Webs Creek Capital Management LP Quant / Systematic

CIK: 0001825309 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 17, 2026

Total Value ($000): $558,667 (100.0% shares, 0.0% debt)

Holdings (21)

New Positions (4)

WHD CACTUS INC 10.3%

Value ($000) $57,734 Shares 1,263,873 Est. Cost $41.80 Unrealized 0.0%

AR ANTERO RESOURCES CORP 9.3%

Value ($000) $51,826 Shares 1,503,951 Est. Cost $33.87 Unrealized 0.0%

LBRT LIBERTY ENERGY INC 5.0%

Value ($000) $28,028 Shares 1,518,300 Est. Cost $16.71 Unrealized 0.0%

KGS KODIAK GAS SVCS INC 3.9%

Value ($000) $21,542 Shares 576,000 Est. Cost $35.36 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
WHD	CACTUS INC	1,263,873	$57,734	10.3%	$41.80	0.0%	CL A	127203107
AR	ANTERO RESOURCES CORP	1,503,951	$51,826	9.3%	$33.87	0.0%	COM	03674X106
LBRT	LIBERTY ENERGY INC	1,518,300	$28,028	5.0%	$16.71	0.0%	COM CL A	53115L104
KGS	KODIAK GAS SVCS INC	576,000	$21,542	3.9%	$35.36	0.0%	COM	50012A108

Increased Positions (6)

MTZ MASTEC INC 7.9%

Value ($000) $43,879 (+265.6%) Shares 201,864 (+257.9%) Est. Cost $202.39 Unrealized +3.7%

SDRL SEADRILL LTD 5.4%

Value ($000) $30,280 (+92.9%) Shares 875,147 (+68.4%) Est. Cost $30.74 Unrealized +1.3%

NEXT NEXTDECADE CORP 0.5%

Value ($000) $2,871 (+69.3%) Shares 544,726 (+118.1%) Est. Cost $6.46 Unrealized -7.7%

CRGY CRESCENT ENERGY COMPANY 0.6%

Value ($000) $3,485 (+30.1%) Shares 415,348 (+38.3%) Est. Cost $8.56 Unrealized +1.9%

ACDC PROFRAC HLDG CORP 0.4%

Value ($000) $1,957 (+32.2%) Shares 502,961 (+25.7%) Est. Cost $5.22 Unrealized -21.7%

GFR GREENFIRE RES LTD NEW 0.2%

Value ($000) $1,058 (+32.5%) Shares 222,271 (+28.6%) Est. Cost $6.53 Unrealized -27.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MTZ	MASTEC INC	201,864 (+257.9%)	$43,879 (+265.6%)	7.9%	$202.39	+3.7%	COM	576323109
SDRL	SEADRILL LTD	875,147 (+68.4%)	$30,280 (+92.9%)	5.4%	$30.74	+1.3%	COM	G7997W102
NEXT	NEXTDECADE CORP	544,726 (+118.1%)	$2,871 (+69.3%)	0.5%	$6.46	-7.7%	COM	65342K105
CRGY	CRESCENT ENERGY COMPANY	415,348 (+38.3%)	$3,485 (+30.1%)	0.6%	$8.56	+1.9%	CL A COM	44952J104
ACDC	PROFRAC HLDG CORP	502,961 (+25.7%)	$1,957 (+32.2%)	0.4%	$5.22	-21.7%	CLASS A COM	74319N100
GFR	GREENFIRE RES LTD NEW	222,271 (+28.6%)	$1,058 (+32.5%)	0.2%	$6.53	-27.2%	COM SHS	39525U107

Exited Positions (1)

BKR BAKER HUGHES COMPANY 7.3%

Value ($000) $40,885 Shares 839,177 Est. Cost $43.83 Unrealized +8.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BKR	BAKER HUGHES COMPANY	839,177	$40,885	7.3%	$43.83	+8.0%	—	05722G100

Decreased Positions (10)

