BSINNasdaqCrude Petroleum & Natural GasFiscal year ends December 31
BIG SKY INDUSTRIAL INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 11, 2026
$1.46+0.04 (+2.82%)
Close on Oct 19, 2026
- Market cap
- $76.49M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
14.7%
8M of 52M shares
Institutional holders
39
18 new, 10 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
1 buys · 20 sales
Net sold $1.57M
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 |
|---|---|---|---|---|
| Weinzierl John A | 9,773,045 | 18.70% | 13D (active) amendment | Apr 29, 2026 |
| Benjamin A. Stamets | 6,204,139 | 17.20% | 13D (active) amendment | Jan 27, 2025 |
| Wavetech Helium, Inc. | 2,600,000 | 9.30% | 13G (passive) | Jun 26, 2024 |
| King Duane H | 2,548,641 | 7.20% | 13D (active) amendment | Oct 28, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BSIN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Steamboat Capital Partners, LLC | 2,512,075 | 4.79% | $2.76M | New | 0.59% |
| Vanguard Capital Management LLC | 1,283,243 | 2.44% | $1.41M | +722,236 | 0.00% |
| Jane Street Group, LLC | 917,759 | 1.75% | $1.01M | New | 0.00% |
| Ancora Advisors, LLC | 419,686 | 0.80% | $461.66K | New | 0.01% |
| Geode Capital Management, LLC | 405,272 | 0.77% | $445.83K | +181,619 | 0.00% |
| XTX Topco Ltd | 367,720 | 0.70% | $404.49K | +354,564 | 0.01% |
| Kestra Advisory Services, LLC | 244,500 | 0.47% | $268.95K | New | 0.00% |
| Vanguard Fiduciary Trust Co | 178,213 | 0.34% | $196.03K | +126,954 | 0.00% |
| Peak6 LLC | 175,000 | 0.33% | $192.50K | −25,000 | 0.00% |
| UBS Group AG | 169,771 | 0.32% | $186.75K | −312,555 | 0.00% |
| State of Tennessee, Treasury Department | 145,168 | 0.28% | $159.69K | New | 0.00% |
| State Street Corp | 124,571 | 0.24% | $137.03K | – | 0.00% |
| BlackRock, Inc. | 121,537 | 0.23% | $133.69K | +82,416 | 0.00% |
| Marshall Wace, Llp | 116,075 | 0.22% | $127.68K | New | 0.00% |
| Citadel Advisors LLC | 95,593 | 0.18% | $105.15K | New | 0.00% |
| Northern Trust Corp | 64,725 | 0.12% | $71.20K | +19,338 | 0.00% |
| United Asset Strategies, Inc. | 49,015 | 0.09% | $53.92K | +10,000 | 0.00% |
| Susquehanna International Group, Llp | 46,211 | 0.09% | $50.83K | New | 0.00% |
| Uniting Wealth Partners, LLC | 45,000 | 0.09% | $49.50K | – | 0.01% |
| Founders Financial Securities LLC | 35,000 | 0.07% | $38.50K | New | 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 | 39 | 8M | 14.7% | 18 / 10 | 4 / 10 | 6M | 3M |
| Q1 2026 | 31 | 5M | 9.0% | 15 / 8 | 1 / 5 | 4M | 0M |
| Q4 2025 | 22 | 1M | 2.6% | 6 / 7 | 3 / 7 | 0M | 0M |
| Q3 2025 | 23 | 1M | 2.2% | 6 / 3 | 8 / 9 | 0M | 0M |
| Q2 2025 | 27 | 1M | 2.4% | 7 / 7 | 3 / 4 | 0M | 0M |
| Q1 2025 | 24 | 1M | 2.2% | 11 / 8 | 1 / 6 | 1M | 0M |
| Q4 2024 | 19 | 1M | 1.4% | 4 / 5 | 5 / 0 | 0M | 0M |
| Q3 2024 | 15 | 1M | 1.2% | 1 / 6 | 3 / 4 | 0M | 0M |
