Tamboran Resources Corp: which funds bought and sold

Institutions that bought and sold Tamboran Resources shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 80 institutions that filed 13F reports for both quarters added to or opened positions in Tamboran Resources, and 16 cut or closed them. Together they added a net 4.4M shares, +50.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.8M shares (+82.2%); index fund managers were net buyers of 115K shares (+10757.8%). 46 opened a new position and 10 sold out entirely.

Bought, Q2 2026 80 institutions, 46 of them new holders Sold, Q2 2026 16 institutions, 10 of them sold out

Net change, all compared +4.4M shares (+50.6%)

Net change, active managers +1.8M shares (+82.2%), 20 bought, 5 sold

Buyers versus sellers

institutions compared, 103

80 bought 7 16 sold

Active managers and hedge funds 20 bought · 5 sold · +1.8M

Index fund managers 3 bought · 0 sold · +115K

Other institutions 57 bought · 11 sold · +2.4M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Hite Hedge Asset Management LLC	+805K +38.8%	2.9M	$93.7M
Cinctive Capital Management LP Hedge fund	+553K +542.4%	655K	$21.3M
Reaves W H & Co Inc	+445K +261.8%	615K	$20M
Hightower Advisors, LLC	+409K +860.9%	457K	$14.8M
Alyeska Investment Group, L.P. Hedge fund	+271K New position	271K	$8.8M
Citadel Advisors LLC Hedge fund	+251K +171.4%	398K	$12.9M
Gilder Gagnon Howe & Co LLC Active manager	+250K +29.8%	1.1M	$35.5M
Merewether Investment Management, LP	+226K +327.5%	294K	$9.6M
Ingalls & Snyder LLC	+165K +48.6%	504K	$16.4M
Cooper Investors Pty Ltd	+130K +514.0%	155K	$5.1M
Aventail Capital Group, LP	+129K +86.4%	279K	$9.1M
Hudson Bay Capital Management LP Hedge fund	+104K New position	104K	$3.4M
Ghisallo Capital Management LLC Hedge fund	+100K New position	100K	$3.3M
Two Sigma Investments, LP Hedge fund	+99K +64.9%	252K	$8.2M
Marshall Wace, LLP Hedge fund	+89K +78.8%	203K	$6.6M
Cohen & Steers, Inc.	+89K +65.0%	226K	$7.4M
Yaupon Capital Management LP Hedge fund	+88K +16.5%	624K	$20.3M
Jane Street Group, LLC	+81K New position	81K	$2.6M
Zweig-Dimenna Associates LLC	+81K New position	81K	$2.6M
Ranger Investment Management, L.P. Active manager	+80K New position	80K	$2.6M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Cinctive Capital Management LP Hedge fund	+553K +542.4%	655K	$21.3M
Alyeska Investment Group, L.P. Hedge fund	+271K New position	271K	$8.8M
Citadel Advisors LLC Hedge fund	+251K +171.4%	398K	$12.9M
Gilder Gagnon Howe & Co LLC Active manager	+250K +29.8%	1.1M	$35.5M
Hudson Bay Capital Management LP Hedge fund	+104K New position	104K	$3.4M
Ghisallo Capital Management LLC Hedge fund	+100K New position	100K	$3.3M
Two Sigma Investments, LP Hedge fund	+99K +64.9%	252K	$8.2M
Marshall Wace, LLP Hedge fund	+89K +78.8%	203K	$6.6M
Yaupon Capital Management LP Hedge fund	+88K +16.5%	624K	$20.3M
Ranger Investment Management, L.P. Active manager	+80K New position	80K	$2.6M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Encompass Capital Advisors LLC	−714K Sold out	0	—
Zimmer Partners, LP Hedge fund	−91K Sold out	0	—
Millennium Management LLC Hedge fund	−47K Sold out	0	—
Clough Capital Partners L P Hedge fund	−47K Sold out	0	—
Scs Capital Management LLC	−41K −20.3%	159K	$5.2M
UBS Group AG	−34K −7.3%	434K	$14.1M
Morgan Stanley	−22K −53.1%	19K	$625,266
Manatuck Hill Partners, LLC	−20K Sold out	0	—
Xy Capital Ltd	−9,227 Sold out	0	—
Squarepoint Ops LLC Hedge fund	−5,228 Sold out	0	—
Janney Montgomery Scott LLC	−4,800 Sold out	0	—
Sei Investments Co	−3,269 −31.1%	7,245	$235,535
Barclays PLC	−1,861 Sold out	0	—
Quadrature Capital Ltd Hedge fund	−1,422 −4.3%	31K	$1M
Financial Management Professionals, Inc.	−250 −50.0%	250	$8,128
Rachor Investment Advisory Services, LLC	−66 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Zimmer Partners, LP Hedge fund	−91K Sold out	0	—
Millennium Management LLC Hedge fund	−47K Sold out	0	—
Clough Capital Partners L P Hedge fund	−47K Sold out	0	—
Squarepoint Ops LLC Hedge fund	−5,228 Sold out	0	—
Quadrature Capital Ltd Hedge fund	−1,422 −4.3%	31K	$1M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Alyeska Investment Group, L.P.Hedge fund	271K	$8.8M
Hudson Bay Capital Management LPHedge fund	104K	$3.4M
Ghisallo Capital Management LLCHedge fund	100K	$3.3M
Jane Street Group, LLC	81K	$2.6M
Zweig-Dimenna Associates LLC	81K	$2.6M
Ranger Investment Management, L.P.Active manager	80K	$2.6M
Longaeva Partners L.P.	75K	$2.5M
Russell Investments Group, Ltd.	53K	$1.7M
Swiss National Bank	52K	$1.7M
Wellington Management Group LLPActive manager	43K	$1.4M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Encompass Capital Advisors LLC	714K	$35.7M
Zimmer Partners, LPHedge fund	91K	$4.6M
Millennium Management LLCHedge fund	47K	$2.4M
Clough Capital Partners L PHedge fund	47K	$2.3M
Manatuck Hill Partners, LLC	20K	$1M
Xy Capital Ltd	9,227	$461,258
Squarepoint Ops LLCHedge fund	5,228	$261,348
Janney Montgomery Scott LLC	4,800	$240,000
Barclays PLC	1,861	$93,032
Rachor Investment Advisory Services, LLC	66	$3,300

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 95
Ten largest holders: 65.9%
Index fund managers: 0.9%
Active managers and hedge funds: 31.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	20	5	11	4	+1.8M	+82.2%
Index fund managers	3	0	2	0	+115K	+10757.8%
Other institutions	57	11	33	6	+2.4M	+37.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Tamboran Resources.

Only managers that filed a holdings report for both quarters are compared (103 here). 3 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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