Luther King Capital Management (LKCM)
BATL icon

Luther King Capital Management (LKCM)’s Battalion Oil BATL Stock Holding History

Luther King Capital Management (LKCM)’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
2023
Q4 		– Sell
-20,000
Closed -$124K – 583
2023
Q3 		$124K Hold
20,000
– – ﹤0.01% 572
2023
Q2 		$114K Hold
20,000
– – ﹤0.01% 583
2023
Q1 		$131K Hold
20,000
– – ﹤0.01% 567
2022
Q4 		$194K Buy
+20,000
New +$238K ﹤0.01% 561

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LIA
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPC
Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

Luther King Capital Management (LKCM)'s BATL Position: Q4 2023 in Review

Luther King Capital Management (LKCM) sold out of Battalion Oil (BATL) in Q4 2023, closing a stake of 20,000 shares — an estimated $124K sold.

Luther King Capital Management (LKCM) first reported a position in BATL in Q4 2022 and held it in 4 quarters. The position peaked at $194K in Q4 2022. 40 funds tracked by Wall St. Rank hold BATL as of Q4 2023.

  • Luther King Capital Management (LKCM) reported no remaining Battalion Oil position as of Q4 2023 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 20,000 Battalion Oil shares in Q4 2023, an estimated $124K.
  • Luther King Capital Management (LKCM) first reported a position in Battalion Oil in Q4 2022 and held it in 4 quarters.
  • Luther King Capital Management (LKCM)'s Battalion Oil position peaked at $194K in Q4 2022.
  • 40 funds tracked by Wall St. Rank held Battalion Oil as of Q4 2023.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2023, filed 9 Feb 2024.