WAVEMAN · COMPANY

WBI · Waterbridge Infrastructure Llc

LIVE

TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475

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WBI

Name: WaterBridge Infrastructure LLC (WBI) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

WaterBridge Infrastructure LLC

ENERGY · OIL & GAS FIELD SERVICES, NEC · CIK 0002064947

CONGRESS · 1FORM 144 · 4☆ WATCH

INSIDER NET · 180D

-$584.2M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

100

13F, latest reported quarter

REVENUE GROWTH

+66.2%

XBRL, annual

NET MARGIN

0.0%

CONVERSIONS · 180D

codes C/M, not in net · $0 priced

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$584.2M over 180 days

-$584.2M over 90 days · -$584.2M of it by a 10%+ holder

below 98% of Energy

CONGRESS

1 member bought in the last year

the lowest in Energy

FUNDS

100 funds added or opened last quarter

below 61% of Energy

REVENUE

+66.2% year over year

more than 92% of Energy

MARGIN

0.0% net margin

below 65% of Energy

BUYBACKS

no share repurchases reported

SHORT

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

Insiders are net sellers: -$584.2M across 4 people in 180 days.

100 funds added or opened positions in the latest 13F quarter, of 164 holders.

1 member of Congress reported buying it this year.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +41.6%

+41.6%12M

INSIDER BUYINSIDER SELLFORM 144

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

Insiders have filed to sell — before selling.

The record shows a net $584.2M sold by insiders over 180 days, 100 funds added last quarter, 1 Congress member(s) bought in 12 months, $253.9M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

METC AMR PBF GULTU PRT CRC REPX DMLP CVX PARR TALO DKL

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, WaterBridge Infrastructure LLC insiders sold a net $584.2M of stock across 11 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER

FILED

VALUE

DEVON ENERGY CORP/DE

—

SELL

2026-06-22

1,755,174.0

$52.7M

WaterBridge Resources LLC

—

SELL

2026-06-22

5,894,826.0

$177.1M

Five Point Energy GP I LP

—

SELL

2026-06-22

5,894,826.0

$177.1M

Capobianco David N

Director

SELL

2026-06-22

5,894,826.0

$177.1M

McNeely Scott Lloyd

See Remarks

BUY

2026-01-06

1,278.0

$25.0K

11 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 6 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

Devon Energy Corp/DE

16,002,051.0 sh

$548.4M

ALPS ADVISORS INC

9,851,493.0 sh

$337.6M

HORIZON KINETICS ASSET MANAGEMENT LLC

7,650,237.0 sh

$262.2M

FMR LLC

3,869,296.0 sh

$132.6M

Hood River Capital Management LLC

1,960,405.0 sh

$67.2M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

Planned sales · Form 144

Filed before the sale — intent, not a trade

Desert Environmental Holdings LLC

FILED 2026-06-22

$18.0M

Devon WB Holdco L.L.C.

FILED 2026-06-22

$58.3M

NDB Holdings LLC

FILED 2026-06-22

$130.1M

WBR Holdings LLC

FILED 2026-06-22

$47.5M

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

AVE MARIA GROWTH FOCUSED FUND

$9.9M POSITION · AS OF 2026-03-31

13.7%

AVE MARIA VALUE FOCUSED FUND

$8.0M POSITION · AS OF 2026-03-31

7.1%

Horizon Kinetics Inflation Beneficiaries ETF

$64.3M POSITION · AS OF 2026-03-31

4.4%

AVE MARIA VALUE FUND

$22.3M POSITION · AS OF 2026-03-31

4.3%

Kinetics Small Cap Opportunities Portfolio

$19.6M POSITION · AS OF 2026-03-31

3.5%

Kinetics Market Opportunities Portfolio

$11.2M POSITION · AS OF 2026-03-31

3.4%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12
REVENUE	$525.6M	$316.3M	$200.8M
OPERATING INCOME	$78.9M	$56.4M	$40.5M
NET INCOME	$9.0K	$3.0M	$14.7M
OPERATING CASH FLOW	$159.7M	$73.9M	$48.5M
CASH	$51.5M	$13.3M	—
LONG-TERM DEBT	$1.4B	$586.4M	—

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE