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BATLLUMINUS MANAGEMENT LLC (Filed by) CIK : 0001279151 (see all company filings)NYSE

Luminus reports 39.3% reported stake in Battalion Oil (BATL)

SCInsider / OwnershipvolatileImpact90

BATL Price

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N/A$0.00 (+0.00%)
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A near-40% disclosed stake with voting agreements can influence control, governance, and trading in BATL

Luminus Management and its Master Fund report beneficial ownership of 13,574,690 Battalion Oil shares, representing 39.3% on a stated basis. The total includes directly owned common stock plus common shares issuable on conversion of Series A, A-1, A-2, A-3 and A-4 preferred. The Master Fund also holds 1,145,542 'Segregated Shares' for non-returning certificate holders and retains voting and disposition power over them

Score90

Score Rationale

volatile

Large disclosed stake (39.3%) with voting rights and convertible preferred exposure.

Bullish

  • Large institutional stake signals investor commitment
  • Convertible preferred provides future common exposure
  • Manager retains voting power over additional shares

Bearish

  • High ownership concentration raises governance risk
  • Unclear group status and voting agreements create uncertainty
  • Remaining segregated shares could be sold into market
  • Schedule 13D/A reports 13,574,690 shares, representing 39.3% (basis: 22,018,849 outstanding shares as of May 8, 2026)
  • Includes common + issuable on conversion: 1,069,455 direct plus 2,361,487; 3,962,723; 2,160,226; 1,968,326; 2,052,473 convertible-share equivalents
  • Master Fund holds 1,145,542 'Segregated Shares' for non-returners and retains voting/disposition power
  1. Amendments to Schedule 13D or Form 4s for share sales or transfers
  2. Company disclosures or proxy filings regarding voting agreements
  3. Master Fund action on remaining Segregated Shares (sale or distribution)
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BATL Market Context

Sectorenergy
IndustryExploration & Production
Themepower_energy_resources
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Original Filing Text

SEC filing text preserved from the raw item store.

### DOCUMENT - Complete submission text file
0001104659-26-065866.txt : 20260522
0001104659-26-065866.hdr.sgml : 20260522
20260522215139
ACCESSION NUMBER: 0001104659-26-065866
CONFORMED SUBMISSION TYPE: SCHEDULE 13D/A
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20260522
DATE AS OF CHANGE: 20260522

SUBJECT COMPANY:

COMPANY DATA:
COMPANY CONFORMED NAME: BATTALION OIL CORP
CENTRAL INDEX KEY: 0001282648
STANDARD INDUSTRIAL CLASSIFICATION: CRUDE PETROLEUM & NATURAL GAS [1311]
ORGANIZATION NAME: 01 Energy & Transportation
EIN: 200700684
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231

FILING VALUES:
FORM TYPE: SCHEDULE 13D/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 005-79873
FILM NUMBER: 261015693

BUSINESS ADDRESS:
STREET 1: 820 GESSNER ROAD
STREET 2: SUITE 1100
CITY: HOUSTON
STATE: TX
ZIP: 77024
BUSINESS PHONE: 832-538-0300

MAIL ADDRESS:
STREET 1: 820 GESSNER ROAD
STREET 2: SUITE 1100
CITY: HOUSTON
STATE: TX
ZIP: 77024

FORMER COMPANY:
FORMER CONFORMED NAME: HALCON RESOURCES CORP
DATE OF NAME CHANGE: 20120209

FORMER COMPANY:
FORMER CONFORMED NAME: RAM ENERGY RESOURCES INC
DATE OF NAME CHANGE: 20060518

FORMER COMPANY:
FORMER CONFORMED NAME: TREMISIS ENERGY ACQUISITION CORP
DATE OF NAME CHANGE: 20040304

FILED BY:

COMPANY DATA:
COMPANY CONFORMED NAME: LUMINUS MANAGEMENT LLC
CENTRAL INDEX KEY: 0001279151
ORGANIZATION NAME:
EIN: 000000000
STATE OF INCORPORATION: DE