| Q2 2024 | 19 | 1M | 1.3% | 4 / 3 | 8 / 6 | 0M | 0M |
| Q1 2024 | 21 | 1M | 1.5% | 4 / 8 | 5 / 4 | 0M | 0M |
| Q4 2023 | 21 | 1M | 1.5% | 5 / 9 | 3 / 3 | 0M | 0M |
| Q3 2023 | 19 | 1M | 1.2% | 3 / 7 | 5 / 1 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BSIN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 848,003 | 1.62% | $932.80K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 435,240 | 0.83% | $478.76K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 118,921 | 0.23% | $118.92K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 103,547 | 0.20% | $113.90K | 0.01% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 22,719 | 0.04% | $22.72K | 0.00% | May 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 21,848 | 0.04% | $24.03K | 0.00% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 19,848 | 0.04% | $19.85K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 15,043 | 0.03% | $15.04K | 0.00% | May 31, 2026 |
| 1290 VT Micro Cap Portfolio | 6,892 | 0.01% | $7.58K | 0.00% | Jun 30, 2026 |
| Total Stock Market Index Trust | 1,822 | 0.00% | $2.00K | 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 |
|---|---|---|---|---|
| Ryan Lewis Smith | CEO, Director | 1,118,769 | 2.13% | Apr 1, 2026 |
| Mark L. Zajac | CFO | 277,593 | 0.53% | Mar 20, 2026 |
| John A. Weinzierl | Director, 10% owner | 9,378,458 | 17.87% | May 1, 2026 |
| Stephen Slack | Director | 208,913 | 0.40% | Mar 6, 2026 |
| Duane H. King | Director | 3,759,728 | 7.16% | Mar 6, 2026 |
| James W. Denny Iii | Director | 208,913 | 0.40% | Mar 6, 2026 |
| Randall D. Keys | – | 193,913 | 0.37% | Aug 11, 2026 |
| John Alfred Weinzierl 2020 Trust u/a November 10, 2020 | 10% owner | 3,124,893 | 5.95% | May 1, 2026 |
| Energy Holdings LLC Katla | 10% owner | 8,775,219 | 16.72% | May 1, 2026 |
| King Oil & Gas Company, Inc. | – | 2,359,728 | 4.50% | Mar 6, 2026 |
| Sage Road Energy II, LP | – | 202,004 | 0.38% | Mar 4, 2026 |
| Banner Oil & Gas, LLC | 10% owner | 40,000 | 0.08% | Mar 4, 2026 |
| Joshua Lane Batchelor | 10% owner | 108,913 | 0.21% | Mar 4, 2026 |
| Benjamin Andrew Stamets | – | – | – | Mar 4, 2026 |
| Sage Road Capital, LLC | 10% owner | 5,668,121 | 10.80% | Mar 4, 2026 |
| Woodford Petroleum, LLC | – | 573,224 | 1.09% | Mar 4, 2026 |
| SRC Management Company, LP | – | – | – | Mar 4, 2026 |
| Offshore LLC Synergy | – | 6,546,384 | 12.47% | Oct 30, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Energy Holdings LLC Katla 10% owner | Apr 29, 2026 | Other | −1,818,000 | $1.10 | $2.00M | 3,832,326 |
| Energy Holdings LLC Katla 10% owner | Apr 29, 2026 | Other | +909,000 | $1.10 | $999.90K | 4,033,893 |
| Energy Holdings LLC Katla 10% owner | Apr 29, 2026 | Other | +909,000 | $1.10 | $999.90K | 909,000 |
| Ryan Lewis Smith CEO, Director | Mar 31, 2026 | Buy | +15,000 | $0.87 | $13.05K | 1,118,769 |
