Loomis, Sayles & Company
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Loomis, Sayles & Company’s Battalion Oil BATL Stock Holding History

Loomis, Sayles & Company’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
Q1 		– Sell
-132,818
Closed -$150K – 723
2025
Q4 		$150K Sell
132,818
-3,413
-3% -$3.91K ﹤0.01% 555
2025
Q3 		$165K Sell
136,231
-97,703
-42% -$120K ﹤0.01% 529
2025
Q2 		$302K Sell
233,934
-551
-0.2% -$786 ﹤0.01% 512
2025
Q1 		$305K Sell
234,485
-11,063
-5% -$17.7K ﹤0.01% 508
2024
Q4 		$423K Sell
245,548
-5,320
-2% -$25.9K ﹤0.01% 499
2024
Q3 		$1.67M Sell
250,868
-6,275
-2% -$23.6K ﹤0.01% 438
2024
Q2 		$859K Sell
257,143
-3,318
-1% -$17.7K ﹤0.01% 464
2024
Q1 		$1.47M Sell
260,461
-4,019
-2% -$28K ﹤0.01% 452
2023
Q4 		$2.54M Sell
264,480
-14,200
-5% -$89.5K ﹤0.01% 433
2023
Q3 		$1.72M Sell
278,680
-18,143
-6% -$123K ﹤0.01% 445
2023
Q2 		$1.7M Sell
296,823
-7,731
-3% -$51.1K ﹤0.01% 441
2023
Q1 		$2M Sell
304,554
-4,891
-2% -$45.5K ﹤0.01% 443
2022
Q4 		$3M Sell
309,445
-5,165
-2% -$61.3K 0.01% 403
2022
Q3 		$3.74M Sell
314,610
-1,406
-0.4% -$15.8K 0.01% 379
2022
Q2 		$2.7M Sell
316,016
-6,446
-2% -$104K 0.01% 417
2022
Q1 		$5.99M Sell
322,462
-26,339
-8% -$421K 0.01% 411
2021
Q4 		$3.42M Sell
348,801
-1,437
-0.4% -$15.3K ﹤0.01% 430
2021
Q3 		$3.41M Sell
350,238
-5,856
-2% -$65.7K ﹤0.01% 428
2021
Q2 		$4.77M Sell
356,094
-5,293
-1% -$66.3K 0.01% 421
2021
Q1 		$3.93M Hold
361,387
– – 0.01% 426
2020
Q4 		$3M Sell
361,387
-3,219
-0.9% -$24.2K ﹤0.01% 434
2020
Q3 		$2.88M Sell
364,606
-2,456
-0.7% -$21.1K ﹤0.01% 407
2020
Q2 		$3.49M Sell
367,062
-2,947
-0.8% -$18.8K 0.01% 408
2020
Q1 		$1.73M Buy
+370,009
New +$2.2M ﹤0.01% 430

Other funds holding BATL

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
URS
Utah Retirement Systems Salt Lake City, Utah $10.5B AUM 42.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
EGM
Engineers Gate Manager New York $7.71B AUM 24.88% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Loomis, Sayles & Company's BATL Position: Q1 2026 in Review

Loomis, Sayles & Company sold out of Battalion Oil (BATL) in Q1 2026, closing a stake of 132,818 shares — an estimated $150K sold.

Loomis, Sayles & Company first reported a position in BATL in Q1 2020 and held it in 24 quarters. The position peaked at $5.99M in Q1 2022. 40 funds tracked by Wall St. Rank hold BATL as of Q1 2026.

  • Loomis, Sayles & Company reported no remaining Battalion Oil position as of Q1 2026 after selling out during the quarter.
  • Loomis, Sayles & Company sold 132,818 Battalion Oil shares in Q1 2026, an estimated $150K.
  • Loomis, Sayles & Company first reported a position in Battalion Oil in Q1 2020 and held it in 24 quarters.
  • Loomis, Sayles & Company's Battalion Oil position peaked at $5.99M in Q1 2022.
  • 40 funds tracked by Wall St. Rank held Battalion Oil as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.