Webs Creek Capital Management LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Webs Creek Capital Management LP reported 13 stock positions worth $528.0 million. Its top holding was Patterson-Uti Energy (PTEN) at 10.2% of the portfolio, followed by SM Energy (SM, 10.1%) and Baytex Energy (BTE, 9.7%). Compared with Q1 2026, it opened 1 new position, sold out of 2, added to 7 and reduced 5. The biggest buy was a new position in Atlas Energy Solutions (AESI) and the biggest sale an exit from Ovintiv (OVV).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001825309
- Portfolio Value
- $528.0M (Q2 2026)
- SEC Filing
- 0001825309-26-000007 ↗ filed Aug 14, 2026
Holdings Value
Holdings 13 stocks · $528.0M
| PTEN Patterson-Uti Energy Inc. | 10.18% | 5,852,934 | $53.7M | Add +33.6% |
| SM SM Energy Co. | 10.09% | 2,040,529 | $53.3M | Add +58.8% |
| BTE Baytex Energy Corp. | 9.68% | 12,771,506 | $51.1M | Add +38.1% |
| SDRL Seadrill Limited | 9.35% | 1,305,349 | $49.4M | Add +45.5% |
| AR Antero Resources Corp. | 8.90% | 1,336,461 | $47.0M | Add +47.5% |
| XPRO Expro Group Holdings NV | 7.91% | 2,826,437 | $41.7M | Add +90.8% |
| WTTR Select Water Solutions Inc. | 7.63% | 2,015,969 | $40.3M | Reduce -21.8% |
| PR Permian Resources Corp. Class A | 7.39% | 2,117,933 | $39.0M | Reduce -14.2% |
| AESI Atlas Energy Solutions Inc. | 6.62% | 2,104,940 | $35.0M | New |
| NRG NRG Energy Inc. | 5.96% | 215,518 | $31.5M | Add +20.6% |
| WFRD Weatherford International PL | 5.66% | 366,929 | $29.9M | Reduce -35.2% |
| MTZ Mastec Inc. | 5.52% | 70,080 | $29.2M | Reduce -31.0% |
| TALO Talos Energy Inc. | 5.12% | 2,094,452 | $27.0M | Reduce -30.9% |
Portfolio Sells Q1 2026 → Q2 2026
| OVV Ovintiv Inc. | Sold out | 0.00% | −7.97 |
| WHD Cactus Inc. Class A | Sold out | 0.00% | −7.87 |
| WFRD Weatherford International PL | Reduce -35.2% | 5.66% | −3.61 |
| TALO Talos Energy Inc. | Reduce -30.9% | 5.12% | −3.15 |
| PR Permian Resources Corp. Class A | Reduce -14.2% | 7.39% | −1.72 |
| MTZ Mastec Inc. | Reduce -31.0% | 5.52% | −0.14 |
| WTTR Select Water Solutions Inc. | Reduce -21.8% | 7.63% | +0.80 |
Portfolio Buys Q1 2026 → Q2 2026
| AESI Atlas Energy Solutions Inc. | New | 6.62% | +6.62 |
| XPRO Expro Group Holdings NV | Add +90.8% | 7.91% | +3.44 |
| SM SM Energy Co. | Add +58.8% | 10.09% | +3.15 |
| BTE Baytex Energy Corp. | Add +38.1% | 9.68% | +2.52 |
| SDRL Seadrill Limited | Add +45.5% | 9.35% | +2.28 |
| AR Antero Resources Corp. | Add +47.5% | 8.90% | +2.23 |
| PTEN Patterson-Uti Energy Inc. | Add +33.6% | 10.18% | +1.96 |
| NRG NRG Energy Inc. | Add +20.6% | 5.96% | +1.44 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $528.0M | PTEN, SM, BTE, SDRL, AR |
| Q1 2026 | 14 | $577.5M | WFRD, PR, TALO, PTEN, OVV |
| Q4 2025 | 21 | $558.7M | WHD, AR, OVV, WFRD, MTZ |
| Q3 2025 | 18 | $479.6M | OVV, VNOM, PR, WFRD, FTI |
| Q2 2025 | 18 | $465.6M | OVV, PR, EQT, WFRD, WTTR |
| Q1 2025 | 17 | $441.8M | PR, MTDR, EQT, FTI, DVN |
| Q4 2024 | 14 | $414.8M | OVV, PR, AR, EQT, FTI |
| Q3 2024 | 13 | $280.9M | FTI, PR, EQT, SDRL, VRN |
| Q2 2024 | 14 | $294.6M | PR, VRN, CIVI, FTI, XPRO |
| Q1 2024 | 11 | $247.4M | PR, XPRO, APA, PTEN, FTI |