Tamboran Resources (TBN)

Tamboran Resources USA, LLC • Tamboran Equipment, LLC • Tamboran Resources Pty Limited • Tamboran (Carbon Solutions) Pty Limited • Tamboran (EP197) Pty Limited • Tamboran (IP) Pty Limited • Northern Territory LNG Pty Limited • Tamboran (EP318) Pty Limited • Tamboran (McArthur) Pty Limited • Sweetpea Petroleum Pty Limited ...

TBN stock data

1M 3M 6M 1Y

Latest filings (excl ownership)

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8-K

Submission of Matters to a Vote of Security Holders

8 Dec 25

8-K

Unregistered Sales of Equity Securities

24 Nov 25

Results of Operations and Financial Condition

12 Nov 25

Annual report to shareholders

28 Oct 25

Tamboran Resources Corporation Public Offering of Common Stock

24 Oct 25

424B5

Prospectus supplement for primary offering

24 Oct 25

Latest ownership filings

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PHILLIP Z PACE

25 Nov 25

SCHEDULE 13D/A

Beneficial ownership report (amended)

17 Nov 25

SCHEDULE 13G

Beneficial ownership report

13 Nov 25

SCHEDULE 13G

Beneficial ownership report

Beneficial ownership report (amended)

Beneficial ownership report (amended)

23 Jul 25

DAVID N SIEGEL

23 Jul 25

Financial summary

Financial statements Chart TBN financial data

Quarter (USD)	Sep 25	Jun 25	Mar 25	Dec 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Jun 25	Jun 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	39.56 mm	39.56 mm	39.56 mm	39.56 mm	39.56 mm	39.56 mm
Cash burn (monthly)	1.87 mm	2.87 mm	2.74 mm	3.38 mm	4.60 mm	3.27 mm
Cash used (since last report)	4.51 mm	6.93 mm	6.60 mm	8.15 mm	11.09 mm	7.90 mm
Cash remaining	35.05 mm	32.62 mm	32.96 mm	31.41 mm	28.46 mm	31.66 mm
Runway (months of cash)	18.8	11.4	12.1	9.3	6.2	9.7

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q3 2024

TBN institutional ownership history Ownership history

23.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	15	18	-16.7%
Opened positions	5	18	-72.2%
Closed positions	8	0	NEW
Increased positions	4	0	NEW
Reduced positions	1	0	NEW

13F shares	Current	Prev Q	Change
Total value	23.62 bn	42.46 bn	-44.4%
Total shares	4.88 mm	5.07 mm	-3.7%
Total puts	0.00	0.00
Total calls	0.00	0.00
Total put/call ratio	–	–	–

Largest owners	Shares	Value	Change
Bryan Sheffield	2.23 mm	$50.29 mm	0.0%
LBRT Liberty Energy	893.33 k	$19.43 mm	0.0%
Baupost	570.83 k	$11.60 mm	NEW
Alberta Investment Management	350.00 k	$7.11 bn	0.0%
Nuveen Asset Management	300.00 k	$6.10 bn	0.0%
Edge Capital	208.33 k	$4.23 bn	0.0%
Yaupon Capital Management	139.35 k	$2.83 bn	+7.2%
Manufacturers Life Insurance Company, The	95.00 k	$1.93 bn	NEW
MQBKY Macquarie Group Limited	43.03 k	$874.29 mm	+85.4%
Teacher Retirement System Of Texas	20.00 k	$406.00 k	-63.6%

Largest transactions	Shares	Bought/sold	Change
Baupost	570.83 k	+570.83 k	NEW
HITE Hedge Asset Management	0.00	-300.00 k	EXIT
BAC Bank of America	0.00	-212.37 k	EXIT
Encompass Capital Advisors	0.00	-208.33 k	EXIT
Manufacturers Life Insurance Company, The	95.00 k	+95.00 k	NEW
Jane Street	0.00	-54.85 k	EXIT
Millennium Management	0.00	-50.10 k	EXIT
Teacher Retirement System Of Texas	20.00 k	-35.00 k	-63.6%
Citadel Advisors	0.00	-33.96 k	EXIT
MQBKY Macquarie Group Limited	43.03 k	+19.81 k	+85.4%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

TBN insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
21 Nov 25	Phillip Z Pace	Common Stock	Buy	Acquire P	No	No	23.5	2,000	47.00 k	2,000
22 Jul 25	Eric Steven Dyer	Common Stock	Grant	Acquire A	No	No	17.74	5,637	100.00 k	62,319
22 Jul 25	David N Siegel	Common Stock	Grant	Acquire A	No	No	17.74	10,000	177.40 k	291,621