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Webs Creek Capital Management LP

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13F filer, CIK 1825309, DALLAS, TX

Webs Creek Capital Management LP reported $558,666,624 across 21 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 76.74% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001825309-26-000003

Period
2025-12-31
Reported value
$559M
Holdings
21
Top 10 weight
76.74%
New
4
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WHDnew+1,263,873$57.7M
ARnew+1,503,951$51.8M
MTZadded+145,464$31.6M
LBRTnew+1,518,300$28M
KGSnew+576,000$21.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VNOMreduced-1,273,209-$49.2M
BKRexited-839,177-$40.9M
XPROreduced-1,494,267-$19.9M
PRreduced-1,021,429-$14.3M
FTIreduced-301,065-$13.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001825309-26-000003, largest first. % of portfolio is the value over $558,666,624, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WHDCACTUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,263,873 shares 1,263,873$57.7M10.33%newTimeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,270,317 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,503,951 shares 1,503,951$51.8M9.28%newTimeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,335,460 shares; 2025Q1: 830,768 shares; 2025Q2: 1,541,366 shares; 2025Q3: 1,487,937 shares; 2025Q4: 1,303,259 shares 1,303,259$51.1M9.14%-184,678Timeline
WFRDWEATHERFORD INTL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 900,351 shares; 2025Q3: 698,520 shares; 2025Q4: 629,975 shares 629,975$49.3M8.82%-68,545Timeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,400 shares; 2025Q4: 201,864 shares 201,864$43.9M7.85%+145,464Timeline
PRPERMIAN RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,581,790 shares; 2024Q4: 3,729,646 shares; 2025Q1: 3,593,968 shares; 2025Q2: 3,934,571 shares; 2025Q3: 3,866,559 shares; 2025Q4: 2,845,130 shares 2,845,130$39.9M7.15%-1,021,429Timeline
TALOTALOS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 900,000 shares; 2025Q3: 3,522,614 shares; 2025Q4: 3,303,875 shares 3,303,875$36.4M6.52%-218,739Timeline
WTTRSELECT WATER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,233,776 shares; 2024Q4: 2,354,742 shares; 2025Q1: 2,492,972 shares; 2025Q2: 4,374,324 shares; 2025Q3: 3,137,215 shares; 2025Q4: 3,137,215 shares 3,137,215$33M5.91%0Timeline
FTITECHNIPFMC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,352,917 shares; 2024Q4: 1,342,177 shares; 2025Q1: 1,275,919 shares; 2025Q2: 1,032,064 shares; 2025Q3: 1,038,881 shares; 2025Q4: 737,816 shares 737,816$32.9M5.88%-301,065Timeline
BTEBAYTEX ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,037,772 shares; 2025Q4: 10,117,718 shares 10,117,718$32.7M5.85%-920,054Timeline
SDRLSEADRILL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730,179 shares; 2024Q4: 892,061 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 519,733 shares; 2025Q4: 875,147 shares 875,147$30.3M5.42%+355,414Timeline
LBRTLIBERTY ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,518,300 shares 1,518,300$28M5.02%newTimeline
XPROEXPRO GROUP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,589,258 shares; 2024Q4: not reported; 2025Q1: 255,000 shares; 2025Q2: 2,278,928 shares; 2025Q3: 3,167,596 shares; 2025Q4: 1,673,329 shares 1,673,329$22.3M4%-1,494,267Timeline
KGSKODIAK GAS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 576,000 shares 576,000$21.5M3.86%newTimeline
VNOMVIPER ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,544,132 shares; 2025Q4: 270,923 shares 270,923$10.5M1.87%-1,273,209Timeline
INRINFINITY NAT RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,121,927 shares; 2025Q2: 1,075,718 shares; 2025Q3: 1,129,674 shares; 2025Q4: 314,509 shares 314,509$4.63M0.83%-815,165Timeline
CRGYCRESCENT ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 280,000 shares; 2025Q3: 300,348 shares; 2025Q4: 415,348 shares 415,348$3.48M0.62%+115,000Timeline
TET1 ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800,000 shares; 2025Q1: 1,157,300 shares; 2025Q2: 1,486,631 shares; 2025Q3: 650,000 shares; 2025Q4: 495,000 shares 495,000$3.31M0.59%-155,000Timeline
NEXTNEXTDECADE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,000 shares; 2024Q4: 285,000 shares; 2025Q1: 230,000 shares; 2025Q2: 213,894 shares; 2025Q3: 249,726 shares; 2025Q4: 544,726 shares 544,726$2.87M0.51%+295,000Timeline
ACDCPROFRAC HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400,000 shares; 2025Q4: 502,961 shares 502,961$1.96M0.35%+102,961Timeline
GFRGREENFIRE RES LTD NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 355,000 shares; 2025Q1: 413,627 shares; 2025Q2: 177,344 shares; 2025Q3: 172,823 shares; 2025Q4: 222,271 shares 222,271$1.06M0.19%+49,448Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BKRBAKER HUGHES COMPANY839,177$40.9Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001825309-26-000003 base2026-02-17acceptance time not in the bulk data set