
| Radoff Bradley Louis | 1,680,271 | 11.40% | 13D (active) amendment | Apr 9, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BRN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| JCP Investment Management, LLC | 724,547 | 5.02% | $731.79K | +315,323 | 0.39% |
| Vanguard Capital Management LLC | 362,976 | 2.51% | $366.61K | −25,144 | 0.00% |
| Renaissance Technologies LLC | 274,323 | 1.90% | $277.07K | −49,390 | 0.00% |
| Accretive Wealth Partners, LLC | 123,803 | 0.86% | $125.04K | −4,400 | 0.03% |
| CWA Asset Management Group, LLC | 100,000 | 0.69% | $101.00K | New | 0.00% |
| Aspen Grove Capital, LLC | 90,000 | 0.62% | $90.90K | +10,194 | 0.01% |
| Bridgeway Capital Management, LLC | 84,944 | 0.59% | $85.79K | – | 0.00% |
| Two Sigma Investments, LP | 83,787 | 0.58% | $84.63K | New | 0.00% |
| BlackRock, Inc. | 68,120 | 0.47% | $68.80K | – | 0.00% |
| Geode Capital Management, LLC | 52,498 | 0.36% | $53.03K | −30,759 | 0.00% |
| Empowered Funds, LLC | 49,944 | 0.35% | $50.44K | – | 0.00% |
| Vanguard Fiduciary Trust Co | 31,058 | 0.22% | $31.37K | – | 0.00% |
| LPL Financial LLC | 16,000 | 0.11% | $16.16K | – | 0.00% |
| Rangeley Capital, LLC | 15,000 | 0.10% | $15.15K | New | 0.01% |
| Jane Street Group, LLC | 13,721 | 0.10% | $13.86K | −21,807 | 0.00% |
| State Street Corp | 13,619 | 0.09% | $13.76K | – | 0.00% |
| Northern Trust Corp | 12,686 | 0.09% | $12.81K | +2,085 | 0.00% |
| Tower Research Capital LLC (TRC) | 4,102 | 0.03% | $4.14K | New | 0.00% |
| Morgan Stanley | 503 | 0.00% | $509 | – | 0.00% |
| Royal Bank of Canada | 143 | 0.00% | $0 | +1 | 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 | 23 | 2M | 14.7% | 6 / 4 | 5 / 4 | 1M | 0M |
| Q1 2026 | 21 | 2M | 12.5% | 8 / 5 | 2 / 4 | 1M | 0M |
| Q4 2025 | 19 | 1M | 7.8% | 3 / 4 | 6 / 5 | 0M | 0M |
| Q3 2025 | 21 | 1M | 7.5% | 5 / 2 | 4 / 5 | 0M | 0M |
| Q2 2025 | 21 | 1M | 8.0% | 4 / 2 | 5 / 6 | 0M | 0M |
| Q1 2025 | 23 | 1M | 8.5% | 2 / 5 | 8 / 1 | 0M | 0M |
| Q4 2024 | 22 | 1M | 8.7% | 2 / 4 | 5 / 0 | 0M | 0M |
| Q3 2024 | 20 | 1M | 8.8% | 1 / 6 | 6 / 1 | 0M | 0M |
| Q2 2024 | 21 | 1M | 9.4% | 2 / 5 | 7 / 2 | 0M | 0M |
| Q1 2024 | 21 | 1M | 9.4% | 2 / 6 | 4 / 4 | 0M | 0M |
| Q4 2023 | 24 | 1M | 9.0% | 1 / 9 | 6 / 1 | 0M | 0M |
| Q3 2023 | 24 | 1M | 9.2% | 3 / 7 | 6 / 3 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BRN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 237,296 | 1.64% | $239.67K | 0.00% | Jun 30, 2026 |
| Vanguard Institutional Total Stock Market Index Fund | 70,094 | 0.49% | $70.79K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 63,936 | 0.44% | $66.49K | 0.00% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 55,586 | 0.39% | $56.14K | 0.00% | Jun 30, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 49,944 | 0.35% | $50.44K | 0.00% | Jun 30, 2026 |
| Ultra-Small Company Market Fund | 35,000 | 0.24% | $35.35K | 0.02% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 5,920 | 0.04% | $6.16K | 0.00% | May 31, 2026 |
| Fidelity Total Market Index Fund | 2,008 | 0.01% | $2.09K | 0.00% | May 31, 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 |
|---|---|---|---|---|
| Philip F. Patman Jr | CFO and Treasurer, Director | 226,513 | 1.57% | Sep 10, 2026 |
