Howard Marks’s Battalion Oil BATL Stock Holding History

Howard Marks’s Portfolio BATL Stock Details BATL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.94M	Hold	3,009,912	–	–	0.05%	113
2026 Q1	$11.7M	Hold	3,009,912	–	–	0.18%	77
2025 Q4	$3.4M	Sell	3,009,912 -3,911	-0.1%	-$4.48K	0.05%	135
2025 Q3	$3.65M	Buy	3,013,823 +3,911	+0.1%	+$4.79K	0.06%	136
2025 Q2	$3.88M	Hold	3,009,912	–	–	0.07%	129
2025 Q1	$3.91M	Hold	3,009,912	–	–	0.08%	117
2024 Q4	$5.18M	Hold	3,009,912	–	–	0.09%	101
2024 Q3	$20.1M	Hold	3,009,912	–	–	0.32%	47
2024 Q2	$10.1M	Hold	3,009,912	–	–	0.16%	58
2024 Q1	$17M	Hold	3,009,912	–	–	0.27%	42
2023 Q4	$28.9M	Hold	3,009,912	–	–	0.42%	35
2023 Q3	$18.6M	Hold	3,009,912	–	–	0.27%	47
2023 Q2	$17.2M	Hold	3,009,912	–	–	0.23%	59
2023 Q1	$19.8M	Hold	3,009,912	–	–	0.22%	52
2022 Q4	$29.2M	Hold	3,009,912	–	–	0.31%	39
2022 Q3	$35.8M	Hold	3,009,912	–	–	0.39%	35
2022 Q2	$25.7M	Hold	3,009,912	–	–	0.3%	46
2022 Q1	$55.9M	Hold	3,009,912	–	–	0.58%	31
2021 Q4	$29.5M	Hold	3,009,912	–	–	0.32%	48
2021 Q3	$29.3M	Hold	3,009,912	–	–	0.41%	43
2021 Q2	$40.3M	Hold	3,009,912	–	–	0.54%	36
2021 Q1	$32.7M	Hold	3,009,912	–	–	0.46%	35
2020 Q4	$25M	Hold	3,009,912	–	–	0.43%	35
2020 Q3	$23.8M	Hold	3,009,912	–	–	0.52%	34
2020 Q2	$28.6M	Hold	3,009,912	–	–	0.63%	29
2020 Q1	$14.1M	Buy	+3,009,912	New	+$17.9M	0.4%	44

Other funds holding BATL

Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

URS

Utah Retirement Systems Salt Lake City, Utah $10.5B AUM 42.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Howard Marks's BATL Position: Q2 2026 in Review

Howard Marks held its Battalion Oil (BATL) position steady in Q2 2026 at 3,009,912 shares worth $3.94M. The position accounts for 0.05% of the portfolio, ranked #113.

Howard Marks first reported a position in BATL in Q1 2020 and has held it in 26 quarters since. The position peaked at $55.9M in Q1 2022. 41 funds tracked by Wall St. Rank hold BATL as of Q2 2026.

Howard Marks held 3,009,912 shares of Battalion Oil worth $3.94M as of Q2 2026.
Howard Marks left its Battalion Oil share count unchanged in Q2 2026.
Battalion Oil made up 0.05% of Howard Marks's portfolio in Q2 2026, its #113 holding.
Howard Marks first reported a position in Battalion Oil in Q1 2020 and has held it in 26 quarters since.
Howard Marks's Battalion Oil position peaked at $55.9M in Q1 2022.
41 funds tracked by Wall St. Rank held Battalion Oil as of Q2 2026.

Based on Oaktree Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.