Webs Creek Capital Management LP

CIK: 0001825309SEC EDGAR →

Portfolio Value

$558.7M

Holdings

21

As of

Q4 2025

New Positions

6

Closed Positions

6

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

CACTUS INC

1,263,873$57.7M
10.33%
2

ANTERO RESOURCES CORP

1,503,951$51.8M
9.28%
3

OVINTIV INC

1,303,259$51.1M
9.14%
4

WEATHERFORD INTL PLC

629,975$49.3M
8.82%
5

MASTEC INC

201,864$43.9M
7.85%
6

PERMIAN RESOURCES CORP

2,845,130$39.9M
7.15%
7

TALOS ENERGY INC

3,303,875$36.4M
6.52%
8

SELECT WATER SOLUTIONS INC

3,137,215$33.0M
5.91%
9

TECHNIPFMC PLC

737,816$32.9M
5.88%
10

BAYTEX ENERGY CORP

10,117,718$32.7M
5.85%

Quarterly Changes

Top Buys

WHDNEW
$57.7M
ARNEW
$51.8M
MTZ↑ Increased
$31.9M
LBRTNEW
$28.0M
KGSNEW
$21.5M

Top Sells

VNOM↓ Decreased
$48.6M
BKRCLOSED
$40.9M
XPRO↓ Decreased
$15.3M
INR↓ Decreased
$10.2M
PR↓ Decreased
$9.6M

New Positions (4)

$57.7M · 1.3M shares
$51.8M · 1.5M shares
$28.0M · 1.5M shares
$21.5M · 576K shares

Closed Positions (1)

$40.9M · 839K shares

Sector Breakdown

Sector# HoldingsValue%
Energy18$478.5M85.6%
Industrials2$47.2M8.4%
Utilities1$33.0M5.9%