Filed: 11/14/2025ACC: 0001825309-25-000010
📋 What this filing means
WEBS CREEK CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $479.62M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$479.62M
Total AUM (reported)
33.82M
Total Shares
Allocation by class
COM$227.71M47.5%
CL A$99.90M20.8%
CLASS A COM$50.97M10.6%
ORD SHS$47.80M10.0%
CL A COM$36.22M7.6%
COM CL A$14.81M3.1%
COM NEW$1.42M0.3%
Portfolio Concentration
Top 3$168.59M35.2%
4–10$260.45M54.3%
11–25$50.58M10.5%
Top 3 weight
35.2%
Top 10 weight
89.5%
Voting Authority Distribution
Total shares with voting rights: 33.82M
Sole
Full voting authority
33.82M
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 · 100.0% of voting shares
Institutional Holdings18
Rows:
OVINTIV INC
SOLEShares1.49M
TypeSH
Market value$60.08M
12.53%
Sole
1.49M
Shared
0.00
None
0.00
VIPER ENERGY INC
SOLEShares1.54M
TypeSH
Market value$59.02M
12.30%
Sole
1.54M
Shared
0.00
None
0.00
PERMIAN RESOURCES CORP
SOLEShares3.87M
TypeSH
Market value$49.49M
10.32%
Sole
3.87M
Shared
0.00
None
0.00
WEATHERFORD INTL PLC
SOLEShares698.52K
TypeSH
Market value$47.80M
9.97%
Sole
698.52K
Shared
0.00
None
0.00
TECHNIPFMC PLC
SOLEShares1.04M
TypeSH
Market value$40.98M
8.55%
Sole
1.04M
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares839.18K
TypeSH
Market value$40.88M
8.52%
Sole
839.18K
Shared
0.00
None
0.00
EXPRO GROUP HOLDINGS NV
SOLEShares3.17M
TypeSH
Market value$37.63M
7.85%
Sole
3.17M
Shared
0.00
None
0.00
TALOS ENERGY INC
SOLEShares3.52M
TypeSH
Market value$33.78M
7.04%
Sole
3.52M
Shared
0.00
None
0.00
SELECT WATER SOLUTIONS INC
SOLEShares3.14M
TypeSH
Market value$33.54M
6.99%
Sole
3.14M
Shared
0.00
None
0.00
BAYTEX ENERGY CORP
SOLEShares11.04M
TypeSH
Market value$25.83M
5.39%
Sole
11.04M
Shared
0.00
None
0.00
SEADRILL LTD
SOLEShares519.73K
TypeSH
Market value$15.70M
3.27%
Sole
519.73K
Shared
0.00
None
0.00
INFINITY NAT RES INC
SOLEShares1.13M
TypeSH
Market value$14.81M
3.09%
Sole
1.13M
Shared
0.00
None
0.00
MASTEC INC
SOLEShares56.40K
TypeSH
Market value$12.00M
2.50%
Sole
56.40K
Shared
0.00
None
0.00
CRESCENT ENERGY COMPANY
SOLEShares300.35K
TypeSH
Market value$2.68M
0.56%
Sole
300.35K
Shared
0.00
None
0.00
NEXTDECADE CORP
SOLEShares249.73K
TypeSH
Market value$1.70M
0.35%
Sole
249.73K
Shared
0.00
None
0.00
PROFRAC HLDG CORP
SOLEShares400K
TypeSH
Market value$1.48M
0.31%
Sole
400K
Shared
0.00
None
0.00
T1 ENERGY INC
SOLEShares650K
TypeSH
Market value$1.42M
0.30%
Sole
650K
Shared
0.00
None
0.00
GREENFIRE RES LTD NEW
SOLEShares172.82K
TypeSH
Market value$798.4K
0.17%
Sole
172.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
OVINTIV INCSOLE | COM | 1.49M | SH | $60.08M 12.53% | 1.49M | 0.00 | 0.00 |
VIPER ENERGY INCSOLE | CL A | 1.54M | SH | $59.02M 12.30% | 1.54M | 0.00 | 0.00 |
PERMIAN RESOURCES CORPSOLE | CLASS A COM | 3.87M | SH | $49.49M 10.32% | 3.87M | 0.00 | 0.00 |
WEATHERFORD INTL PLCSOLE | ORD SHS | 698.52K | SH | $47.80M 9.97% | 698.52K | 0.00 | 0.00 |
TECHNIPFMC PLCSOLE | COM | 1.04M | SH | $40.98M 8.55% | 1.04M | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 839.18K | SH | $40.88M 8.52% | 839.18K | 0.00 | 0.00 |
EXPRO GROUP HOLDINGS NVSOLE | COM | 3.17M | SH | $37.63M 7.85% | 3.17M | 0.00 | 0.00 |
TALOS ENERGY INCSOLE | COM | 3.52M | SH | $33.78M 7.04% | 3.52M | 0.00 | 0.00 |
SELECT WATER SOLUTIONS INCSOLE | CL A COM | 3.14M | SH | $33.54M 6.99% | 3.14M | 0.00 | 0.00 |
BAYTEX ENERGY CORPSOLE | COM | 11.04M | SH | $25.83M 5.39% | 11.04M | 0.00 | 0.00 |
SEADRILL LTDSOLE | COM | 519.73K | SH | $15.70M 3.27% | 519.73K | 0.00 | 0.00 |
INFINITY NAT RES INCSOLE | COM CL A | 1.13M | SH | $14.81M 3.09% | 1.13M | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 56.40K | SH | $12.00M 2.50% | 56.40K | 0.00 | 0.00 |
CRESCENT ENERGY COMPANYSOLE | CL A COM | 300.35K | SH | $2.68M 0.56% | 300.35K | 0.00 | 0.00 |
NEXTDECADE CORPSOLE | COM | 249.73K | SH | $1.70M 0.35% | 249.73K | 0.00 | 0.00 |
PROFRAC HLDG CORPSOLE | CLASS A COM | 400K | SH | $1.48M 0.31% | 400K | 0.00 | 0.00 |
T1 ENERGY INCSOLE | COM NEW | 650K | SH | $1.42M 0.30% | 650K | 0.00 | 0.00 |
GREENFIRE RES LTD NEWSOLE | COM SHS | 172.82K | SH | $798.4K 0.17% | 172.82K | 0.00 | 0.00 |