Webs Creek Capital Management LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Webs Creek Capital Management LP disclosed 17 US equity positions worth $441.8m in its Q1 2025 13F filing. The largest position was PR at 11.3% of the reported book, followed by MTDR and EQT. Against the Q4 2024 filing, it opened 7 new positions, added to 5 and reduced 5 among the top 17 holdings.
What did Webs Creek Capital Management LP own in Q1 2025? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | PR PERMIAN RESOURCES CORP | Energy | 11.3% | $49.8m | 3,593,968 | -4% | reduced |
| 2 | MTDR MATADOR RES CO | Energy | 11.2% | $49.5m | 969,377 | 44% | added |
| 3 | EQT EQT CORP | Energy | 10.8% | $47.9m | 896,196 | -3% | reduced |
| 4 | FTI TECHNIPFMC PLC | Energy | 9.2% | $40.4m | 1,275,919 | -5% | reduced |
| 5 | DVN DEVON ENERGY CORP NEW | Energy | 9.0% | $39.7m | 1,062,546 | – | new |
| 6 | RRC RANGE RES CORP | Energy | 8.9% | $39.3m | 985,364 | – | new |
| 7 | OVV OVINTIV INC | Energy | 8.0% | $35.6m | 830,768 | -38% | reduced |
| 8 | VIST VISTA ENERGY SAB DE CV | Energy | 6.3% | $28.0m | 600,460 | 10% | added |
| 9 | WTTR SELECT WATER SOLUTIONS INC | Energy | 5.9% | $26.2m | 2,492,972 | 6% | added |
| 10 | PWR QUANTA SVCS INC | Industrials | 4.8% | $21.1m | 83,184 | – | new |
| 11 | INR INFINITY NAT RES INC | 4.8% | $21.0m | 1,121,927 | – | new | |
| 12 | PTEN PATTERSON-UTI ENERGY INC | Energy | 4.5% | $19.7m | 2,395,939 | – | new |
| 13 | HP HELMERICH & PAYNE INC | Energy | 3.5% | $15.4m | 587,968 | – | new |
| 14 | EXPRO GROUP HOLDINGS NV | 0.6% | $2.5m | 255,000 | – | new | |
| 15 | GFR GREENFIRE RES LTD NEW | 0.5% | $2.4m | 413,627 | 17% | added | |
| 16 | NEXT NEXTDECADE CORP | Energy | 0.4% | $1.8m | 230,000 | -19% | reduced |
| 17 | TE T1 ENERGY INC | Industrials | 0.3% | $1.5m | 1,157,300 | 45% | added |
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.