FILING VALUES:
FORM TYPE: SCHEDULE 13D/A

BUSINESS ADDRESS:
STREET 1: 1811 BERING DRIVE
STREET 2: SUITE 400
CITY: HOUSTON
STATE: TX
ZIP: 77057
BUSINESS PHONE: 212-424-2868

MAIL ADDRESS:
STREET 1: 1811 BERING DRIVE
STREET 2: SUITE 400
CITY: HOUSTON
STATE: TX
ZIP: 77057

SCHEDULE 13D/A
1
primary_doc.xml

X0202

SCHEDULE 13D/A
0001193125-19-222558

0001279151
XXXXXXXX

LIVE

11
Common Stock
05/21/2026
false

0001282648

07134L107

BATTALION OIL CORP

820 GESSNER ROAD
SUITE 1100
Houston
TX
77024

Jonathan Barrett
212-424-2868

Carlos Treistman
1811 Bering Drive, Suite 400
Houston
TX
77057

0001279151
N
LUMINUS MANAGEMENT, LLC
OO
N
DE
0.00
13574690.00
0.00
13574690.00
13574690.00
N
39.3
IA
1. The number of shares reported above includes (i) 1,069,455 shares of Common Stock owned directly by Master Fund, (ii) 2,361,487 shares of Common Stock issuable upon conversion or redemption of 13,336 shares of Series A Preferred Stock issued to Master Fund pursuant to the Series A Purchase Agreement (as discussed in Item 3), (iii) 3,962,723 shares of Common Stock issuable upon conversion or redemption of 20,269 shares of Series A-1 Preferred Stock issued to Master Fund pursuant to the Series A-1 Purchase Agreement (as discussed in Item 3), (iv) 2,160,226 shares of Common Stock issuable upon conversion or redemption of 9,408 shares of Series A-2 Preferred Stock issued to Master Fund pursuant to the Series A-2 Purchase Agreement (as discussed in Item 3), (v) 1,968,326 shares of Common Stock issuable upon conversion or redemption of 9,835 shares of Series A-3 Preferred Stock issued to Master Fund pursuant to the Series A-3 Purchase Agreement (as discussed in Item 3) and (vi) 2,052,473 shares of Common Stock issuable upon conversion or redemption of 9,835 shares of Series A-4 Preferred Stock issued to Master Fund pursuant to the Series A-4 Purchase Agreement (as discussed in Item 3). Neither the filing of this statement on Schedule 13D nor any of its contents shall be deemed to constitute an admission by any Reporting Person hereto that it is the beneficial owner of any Common Stock for purposes of Section 13(d) of the Act or for any other purpose, and such beneficial ownership is hereby expressly disclaimed. The Reporting Persons are party to certain agreements with the Voting Agreement Members, which agreements contain, among other things, certain voting agreements and limitations on the sale of their shares of Common Stock. As a result, the Reporting Persons may be deemed to be members of a "group," within the meaning of Section 13d-5 of the Act, comprised of the Reporting Persons and the Voting Agreement Members. Shares listed as beneficially owned by each Reporting Person exclude shares held by any of the Voting Agreement Members. The Reporting Persons hereby expressly disclaim beneficial ownership of any Common Stock beneficially owned by any of the Voting Agreement Members or any other person, and do not affirm membership in a "group" (within the meaning of Rule 13d-5 of the Act) with any of the Voting Agreement Members or any other person, and this Schedule 13D shall not be construed as acknowledging that the Reporting Persons, for any or all purposes, beneficially owns any Common Stock beneficially owned by any of the Voting Agreement Members or any other person or is a member of a group with any of the Voting Agreement Members or any other person.

2. Percentage based on (i) 22,018,849 outstanding shares of Common Stock as of May 8, 2026, based on the number of shares outstanding as reported by the Issuer in its Quarterly Report on Form 10-Q filed with the SEC on May 13, 2026, plus (ii) (a) 2,361,487 shares of Common Stock issuable upon conversion or redemption of 13,336 shares of Series A Preferred Stock issued to Master Fund, (b) 3,962,723 shares of Common Stock issuable upon conversion or redemption of 20,269 shares of Series A-1 Preferred Stock owned directly by Master Fund, (c) 2,160,226 shares of Common Stock issuable upon conversion or redemption of 9,408 shares of Series A-2 Preferred Stock issued to Master Fund, (d) 1,968,326 shares of Common Stock issuable upon conversion or redemption of 9,835 shares of Series A-3 Preferred Stock owned directly by Master Fund, and (e) 2,052,473 shares of Common Stock issuable upon conversion or redemption of the shares of Series A-4 Preferred Stock owned directly by Master Fund.

