Webs Creek Capital Management LP Quant / Systematic

Location: Dallas, TX

CIK: 0001825309 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $559M (100.0% shares, 0.0% debt)

Holdings (21)

WHD CACTUS INC 10.3%

Value $57.73M Shares 1,263,873 Est. Cost $41.80 Unrealized 0.0%

AR ANTERO RESOURCES CORP 9.3%

Value $51.83M Shares 1,503,951 Est. Cost $33.87 Unrealized 0.0%

OVV OVINTIV INC 9.1%

Value $51.07M Shares 1,303,259 Est. Cost $39.37 Unrealized -1.5%

WFRD WEATHERFORD INTL PLC 8.8%

Value $49.3M Shares 629,975 Est. Cost $46.45 Unrealized +56.3%

MTZ MASTEC INC 7.9%

Value $43.88M Shares 201,864 Est. Cost $202.39 Unrealized +3.7%

PR PERMIAN RESOURCES CORP 7.1%

Value $39.92M Shares 2,845,130 Est. Cost $12.49 Unrealized +7.5%

TALO TALOS ENERGY INC 6.5%

Value $36.41M Shares 3,303,875 Est. Cost $8.73 Unrealized +19.9%

WTTR SELECT WATER SOLUTIONS INC 5.9%

Value $33M Shares 3,137,215 Est. Cost $8.52 Unrealized —

FTI TECHNIPFMC PLC 5.9%

Value $32.88M Shares 737,816 Est. Cost $17.24 Unrealized +144.7%

BTE BAYTEX ENERGY CORP 5.8%

Value $32.68M Shares 10,117,718 Est. Cost $2.14 Unrealized +30.0%

SDRL SEADRILL LTD 5.4%

Value $30.28M Shares 875,147 Est. Cost $30.74 Unrealized +1.3%

LBRT LIBERTY ENERGY INC 5.0%

Value $28.03M Shares 1,518,300 Est. Cost $16.71 Unrealized 0.0%

XPRO EXPRO GROUP HOLDINGS NV 4.0%

Value $22.34M Shares 1,673,329 Est. Cost $9.46 Unrealized +42.5%

KGS KODIAK GAS SVCS INC 3.9%

Value $21.54M Shares 576,000 Est. Cost $35.36 Unrealized 0.0%

VNOM VIPER ENERGY INC 1.9%

Value $10.47M Shares 270,923 Est. Cost $38.10 Unrealized -0.6%

INR INFINITY NAT RES INC 0.8%

Value $4.633M Shares 314,509 Est. Cost $18.53 Unrealized -29.3%

CRGY CRESCENT ENERGY COMPANY 0.6%

Value $3.485M Shares 415,348 Est. Cost $8.56 Unrealized +1.9%

TE T1 ENERGY INC 0.6%

Value $3.307M Shares 495,000 Est. Cost $1.62 Unrealized +173.0%

NEXT NEXTDECADE CORP 0.5%

Value $2.871M Shares 544,726 Est. Cost $6.46 Unrealized -7.7%

ACDC PROFRAC HLDG CORP 0.4%

Value $1.957M Shares 502,961 Est. Cost $5.22 Unrealized -21.7%

GFR GREENFIRE RES LTD NEW 0.2%

Value $1.058M Shares 222,271 Est. Cost $6.53 Unrealized -27.2%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
WHD	CACTUS INC	1,263,873	$57.73M	10.3%	$41.80	0.0%	CL A	127203107
AR	ANTERO RESOURCES CORP	1,503,951	$51.83M	9.3%	$33.87	0.0%	COM	03674X106
OVV	OVINTIV INC	1,303,259	$51.07M	9.1%	$39.37	-1.5%	COM	69047Q102
WFRD	WEATHERFORD INTL PLC	629,975	$49.3M	8.8%	$46.45	+56.3%	ORD SHS	G48833118
MTZ	MASTEC INC	201,864	$43.88M	7.9%	$202.39	+3.7%	COM	576323109
PR	PERMIAN RESOURCES CORP	2,845,130	$39.92M	7.1%	$12.49	+7.5%	CLASS A COM	71424F105
TALO	TALOS ENERGY INC	3,303,875	$36.41M	6.5%	$8.73	+19.9%	COM	87484T108
WTTR	SELECT WATER SOLUTIONS INC	3,137,215	$33M	5.9%	$8.52	—	CL A COM	81617J301
FTI	TECHNIPFMC PLC	737,816	$32.88M	5.9%	$17.24	+144.7%	COM	G87110105
BTE	BAYTEX ENERGY CORP	10,117,718	$32.68M	5.8%	$2.14	+30.0%	COM	07317Q105
SDRL	SEADRILL LTD	875,147	$30.28M	5.4%	$30.74	+1.3%	COM	G7997W102
LBRT	LIBERTY ENERGY INC	1,518,300	$28.03M	5.0%	$16.71	0.0%	COM CL A	53115L104
XPRO	EXPRO GROUP HOLDINGS NV	1,673,329	$22.34M	4.0%	$9.46	+42.5%	COM	N3144W105
KGS	KODIAK GAS SVCS INC	576,000	$21.54M	3.9%	$35.36	0.0%	COM	50012A108
VNOM	VIPER ENERGY INC	270,923	$10.47M	1.9%	$38.10	-0.6%	CL A	64361Q101
INR	INFINITY NAT RES INC	314,509	$4.633M	0.8%	$18.53	-29.3%	COM CL A	456941103
CRGY	CRESCENT ENERGY COMPANY	415,348	$3.485M	0.6%	$8.56	+1.9%	CL A COM	44952J104
TE	T1 ENERGY INC	495,000	$3.307M	0.6%	$1.62	+173.0%	COM NEW	35834F104
NEXT	NEXTDECADE CORP	544,726	$2.871M	0.5%	$6.46	-7.7%	COM	65342K105
ACDC	PROFRAC HLDG CORP	502,961	$1.957M	0.4%	$5.22	-21.7%	CLASS A COM	74319N100
GFR	GREENFIRE RES LTD NEW	222,271	$1.058M	0.2%	$6.53	-27.2%	COM SHS	39525U107