Webs Creek Capital Management LP

CIK: 0001825309Latest portfolio: $558.7M · Q4 2025

Holdings

21

Total Value

$558.7M

New Positions

4

Closed Positions

1

Top Holdings

#StockSharesValue% PortfolioChangeType
1
WHDCACTUS INC
1,263,873$57.7M10.33%NEW
2
ARANTERO RESOURCES CORP
1,503,951$51.8M9.28%NEW
3
OVVOVINTIV INC
1,303,259$51.1M9.14%-184,678
4
WFRDWEATHERFORD INTL PLC
629,975$49.3M8.82%-68,545
5
MTZMASTEC INC
201,864$43.9M7.85%+145K
6
PRPERMIAN RESOURCES CORP
2,845,130$39.9M7.15%-1,021,429
7
TALOTALOS ENERGY INC
3,303,875$36.4M6.52%-218,739
8
WTTRSELECT WATER SOLUTIONS INC
3,137,215$33.0M5.91%
9
FTITECHNIPFMC PLC
737,816$32.9M5.88%-301,065
10
BTEBAYTEX ENERGY CORP
10,117,718$32.7M5.85%-920,054
11
SDRLSEADRILL LTD
875,147$30.3M5.42%+355K
12
LBRTLIBERTY ENERGY INC
1,518,300$28.0M5.02%NEW
13
XPROEXPRO GROUP HOLDINGS NV
1,673,329$22.3M4.00%-1,494,267
14
KGSKODIAK GAS SVCS INC
576,000$21.5M3.86%NEW
15
VNOMVIPER ENERGY INC
270,923$10.5M1.87%-1,273,209
16
INRINFINITY NAT RES INC
314,509$4.6M0.83%-815,165
17
CRGYCRESCENT ENERGY COMPANY
415,348$3.5M0.62%+115K
18
TET1 ENERGY INC
495,000$3.3M0.59%-155,000
19
NEXTNEXTDECADE CORP
544,726$2.9M0.51%+295K
20
ACDCPROFRAC HLDG CORP
502,961$2.0M0.35%+103K
21
GFRGREENFIRE RES LTD NEW
222,271$1.1M0.19%+49K

Quarterly Changes

New Positions

Closed Positions

  • BKRCLOSED
    $40.9B

Increased Positions

NameSharesChange
SDRL875K+355K
NEXT545K+295K
CRGY415K+115K
ACDC503K+103K
GFR222K+49K
FTI738K+-301065
INR315K+-815165
VNOM271K+-1273209

Decreased Positions

NameSharesChange
XPRO1.7M-1494267
PR2.8M-1021429
BTE10.1M-920054
TALO3.3M-218739
OVV1.3M-184678
TE495K-155000
WFRD630K-68545
MTZ202K145K

Sector Breakdown

Energy0.0% ($5.773351826510745e+75T)
Industrials0.0% ($438.8B)
Utilities0.0% ($33.0M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$558.7M21
Q3 2025Nov 14, 2025$479.6B18
Q2 2025Aug 14, 2025$465.6B18
Q1 2025May 15, 2025$441.8B17
Q4 2024Feb 14, 2025$414.8B14

Fund Information

CIK0001825309
Most Recent FilingFeb 17, 2026
Number of Filings5

Webs Creek Capital Management LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $558.7M across 21 holdings. The largest position is CACTUS INC (WHD), representing 10.3% of the portfolio. Compared to the previous quarter, the fund opened 4 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.