Q4 2025 · 13F-HR
Webs Creek Capital Management LPholdings as filed
Filed 2026-02-17 · accession 0001825309-26-000003
$558.7M
Reported value
21
Positions
2025-12-31
Period end
The Brief · Webs Creek Capital Management LP · Q4 2025
AI · grounded in 13F
Webs Creek Capital Management LP established a new position in WHD worth $57.7M. The fund also opened new stakes in AR for $51.8M and LBRT for $28M. On the sell side, the fund closed its entire position in BKR, reducing its exposure by $40.9M. Additionally, the fund trimmed its holdings in VNOM by 82.5% and INR by 72.2%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 127203107 | WHD | CACTUS INC | $57.7M | 10.3% | 1,263,873 | Common | SOLE |
| 03674X106 | AR | ANTERO RESOURCES CORP | $51.8M | 9.28% | 1,503,951 | Common | SOLE |
| 69047Q102 | OVV | OVINTIV INC | $51.1M | 9.14% | 1,303,259 | Common | SOLE |
| G48833118 | WFRD | WEATHERFORD INTL PLC | $49.3M | 8.82% | 629,975 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $43.9M | 7.85% | 201,864 | Common | SOLE |
| 71424F105 | PR | PERMIAN RESOURCES CORP | $39.9M | 7.15% | 2,845,130 | Common | SOLE |
| 87484T108 | TALO | TALOS ENERGY INC | $36.4M | 6.52% | 3,303,875 | Common | SOLE |
| 81617J301 | WTTR | SELECT WATER SOLUTIONS INC | $33.0M | 5.91% | 3,137,215 | Common | SOLE |
| G87110105 | FTI | TECHNIPFMC PLC | $32.9M | 5.88% | 737,816 | Common | SOLE |
| 07317Q105 | BTE | BAYTEX ENERGY CORP | $32.7M | 5.85% | 10,117,718 | Common | SOLE |
| G7997W102 | SDRL | SEADRILL LTD | $30.3M | 5.42% | 875,147 | Common | SOLE |
| 53115L104 | LBRT | LIBERTY ENERGY INC | $28.0M | 5.02% | 1,518,300 | Common | SOLE |
| N3144W105 | XPRO | EXPRO GROUP HOLDINGS NV | $22.3M | 4.00% | 1,673,329 | Common | SOLE |
| 50012A108 | KGS | KODIAK GAS SVCS INC | $21.5M | 3.86% | 576,000 | Common | SOLE |
| 64361Q101 | VNOM | VIPER ENERGY INC | $10.5M | 1.87% | 270,923 | Common | SOLE |
| 456941103 | INR | INFINITY NAT RES INC | $4.6M | 0.83% | 314,509 | Common | SOLE |
| 44952J104 | CRGY | CRESCENT ENERGY COMPANY | $3.5M | 0.62% | 415,348 | Common | SOLE |
| 35834F104 | TE | T1 ENERGY INC | $3.3M | 0.59% | 495,000 | Common | SOLE |
| 65342K105 | NEXT | NEXTDECADE CORP | $2.9M | 0.51% | 544,726 | Common | SOLE |
| 74319N100 | ACDC | PROFRAC HLDG CORP | $2.0M | 0.35% | 502,961 | Common | SOLE |
| 39525U107 | GFR | GREENFIRE RES LTD NEW | $1.1M | 0.19% | 222,271 | 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.