SCHEDULE: Webs Creek Capital Discloses 2.0% Stake in Infinity Natural

Webs Creek Capital Management LP and its affiliates reported a 2.0% beneficial ownership stake in Infinity Natural Resources, Inc.'s Class A common stock.

Summary

• Webs Creek Capital Management LP, Webs Creek CM GenPar LLC, and Stephen Thomas (collectively, the "Reporting Persons") have filed a Schedule 13G/A.
• The Reporting Persons collectively beneficially own 314,509 shares of Infinity Natural Resources, Inc.'s Class A common stock.
• This ownership represents 2.0% of the outstanding Class A common stock.
• The percentage is based on 15,629,653 shares of Class A Common Stock outstanding as of November 5, 2025, as reported in the Issuer's Form 10-Q.
• Webs Creek Capital Management LP acts as investment manager for various clients, including an affiliated private fund, which hold these shares.
• Webs Creek CM GenPar LLC serves as the general partner of Webs Creek Capital Management LP.
• Stephen Thomas is the sole manager of Webs Creek CM GenPar LLC and is deemed an indirect beneficial owner.
• The shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing. It is a standard disclosure of passive beneficial ownership and does not provide new material information that would significantly alter the investment thesis for Infinity Natural Resources, Inc.

Positives

• A professional investment manager, Webs Creek Capital Management LP, holds a significant stake, indicating institutional interest in Infinity Natural Resources, Inc.

Negatives

• No negative information regarding Infinity Natural Resources, Inc. is disclosed in this beneficial ownership report.

Risks

• The filing explicitly states that the securities were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer, which mitigates potential activist investor risks for current management.

Future Outlook

This filing does not contain any forward-looking statements or guidance regarding Infinity Natural Resources, Inc.'s future performance or operations.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are routine disclosures by passive institutional investors or groups holding less than 5% of a company's stock. This filing indicates that Infinity Natural Resources, Inc. continues to attract interest from investment managers like Webs Creek Capital Management LP, which is a common occurrence for publicly traded companies.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional holder's passive stake, which can be viewed positively as a vote of confidence.
• Management: Reassures that the stake is not for control-influencing purposes, allowing management to focus on current strategic plans without immediate activist pressure.

Key Dates

Keywords

Infinity Natural Resources, Webs Creek Capital Management, Schedule 13G, Beneficial Ownership, Class A Common Stock, Institutional Investor, Equity Stake, SEC Filing