13F reference period
n/a
Security Snapshot
Battalion Oil Corporation - Common Stock, par value $0.0001 per share (ATEC) Institutional Ownership
CUSIP: 02081G102
13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026
Institutions Reporting
Shares (Excl. Options)
Price
$9.90
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Common Stock, par value $0.0001 per share
- Symbol
- ATEC on Nasdaq
- Shares outstanding
- 24,711,867
- SEC-reported price per share
- $9.90
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- ATEC - Battalion Oil Corporation - Common Stock, par value $0.0001 per share is tracked under CUSIP 02081G102.
- 13F reference-period holder data is not available.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder data for the Q2 2026 reference period is not available.
- Available periods remain in the history table; they do not substitute for the headline period.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Schedule 13D/G
Open SEC evidence
Ownership context comes from Schedule 13D/G and available holder history for this CUSIP.
Security key
02081G102
13F reference period
n/a
13F holders
13D/G owners
2
CIK / CUSIP context first
ATEC full holder history
BATTALION OIL CORP SEC filings
BATTALION OIL CORP company facts
BATTALION OIL CORP insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 02081G102:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
ATEC
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| L-5 Healthcare Partners, LLC | 5% | -6.8% | 7,201,158 | -6.5% | L-5 Healthcare Partners, LLC | 23 Apr 2025 | ||
| Gen IV Investment Opportunities, LLC | 14% | 3,494,258 | GEN IV INVESTMENT OPPORTUNITIES, LLC | 07 Aug 2026 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
13
Headline period
n/a
Rows shown
1-13 of 13
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 600 | $5,940 | +$5,940 | $9.90 | 1 |
| 2016 Q4 | 60,033 | $193,000 | -$1,045,659 | $3.21 | 1 |
| 2016 Q3 | 385,287 | $3,622,000 | -$45,722,047 | $9.40 | 1 |
| 2016 Q2 | 21,415,075 | $7,499,000 | -$177,004 | $0.35 | 31 |
| 2016 Q1 | 22,308,953 | $5,354,000 | -$683,173 | $0.24 | 33 |
| 2015 Q4 | 24,935,754 | $7,479,000 | -$1,989,199 | $0.30 | 45 |
| 2015 Q3 | 24,905,671 | $8,214,000 | -$3,155,089 | $0.33 | 44 |
| 2015 Q2 | 29,866,663 | $41,212,000 | +$385,613 | $1.38 | 48 |
| 2015 Q1 | 29,569,826 | $42,849,000 | +$2,103,361 | $1.45 | 48 |
| 2014 Q4 | 28,148,144 | $39,671,000 | +$4,348,433 | $1.41 | 54 |
| 2014 Q3 | 25,031,807 | $42,388,000 | -$1,879,441 | $1.70 | 57 |
| 2014 Q2 | 24,936,882 | $40,622,535 | -$4,532,784 | $1.63 | 70 |
| 2014 Q1 | 27,833,945 | $41,702,193 | -$10,412,649 | $1.50 | 74 |