13F HOLDINGS REPORT
Webs Creek Capital Management LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001825309-26-000003
Total Value
$558.7M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CACTUS INC | WHD | 1,263,873 | $57.7M | 10.33% |
| 2 | ANTERO RESOURCES CORP | AR | 1,503,951 | $51.8M | 9.28% |
| 3 | OVINTIV INC | OVV | 1,303,259 | $51.1M | 9.14% |
| 4 | WEATHERFORD INTL PLC | G48833118 | 629,975 | $49.3M | 8.82% |
| 5 | MASTEC INC | MTZ | 201,864 | $43.9M | 7.85% |
| 6 | PERMIAN RESOURCES CORP | PR | 2,845,130 | $39.9M | 7.15% |
| 7 | TALOS ENERGY INC | TALO | 3,303,875 | $36.4M | 6.52% |
| 8 | SELECT WATER SOLUTIONS INC | WTTR | 3,137,215 | $33.0M | 5.91% |
| 9 | TECHNIPFMC PLC | FTI | 737,816 | $32.9M | 5.88% |
| 10 | BAYTEX ENERGY CORP | BTE | 10,117,718 | $32.7M | 5.85% |
| 11 | SEADRILL LTD | SDRL | 875,147 | $30.3M | 5.42% |
| 12 | LIBERTY ENERGY INC | LBRT | 1,518,300 | $28.0M | 5.02% |
| 13 | EXPRO GROUP HOLDINGS NV | XPRO | 1,673,329 | $22.3M | 4.00% |
| 14 | KODIAK GAS SVCS INC | 50012A108 | 576,000 | $21.5M | 3.86% |
| 15 | VIPER ENERGY INC | VNOM | 270,923 | $10.5M | 1.87% |
| 16 | INFINITY NAT RES INC | 456941103 | 314,509 | $4.6M | 0.83% |
| 17 | CRESCENT ENERGY COMPANY | CRGY | 415,348 | $3.5M | 0.62% |
| 18 | T1 ENERGY INC | TE-WT | 495,000 | $3.3M | 0.59% |
| 19 | NEXTDECADE CORP | NEXT | 544,726 | $2.9M | 0.51% |
| 20 | PROFRAC HLDG CORP | ACDC | 502,961 | $2.0M | 0.35% |
| 21 | GREENFIRE RES LTD NEW | 39525U107 | 222,271 | $1.1M | 0.19% |