TBNNYSECrude Petroleum & Natural GasFiscal year ends June 30Also trades as TBNRL
Tamboran Resources Corp
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Sep 25, 2026
$30.24−1.09 (-3.48%)
Close on Oct 19, 2026
- Market cap
- $903.79M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
13M
Shares held, 13F filers
Institutional holders
95
48 new, 10 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
3 buys · 0 sales
Net bought $668.68K
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 |
|---|---|---|---|---|
| Bryan Sheffield | 3,646,756 | 10.40% | 13D (active) amendment | Sep 25, 2026 |
| HITE Hedge Asset Management LP | 2,881,804 | 8.27% | 13G (passive) | Jun 30, 2026 |
| Robert Matthew Niblack | 2,036,603 | 9.00% | 13G (passive) | Dec 31, 2025 |
| HITE Hedge Asset Management LLC | 1,206,725 | 7.22% | 13G (passive) | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of TBN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| HITE Hedge Asset Management LLC | 2,881,804 | – | $93.69M | +805,489 | 5.13% |
| Gilder Gagnon Howe & Co LLC | 1,091,386 | – | $35.48M | +250,323 | 0.37% |
| Alberta Investment Management Corp | 858,680 | – | $27.92M | – | 0.16% |
| Cinctive Capital Management LP | 655,326 | – | $21.30M | +553,315 | 0.78% |
| Yaupon Capital Management LP | 623,534 | – | $20.27M | +88,360 | 0.40% |
| Reaves W H & Co Inc | 615,001 | – | $19.99M | +445,001 | 0.30% |
| Ingalls & Snyder LLC | 504,497 | – | $16.40K | +164,935 | 0.45% |
| HighTower Advisors, LLC | 456,751 | – | $14.85M | +409,218 | 0.01% |
| Ancient Art, L.P. | 437,142 | – | $14.21M | – | 2.90% |
| UBS Group AG | 433,958 | – | $14.11M | −33,941 | 0.00% |
| Citadel Advisors LLC | 398,144 | – | $12.94M | +251,432 | 0.00% |
| Merewether Investment Management, LP | 294,477 | – | $9.57M | +225,598 | 0.18% |
| Aventail Capital Group, LP | 279,162 | – | $9.08M | +129,403 | 0.52% |
| Alyeska Investment Group, L.P. | 271,242 | – | $8.82M | New | 0.02% |
| Two Sigma Investments, LP | 252,249 | – | $8.20M | +99,267 | 0.01% |
| Manufacturers Life Insurance Company, The | 248,270 | – | $8.04M | +10,522 | 0.01% |
| Cohen & Steers, Inc. | 226,203 | – | $7.35K | +89,112 | 0.01% |
| Marshall Wace, Llp | 202,841 | – | $6.59M | +89,407 | 0.01% |
| Macquarie Group Ltd | 178,103 | – | $5.79M | +42,852 | 0.03% |
| SCS Capital Management LLC | 159,333 | – | $5.18M | −40,538 | 0.05% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 95 | 13M | 48 / 34 | 6 / 10 | 5M | 1M |
| Q1 2026 | 58 | 9M | 15 / 23 | 11 / 5 | 1M | 1M |
| Q4 2025 | 48 | 8M | 21 / 13 | 8 / 3 | 3M | 0M |
| Q3 2025 | 30 | 6M | 9 / 11 | 1 / 2 | 2M | 1M |
| Q2 2025 | 23 | 4M | 9 / 4 | 3 / 1 | 2M | 0M |
| Q1 2025 | 15 | 3M | 1 / 5 | 1 / 4 | 0M | 0M |
| Q4 2024 | 20 | 3M | 3 / 7 | 2 / 2 | 0M | 0M |
| Q3 2024 | 19 | 3M | 8 / 5 | 3 / 5 | 1M | 1M |
| Q2 2024 | 16 | 2M | 16 / 0 | 0 / 0 | 2M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of TBN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Franklin Natural Resources Fund | 76,900 | – | $2.56M | 0.51% | Jul 31, 2026 |
| Cohen & Steers Real Assets Fund, Inc. | 67,765 | – | $2.20M | 0.12% | Jun 30, 2026 |
| Cohen & Steers Future of Energy Fund, Inc. | 63,700 | – | $2.14M | 1.10% | May 31, 2026 |
| Diversified Real Assets Fund | 25,285 | – | $822.02K | 0.09% | Jun 30, 2026 |
| U.S. Small Cap Equity Fund | 25,040 | – | $832.58K | 0.09% | Jul 31, 2026 |
| Avantis U.S. Small Cap Equity ETF | 24,484 | – | $822.91K | 0.03% | May 31, 2026 |
| Cohen & Steers Natural Resources Active ETF | 19,214 | – | $624.65K | 0.69% | Jun 30, 2026 |
| Fidelity MSCI Energy Index ETF | 8,148 | – | $270.92K | 0.01% | Jul 31, 2026 |
| iShares Morningstar Small-Cap Growth ETF | 5,968 | – | $198.44K | 0.02% | Jul 31, 2026 |
