BG
TBN

Baupost Group’s Tamboran Resources TBN Stock Holding History

Baupost Group’s Portfolio TBN Stock Details TBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-257,226
Closed -$7M – 28
2025
Q4 		$7M Sell
257,226
-313,607
-55% -$7.97M 0.13% 22
2025
Q3 		$15.6M Hold
570,833
– – 0.33% 21
2025
Q2 		$12.2M Hold
570,833
– – 0.29% 22
2025
Q1 		$13.7M Hold
570,833
– – 0.39% 22
2024
Q4 		$12M Hold
570,833
– – 0.35% 21
2024
Q3 		$11.6M Buy
+570,833
New +$12.4M 0.33% 19

Other funds holding TBN

HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Baupost Group's TBN Position: Q1 2026 in Review

Baupost Group sold out of Tamboran Resources (TBN) in Q1 2026, closing a stake of 257,226 shares — an estimated $7M sold.

Baupost Group first reported a position in TBN in Q3 2024 and held it in 6 quarters. The position peaked at $15.6M in Q3 2025. 58 funds tracked by Wall St. Rank hold TBN as of Q1 2026.

  • Baupost Group reported no remaining Tamboran Resources position as of Q1 2026 after selling out during the quarter.
  • Baupost Group sold 257,226 Tamboran Resources shares in Q1 2026, an estimated $7M.
  • Baupost Group first reported a position in Tamboran Resources in Q3 2024 and held it in 6 quarters.
  • Baupost Group's Tamboran Resources position peaked at $15.6M in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Tamboran Resources as of Q1 2026.

Based on Baupost Group's 13F filing for Q1 2026, filed 14 May 2026.