13D Filings
BATTALION OIL CORP
BATL
Amendment
Ownership

44.60%

Total Shares

14,551,743

Issuer CIK

1282648

Event Date

Mar 29, 2026

Accepted

Apr 1, 2026, 09:43 PM

Reporting Persons (3)
Joint Filing

This is a joint filing. The reported shares may overlap between reporting persons and should not be summed.

NameType% of ClassAggregateSole VotingShared Voting
LUMINUS MANAGEMENT, LLC
Investment Adviser
44.60%14,511,743014,511,743
LUMINUS ENERGY PARTNERS MASTER FUND, LTD.
Other
44.60%14,551,743014,551,743
JONATHAN BARRETT
Other
44.60%14,511,743014,511,743
Disclosure Items (4)

Security Title

Common Stock

Issuer Name

BATTALION OIL CORP

Issuer Address

820 GESSNER ROAD, Houston, TX, 77024

On March 30, 2026, the Issuer issued 1,800,000 shares of its common stock to Master Fund upon the conversion of 7,803 shares of the Company's Series A-2 Preferred Stock. The conversion was calculated in accordance with the terms of the Series A-2 Preferred Stock, including adjustments provided in respect of any Unpaid Dividend Accrual (as defined in the Company's Certificate of Incorporation, as amended), and using a conversion price of $6.21 per share. Additionally, on March 30, 2026, Master Fund sold 681,105 shares of common stock for a weighted average sale price of $5.57. On March 31, 2026, Master Fund sold 1,209,377 shares of common stock for a weighted average sales price of $4.03.

Percentage of Class

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) 18,256,563 outstanding shares of Common Stock as of March 18, 2026, based on the number of shares outstanding as reported by the Issuer in its Annual Report on Form 10-K filed with the SEC on March 23, 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, (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 and (f) 1,800,000 shares of Common Stock issued to Master Fund in exchange for the conversion of 7,803 shares of Series A-2 Preferred Stock.

Number of Shares

The information set forth in rows 7 through 10 of the cover pages to this Schedule 13D is incorporated by reference.

Transactions

Except as set forth herein, no transactions in the Common Stock were effected during the past sixty days by any Reporting Person.

Shareholders

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

Date of 5% Ownership

Not applicable.

As previously disclosed, Master Fund has previously entered into certain cash-settled total return swap agreements with several unaffiliated third party financial institutions as the respective counterparties, which provided economic exposure to an aggregate of 144,621 notional shares of Common Stock, (the "Swap Agreements"). On March 30, 2026, Master Fund sold the Swap Agreements to third parties thus relinquishing all rights it had pursuant to such agreements. The Swap Agreements provided the Master Fund with economic results that were comparable to the economic results of ownership but did not provide it with the power to vote or direct the voting or dispose of or direct the disposition of the shares of Common Stock that were the subject of the Swap Agreements.

BATTALION OIL CORP — Schedule 13D | 13D Filings