Webs Creek Capital Management LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VIPER ENERGY INC(VNOM) | 0 | 1,544,132 | +1,544,132 | 0 | 59,016,725 | 12.30% | +59,016,725 |
| BAKER HUGHES COMPANY(BKR) | 0 | 839,177 | +839,177 | 0 | 40,884,703 | 8.52% | +40,884,703 |
| TALOS ENERGY INC(TALO) | 900,000 | 3,522,614 | +2,622,614 | 7,632,000 | 33,781,868 | 7.04% | +26,149,868 |
| BAYTEX ENERGY CORP(BTE) | 0 | 11,037,772 | +11,037,772 | 0 | 25,828,386 | 5.39% | +25,828,386 |
| EXPRO GROUP HOLDINGS NV | 2,278,928 | 3,167,596 | +888,668 | 19,575,992 | 37,631,040 | 7.85% | +18,055,048 |
| SEADRILL LTD(SDRL) | 0 | 519,733 | +519,733 | 0 | 15,701,134 | 3.27% | +15,701,134 |
| MASTEC INC(MTZ) | 0 | 56,400 | +56,400 | 0 | 12,002,484 | 2.50% | +12,002,484 |
| TECHNIPFMC PLC(FTI) | 1,032,064 | 1,038,881 | +6,817 | 35,544,284 | 40,983,855 | 8.55% | +5,439,571 |
| WEATHERFORD INTL PLC(WFRD) | 900,351 | 698,520 | -201,831 | 45,296,659 | 47,799,724 | 9.97% | +2,503,065 |
| PROFRAC HLDG CORP(ACDC) | 0 | 400,000 | +400,000 | 0 | 1,480,000 | 0.31% | +1,480,000 |
| OVINTIV INC(OVV) | 1,541,366 | 1,487,937 | -53,429 | 58,648,976 | 60,082,896 | 12.53% | +1,433,920 |
| CRESCENT ENERGY COMPANY(CRGY) | 280,000 | 300,348 | +20,348 | 2,408,000 | 2,679,104 | 0.56% | +271,104 |
| GREENFIRE RES LTD NEW | 177,344 | 172,823 | -4,521 | 790,954 | 798,442 | 0.17% | +7,488 |
| NEXTDECADE CORP(NEXT) | 213,894 | 249,726 | +35,832 | 1,905,796 | 1,695,640 | 0.35% | -210,156 |
| T1 ENERGY INC(TE) | 1,486,631 | 650,000 | -836,631 | 1,828,556 | 1,417,000 | 0.30% | -411,556 |
| PERMIAN RESOURCES CORP(PR) | 3,934,571 | 3,866,559 | -68,012 | 53,588,857 | 49,491,955 | 10.32% | -4,096,902 |
| SELECT WATER SOLUTIONS INC(WTTR) | 4,374,324 | 3,137,215 | -1,237,109 | 37,794,159 | 33,536,828 | 6.99% | -4,257,331 |
| INFINITY NAT RES INC | 1,075,718 | 1,129,674 | +53,956 | 19,696,397 | 14,810,026 | 3.09% | -4,886,371 |
| KINETIK HOLDINGS INC(KNTK) | 175,000 | 0 | -175,000 | 7,708,750 | 0 | — | -7,708,750 |
| QUANTA SVCS INC | 68,615 | 0 | -68,615 | 25,941,959 | 0 | — | -25,941,959 |
| EXPAND ENERGY CORPORATION(EXE) | 261,524 | 0 | -261,524 | 30,582,617 | 0 | — | -30,582,617 |
| RANGE RES CORP(RRC) | 830,651 | 0 | -830,651 | 33,782,576 | 0 | — | -33,782,576 |
| VISTA ENERGY SAB DE CV(VIST) | 739,024 | 0 | -739,024 | 35,332,737 | 0 | — | -35,332,737 |
| EQT CORP(EQT) | 814,912 | 0 | -814,912 | 47,525,668 | 0 | — | -47,525,668 |