Webs Creek Capital Management LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Webs Creek Capital Management LP disclosed 14 US equity positions worth $414.8m in its Q4 2024 13F filing. The largest position was OVV at 13.0% of the reported book, followed by PR and AR. Against the Q3 2024 filing, it opened 5 new positions, added to 6 and reduced 2 among the top 14 holdings.
What did Webs Creek Capital Management LP own in Q4 2024? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | OVV OVINTIV INC | Energy | 13.0% | $54.1m | 1,335,460 | – | new |
| 2 | PR PERMIAN RESOURCES CORP | Energy | 12.9% | $53.6m | 3,729,646 | 44% | added |
| 3 | AR ANTERO RESOURCES CORP | Energy | 10.7% | $44.5m | 1,270,317 | – | new |
| 4 | EQT EQT CORP | Energy | 10.3% | $42.8m | 927,728 | 0% | held |
| 5 | FTI TECHNIPFMC PLC | Energy | 9.4% | $38.8m | 1,342,177 | -1% | reduced |
| 6 | MTDR MATADOR RES CO | Energy | 9.1% | $37.9m | 673,546 | – | new |
| 7 | SEADRILL 2021 LTD | 8.4% | $34.7m | 892,061 | 22% | added | |
| 8 | WTTR SELECT WATER SOLUTIONS INC | Energy | 7.5% | $31.2m | 2,354,742 | 5% | added |
| 9 | VIST VISTA ENERGY SAB DE CV | Energy | 7.1% | $29.4m | 543,966 | -9% | reduced |
| 10 | GEV GE VERNOVA INC | Industrials | 6.2% | $25.9m | 78,640 | 34% | added |
| 11 | FLNC FLUENCE ENERGY INC | Utilities | 3.6% | $15.1m | 951,988 | – | new |
| 12 | GFR GREENFIRE RES LTD NEW | 0.6% | $2.5m | 355,000 | 255% | added | |
| 13 | NEXT NEXTDECADE CORP | Energy | 0.5% | $2.2m | 285,000 | 138% | added |
| 14 | TE FREYR BATTERY INC | Industrials | 0.5% | $2.1m | 800,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.