Filed: 2/17/2026ACC: 0001825309-26-000003
📋 What this filing means
WEBS CREEK CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $558.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$558.67M
Total AUM (reported)
32.45M
Total Shares
Allocation by class
COM$325.78M58.3%
CL A$68.20M12.2%
ORD SHS$49.30M8.8%
CLASS A COM$41.87M7.5%
CL A COM$36.49M6.5%
COM CL A$32.66M5.8%
COM NEW$3.31M0.6%
Portfolio Concentration
Top 3$160.63M28.8%
4–10$268.07M48.0%
11–25$129.96M23.3%
Top 3 weight
28.8%
Top 10 weight
76.7%
Voting Authority Distribution
Total shares with voting rights: 32.45M
Sole
Full voting authority
32.45M
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)
Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
CACTUS INC
SOLEShares1.26M
TypeSH
Market value$57.73M
10.33%
Sole
1.26M
Shared
0.00
None
0.00
ANTERO RESOURCES CORP
SOLEShares1.50M
TypeSH
Market value$51.83M
9.28%
Sole
1.50M
Shared
0.00
None
0.00
OVINTIV INC
SOLEShares1.30M
TypeSH
Market value$51.07M
9.14%
Sole
1.30M
Shared
0.00
None
0.00
WEATHERFORD INTL PLC
SOLEShares629.98K
TypeSH
Market value$49.30M
8.82%
Sole
629.98K
Shared
0.00
None
0.00
MASTEC INC
SOLEShares201.86K
TypeSH
Market value$43.88M
7.85%
Sole
201.86K
Shared
0.00
None
0.00
PERMIAN RESOURCES CORP
SOLEShares2.85M
TypeSH
Market value$39.92M
7.15%
Sole
2.85M
Shared
0.00
None
0.00
TALOS ENERGY INC
SOLEShares3.30M
TypeSH
Market value$36.41M
6.52%
Sole
3.30M
Shared
0.00
None
0.00
SELECT WATER SOLUTIONS INC
SOLEShares3.14M
TypeSH
Market value$33.00M
5.91%
Sole
3.14M
Shared
0.00
None
0.00
TECHNIPFMC PLC
SOLEShares737.82K
TypeSH
Market value$32.88M
5.88%
Sole
737.82K
Shared
0.00
None
0.00
BAYTEX ENERGY CORP
SOLEShares10.12M
TypeSH
Market value$32.68M
5.85%
Sole
10.12M
Shared
0.00
None
0.00
SEADRILL LTD
SOLEShares875.15K
TypeSH
Market value$30.28M
5.42%
Sole
875.15K
Shared
0.00
None
0.00
LIBERTY ENERGY INC
SOLEShares1.52M
TypeSH
Market value$28.03M
5.02%
Sole
1.52M
Shared
0.00
None
0.00
EXPRO GROUP HOLDINGS NV
SOLEShares1.67M
TypeSH
Market value$22.34M
4.00%
Sole
1.67M
Shared
0.00
None
0.00
KODIAK GAS SVCS INC
SOLEShares576K
TypeSH
Market value$21.54M
3.86%
Sole
576K
Shared
0.00
None
0.00
VIPER ENERGY INC
SOLEShares270.92K
TypeSH
Market value$10.47M
1.87%
Sole
270.92K
Shared
0.00
None
0.00
INFINITY NAT RES INC
SOLEShares314.51K
TypeSH
Market value$4.63M
0.83%
Sole
314.51K
Shared
0.00
None
0.00
CRESCENT ENERGY COMPANY
SOLEShares415.35K
TypeSH
Market value$3.48M
0.62%
Sole
415.35K
Shared
0.00
None
0.00
T1 ENERGY INC
SOLEShares495K
TypeSH
Market value$3.31M
0.59%
Sole
495K
Shared
0.00
None
0.00
NEXTDECADE CORP
SOLEShares544.73K
TypeSH
Market value$2.87M
0.51%
Sole
544.73K
Shared
0.00
None
0.00
PROFRAC HLDG CORP
SOLEShares502.96K
TypeSH
Market value$1.96M
0.35%
Sole
502.96K
Shared
0.00
None
0.00
GREENFIRE RES LTD NEW
SOLEShares222.27K
TypeSH
Market value$1.06M
0.19%
Sole
222.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CACTUS INCSOLE | CL A | 1.26M | SH | $57.73M 10.33% | 1.26M | 0.00 | 0.00 |
ANTERO RESOURCES CORPSOLE | COM | 1.50M | SH | $51.83M 9.28% | 1.50M | 0.00 | 0.00 |
OVINTIV INCSOLE | COM | 1.30M | SH | $51.07M 9.14% | 1.30M | 0.00 | 0.00 |
WEATHERFORD INTL PLCSOLE | ORD SHS | 629.98K | SH | $49.30M 8.82% | 629.98K | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 201.86K | SH | $43.88M 7.85% | 201.86K | 0.00 | 0.00 |
PERMIAN RESOURCES CORPSOLE | CLASS A COM | 2.85M | SH | $39.92M 7.15% | 2.85M | 0.00 | 0.00 |
TALOS ENERGY INCSOLE | COM | 3.30M | SH | $36.41M 6.52% | 3.30M | 0.00 | 0.00 |
SELECT WATER SOLUTIONS INCSOLE | CL A COM | 3.14M | SH | $33.00M 5.91% | 3.14M | 0.00 | 0.00 |
TECHNIPFMC PLCSOLE | COM | 737.82K | SH | $32.88M 5.88% | 737.82K | 0.00 | 0.00 |
BAYTEX ENERGY CORPSOLE | COM | 10.12M | SH | $32.68M 5.85% | 10.12M | 0.00 | 0.00 |
SEADRILL LTDSOLE | COM | 875.15K | SH | $30.28M 5.42% | 875.15K | 0.00 | 0.00 |
LIBERTY ENERGY INCSOLE | COM CL A | 1.52M | SH | $28.03M 5.02% | 1.52M | 0.00 | 0.00 |
EXPRO GROUP HOLDINGS NVSOLE | COM | 1.67M | SH | $22.34M 4.00% | 1.67M | 0.00 | 0.00 |
KODIAK GAS SVCS INCSOLE | COM | 576K | SH | $21.54M 3.86% | 576K | 0.00 | 0.00 |
VIPER ENERGY INCSOLE | CL A | 270.92K | SH | $10.47M 1.87% | 270.92K | 0.00 | 0.00 |
INFINITY NAT RES INCSOLE | COM CL A | 314.51K | SH | $4.63M 0.83% | 314.51K | 0.00 | 0.00 |
CRESCENT ENERGY COMPANYSOLE | CL A COM | 415.35K | SH | $3.48M 0.62% | 415.35K | 0.00 | 0.00 |
T1 ENERGY INCSOLE | COM NEW | 495K | SH | $3.31M 0.59% | 495K | 0.00 | 0.00 |
NEXTDECADE CORPSOLE | COM | 544.73K | SH | $2.87M 0.51% | 544.73K | 0.00 | 0.00 |
PROFRAC HLDG CORPSOLE | CLASS A COM | 502.96K | SH | $1.96M 0.35% | 502.96K | 0.00 | 0.00 |
GREENFIRE RES LTD NEWSOLE | COM SHS | 222.27K | SH | $1.06M 0.19% | 222.27K | 0.00 | 0.00 |