Webs Creek Capital Management LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Webs Creek Capital Management LP disclosed 18 US equity positions worth $465.6m in its Q2 2025 13F filing. The largest position was OVV at 12.6% of the reported book, followed by PR and EQT. Against the Q1 2025 filing, it opened 5 new positions, added to 6 and reduced 7 among the top 18 holdings.
What did Webs Creek Capital Management LP own in Q2 2025? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | OVV OVINTIV INC | Energy | 12.6% | $58.6m | 1,541,366 | 86% | added |
| 2 | PR PERMIAN RESOURCES CORP | Energy | 11.5% | $53.6m | 3,934,571 | 9% | added |
| 3 | EQT EQT CORP | Energy | 10.2% | $47.5m | 814,912 | -9% | reduced |
| 4 | WEATHERFORD INTL PLC | 9.7% | $45.3m | 900,351 | – | new | |
| 5 | WTTR SELECT WATER SOLUTIONS INC | Energy | 8.1% | $37.8m | 4,374,324 | 75% | added |
| 6 | FTI TECHNIPFMC PLC | Energy | 7.6% | $35.5m | 1,032,064 | -19% | reduced |
| 7 | VIST VISTA ENERGY SAB DE CV | Energy | 7.6% | $35.3m | 739,024 | 23% | added |
| 8 | RRC RANGE RES CORP | Energy | 7.3% | $33.8m | 830,651 | -16% | reduced |
| 9 | EXE EXPAND ENERGY CORPORATION | Energy | 6.6% | $30.6m | 261,524 | – | new |
| 10 | PWR QUANTA SVCS INC | Industrials | 5.6% | $25.9m | 68,615 | -18% | reduced |
| 11 | INR INFINITY NAT RES INC | 4.2% | $19.7m | 1,075,718 | -4% | reduced | |
| 12 | EXPRO GROUP HOLDINGS NV | 4.2% | $19.6m | 2,278,928 | 794% | added | |
| 13 | KNTK KINETIK HOLDINGS INC | Energy | 1.7% | $7.7m | 175,000 | – | new |
| 14 | TALO TALOS ENERGY INC | Energy | 1.6% | $7.6m | 900,000 | – | new |
| 15 | CRGY CRESCENT ENERGY COMPANY | 0.5% | $2.4m | 280,000 | – | new | |
| 16 | NEXT NEXTDECADE CORP | Energy | 0.4% | $1.9m | 213,894 | -7% | reduced |
| 17 | TE T1 ENERGY INC | Industrials | 0.4% | $1.8m | 1,486,631 | 28% | added |
| 18 | GFR GREENFIRE RES LTD NEW | 0.2% | $791.0k | 177,344 | -57% | reduced |
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.