WaterBridge Infrastructure LLC (WBI)
NYSE · Mining & Energy · Oil & Gas Field Services, NEC
- Price
- $29.56
- Day
- -1.24%
- Market cap
- $1.44B
- P/E
- 94.5
Close 2026-09-22.
The company
Company Overview We are a leading integrated, pure-play water infrastructure company with operations predominantly in the Delaware Basin, the most prolific oil and natural gas basin in North America. We believe that our strategically located network, substantial scale and built-in operational redundancies provide a competitive advantage in attracting customers and allow us to achieve significant operating and capital efficiencies. We operate the largest integrated produced water infrastructure network in the United States through which we provide water management solutions to oil and natural gas E&P companies under long-term contracts, which include gathering, transporting, recycling and handling produced water. We also operate two energy waste management facilities for the disposal of non-hazardous waste resulting from oil and gas E&P activities, branded under Desert Environmental. Our synergistic relationship with LandBridge, a leading Delaware Basin land management company, provides us preferential access to significant underutilized pore space in and around the Delaware Basin that is necessary to meet the E&P industry’s evolving water handling needs. We manage our extensive infrastructure network through the use of our fit-for-purpose technology solutions, including our state-of-the-art centralized operations center and proprietary water forecasting platform, which enable us to monitor, measure and forecast water volumes in real-time across our infrastructure network and provide our customers with reliable and efficient water management solutions.
From Item 1: Company Overview.
Institutional holders
Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.
- Devon Energy Corp/DE — $548.39M
- ALPS ADVISORS INC — $337.61M
- HORIZON KINETICS ASSET MANAGEMENT LLC — $262.17M
- FMR LLC — $106.41M
- Hood River Capital Management LLC — $67.18M
- UBS Group AG — $64.88M
- SCHWARTZ INVESTMENT COUNSEL INC — $57.63M
- Capital Research Global Investors — $51.32M
Insider trades
Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.
- DEVON ENERGY CORP/DE (TenPercentOwner) sold 1,755,174 shares at $30.05 on 2026-06-22
- WaterBridge Resources LLC (TenPercentOwner) sold 5,894,826 shares at $30.05 on 2026-06-22
- Five Point Energy GP I LP (TenPercentOwner) sold 5,894,826 shares at $30.05 on 2026-06-22
- Capobianco David N (Director,TenPercentOwner) sold 5,894,826 shares at $30.05 on 2026-06-22
- McNeely Scott Lloyd (See Remarks) bought 1,278 shares at $19.56 on 2026-01-06
- Reitz Michael Howard JR (See Remarks) bought 4,865 shares at $20.49 on 2026-01-06
Recent filings
- 8-K — 2026-09-21
- 424B3 — 2026-08-18
- 8-K — 2026-08-18
- 8-K — 2026-08-13
- SCHEDULE 13G/A — 2026-08-13
- 424B3 — 2026-08-13
- 4 — 2026-08-06
- 4 — 2026-08-06
- 4 — 2026-08-06
- 4 — 2026-08-06