13F HOLDINGS REPORT
Webs Creek Capital Management LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001825309-25-000010
Total Value
$479.6M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | OVINTIV INC | OVV | 1,487,937 | $60.1M | 12.53% |
| 2 | VIPER ENERGY INC | VNOM | 1,544,132 | $59.0M | 12.30% |
| 3 | PERMIAN RESOURCES CORP | PR | 3,866,559 | $49.5M | 10.32% |
| 4 | WEATHERFORD INTL PLC | G48833118 | 698,520 | $47.8M | 9.97% |
| 5 | TECHNIPFMC PLC | FTI | 1,038,881 | $41.0M | 8.55% |
| 6 | BAKER HUGHES COMPANY | BKR | 839,177 | $40.9M | 8.52% |
| 7 | EXPRO GROUP HOLDINGS NV | XPRO | 3,167,596 | $37.6M | 7.85% |
| 8 | TALOS ENERGY INC | TALO | 3,522,614 | $33.8M | 7.04% |
| 9 | SELECT WATER SOLUTIONS INC | WTTR | 3,137,215 | $33.5M | 6.99% |
| 10 | BAYTEX ENERGY CORP | BTE | 11,037,772 | $25.8M | 5.39% |
| 11 | SEADRILL LTD | SDRL | 519,733 | $15.7M | 3.27% |
| 12 | INFINITY NAT RES INC | 456941103 | 1,129,674 | $14.8M | 3.09% |
| 13 | MASTEC INC | MTZ | 56,400 | $12.0M | 2.50% |
| 14 | CRESCENT ENERGY COMPANY | CRGY | 300,348 | $2.7M | 0.56% |
| 15 | NEXTDECADE CORP | NEXT | 249,726 | $1.7M | 0.35% |
| 16 | PROFRAC HLDG CORP | ACDC | 400,000 | $1.5M | 0.31% |
| 17 | T1 ENERGY INC | TE-WT | 650,000 | $1.4M | 0.30% |
| 18 | GREENFIRE RES LTD NEW | 39525U107 | 172,823 | $798,442 | 0.17% |