WBI
WaterBridge Infrastructure LLC
+0.55 (+1.79%)31.35USD180K成交股數1.5B市值–本益比(近四季)2.0股價營收比+128.0%營收年增(近四季)2026-11-04下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 16 · 2.3B · 16 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 2.3B |
| 近 180 天 淨額 | −2.3B |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-04 | 08-06 | Long Jason Thomas | Chief Executive Officer | A 獲配股票 | 44.8K | – | – | 187K | SEC |
| 2026-08-04 | 08-06 | Williams Jason Frederick | Executive VP, CAO | A 獲配股票 | 29.9K | – | – | 99.9K | SEC |
| 2026-08-04 | 08-06 | Reitz Michael Howard JR | See Remarks | A 獲配股票 | 39.6K | – | – | 139K | SEC |
| 2026-08-04 | 08-06 | McNeely Scott Lloyd | Executive VP, CFO | A 獲配股票 | 32.9K | – | – | 109K | SEC |
| 2026-08-04 | 08-06 | Bolling Harrison Fenner | Executive VP and GC | A 獲配股票 | 29.9K | – | – | 102K | SEC |
| 2026-06-22 | 06-24 | WPX ENERGY, INC. | TenPercentOwner | C 轉換 | 1.8M | – | – | 1.8M | SEC |
| 2026-06-22 | 06-24 | WPX ENERGY, INC. | TenPercentOwner | S 公開市場賣出 | 1.8M | 30.05 | 52.7M | 0 | SEC |
| 2026-06-22 | 06-24 | WPX Energy Permian, LLC | TenPercentOwner | J 其他 | 1.8M | – | – | 16.0M | SEC |
| 2026-06-22 | 06-24 | WPX Energy Permian, LLC | TenPercentOwner | C 轉換 | 1.8M | – | – | 1.8M | SEC |
| 2026-06-22 | 06-24 | WPX Energy Permian, LLC | TenPercentOwner | S 公開市場賣出 | 1.8M | 30.05 | 52.7M | 0 | SEC |
| 2026-06-22 | 06-24 | Devon WB Holdco L.L.C. | TenPercentOwner | J 其他 | 1.8M | – | – | 16.0M | SEC |
| 2026-06-22 | 06-24 | Devon WB Holdco L.L.C. | TenPercentOwner | C 轉換 | 1.8M | – | – | 1.8M | SEC |
| 2026-06-22 | 06-24 | Devon WB Holdco L.L.C. | TenPercentOwner | S 公開市場賣出 | 1.8M | 30.05 | 52.7M | 0 | SEC |
| 2026-06-22 | 06-24 | DEVON ENERGY CORP/DE | TenPercentOwner | J 其他 | 1.8M | – | – | 16.0M | SEC |
| 2026-06-22 | 06-24 | DEVON ENERGY CORP/DE | TenPercentOwner | C 轉換 | 1.8M | – | – | 1.8M | SEC |
| 2026-06-22 | 06-24 | DEVON ENERGY CORP/DE | TenPercentOwner | S 公開市場賣出 | 1.8M | 30.05 | 52.7M | 0 | SEC |
| 2026-06-22 | 06-24 | WPX ENERGY, INC. | TenPercentOwner | J 其他 | 1.8M | – | – | 16.0M | SEC |
| 2026-06-22 | 06-22 | Five Point Energy GP I LP | TenPercentOwner | C 轉換 | 4.5M | – | – | 7.9M | SEC |
| 2026-06-22 | 06-22 | Five Point Energy GP I LP | TenPercentOwner | S 公開市場賣出 | 5.9M | 30.05 | 177M | 2.0M | SEC |
| 2026-06-22 | 06-22 | Five Point Energy GP I LLC | TenPercentOwner | J 其他 | 4.5M | – | – | 51.8M | SEC |
| 2026-06-22 | 06-22 | Five Point Energy GP I LLC | TenPercentOwner | C 轉換 | 4.5M | – | – | 7.9M | SEC |
| 2026-06-22 | 06-22 | Five Point Energy GP I LLC | TenPercentOwner | S 公開市場賣出 | 5.9M | 30.05 | 177M | 2.0M | SEC |
| 2026-06-22 | 06-22 | WBR Holdings LLC | TenPercentOwner | J 其他 | 4.5M | – | – | 51.8M | SEC |
| 2026-06-22 | 06-22 | WBR Holdings LLC | TenPercentOwner | C 轉換 | 4.5M | – | – | 7.9M | SEC |
| 2026-06-22 | 06-22 | WBR Holdings LLC | TenPercentOwner | S 公開市場賣出 | 5.9M | 30.05 | 177M | 2.0M | SEC |
| 2026-06-22 | 06-22 | NDB Holdings LLC | TenPercentOwner | J 其他 | 4.5M | – | – | 51.8M | SEC |
