Portfolio (Quarterly)
Guide ↗
Webs Creek Capital Management LP
· CIK 0001825309| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | TECHNIPFMC PLC | — | 737,816 | $32.9M | 5.88% | SOLD |
| 2 | LBRT | LIBERTY ENERGY INC | Energy | 1,518,300 | $28.0M | 5.02% | SOLD |
| 3 | KGS | KODIAK GAS SVCS INC | Energy | 576,000 | $21.5M | 3.86% | SOLD |
| 4 | VNOM | VIPER ENERGY INC | Energy | 270,923 | $10.5M | 1.87% | SOLD |
| 5 | — | INFINITY NAT RES INC | — | 314,509 | $4.6M | 0.83% | SOLD |
| 6 | CRGY | CRESCENT ENERGY COMPANY | Energy | 415,348 | $3.5M | 0.62% | SOLD |
| 7 | TE | T1 ENERGY INC | Industrials | 495,000 | $3.3M | 0.59% | SOLD |
| 8 | NEXT | NEXTDECADE CORP | Energy | 544,726 | $2.9M | 0.51% | SOLD |
| 9 | ACDC | PROFRAC HLDG CORP | Energy | 502,961 | $2.0M | 0.35% | SOLD |
| 10 | — | GREENFIRE RES LTD NEW | — | 222,271 | $1.1M | 0.19% | SOLD |
Sector Allocation
Energy
80.2%
Utilities
13.2%
Industrials
6.6%