VNOM VIPER ENERGY INC 1.9%

Value ($000) $10,466 (-82.3%) Shares 270,923 (-82.5%) Est. Cost $38.10 Unrealized -0.6%

XPRO EXPRO GROUP HOLDINGS NV 4.0%

Value ($000) $22,339 (-40.6%) Shares 1,673,329 (-47.2%) Est. Cost $9.46 Unrealized +42.5%

INR INFINITY NAT RES INC 0.8%

Value ($000) $4,633 (-68.7%) Shares 314,509 (-72.2%) Est. Cost $18.53 Unrealized -29.3%

PR PERMIAN RESOURCES CORP 7.1%

Value ($000) $39,917 (-19.3%) Shares 2,845,130 (-26.4%) Est. Cost $12.49 Unrealized +7.5%

OVV OVINTIV INC 9.1%

Value ($000) $51,075 (-15.0%) Shares 1,303,259 (-12.4%) Est. Cost $39.37 Unrealized -1.5%

FTI TECHNIPFMC PLC 5.9%

Value ($000) $32,877 (-19.8%) Shares 737,816 (-29.0%) Est. Cost $17.24 Unrealized +144.7%

BTE BAYTEX ENERGY CORP 5.8%

Value ($000) $32,680 (+26.5%) Shares 10,117,718 (-8.3%) Est. Cost $2.14 Unrealized +30.0%

TALO TALOS ENERGY INC 6.5%

Value ($000) $36,409 (+7.8%) Shares 3,303,875 (-6.2%) Est. Cost $8.73 Unrealized +19.9%

TE T1 ENERGY INC 0.6%

Value ($000) $3,307 (+133.4%) Shares 495,000 (-23.8%) Est. Cost $1.62 Unrealized +173.0%

WFRD WEATHERFORD INTL PLC 8.8%

Value ($000) $49,302 (+3.1%) Shares 629,975 (-9.8%) Est. Cost $46.45 Unrealized +56.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VNOM	VIPER ENERGY INC	270,923 (-82.5%)	$10,466 (-82.3%)	1.9%	$38.10	-0.6%	CL A	64361Q101
XPRO	EXPRO GROUP HOLDINGS NV	1,673,329 (-47.2%)	$22,339 (-40.6%)	4.0%	$9.46	+42.5%	COM	N3144W105
INR	INFINITY NAT RES INC	314,509 (-72.2%)	$4,633 (-68.7%)	0.8%	$18.53	-29.3%	COM CL A	456941103
PR	PERMIAN RESOURCES CORP	2,845,130 (-26.4%)	$39,917 (-19.3%)	7.1%	$12.49	+7.5%	CLASS A COM	71424F105
OVV	OVINTIV INC	1,303,259 (-12.4%)	$51,075 (-15.0%)	9.1%	$39.37	-1.5%	COM	69047Q102
FTI	TECHNIPFMC PLC	737,816 (-29.0%)	$32,877 (-19.8%)	5.9%	$17.24	+144.7%	COM	G87110105
BTE	BAYTEX ENERGY CORP	10,117,718 (-8.3%)	$32,680 (+26.5%)	5.8%	$2.14	+30.0%	COM	07317Q105
TALO	TALOS ENERGY INC	3,303,875 (-6.2%)	$36,409 (+7.8%)	6.5%	$8.73	+19.9%	COM	87484T108
TE	T1 ENERGY INC	495,000 (-23.8%)	$3,307 (+133.4%)	0.6%	$1.62	+173.0%	COM NEW	35834F104
WFRD	WEATHERFORD INTL PLC	629,975 (-9.8%)	$49,302 (+3.1%)	8.8%	$46.45	+56.3%	ORD SHS	G48833118

Unchanged Positions (1)

WTTR SELECT WATER SOLUTIONS INC 5.9%

Value ($000) $33,004 Shares 3,137,215 Est. Cost $8.52 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
WTTR	SELECT WATER SOLUTIONS INC	3,137,215	$33,004	5.9%	$8.52	—	CL A COM	81617J301