| Craig Douglas Hopkins | Chief Executive Officer | 151,000 | 1.05% | Jan 17, 2025 |
| Joshua Horowitz | Director | 532,408 | 3.69% | Sep 10, 2026 |
| Kenneth S. Grossman | Director | 280,949 | 1.95% | Dec 12, 2025 |
| Joshua Schechter | Director | 83,674 | 0.58% | Dec 4, 2025 |
| Philip James McPherson | Director | 44,445 | 0.31% | Oct 10, 2025 |
| Laurance Elliot Narbut | Director | 54,867 | 0.38% | Oct 28, 2024 |
| Douglas N. Woodrum | Director | 166,230 | 1.15% | Oct 28, 2024 |
| Family Foundation Radoff | – | – | – | Mar 31, 2026 |
| Bradley Louis Radoff | 10% owner | 1,120,181 | 7.76% | Mar 31, 2026 |
| L. Sherwood Revocable Trust Ned | 10% owner | 2,977,607 | 20.63% | Dec 4, 2025 |
| Ned L. Sherwood | 10% owner | 2,685,793 | 18.61% | Dec 4, 2025 |
| Managers LLC MRMP | 10% owner | 2,908,015 | 20.15% | Dec 4, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Philip F. Patman Jr CFO and Treasurer, Director | Sep 9, 2026 | Buy | +1,737 | $1.00 | $1.74K | 6,956 |
| Philip F. Patman Jr CFO and Treasurer, Director | Sep 8, 2026 | Buy | +5,219 | $1.00 | $5.22K | 5,219 |
| Joshua Horowitz Director | Sep 8, 2026 | Buy | +10,478 | $1.00 | $10.48K | 330,187 |
| Joshua Horowitz Director | Feb 26, 2026 | Buy | +4,433 | $1.05 | $4.65K | 319,709 |
| Joshua Horowitz Director | Dec 10, 2025 | Award | +9,346 | – | – | 202,221 |
| Philip F. Patman Jr Executive VP - Finance, Director | Dec 10, 2025 | Award | +9,346 | – | – | 210,211 |
| Kenneth S. Grossman Director | Dec 10, 2025 | Award | +9,346 | – | – | 280,949 |
| Joshua Schechter Director | Dec 3, 2025 | Award | +43,860 | – | – | 83,674 |
| Ned L. Sherwood 10% owner | Dec 3, 2025 | Sale | −131,910 | $1.10 | $145.10K | 2,461,498 |
| Ned L. Sherwood 10% owner | Dec 2, 2025 | Sale | −13,743 | $1.14 | $15.67K | 224,295 |
| Ned L. Sherwood 10% owner | Dec 2, 2025 | Sale | −174,587.45 | $1.15 | $200.78K | 2,593,408 |
| Kenneth S. Grossman Director | Nov 24, 2025 | Buy | +59,563 | $1.10 | $65.52K | 271,603 |
| Joshua Horowitz Director | Nov 24, 2025 | Buy | +45,000 | $1.10 | $49.50K | 315,276 |
| Joshua Horowitz Director | Nov 24, 2025 | Buy | +14,563 | $1.10 | $16.02K | 192,875 |
| Philip F. Patman Jr Executive VP - Finance, Director | Nov 24, 2025 | Buy | +43,796 | $1.10 | $48.18K | 210,211 |
| Philip F. Patman Jr Executive VP - Finance, Director | Oct 27, 2025 | Award | +83,208 | – | – | 166,415 |
| Philip F. Patman Jr Executive VP - Finance, Director | Oct 27, 2025 | Award | +83,207 | – | – | 166,415 |
| Joshua Horowitz Director | Oct 8, 2025 | Award | +44,445 | – | – | 178,312 |
| Philip James McPherson Director | Oct 8, 2025 | Award | +44,445 | – | – | 44,445 |
| Kenneth S. Grossman Director | Oct 8, 2025 | Award | +44,445 | – | – | 212,040 |
| Kenneth S. Grossman Director | Sep 29, 2025 | Award | +65,000 | – | – | 167,595 |
| Joshua Horowitz Director | Sep 29, 2025 | Award | +65,000 | – | – | 133,867 |
| Craig Douglas Hopkins Chief Executive Officer | Jan 17, 2025 | Buy | +10,000 | $1.65 | $16.50K | 151,000 |
| Craig Douglas Hopkins Chief Executive Officer | Jan 9, 2025 | Award | +45,000 | – | – | 120,000 |
| Craig Douglas Hopkins Chief Executive Officer | Jan 9, 2025 | Award | +21,000 | – | – | 141,000 |
| Kenneth S. Grossman Director | Oct 24, 2024 | Award | +26,455 | – | – | 102,595 |