| Mark L. Zajac CFO | Mar 19, 2026 | Tax withholding | −21,853 | $1.02 | $22.29K | 277,593 |
| Ryan Lewis Smith CEO, Director | Mar 19, 2026 | Tax withholding | −19,177 | $1.02 | $19.56K | 1,103,769 |
| Sage Road Energy II, LP – | Mar 3, 2026 | Sale | −16,441 | $1.37 | $22.52K | 202,004 |
| Sage Road Energy II, LP – | Mar 3, 2026 | Sale | −218,000 | $1.37 | $298.66K | 2,682,642 |
| Sage Road Energy II, LP – | Mar 3, 2026 | Sale | −6,364 | $1.37 | $8.72K | 78,299 |
| Sage Road Energy II, LP – | Mar 3, 2026 | Sale | −24,365 | $1.37 | $33.38K | 298,178 |
| Sage Road Energy II, LP – | Mar 2, 2026 | Sale | −26,930 | $1.25 | $33.66K | 218,445 |
| Sage Road Energy II, LP – | Mar 2, 2026 | Sale | −10,400 | $1.25 | $13.00K | 84,663 |
| Sage Road Energy II, LP – | Mar 2, 2026 | Sale | −357,500 | $1.25 | $446.88K | 2,900,642 |
| Sage Road Energy II, LP – | Mar 2, 2026 | Sale | −40,000 | $1.25 | $50.00K | 322,543 |
| Mark L. Zajac CFO | Feb 13, 2026 | Tax withholding | −20,490 | $1.00 | $20.49K | 299,446 |
| Ryan Lewis Smith CEO, Director | Feb 13, 2026 | Tax withholding | −39,259 | $1.00 | $39.26K | 1,122,946 |
| Ryan Lewis Smith CEO, Director | Jan 5, 2026 | Tax withholding | −20,834 | $0.99 | $20.63K | 1,162,205 |
| Energy Holdings LLC Katla 10% owner | Oct 28, 2025 | Other | +796,761 | – | – | 5,650,326 |
| Energy Holdings LLC Katla 10% owner | Oct 28, 2025 | Other | −1,400,000 | – | – | 0 |
| King Oil & Gas Company, Inc. 10% owner | Oct 28, 2025 | Other | −1,400,000 | – | – | 0 |
| King Oil & Gas Company, Inc. 10% owner | Oct 28, 2025 | Other | +332,329 | – | – | 2,359,728 |
| Sage Road Energy II, LP – | Oct 27, 2025 | Sale | −10,046 | $1.25 | $12.56K | 245,375 |
| Sage Road Energy II, LP – | Oct 27, 2025 | Sale | −137,299 | $1.25 | $171.62K | 3,258,142 |
| Sage Road Energy II, LP – | Oct 27, 2025 | Sale | −5,024 | $1.25 | $6.28K | 95,063 |
| Sage Road Energy II, LP – | Oct 27, 2025 | Sale | −15,069 | $1.25 | $18.84K | 362,543 |
| Sage Road Energy II, LP – | Oct 24, 2025 | Sale | −15,936 | $1.25 | $19.92K | 377,612 |
| Sage Road Energy II, LP – | Oct 24, 2025 | Sale | −10,624 | $1.25 | $13.28K | 255,421 |
| Sage Road Energy II, LP – | Oct 24, 2025 | Sale | −145,197 | $1.25 | $181.50K | 3,395,441 |
| Sage Road Energy II, LP – | Oct 24, 2025 | Sale | −5,313 | $1.25 | $6.64K | 100,087 |
| Sage Road Energy II, LP – | Oct 23, 2025 | Sale | −17,645 | $1.26 | $22.23K | 393,548 |
| Sage Road Energy II, LP – | Oct 23, 2025 | Sale | −12,215 | $1.26 | $15.39K | 266,045 |
| Sage Road Energy II, LP – | Oct 23, 2025 | Sale | −159,387 | $1.26 | $200.83K | 3,540,638 |
| Sage Road Energy II, LP – | Oct 23, 2025 | Sale | −4,655 | $1.26 | $5.87K | 105,400 |
| Ryan Lewis Smith CEO, Director | Sep 12, 2025 | Buy | +4,000 | $1.14 | $4.56K | 1,183,039 |
