13F Portfolios

Webs Creek Capital Management LP: CACTUS INC (WHD): Quarterly 13F Position History

As of Q1 2026, Webs Creek Capital Management LP reported 959,218 shares of CACTUS INC (WHD), worth $45.4M and representing 7.9% of its 13F equity book. Quarter-over-quarter share count change: 304,655 (-24.1%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.

Recent initiation: Webs Creek Capital Management LP first reported WHD on the Q4 2025 filing — fewer than three quarters of history are available.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 959,218 304,655 -24.1% $45.4M 7.9% $47.4
Q4 2025 1,263,873 $57.7M 10.3% $45.7

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Webs Creek Capital Management LP first disclose a WHD position in 13F-HR filings?

Webs Creek Capital Management LP first reported CACTUS INC (WHD) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.

What was Webs Creek Capital Management LP's most recent quarter-over-quarter share-count change in WHD?

Between Q4 2025 and Q1 2026, Webs Creek Capital Management LP reduced its WHD position by 304,655 shares (-24.1%), leaving 959,218 shares at a market value of $45.4M.

Does the implied price-per-share represent Webs Creek Capital Management LP's cost basis in WHD?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.