| U.S. Small Cap Equity Fund | 5,950 | – | $193.43K | 0.08% | Jun 30, 2026 |
| Ranger Micro Cap Fund | 4,550 | – | $151.29K | 1.30% | Jul 31, 2026 |
| Acuitas Small Cap Active ETF | 4,478 | – | $145.58K | 0.16% | Jun 30, 2026 |
| Goldman Sachs Absolute Return Tracker Fund | 3,415 | – | $111.02K | 0.00% | Jun 30, 2026 |
| Victory Extended Market Index Fund | 2,914 | – | $96.89K | 0.01% | Jul 31, 2026 |
| FlexShares Morningstar US Market Factor Tilt Index Fund | 2,844 | – | $94.56K | 0.00% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Joel Lynn Riddle | Chief Executive Officer, Director | 127,720 | Jul 23, 2025 |
| Eric Steven Dyer | Chief Financial Officer | 79,769 | Apr 16, 2026 |
| Faron James Thibodeaux | Chief Operating Officer | 153,311 | Apr 16, 2026 |
| Todd Christopher Abbott | Chief Executive Officer | 32,660 | Jan 20, 2026 |
| Bryan Sheffield | Director, 10% owner | 2,247,404 | Jul 29, 2026 |
| Richard K. Stoneburner | Director | 122,428 | Jun 3, 2026 |
| Andrew John Robb | Director | 14,295 | Jun 3, 2026 |
| Patrick James Dymock Elliott | Director | 153,156 | Jun 3, 2026 |
| Ryan Dalton | Director | 62,078 | Jun 3, 2026 |
| Fredrick J. Barrett | Director | 72,726 | Jun 3, 2026 |
| Jeffrey Lance Bellman | Director | 23,734 | Jun 3, 2026 |
| Phillip Z. Pace | Director | 44,683 | Jun 3, 2026 |
| Scott D. Sheffield | Director | 326,961 | Jun 3, 2026 |
| David N. Siegel | Director | 480,721 | Jun 3, 2026 |
| Stephanie L. Reed | Director | 12,477 | Feb 3, 2025 |
| Spraberry Interests, LLC | 10% owner | 2,559,904 | Jul 29, 2026 |
| Sheffield Holdings, LP | 10% owner | 2,234,980 | Jul 29, 2026 |
| Formentera Australia Fund I GP, LP | 10% owner | – | Jul 29, 2026 |
| Investments LLC Formentera | 10% owner | 3,646,756 | Jul 29, 2026 |
| Daly Waters Energy, LP | 10% owner | 3,307,256 | Jul 29, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Richard K. Stoneburner Director | Jun 1, 2026 | Award | +2,975 | – | – | 107,704 |
| Ryan Dalton Director | Jun 1, 2026 | Award | +2,975 | – | – | 62,078 |
| Patrick James Dymock Elliott Director | Jun 1, 2026 | Award | +2,975 | – | – | 28,482 |
| Scott D. Sheffield Director | Jun 1, 2026 | Award | +2,975 | – | – | 326,961 |
| David N. Siegel Director | Jun 1, 2026 | Award | +2,975 | – | – | 358,221 |
| Andrew John Robb Director | Jun 1, 2026 | Award | +2,975 | – | – | 14,295 |
| Phillip Z. Pace Director | Jun 1, 2026 | Award | +2,975 | – | – | 44,683 |
| Fredrick J. Barrett Director | Jun 1, 2026 | Award | +2,975 | – | – | 40,498 |
| Jeffrey Lance Bellman Director | Jun 1, 2026 | Award | +2,975 | – | – | 23,234 |
| Investments LLC Formentera 10% owner | May 28, 2026 | Award | +339,500 | – | – | 3,646,756 |
| Andrew John Robb Director | May 26, 2026 | Award | +1,813 | – | – | 11,320 |
| Phillip Z. Pace Director | May 26, 2026 | Award | +3,318 | – | – | 41,708 |
| Fredrick J. Barrett Director | May 26, 2026 | Award | +1,813 | – | – | 37,523 |
| Patrick James Dymock Elliott Director | May 26, 2026 | Award | +1,813 | – | – | 25,507 |
| Jeffrey Lance Bellman Director | May 26, 2026 | Award | +3,318 | – | – | 20,259 |
| Richard K. Stoneburner Director | May 26, 2026 | Award | +5,407 | – | – | 104,729 |
| David N. Siegel Director | May 26, 2026 | Award | +3,625 | – | – | 355,246 |
| Scott D. Sheffield Director | May 26, 2026 | Award | +3,011 | – | – | 323,986 |
| Ryan Dalton Director | May 26, 2026 | Award | +3,933 | – | – | 59,103 |
| Richard K. Stoneburner Director | Apr 15, 2026 | Award | +8,403 | $35.00 | $294.11K | 99,322 |
| Phillip Z. Pace Director | Apr 15, 2026 | Award | +2,581 | $35.00 | $90.34K | 38,390 |
| Fredrick J. Barrett Director | Apr 14, 2026 | Award | +5,714 | $35.00 | $199.99K | 35,710 |
