Webs Creek Capital Management LP

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Webs Creek Capital Management LP reported 11 stock positions worth $247.4 million. Its top holding was Permian Resources Class A (PR) at 13.9% of the portfolio, followed by Expro (XPRO, 11.6%) and Apa (APA, 11.6%). Compared with Q4 2023, it opened 4 new positions, sold out of 4, added to 3 and reduced 4. The biggest buy was a new position in Apa (APA) and the biggest sale an exit from Matador Resources (MTDR).

Most Recent 13F
Q2 2026
Location
DALLAS, TX
CIK
0001825309
Portfolio Value
$247.4M (Q1 2024)
SEC Filing
0001825309-24-000005 ↗ filed May 15, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $247.4M $247.4M Q1 2024 Q2 2024: $294.6M Q2 2024 Q3 2024: $280.9M Q3 2024 Q4 2024: $414.8M Q4 2024 Q1 2025: $441.8M Q1 2025 Q2 2025: $465.6M Q2 2025 Q3 2025: $479.6M Q3 2025 Q4 2025: $558.7M Q4 2025 Q1 2026: $577.5M Q1 2026 Q2 2026: $528.0M Q2 2026

Holdings 11 stocks · $247.4M

PR Permian Resources Corp. Class A 13.88% 1,944,396 $34.3M Reduce -11.8%
XPRO Expro Group Holdings NV 11.63% 1,441,214 $28.8M Add +28.1%
APA Apa Corp. 11.56% 831,680 $28.6M New
PTEN Patterson-Uti Energy Inc. 9.75% 2,019,780 $24.1M New
FTI Technipfmc PLC 9.69% 954,756 $24.0M Reduce -25.1%
DO Diamond Offshore Drilling Inc. 9.43% 1,710,558 $23.3M Reduce -8.8%
CRESCENT PT ENERGY CORP 9.42% 2,847,890 $23.3M Add +15.6%
WTTR Select Water Solutions Inc. 8.24% 2,208,733 $20.4M Add +16.1%
KOS Kosmos Energy Ltd. 7.03% 2,918,780 $17.4M New
WFRD Weatherford International PL 6.31% 135,234 $15.6M Reduce -48.0%
VTLE Vital Energy Inc. 3.08% 145,009 $7.6M New

Portfolio Sells Q4 2023 → Q1 2024

MTDR Matador Resources Co. Sold out 0.00% −12.96
NOV Nov Inc. Sold out 0.00% −7.42
WFRD Weatherford International PL Reduce -48.0% 6.31% −5.39
SBOW Silverbow Resources Inc. Sold out 0.00% −4.48
GPOR Gulfport Energy Corp. Sold out 0.00% −3.89
FTI Technipfmc PLC Reduce -25.1% 9.69% −2.11
DO Diamond Offshore Drilling Inc. Reduce -8.8% 9.43% −1.79
PR Permian Resources Corp. Class A Reduce -11.8% 13.88% +0.08

Portfolio Buys Q4 2023 → Q1 2024

APA Apa Corp. New 11.56% +11.56
PTEN Patterson-Uti Energy Inc. New 9.75% +9.75
KOS Kosmos Energy Ltd. New 7.03% +7.03
XPRO Expro Group Holdings NV Add +28.1% 11.63% +3.39
VTLE Vital Energy Inc. New 3.08% +3.08
WTTR Select Water Solutions Inc. Add +16.1% 8.24% +1.60
CRESCENT PT ENERGY CORP Add +15.6% 9.42% +1.56

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 13$528.0MPTEN, SM, BTE, SDRL, AR
Q1 2026 14$577.5MWFRD, PR, TALO, PTEN, OVV
Q4 2025 21$558.7MWHD, AR, OVV, WFRD, MTZ
Q3 2025 18$479.6MOVV, VNOM, PR, WFRD, FTI
Q2 2025 18$465.6MOVV, PR, EQT, WFRD, WTTR
Q1 2025 17$441.8MPR, MTDR, EQT, FTI, DVN
Q4 2024 14$414.8MOVV, PR, AR, EQT, FTI
Q3 2024 13$280.9MFTI, PR, EQT, SDRL, VRN
Q2 2024 14$294.6MPR, VRN, CIVI, FTI, XPRO
Q1 2024 11$247.4MPR, XPRO, APA, PTEN, FTI