| 2026-06-22 | 06-22 | NDB Holdings LLC | TenPercentOwner | C 轉換 | 4.5M | – | – | 7.9M | SEC |
| 2026-06-22 | 06-22 | NDB Holdings LLC | TenPercentOwner | S 公開市場賣出 | 5.9M | 30.05 | 177M | 2.0M | SEC |
| 2026-06-22 | 06-22 | Desert Environmental Holdings LLC | TenPercentOwner | J 其他 | 4.5M | – | – | 51.8M | SEC |
| 2026-06-22 | 06-22 | Desert Environmental Holdings LLC | TenPercentOwner | C 轉換 | 4.5M | – | – | 7.9M | SEC |
| 2026-06-22 | 06-22 | Desert Environmental Holdings LLC | TenPercentOwner | S 公開市場賣出 | 5.9M | 30.05 | 177M | 2.0M | SEC |
| 2026-06-22 | 06-22 | WaterBridge Resources LLC | TenPercentOwner | J 其他 | 4.5M | – | – | 51.8M | SEC |
| 2026-06-22 | 06-22 | WaterBridge Resources LLC | TenPercentOwner | C 轉換 | 4.5M | – | – | 7.9M | SEC |
| 2026-06-22 | 06-22 | WaterBridge Resources LLC | TenPercentOwner | S 公開市場賣出 | 5.9M | 30.05 | 177M | 2.0M | SEC |
| 2026-06-22 | 06-22 | WaterBridge NDB LLC | TenPercentOwner | C 轉換 | 4.5M | – | – | 7.9M | SEC |
| 2026-06-22 | 06-22 | WaterBridge NDB LLC | TenPercentOwner | S 公開市場賣出 | 5.9M | 30.05 | 177M | 2.0M | SEC |
| 2026-06-22 | 06-22 | WaterBridge NDB LLC | TenPercentOwner | J 其他 | 4.5M | – | – | 51.8M | SEC |
| 2026-06-22 | 06-22 | Capobianco David N | Director,TenPercentOwner | J 其他 | 4.5M | – | – | 51.8M | SEC |
| 2026-06-22 | 06-22 | Capobianco David N | Director,TenPercentOwner | C 轉換 | 4.5M | – | – | 7.9M | SEC |
| 2026-06-22 | 06-22 | Capobianco David N | Director,TenPercentOwner | S 公開市場賣出 | 5.9M | 30.05 | 177M | 2.0M | SEC |
| 2026-06-22 | 06-22 | Five Point Energy GP III LP | TenPercentOwner | J 其他 | 4.5M | – | – | 51.8M | SEC |
| 2026-06-22 | 06-22 | Five Point Energy GP III LP | TenPercentOwner | C 轉換 | 4.5M | – | – | 7.9M | SEC |
| 2026-06-22 | 06-22 | Five Point Energy GP III LP | TenPercentOwner | S 公開市場賣出 | 5.9M | 30.05 | 177M | 2.0M | SEC |
| 2026-06-22 | 06-22 | Five Point Energy GP III LLC | TenPercentOwner | J 其他 | 4.5M | – | – | 51.8M | SEC |
| 2026-06-22 | 06-22 | Five Point Energy GP III LLC | TenPercentOwner | C 轉換 | 4.5M | – | – | 7.9M | SEC |
| 2026-06-22 | 06-22 | Five Point Energy GP III LLC | TenPercentOwner | S 公開市場賣出 | 5.9M | 30.05 | 177M | 2.0M | SEC |
| 2026-06-22 | 06-22 | Five Point Energy GP II LLC | TenPercentOwner | J 其他 | 4.5M | – | – | 51.8M | SEC |
| 2026-06-22 | 06-22 | Five Point Energy GP II LLC | TenPercentOwner | C 轉換 | 4.5M | – | – | 7.9M | SEC |
| 2026-06-22 | 06-22 | Five Point Energy GP II LLC | TenPercentOwner | S 公開市場賣出 | 5.9M | 30.05 | 177M | 2.0M | SEC |
| 2026-06-22 | 06-22 | Five Point Energy GP II LP | TenPercentOwner | J 其他 | 4.5M | – | – | 51.8M | SEC |
| 2026-06-22 | 06-22 | Five Point Energy GP II LP | TenPercentOwner | C 轉換 | 4.5M | – | – | 7.9M | SEC |
| 2026-06-22 | 06-22 | Five Point Energy GP II LP | TenPercentOwner | S 公開市場賣出 | 5.9M | 30.05 | 177M | 2.0M | SEC |
| 2026-06-22 | 06-22 | Five Point Energy GP I LP | TenPercentOwner | J 其他 | 4.5M | – | – | 51.8M | SEC |