0001405850
N
LUMINUS ENERGY PARTNERS MASTER FUND, LTD.
OO
N
D0
0.00
13574690.00
0.00
13574690.00
13574690.00
N
39.3
OO
1. The number of shares reported above includes (i) 1,069,455 shares of Common Stock owned directly by Master Fund, (ii) 2,361,487 shares of Common Stock issuable upon conversion or redemption of 13,336 shares of Series A Preferred Stock issued to Master Fund pursuant to the Series A Purchase Agreement (as discussed in Item 3), (iii) 3,962,723 shares of Common Stock issuable upon conversion or redemption of 20,269 shares of Series A-1 Preferred Stock issued to Master Fund pursuant to the Series A-1 Purchase Agreement (as discussed in Item 3), (iv) 2,160,226 shares of Common Stock issuable upon conversion or redemption of 9,408 shares of Series A-2 Preferred Stock issued to Master Fund pursuant to the Series A-2 Purchase Agreement (as discussed in Item 3), (v) 1,968,326 shares of Common Stock issuable upon conversion or redemption of 9,835 shares of Series A-3 Preferred Stock issued to Master Fund pursuant to the Series A-3 Purchase Agreement (as discussed in Item 3) and (vi) 2,052,473 shares of Common Stock issuable upon conversion or redemption of 9,835 shares of Series A-4 Preferred Stock issued to Master Fund pursuant to the Series A-4 Purchase Agreement (as discussed in Item 3). Neither the filing of this statement on Schedule 13D nor any of its contents shall be deemed to constitute an admission by any Reporting Person hereto that it is the beneficial owner of any Common Stock for purposes of Section 13(d) of the Act or for any other purpose, and such beneficial ownership is hereby expressly disclaimed. The Reporting Persons are party to certain agreements with the Voting Agreement Members, which agreements contain, among other things, certain voting agreements and limitations on the sale of their shares of Common Stock. As a result, the Reporting Persons may be deemed to be members of a "group," within the meaning of Section 13d-5 of the Act, comprised of the Reporting Persons and the Voting Agreement Members. Shares listed as beneficially owned by each Reporting Person exclude shares held by any of the Voting Agreement Members. The Reporting Persons hereby expressly disclaim beneficial ownership of any Common Stock beneficially owned by any of the Voting Agreement Members or any other person, and do not affirm membership in a "group" (within the meaning of Rule 13d-5 of the Act) with any of the Voting Agreement Members or any other person, and this Schedule 13D shall not be construed as acknowledging that the Reporting Persons, for any or all purposes, beneficially owns any Common Stock beneficially owned by any of the Voting Agreement Members or any other person or is a member of a group with any of the Voting Agreement Members or any other person.

2. Percentage based on (i) 22,018,849 outstanding shares of Common Stock as of May 8, 2026, based on the number of shares outstanding as reported by the Issuer in its Quarterly Report on Form 10-Q filed with the SEC on May 13, 2026, plus (ii) (a) 2,361,487 shares of Common Stock issuable upon conversion or redemption of 13,336 shares of Series A Preferred Stock issued to Master Fund, (b) 3,962,723 shares of Common Stock issuable upon conversion or redemption of 20,269 shares of Series A-1 Preferred Stock owned directly by Master Fund, (c) 2,160,226 shares of Common Stock issuable upon conversion or redemption of 9,408 shares of Series A-2 Preferred Stock issued to Master Fund, (d) 1,968,326 shares of Common Stock issuable upon conversion or redemption of 9,835 shares of Series A-3 Preferred Stock owned directly by Master Fund, and (e) 2,052,473 shares of Common Stock issuable upon conversion or redemption of the shares of Series A-4 Preferred Stock owned directly by Master Fund.

