Q2 2025 · 13F-HR
Webs Creek Capital Management LPholdings as filed
Filed 2025-08-14 · accession 0001825309-25-000008
$465.6M
Reported value
18
Positions
2025-06-30
Period end
The Brief · Webs Creek Capital Management LP · Q2 2025
AI · grounded in 13F
Webs Creek Capital Management LP established a new position in OVV valued at $58.6M. The fund also initiated new stakes in PR for $53.6M and EQT for $47.5M. Additional new positions include WFRD at $45.3M, WTTR at $37.8M, and FTI at $35.5M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 69047Q102 | OVV | OVINTIV INC | $58.6M | 12.6% | 1,541,366 | Common | SOLE |
| 71424F105 | PR | PERMIAN RESOURCES CORP | $53.6M | 11.5% | 3,934,571 | Common | SOLE |
| 26884L109 | EQT | EQT CORP | $47.5M | 10.2% | 814,912 | Common | SOLE |
| G48833118 | WFRD | WEATHERFORD INTL PLC | $45.3M | 9.73% | 900,351 | Common | SOLE |
| 81617J301 | WTTR | SELECT WATER SOLUTIONS INC | $37.8M | 8.12% | 4,374,324 | Common | SOLE |
| G87110105 | FTI | TECHNIPFMC PLC | $35.5M | 7.63% | 1,032,064 | Common | SOLE |
| 92837L109 | VIST | VISTA ENERGY SAB DE CV | $35.3M | 7.59% | 739,024 | Common | SOLE |
| 75281A109 | RRC | RANGE RES CORP | $33.8M | 7.26% | 830,651 | Common | SOLE |
| 165167735 | EXE | EXPAND ENERGY CORPORATION | $30.6M | 6.57% | 261,524 | Common | SOLE |
| 74762E102 | QURE | QUANTA SVCS INC | $25.9M | 5.57% | 68,615 | Common | SOLE |
| 456941103 | INR | INFINITY NAT RES INC | $19.7M | 4.23% | 1,075,718 | Common | SOLE |
| N3144W105 | XPRO | EXPRO GROUP HOLDINGS NV | $19.6M | 4.20% | 2,278,928 | Common | SOLE |
| 02215L209 | KNTK | KINETIK HOLDINGS INC | $7.7M | 1.66% | 175,000 | Common | SOLE |
| 87484T108 | TALO | TALOS ENERGY INC | $7.6M | 1.64% | 900,000 | Common | SOLE |
| 44952J104 | CRGY | CRESCENT ENERGY COMPANY | $2.4M | 0.52% | 280,000 | Common | SOLE |
| 65342K105 | NEXT | NEXTDECADE CORP | $1.9M | 0.41% | 213,894 | Common | SOLE |
| 35834F104 | TE | T1 ENERGY INC | $1.8M | 0.39% | 1,486,631 | Common | SOLE |
| 39525U107 | GFR | GREENFIRE RES LTD NEW | $790,954 | 0.17% | 177,344 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.