| 2026-05-06 | 05-08 | WaterBridge Resources LLC | TenPercentOwner | J 其他 | 2.5M | – | – | 56.2M | SEC |
| 2026-05-06 | 05-08 | NDB Holdings LLC | TenPercentOwner | J 其他 | 2.5M | – | – | 56.2M | SEC |
| 2026-05-06 | 05-08 | Desert Environmental Holdings LLC | TenPercentOwner | J 其他 | 2.5M | – | – | 56.2M | SEC |
| 2026-05-06 | 05-08 | WaterBridge NDB LLC | TenPercentOwner | J 其他 | 2.5M | – | – | 56.2M | SEC |
| 2026-05-06 | 05-08 | Capobianco David N | Director,TenPercentOwner | J 其他 | 2.5M | – | – | 56.2M | SEC |
| 2026-05-06 | 05-08 | Five Point Energy GP III LP | TenPercentOwner | J 其他 | 2.5M | – | – | 56.2M | SEC |
| 2026-05-06 | 05-08 | Five Point Energy GP III LLC | TenPercentOwner | J 其他 | 2.5M | – | – | 56.2M | SEC |
| 2026-05-06 | 05-08 | Five Point Energy GP II LLC | TenPercentOwner | J 其他 | 2.5M | – | – | 56.2M | SEC |
| 2026-05-06 | 05-08 | Five Point Energy GP II LP | TenPercentOwner | J 其他 | 2.5M | – | – | 56.2M | SEC |
| 2026-05-06 | 05-08 | Five Point Energy GP I LP | TenPercentOwner | J 其他 | 2.5M | – | – | 56.2M | SEC |
| 2026-05-06 | 05-08 | Five Point Energy GP I LLC | TenPercentOwner | J 其他 | 2.5M | – | – | 56.2M | SEC |
| 2026-05-06 | 05-08 | WBR Holdings LLC | TenPercentOwner | J 其他 | 2.5M | – | – | 56.2M | SEC |
| 2026-04-13 | 04-15 | Chase Valerie | Director | A 獲配股票 | 2.8K | – | – | 2.8K | SEC |
| 2026-01-06 | 01-07 | McNeely Scott Lloyd | See Remarks | P 公開市場買進 | 1.3K | 19.56 | 25K | 76.3K | SEC |
| 2026-01-06 | 01-07 | Reitz Michael Howard JR | See Remarks | P 公開市場買進 | 4.9K | 20.49 | 100K | 99.9K | SEC |
| 2026-01-05 | 01-07 | Bolling Harrison Fenner | See Remarks | P 公開市場買進 | 2.0K | 19.98 | 40K | 72.0K | SEC |
| 2026-01-05 | 01-07 | Long Jason Thomas | Chief Executive Officer | P 公開市場買進 | 5.0K | 19.84 | 99K | 143K | SEC |
| 2025-12-12 | 12-15 | Carrig Janet | Director | A 獲配股票 | 6.5K | – | – | 6.5K | SEC |
| 2025-10-01 | 10-03 | DAILY GREGORY S | Director | A 獲配股票 | 6.5K | – | – | 81.5K | SEC |
| 2025-10-01 | 10-03 | CRANE JAMES R | Director | A 獲配股票 | 6.5K | – | – | 207K | SEC |
| 2025-09-18 | 09-22 | McNeely Scott Lloyd | Executive VP, CFO | A 獲配股票 | 75.0K | – | – | 75.0K | SEC |
| 2025-09-18 | 09-22 | Long Jason Thomas | Chief Executive Officer | A 獲配股票 | 138K | – | – | 138K | SEC |
| 2025-09-18 | 09-22 | Bolling Harrison Fenner | Executive VP, General Counsel | A 獲配股票 | 70.0K | – | – | 70.0K | SEC |
| 2025-09-18 | 09-22 | Williams Jason Frederick | Executive VP, CAO | A 獲配股票 | 70.0K | – | – | 70.0K | SEC |
| 2025-09-18 | 09-22 | Reitz Michael Howard JR | President, COO | A 獲配股票 | 95.0K | – | – | 95.0K | SEC |
| 2025-09-18 | 09-22 | DAILY GREGORY S | Director | P 公開市場買進 | 75.0K | 20.00 | 1.5M | 75.0K | SEC |
| 2025-09-18 | 09-22 | CRANE JAMES R | Director | P 公開市場買進 | 200K | 20.00 | 4.0M | 200K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| Devon Energy Corp/DE | 16.0M | 548M | −1.8M (-10%) | 減碼 |
| ALPS ADVISORS INC | 9.9M | 338M | 新進 | 新進 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 7.7M | 262M | +308K (+4%) | 加碼 |