Y
JONATHAN BARRETT
OO
N
X1
0.00
13574690.00
0.00
13574690.00
13574690.00
N
39.3
OO
1. The number of shares reported above includes (i) 1,069,455 shares of Common Stock owned directly by Master Fund, (ii) 2,361,487 shares of Common Stock issuable upon conversion or redemption of 13,336 shares of Series A Preferred Stock issued to Master Fund pursuant to the Series A Purchase Agreement (as discussed in Item 3), (iii) 3,962,723 shares of Common Stock issuable upon conversion or redemption of 20,269 shares of Series A-1 Preferred Stock issued to Master Fund pursuant to the Series A-1 Purchase Agreement (as discussed in Item 3), (iv) 2,160,226 shares of Common Stock issuable upon conversion or redemption of 9,408 shares of Series A-2 Preferred Stock issued to Master Fund pursuant to the Series A-2 Purchase Agreement (as discussed in Item 3), (v) 1,968,326 shares of Common Stock issuable upon conversion or redemption of 9,835 shares of Series A-3 Preferred Stock issued to Master Fund pursuant to the Series A-3 Purchase Agreement (as discussed in Item 3) and (vi) 2,052,473 shares of Common Stock issuable upon conversion or redemption of 9,835 shares of Series A-4 Preferred Stock issued to Master Fund pursuant to the Series A-4 Purchase Agreement (as discussed in Item 3). Neither the filing of this statement on Schedule 13D nor any of its contents shall be deemed to constitute an admission by any Reporting Person hereto that it is the beneficial owner of any Common Stock for purposes of Section 13(d) of the Act or for any other purpose, and such beneficial ownership is hereby expressly disclaimed. The Reporting Persons are party to certain agreements with the Voting Agreement Members, which agreements contain, among other things, certain voting agreements and limitations on the sale of their shares of Common Stock. As a result, the Reporting Persons may be deemed to be members of a "group," within the meaning of Section 13d-5 of the Act, comprised of the Reporting Persons and the Voting Agreement Members. Shares listed as beneficially owned by each Reporting Person exclude shares held by any of the Voting Agreement Members. The Reporting Persons hereby expressly disclaim beneficial ownership of any Common Stock beneficially owned by any of the Voting Agreement Members or any other person, and do not affirm membership in a "group" (within the meaning of Rule 13d-5 of the Act) with any of the Voting Agreement Members or any other person, and this Schedule 13D shall not be construed as acknowledging that the Reporting Persons, for any or all purposes, beneficially owns any Common Stock beneficially owned by any of the Voting Agreement Members or any other person or is a member of a group with any of the Voting Agreement Members or any other person.

2. Percentage based on (i) 22,018,849 outstanding shares of Common Stock as of May 8, 2026, based on the number of shares outstanding as reported by the Issuer in its Quarterly Report on Form 10-Q filed with the SEC on May 13, 2026, plus (ii) (a) 2,361,487 shares of Common Stock issuable upon conversion or redemption of 13,336 shares of Series A Preferred Stock issued to Master Fund, (b) 3,962,723 shares of Common Stock issuable upon conversion or redemption of 20,269 shares of Series A-1 Preferred Stock owned directly by Master Fund, (c) 2,160,226 shares of Common Stock issuable upon conversion or redemption of 9,408 shares of Series A-2 Preferred Stock issued to Master Fund, (d) 1,968,326 shares of Common Stock issuable upon conversion or redemption of 9,835 shares of Series A-3 Preferred Stock owned directly by Master Fund, and (e) 2,052,473 shares of Common Stock issuable upon conversion or redemption of the shares of Series A-4 Preferred Stock owned directly by Master Fund.

