Webs Creek Capital Management LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Webs Creek Capital Management LP disclosed 18 US equity positions worth $479.6m in its Q3 2025 13F filing. The largest position was OVV at 12.5% of the reported book, followed by VNOM and PR. Against the Q2 2025 filing, it opened 6 new positions, added to 6 and reduced 6 among the top 18 holdings.
What did Webs Creek Capital Management LP own in Q3 2025? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | OVV OVINTIV INC | Energy | 12.5% | $60.1m | 1,487,937 | -3% | reduced |
| 2 | VNOM VIPER ENERGY INC | Energy | 12.3% | $59.0m | 1,544,132 | – | new |
| 3 | PR PERMIAN RESOURCES CORP | Energy | 10.3% | $49.5m | 3,866,559 | -2% | reduced |
| 4 | WEATHERFORD INTL PLC | 10.0% | $47.8m | 698,520 | -22% | reduced | |
| 5 | FTI TECHNIPFMC PLC | Energy | 8.5% | $41.0m | 1,038,881 | 1% | added |
| 6 | BKR BAKER HUGHES COMPANY | Energy | 8.5% | $40.9m | 839,177 | – | new |
| 7 | EXPRO GROUP HOLDINGS NV | 7.8% | $37.6m | 3,167,596 | 39% | added | |
| 8 | TALO TALOS ENERGY INC | Energy | 7.0% | $33.8m | 3,522,614 | 291% | added |
| 9 | WTTR SELECT WATER SOLUTIONS INC | Energy | 7.0% | $33.5m | 3,137,215 | -28% | reduced |
| 10 | BTE BAYTEX ENERGY CORP | Energy | 5.4% | $25.8m | 11,037,772 | – | new |
| 11 | SEADRILL LTD | 3.3% | $15.7m | 519,733 | – | new | |
| 12 | INR INFINITY NAT RES INC | 3.1% | $14.8m | 1,129,674 | 5% | added | |
| 13 | MTZ MASTEC INC | Industrials | 2.5% | $12.0m | 56,400 | – | new |
| 14 | CRGY CRESCENT ENERGY COMPANY | 0.6% | $2.7m | 300,348 | 7% | added | |
| 15 | NEXT NEXTDECADE CORP | Energy | 0.4% | $1.7m | 249,726 | 17% | added |
| 16 | ACDC PROFRAC HLDG CORP | 0.3% | $1.5m | 400,000 | – | new | |
| 17 | TE T1 ENERGY INC | Industrials | 0.3% | $1.4m | 650,000 | -56% | reduced |
| 18 | GFR GREENFIRE RES LTD NEW | 0.2% | $798.4k | 172,823 | -3% | 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.