What smart money is saying about WaterBridge Infrastructure LLC
1 fund in our archive has pitched WaterBridge Infrastructure LLC, most recently Horizon Kinetics in December 2025.
WaterBridge Infrastructure provides water management solutions primarily for oil exploration and production companies. The company operates water infrastructure networks mainly in the Delaware Basin, with additional assets in the Eagle Ford and Arkoma basins. It handles produced water, focusing on collection, transportation, recycling, and management to support energy industry operations.
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Position history
Between Q4 2025 and Q3 2026, 1 fund letter reported a position in WaterBridge Infrastructure LLC, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- September 2026
“GFL Environmental, Inc. acquired Secure Waste Infrastructure Corp., a transaction that should improve several of the metrics investors use to evaluate GFL. It also supports our long-standing thesis that produced-water businesses share attributes with municipal waste and are therefore natural acquisition targets for waste companies. That is constructive for the Fund’s other produced-water holdings, notably LandBridge Company, LLC and WaterBridge Infrastructure, LLC, and to a lesser extent, Texas Pacific Land Corporation.”
WaterBridge Infrastructure LLC
Fund coverage · 1 thesis
- Horizon KineticsDecember 2025
WaterBridge Infrastructure LLC is a major Permian landowner positioned to enable and monetize water infrastructure growth via easements and pore space.
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