Is WaterBridge Stock a Buy After Ranger Investment Raised Its Stake by 345,000 Shares?

1 hour ago 3

Robert Izquierdo, The Motley Fool

Sat, May 16, 2026 astatine 9:10 AM CDT 4 min read

What happened

According to a Securities and Exchange Commission (SEC) filing dated May 15, 2026, Ranger Investment Management, L.P. accrued its holding successful WaterBridge Infrastructure LLC (NYSE:WBI) by 345,554 shares during the archetypal quarter.

The estimated transaction worth for this enactment was $8.23 million, based connected the quarter’s mean closing price. The position’s worth astatine quarter-end roseate by $13.18 million, a fig that includes some the further shares and changes successful WaterBridge’s stock price.

What other to cognize

  • Ranger’s bargain brings its WaterBridge involvement to 1.79% of 13F reportable assets, with 924,570 shares astatine quarter-end.

  • Top 5 holdings aft the filing:

    • NASDAQ:LGND: $53.49 cardinal (3.9% of AUM)

    • NASDAQ:PEGA: $44.81 cardinal (3.2% of AUM)

    • NASDAQ:PDFS: $41.86 cardinal (3.0% of AUM)

    • NYSE:ULS: $38.31 cardinal (2.8% of AUM)

    • NYSE:SEI: $34.35 cardinal (2.5% of AUM)

  • As of May 14, 2026, WaterBridge shares were priced astatine $29.80, up from the September IPO terms of $20.

Company Overview

Metric

Value

Price (as of marketplace adjacent 2026-05-15)

$29.80

Market Capitalization

$1.42 billion

Revenue (TTM)

$525.55 million

Net Income (TTM)

($4.54 million)

Company Snapshot

  • WaterBridge Infrastructure offers h2o absorption solutions including collection, transportation, recycling, and disposal for lipid and state producers, with operations concentrated successful the Delaware, Eagle Ford, and Arkoma basins.

  • It leverages owned infrastructure networks to supply h2o management, logistics, and recycling services to lipid and state producers.

  • The institution serves upstream lipid and state operators, chiefly exploration and accumulation companies operating successful large U.S. shale basins.

WaterBridge Infrastructure LLC is simply a starring supplier of h2o absorption infrastructure for the vigor sector, focusing connected the postulation and recycling of produced h2o to enactment lipid and state operations. The institution operates an extended web of assets successful cardinal U.S. shale basins, offering reliable, scalable solutions that are indispensable to its customers' accumulation activities.

By maintaining semipermanent contracts with large vigor producers and investing successful strategically located infrastructure, WaterBridge strengthens its marketplace presumption and delivers stable, recurring gross streams. Its integrated attack to h2o logistics and recycling provides a competitory borderline successful supporting sustainable vigor development.

What this transaction means for investors

The archetypal 4th acquisition of WaterBridge Infrastructure banal by Dallas-based Ranger Investment Management is simply a noteworthy event. It indicates the advisory steadfast is bullish connected WaterBridge, truthful overmuch truthful that it added to its existing stake.

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