WaterBridge Infrastructure LLC
WBI- Exchange
- NYSE
- Industry
- Oil & Gas Field Services, NEC
- SEC CIK
- 0002064947
No open-market purchases or sales by WaterBridge Infrastructure LLC insiders were filed in the last 90 days; 162 institutions reported holding it in 13F filings for Q2 2026, worth $2.47B in total; no superinvestor holds it.
Key figures
- Market capNo recent share count in SEC filings
- –
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +9 vs. previous quarter
- 162
- 13F valueReported value at the end of Q2 2026
- $2.47B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $525.6M
- No comparable prior period
- Net income, FY2025
- $9.00K
- No comparable prior period
- Free cash flow, FY2025
- -$118.9M
- No comparable prior period
- Revenue, Q3 FY2026
- $240.2M
- +94.9% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 5.14M
- Shares sold short
- Change
- +8.43K
- +0.2% vs. previous
- Days to cover
- 11.50
- At average daily volume
Superinvestors holding WBI, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding WBI at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by WaterBridge Infrastructure LLC insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jun 24, 2026 (view filing)4:32 PM ET | Jun 22 | 2 days | Devon Energy Corp and 3 others10% Owner | SSaleClass A Shares | −1.76M | $30.05 | −$52.7M | −100.0%0 after | |
| Jun 22, 2026 (view filing)7:45 PM ET | Jun 22 | Same day | WaterBridge Resources LLC and 1 other10% Owner | SSaleClass A shares | −5.89M | $30.05 | −$177.1M | −74.8%1.98M after | Duplicate filing |
| Jun 22, 2026 (view filing)7:42 PM ET | Jun 22 | Same day | Five Point Energy GP III LP and 8 others10% Owner | SSaleClass A shares | −5.89M | $30.05 | −$177.1M | −74.8%1.98M after | Duplicate filing |
| Jun 22, 2026 (view filing) | Jun 22 | Same day | Capobianco David NDirector, 10% Owner | SSaleClass A shares | −5.89M | $30.05 | −$177.1M | −74.8%1.98M after | |
| Jan 7, 2026 (view filing) | Jan 6 | 1 day | McNeely Scott LloydSee Remarks | PPurchaseClass A shares | +1.28K | $19.56 | +$25.0K | +1.7%76.3K after | |
| Jan 7, 2026 (view filing) | Jan 5 | 2 days | Long Jason ThomasChief Executive Officer | PPurchaseClass A shares | +5.00K | $19.84 | +$99.2K | +3.6%142.5K after | |
| Jan 7, 2026 (view filing) | Jan 5 | 2 days | Bolling Harrison FennerSee Remarks | PPurchaseClass A shares | +2.00K | $19.98 | +$40.0K | +2.9%72.0K after | |
| Jan 7, 2026 (view filing) | Jan 6 | 1 day | Reitz Michael Howard JRSee Remarks | PPurchaseClass A shares | +4.87K | $20.49 | +$99.7K | +5.1%99.9K after | |
| Sep 22, 2025 (view filing) | Sep 18 | 4 days | Crane James RDirector | PPurchaseClass A Shares | +200.0K | $20.00 | +$4.00M | New position200.0K after | |
| Sep 22, 2025 (view filing) | Sep 18 | 4 days | Crane James RDirector | PPurchaseClass A Shares | +100.0K | $20.00 | +$2.00M | New position100.0K after |
Top 10 13F holders, Q2 2026
See all 162 holdersThe largest institutional positions in WaterBridge Infrastructure LLC at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Devon Energy Corp | 16,002,051 | $548.4M | 34.43% | −1,755,174−9.9% | Reduced |
| Alps Advisors Inc | 9,851,493 | $337.6M | 1.58% | +9,851,493 | New |
| Horizon Kinetics Asset Management LLC | 7,650,237 | $262.2M | 2.97% | +308,090+4.2% | Added |
| T. Rowe Price Investment Management, Inc. | 5,375,063 | $184.2M | 0.12% | +3,221,462+149.6% | Added |
| FMR LLC | 3,869,296 | $132.6M | 0.01% | −94,478−2.4% | Reduced |
| Hood River Capital Management LLC | 1,960,405 | $67.2M | 0.49% | +1,339,831+215.9% | Added |
| UBS Group AG | 1,935,231 | $66.3M | 0.01% | +1,607,570+490.6% | Added |
| Schwartz Investment Counsel Inc | 1,681,789 | $57.6M | 1.91% | +78,760+4.9% | Added |
| Capital Research Global Investors | 1,497,559 | $51.3M | 0.01% | +1,497,559 | New |
| Tensile Capital Management LP | 1,082,533 | $37.1M | 5.12% | +97,959+9.9% | Added |
Holders of 5% or more of WBI
See all 6 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of WaterBridge Infrastructure LLC.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| WBR Holdings LLC | 13G/A | 52.10%53.7M shares | −8.80 ppfrom 60.90% | Nov 14, 20252 filings | Jun 26, 2026 | SEC |
| Devon WB Holdco L.L.C. | 13G/A | 22.40%16.0M shares | −6.70 ppfrom 29.10% | Nov 13, 20252 filings | Aug 13, 2026 | SEC |
| Horizon Kinetics Asset Management LLC | 13G/A | 17.00%7.34M shares | +1.20 ppfrom 15.80% | Oct 8, 20253 filings | Apr 29, 2026 | SEC |
| T. Rowe Price Investment Management, Inc. | 13G/A | 10.20%5.66M shares | +0.70 ppfrom 9.50% | Jul 8, 20263 filings | Nov 6, 2026 | SEC |
| Alps Advisors Inc | 13G/A | 9.96%12.3M shares | +1.98 ppfrom 7.98% | Jul 9, 20262 filings | Oct 7, 2026 | SEC |
Politician trades
All politician trades in WBI1 member of Congress reported 4 trades in WaterBridge Infrastructure LLC since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Dec 15, 2025 |  Gilbert Ray Cisneros, Jr. House · CA | Buy | $100K-$250K |
| Dec 15, 2025 | Gilbert Ray Cisneros, Jr. House · CA | Buy | $50K-$100K |
| Oct 10, 2025 | Gilbert Ray Cisneros, Jr. House · CA | Buy | $15K-$50K |
| Oct 10, 2025 | Gilbert Ray Cisneros, Jr. House · CA | Buy | $15K-$50K |
House · CA · Dec 15, 2025
Buy$100K-$250K
House · CA · Dec 15, 2025
Buy$50K-$100K
House · CA · Oct 10, 2025
Buy$15K-$50K
House · CA · Oct 10, 2025
Buy$15K-$50K