Webs Creek Capital Management LP
•CIK: 1825309•Filing: Q4 2025
**Webs Creek Capital Management LP** manages $559M across a concentrated portfolio of 21 positions. The fund exhibits significant conviction in its top holdings, with WHD representing the largest allocation at $57.7M. Further substantial exposure is noted in AR ($51.8M), OVV ($51.1M), and PRS ($49.3M). This structure suggests a focused, high-conviction approach across its core investment themes.
Total AUM
$558.7M
QoQ Performance
+16.5%
Positions
21
Top 10 Concentration
76.7%
Latest Filing
Q4 2025
Top Holdings Allocation
WHD
AR
OVV
WFRD
MTZ
PR
TALO
WTTR
WHD10.3%
AR9.3%
OVV9.1%
WFRD8.8%
MTZ7.9%
PR7.1%
TALO6.5%
WTTR5.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑6 increased
↓10 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022