Webs Creek Capital Management LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Webs Creek Capital Management LP disclosed 21 US equity positions worth $558.7m in its Q4 2025 13F filing. The largest position was WHD at 10.3% of the reported book, followed by AR and OVV. Against the Q3 2025 filing, it opened 4 new positions, added to 6 and reduced 10 among the top 21 holdings.
What did Webs Creek Capital Management LP own in Q4 2025? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | WHD CACTUS INC | Energy | 10.3% | $57.7m | 1,263,873 | – | new |
| 2 | AR ANTERO RESOURCES CORP | Energy | 9.3% | $51.8m | 1,503,951 | – | new |
| 3 | OVV OVINTIV INC | Energy | 9.1% | $51.1m | 1,303,259 | -12% | reduced |
| 4 | WEATHERFORD INTL PLC | 8.8% | $49.3m | 629,975 | -10% | reduced | |
| 5 | MTZ MASTEC INC | Industrials | 7.9% | $43.9m | 201,864 | 258% | added |
| 6 | PR PERMIAN RESOURCES CORP | Energy | 7.1% | $39.9m | 2,845,130 | -26% | reduced |
| 7 | TALO TALOS ENERGY INC | Energy | 6.5% | $36.4m | 3,303,875 | -6% | reduced |
| 8 | WTTR SELECT WATER SOLUTIONS INC | Energy | 5.9% | $33.0m | 3,137,215 | 0% | held |
| 9 | FTI TECHNIPFMC PLC | Energy | 5.9% | $32.9m | 737,816 | -29% | reduced |
| 10 | BTE BAYTEX ENERGY CORP | Energy | 5.8% | $32.7m | 10,117,718 | -8% | reduced |
| 11 | SEADRILL LTD | 5.4% | $30.3m | 875,147 | 68% | added | |
| 12 | LBRT LIBERTY ENERGY INC | Energy | 5.0% | $28.0m | 1,518,300 | – | new |
| 13 | EXPRO GROUP HOLDINGS NV | 4.0% | $22.3m | 1,673,329 | -47% | reduced | |
| 14 | KGS KODIAK GAS SVCS INC | Energy | 3.9% | $21.5m | 576,000 | – | new |
| 15 | VNOM VIPER ENERGY INC | Energy | 1.9% | $10.5m | 270,923 | -82% | reduced |
| 16 | INR INFINITY NAT RES INC | 0.8% | $4.6m | 314,509 | -72% | reduced | |
| 17 | CRGY CRESCENT ENERGY COMPANY | 0.6% | $3.5m | 415,348 | 38% | added | |
| 18 | TE T1 ENERGY INC | Industrials | 0.6% | $3.3m | 495,000 | -24% | reduced |
| 19 | NEXT NEXTDECADE CORP | Energy | 0.5% | $2.9m | 544,726 | 118% | added |
| 20 | ACDC PROFRAC HLDG CORP | 0.4% | $2.0m | 502,961 | 26% | added | |
| 21 | GFR GREENFIRE RES LTD NEW | 0.2% | $1.1m | 222,271 | 29% | 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.