Common Stock
BATTALION OIL CORP

820 GESSNER ROAD
SUITE 1100
Houston
TX
77024

As previously disclosed, March 24, 2026, the Master Fund effected a distribution in kind of 5,200,000 shares (the "Shares") of common stock of the Issuer in the aggregate to: (i) its two feeder funds, Luminus Energy Partners QP, LP, a Delaware limited partnership ("LEP Onshore"), which received 2,117,138 Shares, and LEP Offshore (through LILP, an intermediary entity which received 2,641,190 Shares); and (ii) two affiliates that have economic interests in the Master Fund, namely LCP Onshore, which received 391,694 Shares, and LCP Offshore, which received 91,930 Shares. Each of the Funds had issued illiquid certificates to their respective investors on April 1, 2020.

In connection with the distribution in kind, the Manager planned to distribute 5,200,000 shares of common stock. As Certificate Holders entitled to receive 1,145,542 shares of common stock (the "Segregated Shares") in the aggregate did not either (i) respond or provide the requisite information to the Fund's administrator and the Manager to receive the Segregated Shares, (ii) were unable to accept delivery of the Segregated Shares or (iii) chose not to participate in the distribution (such Certificate Holders being referred to as the "Non Returners"), the Master Fund continues to hold the Segregated Shares and retains both voting and disposition power over the Segregated Shares. The Master Fund, however, has no economic interest in the Segregated Shares as the Master Fund is holding the Segregated Shares for the benefit of the Non Returners. From April 9, 2026 to May 21, 2026, the Master Fund distributed 557,494 shares of common stock to certain Non Returners who provided their information. The Master Fund can, in its discretion, sell the remaining Segregated Shares on behalf of the Non Returners and/or make one or more distribution in kind of the remaining Segregated Shares to the Non Returners who provide their requisite information.

The information set forth in rows 11 and 13 of the cover pages to this Schedule 13D is incorporated by reference. The percentage set forth in row 13 is based on (i) 22,018,849 outstanding shares of Common Stock as of May 8, 2026, based on the number of shares outstanding as reported by the Issuer in its Quarterly Report on Form 10-Q filed with the SEC on May 13, 2026, plus (ii) (a) 2,361,487 shares of Common Stock issuable upon conversion or redemption of 13,336 shares of Series A Preferred Stock issued to Master Fund, (b) 3,962,723 shares of Common Stock issuable upon conversion or redemption of 20,269 shares of Series A-1 Preferred Stock owned directly by Master Fund, (c) 2,160,226 shares of Common Stock issuable upon conversion or redemption of 9,408 shares of Series A-2 Preferred Stock issued to Master Fund, (d) 1,968,326 shares of Common Stock issuable upon conversion or redemption of 9,835 shares of Series A-3 Preferred Stock owned directly by Master Fund, and (e) 2,052,473 shares of Common Stock issuable upon conversion or redemption of the shares of Series A-4 Preferred Stock owned directly by Master Fund.

Due to the nature of the Voting Agreement, the Reporting Persons may be deemed to be members of a "group," within the meaning of Section 13d-5 of the Act, comprised of the Reporting Persons and the Voting Agreement Members. Shares listed as beneficially owned by each Reporting Person exclude shares held by any of the Voting Agreement Members. The Reporting Persons hereby expressly disclaim beneficial ownership of any Common Stock beneficially owned by any of the Voting Agreement Members or any other person, and do not affirm membership in a "group" (within the meaning of Rule 13d-5 of the Act) with any of the Voting Agreement Members or any other person, and this Schedule 13D shall not be construed as acknowledging that the Reporting Persons, for any or all purposes, beneficially owns any Common Stock beneficially owned by any of the Voting Agreement Members or any other person or is a member of a group with any of the Voting Agreement Members or any other person.
The information set forth in rows 7 through 10 of the cover pages to this Schedule 13D is incorporated by reference.
Except as set forth herein, no transactions in the Common Stock were effected during the past sixty days by any Reporting Person.
No person (other than the Reporting Persons) is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the shares of Common Stock subject to this Schedule 13D
Not applicable.

LUMINUS MANAGEMENT, LLC

/s/ Jonathan Barrett
Jonathan Barrett/President
05/22/2026

LUMINUS ENERGY PARTNERS MASTER FUND, LTD.

/s/ Jonathan Barrett
Jonathan Barrett/President
05/22/2026

JONATHAN BARRETT

/s/ Jonathan Barrett
Jonathan Barrett/President
05/22/2026