Filed: 8/14/2025ACC: 0001825309-25-000008
๐ What this filing means
WEBS CREEK CAPITAL MANAGEMENT LP filed this quarterly 13FโHR report disclosing 18 equity positions with a total reported market value of $465.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$465.58M
Total AUM (reported)
21.08M
Total Shares
Allocation by class
COM$261.14M56.1%
CLASS A COM$53.59M11.5%
ORD SHS$45.30M9.7%
CL A COM$40.20M8.6%
SPONSORED ADS$35.33M7.6%
COM CL A$19.70M4.2%
COM NEW CL A$7.71M1.7%
Portfolio Concentration
Top 3$159.76M34.3%
4โ10$244.27M52.5%
11โ25$61.55M13.2%
Top 3 weight
34.3%
Top 10 weight
86.8%
Voting Authority Distribution
Total shares with voting rights: 21.08M
Sole
Full voting authority
21.08M
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)
Sole18
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings18
Rows:
OVINTIV INC
SOLEShares1.54M
TypeSH
Market value$58.65M
12.60%
Sole
1.54M
Shared
0.00
None
0.00
PERMIAN RESOURCES CORP
SOLEShares3.93M
TypeSH
Market value$53.59M
11.51%
Sole
3.93M
Shared
0.00
None
0.00
EQT CORP
SOLEShares814.91K
TypeSH
Market value$47.53M
10.21%
Sole
814.91K
Shared
0.00
None
0.00
WEATHERFORD INTL PLC
SOLEShares900.35K
TypeSH
Market value$45.30M
9.73%
Sole
900.35K
Shared
0.00
None
0.00
SELECT WATER SOLUTIONS INC
SOLEShares4.37M
TypeSH
Market value$37.79M
8.12%
Sole
4.37M
Shared
0.00
None
0.00
TECHNIPFMC PLC
SOLEShares1.03M
TypeSH
Market value$35.54M
7.63%
Sole
1.03M
Shared
0.00
None
0.00
VISTA ENERGY SAB DE CV
SOLEShares739.02K
TypeSH
Market value$35.33M
7.59%
Sole
739.02K
Shared
0.00
None
0.00
RANGE RES CORP
SOLEShares830.65K
TypeSH
Market value$33.78M
7.26%
Sole
830.65K
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares261.52K
TypeSH
Market value$30.58M
6.57%
Sole
261.52K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares68.61K
TypeSH
Market value$25.94M
5.57%
Sole
68.61K
Shared
0.00
None
0.00
INFINITY NAT RES INC
SOLEShares1.08M
TypeSH
Market value$19.70M
4.23%
Sole
1.08M
Shared
0.00
None
0.00
EXPRO GROUP HOLDINGS NV
SOLEShares2.28M
TypeSH
Market value$19.58M
4.20%
Sole
2.28M
Shared
0.00
None
0.00
KINETIK HOLDINGS INC
SOLEShares175K
TypeSH
Market value$7.71M
1.66%
Sole
175K
Shared
0.00
None
0.00
TALOS ENERGY INC
SOLEShares900K
TypeSH
Market value$7.63M
1.64%
Sole
900K
Shared
0.00
None
0.00
CRESCENT ENERGY COMPANY
SOLEShares280K
TypeSH
Market value$2.41M
0.52%
Sole
280K
Shared
0.00
None
0.00
NEXTDECADE CORP
SOLEShares213.89K
TypeSH
Market value$1.91M
0.41%
Sole
213.89K
Shared
0.00
None
0.00
T1 ENERGY INC
SOLEShares1.49M
TypeSH
Market value$1.83M
0.39%
Sole
1.49M
Shared
0.00
None
0.00
GREENFIRE RES LTD NEW
SOLEShares177.34K
TypeSH
Market value$791.0K
0.17%
Sole
177.34K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
OVINTIV INCSOLE | COM | 1.54M | SH | $58.65M 12.60% | 1.54M | 0.00 | 0.00 |
PERMIAN RESOURCES CORPSOLE | CLASS A COM | 3.93M | SH | $53.59M 11.51% | 3.93M | 0.00 | 0.00 |
EQT CORPSOLE | COM | 814.91K | SH | $47.53M 10.21% | 814.91K | 0.00 | 0.00 |
WEATHERFORD INTL PLCSOLE | ORD SHS | 900.35K | SH | $45.30M 9.73% | 900.35K | 0.00 | 0.00 |
SELECT WATER SOLUTIONS INCSOLE | CL A COM | 4.37M | SH | $37.79M 8.12% | 4.37M | 0.00 | 0.00 |
TECHNIPFMC PLCSOLE | COM | 1.03M | SH | $35.54M 7.63% | 1.03M | 0.00 | 0.00 |
VISTA ENERGY SAB DE CVSOLE | SPONSORED ADS | 739.02K | SH | $35.33M 7.59% | 739.02K | 0.00 | 0.00 |
RANGE RES CORPSOLE | COM | 830.65K | SH | $33.78M 7.26% | 830.65K | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 261.52K | SH | $30.58M 6.57% | 261.52K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 68.61K | SH | $25.94M 5.57% | 68.61K | 0.00 | 0.00 |
INFINITY NAT RES INCSOLE | COM CL A | 1.08M | SH | $19.70M 4.23% | 1.08M | 0.00 | 0.00 |
EXPRO GROUP HOLDINGS NVSOLE | COM | 2.28M | SH | $19.58M 4.20% | 2.28M | 0.00 | 0.00 |
KINETIK HOLDINGS INCSOLE | COM NEW CL A | 175K | SH | $7.71M 1.66% | 175K | 0.00 | 0.00 |
TALOS ENERGY INCSOLE | COM | 900K | SH | $7.63M 1.64% | 900K | 0.00 | 0.00 |
CRESCENT ENERGY COMPANYSOLE | CL A COM | 280K | SH | $2.41M 0.52% | 280K | 0.00 | 0.00 |
NEXTDECADE CORPSOLE | COM | 213.89K | SH | $1.91M 0.41% | 213.89K | 0.00 | 0.00 |
T1 ENERGY INCSOLE | COM NEW | 1.49M | SH | $1.83M 0.39% | 1.49M | 0.00 | 0.00 |
GREENFIRE RES LTD NEWSOLE | COM SHS | 177.34K | SH | $791.0K 0.17% | 177.34K | 0.00 | 0.00 |