| Scott D. Sheffield Director | Apr 14, 2026 | Award | +28,545 | $35.00 | $999.08K | 320,975 |
| Faron James Thibodeaux Chief Operating Officer | Apr 14, 2026 | Award | +7,143 | $35.00 | $250.01K | 153,311 |
| David N. Siegel Director | Apr 14, 2026 | Award | +2,500 | $35.00 | $87.50K | 122,500 |
| David N. Siegel Director | Apr 14, 2026 | Award | +5,000 | $35.00 | $175.00K | 351,621 |
| Ryan Dalton Director | Apr 14, 2026 | Award | +4,632 | $35.00 | $162.12K | 55,170 |
| Eric Steven Dyer Chief Financial Officer | Apr 14, 2026 | Award | +1,829 | $35.00 | $64.02K | 68,909 |
| Jeffrey Lance Bellman Director | Apr 14, 2026 | Award | +1,541 | $35.00 | $53.94K | 16,941 |
| Daly Waters Energy, LP 10% owner | Apr 14, 2026 | Award | +50,000 | $35.00 | $1.75M | 3,307,256 |
| Phillip Z. Pace Director | Apr 13, 2026 | Buy | +10,000 | $36.99 | $369.90K | 35,809 |
| Scott D. Sheffield Director | Apr 8, 2026 | Buy | +6,990 | $36.02 | $251.78K | 292,430 |
| David N. Siegel Director | Feb 4, 2026 | Gift | +7,000 | – | – | 120,000 |
| David N. Siegel Director | Jan 20, 2026 | Gift | +100,000 | – | – | 113,000 |
| David N. Siegel Director | Jan 16, 2026 | Award | +6,000 | $21.00 | $126.00K | 13,000 |
| David N. Siegel Director | Jan 16, 2026 | Award | +10,000 | $21.00 | $210.00K | 301,621 |
| Eric Steven Dyer Chief Financial Officer | Jan 16, 2026 | Award | +4,761 | $21.00 | $99.98K | 67,080 |
| Scott D. Sheffield Director | Jan 16, 2026 | Award | +181,274 | $21.00 | $3.81M | 285,440 |
| Faron James Thibodeaux Chief Operating Officer | Jan 16, 2026 | Award | +35,714 | $21.00 | $749.99K | 148,168 |
| Fredrick J. Barrett Director | Jan 16, 2026 | Award | +9,523 | $21.00 | $199.98K | 32,228 |
| Daly Waters Energy, LP 10% owner | Jan 16, 2026 | Award | +133,655 | $21.00 | $2.81M | 3,257,256 |
| Phillip Z. Pace Director | Jan 16, 2026 | Award | +23,809 | $21.00 | $499.99K | 25,809 |
| Richard K. Stoneburner Director | Jan 16, 2026 | Award | +11,904 | $21.00 | $249.98K | 14,724 |
| Richard K. Stoneburner Director | Jan 16, 2026 | Award | +11,904 | $21.00 | $249.98K | 65,648 |
| Jeffrey Lance Bellman Director | Jan 16, 2026 | Award | +4,761 | $21.00 | $99.98K | 15,400 |
| Ryan Dalton Director | Jan 16, 2026 | Award | +23,809 | $21.00 | $499.99K | 50,538 |
| Todd Christopher Abbott Chief Executive Officer | Jan 15, 2026 | Award | +32,660 | – | – | 32,660 |
| Todd Christopher Abbott Chief Executive Officer | Jan 15, 2026 | Award | +123,574 | – | – | 156,234 |
| Richard K. Stoneburner Director | Dec 5, 2025 | Award | +25,271 | – | – | 90,919 |
| Phillip Z. Pace Director | Nov 21, 2025 | Buy | +2,000 | $23.50 | $47.00K | 2,000 |
| David N. Siegel Director | Jul 22, 2025 | Award | +10,000 | $17.74 | $177.40K | 291,621 |
| Faron James Thibodeaux Chief Operating Officer | Jul 22, 2025 | Award | +8,456 | $17.74 | $150.01K | 112,454 |
| Joel Lynn Riddle Chief Executive Officer, Director | Jul 22, 2025 | Award | +5,637 | $17.74 | $100.00K | 107,281 |
| Ryan Dalton Director | Jul 22, 2025 | Award | +5,000 | $17.74 | $88.70K | 26,729 |
| Richard K. Stoneburner Director | Jul 22, 2025 | Award | +2,820 | $17.74 | $50.03K | 2,820 |
| Richard K. Stoneburner Director | Jul 22, 2025 | Award | +2,820 | $17.74 | $50.03K | 53,744 |
| Eric Steven Dyer Chief Financial Officer | Jul 22, 2025 | Award | +5,637 | $17.74 | $100.00K | 62,319 |
| Investments LLC Formentera 10% owner | Jul 22, 2025 | Buy | +563,697 | $17.74 | $10.00M | 3,123,601 |
| Fredrick J. Barrett Director | Jul 22, 2025 | Award | +8,456 | $17.74 | $150.01K | 29,996 |
| Jeffrey Lance Bellman Director | Jul 22, 2025 | Award | +5,637 | $17.74 | $100.00K | 10,639 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.