| Laurance Elliot Narbut Director | Oct 24, 2024 | Award | +26,455 | – | – | 54,867 |
| Douglas N. Woodrum Director | Oct 24, 2024 | Award | +26,455 | – | – | 166,230 |
| Joshua Horowitz Director | Oct 24, 2024 | Award | +26,455 | – | – | 68,867 |
| Craig Douglas Hopkins President and CEO | Aug 29, 2024 | Buy | +5,000 | $2.50 | $12.50K | 75,000 |
| Craig Douglas Hopkins President and CEO | Aug 28, 2024 | Buy | +5,000 | $2.37 | $11.85K | 70,000 |
| Joshua Horowitz Director | Aug 23, 2024 | Buy | +10,096 | $2.30 | $23.22K | 270,276 |
| Joshua Horowitz Director | Aug 21, 2024 | Buy | +7,000 | $2.24 | $15.68K | 260,180 |
| Ned L. Sherwood 10% owner | May 31, 2024 | Buy | +24,011 | $2.89 | $69.39K | 2,767,995 |
| Ned L. Sherwood 10% owner | May 30, 2024 | Buy | +1,210 | $2.85 | $3.45K | 2,743,984 |
| Ned L. Sherwood 10% owner | May 29, 2024 | Buy | +3,205 | $2.80 | $8.97K | 2,742,774 |
| L. Sherwood Revocable Trust Ned 10% owner | May 22, 2024 | Buy | +1,001 | $2.85 | $2.85K | 2,739,569 |
| L. Sherwood Revocable Trust Ned 10% owner | May 21, 2024 | Buy | +3,451 | $2.84 | $9.80K | 2,738,568 |
| L. Sherwood Revocable Trust Ned 10% owner | May 20, 2024 | Buy | +18,034 | $2.81 | $50.68K | 2,735,117 |
| Craig Douglas Hopkins Chief Executive Officer | May 16, 2024 | Award | +60,000 | – | – | 65,000 |
| Ned L. Sherwood 10% owner | May 8, 2024 | Buy | +1,906 | $2.84 | $5.41K | 2,717,083 |
| Ned L. Sherwood 10% owner | May 7, 2024 | Buy | +352 | $2.80 | $986 | 2,715,177 |
| Ned L. Sherwood 10% owner | May 6, 2024 | Buy | +6,524 | $2.79 | $18.20K | 2,714,825 |
| L. Sherwood Revocable Trust Ned 10% owner | Apr 25, 2024 | Buy | +21,276 | $2.80 | $59.57K | 2,708,301 |
| L. Sherwood Revocable Trust Ned 10% owner | Apr 24, 2024 | Buy | +17,048 | $2.71 | $46.20K | 2,687,025 |
| Managers LLC MRMP 10% owner | Apr 22, 2024 | Buy | +2,700 | $2.89 | $7.80K | 2,669,977 |
| Managers LLC MRMP 10% owner | Apr 19, 2024 | Buy | +5,011 | $2.80 | $14.03K | 2,667,277 |
| Managers LLC MRMP 10% owner | Apr 18, 2024 | Buy | +44,439 | $2.80 | $124.43K | 2,662,266 |
| L. Sherwood Revocable Trust Ned 10% owner | Apr 17, 2024 | Buy | +10,650 | $2.78 | $29.61K | 2,617,827 |
| L. Sherwood Revocable Trust Ned 10% owner | Apr 16, 2024 | Buy | +6,711 | $2.74 | $18.39K | 2,607,177 |
| L. Sherwood Revocable Trust Ned 10% owner | Apr 15, 2024 | Buy | +71,050 | $2.67 | $189.70K | 2,600,466 |
| Joshua Horowitz Director | Mar 4, 2024 | Buy | +2,203 | $2.27 | $5.00K | 253,180 |
| Joshua Horowitz Director | Mar 1, 2024 | Buy | +8,252 | $2.27 | $18.73K | 250,977 |
| Joshua Horowitz Director | Feb 29, 2024 | Buy | +1,208 | $2.23 | $2.69K | 242,725 |
| Joshua Horowitz Director | Dec 22, 2023 | Buy | +14,000 | $2.38 | $33.32K | 241,517 |
| Joshua Horowitz Director | Dec 21, 2023 | Buy | +3,209 | $2.27 | $7.28K | 227,517 |
| Joshua Horowitz Director | Dec 20, 2023 | Buy | +10,000 | $2.27 | $22.70K | 224,308 |
| Managers LLC MRMP 10% owner | Nov 29, 2023 | Buy | +1,360 | $2.59 | $3.52K | 2,529,416 |
| Managers LLC MRMP 10% owner | Nov 28, 2023 | Buy | +1,857 | $2.60 | $4.83K | 2,528,056 |
| Managers LLC MRMP 10% owner | Nov 27, 2023 | Buy | +27,502 | $2.56 | $70.41K | 2,526,199 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.