Webs Creek Capital Management LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Webs Creek Capital Management LP reported 14 stock positions worth $294.6 million. Its top holding was Permian Resources Class A (PR) at 13.4% of the portfolio, followed by Veren (VRN, 13.3%) and Civitas Resources (CIVI, 10.4%). Compared with Q1 2024, it opened 7 new positions, sold out of 4, added to 3 and reduced 4. The biggest buy was a new position in Civitas Resources (CIVI) and the biggest sale an exit from Apa (APA).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001825309
- Portfolio Value
- $294.6M (Q2 2024)
- SEC Filing
- 0001825309-24-000007 ↗ filed Aug 14, 2024
Holdings Value
Holdings 14 stocks · $294.6M
| PR Permian Resources Corp. Class A | 13.42% | 2,447,698 | $39.5M | Add +25.9% |
| VRN Veren Inc. | 13.27% | 4,957,866 | $39.1M | Add +74.1% |
| CIVI Civitas Resources Inc. | 10.38% | 443,167 | $30.6M | New |
| FTI Technipfmc PLC | 10.01% | 1,127,782 | $29.5M | Add +18.1% |
| XPRO Expro Group Holdings NV | 8.53% | 1,096,434 | $25.1M | Reduce -23.9% |
| WTTR Select Water Solutions Inc. | 7.55% | 2,078,085 | $22.2M | Reduce -5.9% |
| DO Diamond Offshore Drilling Inc. | 7.51% | 1,429,036 | $22.1M | Reduce -16.5% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 7.18% | 448,134 | $21.1M | New |
| PTEN Patterson-Uti Energy Inc. | 5.35% | 1,522,002 | $15.8M | Reduce -24.6% |
| GEV GE Vernova Inc. | 4.34% | 74,593 | $12.8M | New |
| AR Antero Resources Corp. | 3.88% | 350,308 | $11.4M | New |
| VIST Vista Energy Sab DE CV | 3.11% | 201,643 | $9.2M | New |
| TDW Tidewater Inc. | 2.76% | 85,453 | $8.1M | New |
| NEXT Nextdecade Corp. | 2.70% | 1,002,094 | $8.0M | New |
Portfolio Sells Q1 2024 → Q2 2024
| APA Apa Corp. | Sold out | 0.00% | −11.56 |
| KOS Kosmos Energy Ltd. | Sold out | 0.00% | −7.03 |
| WFRD Weatherford International PL | Sold out | 0.00% | −6.31 |
| PTEN Patterson-Uti Energy Inc. | Reduce -24.6% | 5.35% | −4.39 |
| XPRO Expro Group Holdings NV | Reduce -23.9% | 8.53% | −3.10 |
| VTLE Vital Energy Inc. | Sold out | 0.00% | −3.08 |
| DO Diamond Offshore Drilling Inc. | Reduce -16.5% | 7.51% | −1.92 |
| WTTR Select Water Solutions Inc. | Reduce -5.9% | 7.55% | −0.69 |
Portfolio Buys Q1 2024 → Q2 2024
| CIVI Civitas Resources Inc. | New | 10.38% | +10.38 |
| SLB SLB Ltd. | New | 7.18% | +7.18 |
| GEV GE Vernova Inc. | New | 4.34% | +4.34 |
| AR Antero Resources Corp. | New | 3.88% | +3.88 |
| VRN Veren Inc. | Add +74.1% | 13.27% | +3.86 |
| VIST Vista Energy Sab DE CV | New | 3.11% | +3.11 |
| TDW Tidewater Inc. | New | 2.76% | +2.76 |
| NEXT Nextdecade Corp. | New | 2.70% | +2.70 |
| FTI Technipfmc PLC | Add +18.1% | 10.01% | +0.32 |
| PR Permian Resources Corp. Class A | Add +25.9% | 13.42% | −0.46 |
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 |