| Ryan Lewis Smith CEO, Director | Aug 13, 2025 | Buy | +2,000 | $1.17 | $2.34K | 1,179,039 |
| Woodford Petroleum, LLC 10% owner | Jun 23, 2025 | Sale | −24,147 | $2.02 | $48.78K | 110,055 |
| Woodford Petroleum, LLC 10% owner | Jun 23, 2025 | Sale | −886,178 | $2.02 | $1.79M | 3,700,025 |
| Woodford Petroleum, LLC 10% owner | Jun 23, 2025 | Sale | −75,754 | $2.02 | $153.02K | 278,260 |
| Woodford Petroleum, LLC 10% owner | Jun 23, 2025 | Sale | −105,399 | $2.02 | $212.91K | 411,193 |
| Woodford Petroleum, LLC 10% owner | Jun 20, 2025 | Sale | −1,384 | $1.80 | $2.49K | 134,202 |
| Woodford Petroleum, LLC 10% owner | Jun 20, 2025 | Sale | −47,513 | $1.80 | $85.52K | 4,586,203 |
| Woodford Petroleum, LLC 10% owner | Jun 20, 2025 | Sale | −3,730 | $1.80 | $6.71K | 354,014 |
| Woodford Petroleum, LLC 10% owner | Jun 20, 2025 | Sale | −5,339 | $1.80 | $9.61K | 516,592 |
| Woodford Petroleum, LLC 10% owner | Jun 18, 2025 | Sale | −51,293 | $2.05 | $105.15K | 521,931 |
| Woodford Petroleum, LLC 10% owner | Jun 18, 2025 | Sale | −13,327 | $2.05 | $27.32K | 135,586 |
| Woodford Petroleum, LLC 10% owner | Jun 18, 2025 | Sale | −455,385 | $2.05 | $933.54K | 4,633,716 |
| Woodford Petroleum, LLC 10% owner | Jun 18, 2025 | Sale | −35,157 | $2.05 | $72.07K | 357,744 |
| Randall D. Keys Director | Jun 17, 2025 | Sale | −45,000 | $2.31 | $103.95K | 193,913 |
| Ryan Lewis Smith CEO, Director | Jun 3, 2025 | Buy | +2,500 | $1.30 | $3.25K | 1,177,039 |
| Mark L. Zajac CFO | Jun 1, 2025 | Tax withholding | −18,211 | $1.22 | $22.22K | 319,936 |
| Ryan Lewis Smith CEO, Director | May 29, 2025 | Buy | +2,000 | $1.31 | $2.62K | 1,174,539 |
| Ryan Lewis Smith CEO, Director | May 20, 2025 | Buy | +2,500 | $1.19 | $2.98K | 1,172,539 |
| Ryan Lewis Smith CEO, Director | May 13, 2025 | Buy | +2,000 | $1.09 | $2.18K | 1,170,039 |
| Ryan Lewis Smith CEO, Director | May 12, 2025 | Buy | +1,000 | $1.09 | $1.09K | 1,168,039 |
| Ryan Lewis Smith CEO, Director | Mar 27, 2025 | Buy | +500 | $1.26 | $630 | 1,167,039 |
| Ryan Lewis Smith CEO, Director | Mar 26, 2025 | Buy | +500 | $1.30 | $650 | 1,166,539 |
| Mark L. Zajac CFO | Mar 19, 2025 | Tax withholding | −21,853 | $1.47 | $32.12K | 338,147 |
| Ryan Lewis Smith CEO, Director | Mar 19, 2025 | Tax withholding | −76,707 | $1.47 | $112.76K | 1,166,039 |
| Ryan Lewis Smith CEO, Director | Mar 14, 2025 | Buy | +500 | $1.29 | $645 | 1,242,746 |
| Ryan Lewis Smith CEO, Director | Mar 13, 2025 | Buy | +500 | $1.34 | $670 | 1,242,246 |
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 |
|---|---|---|---|---|---|
| Stephen Slack Director | Sep 4, 2025 | 188,913 | $217.25K | Sep 4, 2025 | Board Fees |
| Randall D. Keys Director | Aug 15, 2025 | 173,913 | $212.17K | Aug 15, 2025 | Open Market Purchase |
| Randall D. Keys Director | Jun 17, 2025 | 45,000 | $94.50K | Jun 17, 2025 | Stock Award |