Filed: 5/15/2025ACC: 0001825309-25-000004
π What this filing means
WEBS CREEK CAPITAL MANAGEMENT LP filed this quarterly 13FβHR report disclosing 17 equity positions with a total reported market value of $441.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$441.84M
Total AUM (reported)
18.95M
Total Shares
Allocation by class
COM$313.00M70.8%
CLASS A COM$49.78M11.3%
SPONSORED ADS$27.96M6.3%
CL A COM$26.18M5.9%
COM CL A$21.04M4.8%
COM SHS$2.43M0.5%
COM NEW$1.46M0.3%
Portfolio Concentration
Top 3$147.19M33.3%
4β10$230.35M52.1%
11β25$64.30M14.6%
Top 3 weight
33.3%
Top 10 weight
85.4%
Voting Authority Distribution
Total shares with voting rights: 18.95M
Sole
Full voting authority
18.95M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole17
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings17
Rows:
PERMIAN RESOURCES CORP
SOLEShares3.59M
TypeSH
Market value$49.78M
11.27%
Sole
3.59M
Shared
0.00
None
0.00
MATADOR RES CO
SOLEShares969.38K
TypeSH
Market value$49.53M
11.21%
Sole
969.38K
Shared
0.00
None
0.00
EQT CORP
SOLEShares896.20K
TypeSH
Market value$47.88M
10.84%
Sole
896.20K
Shared
0.00
None
0.00
TECHNIPFMC PLC
SOLEShares1.28M
TypeSH
Market value$40.43M
9.15%
Sole
1.28M
Shared
0.00
None
0.00
DEVON ENERGY CORP NEW
SOLEShares1.06M
TypeSH
Market value$39.74M
8.99%
Sole
1.06M
Shared
0.00
None
0.00
RANGE RES CORP
SOLEShares985.36K
TypeSH
Market value$39.35M
8.90%
Sole
985.36K
Shared
0.00
None
0.00
OVINTIV INC
SOLEShares830.77K
TypeSH
Market value$35.56M
8.05%
Sole
830.77K
Shared
0.00
None
0.00
VISTA ENERGY SAB DE CV
SOLEShares600.46K
TypeSH
Market value$27.96M
6.33%
Sole
600.46K
Shared
0.00
None
0.00
SELECT WATER SOLUTIONS INC
SOLEShares2.49M
TypeSH
Market value$26.18M
5.92%
Sole
2.49M
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares83.18K
TypeSH
Market value$21.14M
4.79%
Sole
83.18K
Shared
0.00
None
0.00
INFINITY NAT RES INC
SOLEShares1.12M
TypeSH
Market value$21.04M
4.76%
Sole
1.12M
Shared
0.00
None
0.00
PATTERSON-UTI ENERGY INC
SOLEShares2.40M
TypeSH
Market value$19.69M
4.46%
Sole
2.40M
Shared
0.00
None
0.00
HELMERICH & PAYNE INC
SOLEShares587.97K
TypeSH
Market value$15.36M
3.48%
Sole
587.97K
Shared
0.00
None
0.00
EXPRO GROUP HOLDINGS NV
SOLEShares255K
TypeSH
Market value$2.53M
0.57%
Sole
255K
Shared
0.00
None
0.00
GREENFIRE RES LTD NEW
SOLEShares413.63K
TypeSH
Market value$2.43M
0.55%
Sole
413.63K
Shared
0.00
None
0.00
NEXTDECADE CORP
SOLEShares230K
TypeSH
Market value$1.79M
0.40%
Sole
230K
Shared
0.00
None
0.00
T1 ENERGY INC
SOLEShares1.16M
TypeSH
Market value$1.46M
0.33%
Sole
1.16M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PERMIAN RESOURCES CORPSOLE | CLASS A COM | 3.59M | SH | $49.78M 11.27% | 3.59M | 0.00 | 0.00 |
MATADOR RES COSOLE | COM | 969.38K | SH | $49.53M 11.21% | 969.38K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 896.20K | SH | $47.88M 10.84% | 896.20K | 0.00 | 0.00 |
TECHNIPFMC PLCSOLE | COM | 1.28M | SH | $40.43M 9.15% | 1.28M | 0.00 | 0.00 |
DEVON ENERGY CORP NEWSOLE | COM | 1.06M | SH | $39.74M 8.99% | 1.06M | 0.00 | 0.00 |
RANGE RES CORPSOLE | COM | 985.36K | SH | $39.35M 8.90% | 985.36K | 0.00 | 0.00 |
OVINTIV INCSOLE | COM | 830.77K | SH | $35.56M 8.05% | 830.77K | 0.00 | 0.00 |
VISTA ENERGY SAB DE CVSOLE | SPONSORED ADS | 600.46K | SH | $27.96M 6.33% | 600.46K | 0.00 | 0.00 |
SELECT WATER SOLUTIONS INCSOLE | CL A COM | 2.49M | SH | $26.18M 5.92% | 2.49M | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 83.18K | SH | $21.14M 4.79% | 83.18K | 0.00 | 0.00 |
INFINITY NAT RES INCSOLE | COM CL A | 1.12M | SH | $21.04M 4.76% | 1.12M | 0.00 | 0.00 |
PATTERSON-UTI ENERGY INCSOLE | COM | 2.40M | SH | $19.69M 4.46% | 2.40M | 0.00 | 0.00 |
HELMERICH & PAYNE INCSOLE | COM | 587.97K | SH | $15.36M 3.48% | 587.97K | 0.00 | 0.00 |
EXPRO GROUP HOLDINGS NVSOLE | COM | 255K | SH | $2.53M 0.57% | 255K | 0.00 | 0.00 |
GREENFIRE RES LTD NEWSOLE | COM SHS | 413.63K | SH | $2.43M 0.55% | 413.63K | 0.00 | 0.00 |
NEXTDECADE CORPSOLE | COM | 230K | SH | $1.79M 0.40% | 230K | 0.00 | 0.00 |
T1 ENERGY INCSOLE | COM NEW | 1.16M | SH | $1.46M 0.33% | 1.16M | 0.00 | 0.00 |