| FMR LLC | 3.9M | 133M | −94.5K (-2%) | 減碼 |
| Hood River Capital Management LLC | 2.0M | 67.2M | +1.3M (+216%) | 加碼 |
| UBS Group AG | 1.9M | 66.3M | +1.6M (+491%) | 加碼 |
| SCHWARTZ INVESTMENT COUNSEL INC | 1.7M | 57.6M | +78.8K (+5%) | 加碼 |
| Capital Research Global Investors | 1.5M | 51.3M | 新進 | 新進 |
| Tensile Capital Management LP | 1.1M | 37.1M | +98.0K (+10%) | 加碼 |
| AMERIPRISE FINANCIAL INC | 1.1M | 36.8M | −105K (-9%) | 減碼 |
| EMORY UNIVERSITY | 1.0M | 34.3M | +1.7K (+0%) | 加碼 |
| JPMORGAN CHASE & CO | 905K | 30.1M | +863K (+2061%) | 加碼 |
| Balyasny Asset Management L.P. | 831K | 28.5M | +812K (+4259%) | 加碼 |
| JENNISON ASSOCIATES LLC | 822K | 28.2M | +498K (+154%) | 加碼 |
| FIRST MANHATTAN CO. LLC. | 804K | 27.5M | 不變 | 持平 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 784K | 26.9M | 新進 | 新進 |
| MARSHALL WACE, LLP | 706K | 24.2M | +32.8K (+5%) | 加碼 |
| Hill City Capital, LP | 700K | 24.0M | 不變 | 持平 |
| Ranger Investment Management, L.P. | 682K | 23.4M | −242K (-26%) | 減碼 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 620K | 21.2M | +418K (+206%) | 加碼 |
| GOLDMAN SACHS GROUP INC | 600K | 20.6M | +382K (+175%) | 加碼 |
| LOOMIS SAYLES & CO L P | 599K | 20.5M | −1.2K (-0%) | 減碼 |
| FEDERATED HERMES, INC. | 590K | 20.2M | −43.0K (-7%) | 減碼 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | 562K | 19.3M | −79.5K (-12%) | 減碼 |
| WESTWOOD HOLDINGS GROUP INC | 547K | 18.8M | −196K (-26%) | 減碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 163 +8 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 45 / 37 / 48 / 40 |
| 機構合計持股 · 佔流通股 | 72.0M · 100.0% |
| 合計季末市值 | 2.3B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 4.4M |
|---|---|
| 與上期比 | -12.6% |
| 佔流通股數 | 9.03% |
| 日均成交量 | 482K |
| 回補天數 | 9.1 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 4.4M | -12.6% | 9.03% | 482K | 9.1 |
| 2026-08-14 | 5.0M | -8.2% | 10.33% | 583K | 8.6 |
| 2026-07-31 | 5.5M | +2.9% | 11.25% | 681K | 8.1 |
| 2026-07-15 | 5.3M | -16.1% | 10.93% | 863K | 6.2 |
| 2026-06-30 | 6.4M | +38.1% | 13.04% | 3.4M | 1.9 |
| 2026-06-15 | 4.6M | +17.7% | 9.44% | 928K | 5.0 |
| 2026-05-29 | 3.9M | +3.7% | 8.02% | 663K | 5.9 |
| 2026-05-15 | 3.8M | +11.3% | 7.73% | 635K | 5.9 |
| 2026-04-30 | 3.4M | +17.4% | 6.95% | 746K | 4.5 |
| 2026-04-15 | 2.9M | +4.4% | 5.92% | 688K | 4.2 |
| 2026-03-31 | 2.8M | +8.5% | 5.67% | 1.7M | 1.6 |
| 2026-03-13 | 2.5M | +6.0% | 5.23% | 800K | 3.2 |
| 2026-02-27 | 2.4M | +4.5% | 4.93% | 731K | 3.3 |
| 2026-02-13 | 2.3M | +6.5% | 4.72% | 616K | 3.7 |
| 2026-01-30 | 2.2M | +1.5% | 4.43% | 461K | 4.7 |
| 2026-01-15 | 2.1M | -15.8% | 4.36% | 687K | 3.1 |
| 2025-12-31 | 2.5M | +14.9% | 5.19% | 555K | 4.6 |
| 2025-12-15 | 2.2M | +14.1% | 4.52% | 360K | 6.1 |
| 2025-11-28 | 1.9M | +1.0% | 3.96% | 446K | 4.3 |
| 2025-11-14 | 1.9M | +42.9% | 3.92% | 490K | 3.9 |
| 2025-10-31 | 1.3M | +76.7% | 2.74% | 480K | 2.8 |
| 2025-10-15 | 757K | -61.8% | 1.55% | 795K | 1.0 |
| 2025-09-30 | 2.0M | +100.0% | 4.06% | 2.2M | 1.0 |