Webs Creek Capital Management LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Webs Creek Capital Management LP reported 13 stock positions worth $280.9 million. Its top holding was Technipfmc (FTI) at 12.6% of the portfolio, followed by Permian Resources Class A (PR, 12.5%) and Eqt (EQT, 12.1%). Compared with Q2 2024, it opened 5 new positions, sold out of 6, added to 5 and reduced 3. The biggest buy was a new position in Eqt (EQT) and the biggest sale an exit from Civitas Resources (CIVI).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001825309
- Portfolio Value
- $280.9M (Q3 2024)
- SEC Filing
- 0001825309-24-000010 ↗ filed Nov 14, 2024
Holdings Value
Holdings 13 stocks · $280.9M
| FTI Technipfmc PLC | 12.63% | 1,352,917 | $35.5M | Add +20.0% |
| PR Permian Resources Corp. Class A | 12.51% | 2,581,790 | $35.1M | Add +5.5% |
| EQT Eqt Corp. | 12.09% | 927,047 | $34.0M | New |
| SDRL Seadrill Limited | 10.33% | 730,179 | $29.0M | New |
| VRN Veren Inc. | 10.31% | 4,703,508 | $29.0M | Reduce -5.1% |
| XPRO Expro Group Holdings NV | 9.71% | 1,589,258 | $27.3M | Add +45.0% |
| VIST Vista Energy Sab DE CV | 9.44% | 600,484 | $26.5M | Add +197.8% |
| WTTR Select Water Solutions Inc. | 8.85% | 2,233,776 | $24.9M | Add +7.5% |
| GEV GE Vernova Inc. | 5.32% | 58,563 | $14.9M | Reduce -21.5% |
| HOS Hornbeck Offshore Services I filed as HELIX ENERGY SOLUTIONS GRP I | 5.15% | 1,303,420 | $14.5M | New |
| EFXT Enerflex Ltd. | 3.19% | 1,503,520 | $9.0M | New |
| GFR Greenfire Resources Ltd. | 0.27% | 100,000 | $745K | New |
| NEXT Nextdecade Corp. | 0.20% | 120,000 | $565K | Reduce -88.0% |
Portfolio Sells Q2 2024 → Q3 2024
| CIVI Civitas Resources Inc. | Sold out | 0.00% | −10.38 |
| DO Diamond Offshore Drilling Inc. | Sold out | 0.00% | −7.51 |
| SLB SLB Ltd. | Sold out | 0.00% | −7.18 |
| PTEN Patterson-Uti Energy Inc. | Sold out | 0.00% | −5.35 |
| AR Antero Resources Corp. | Sold out | 0.00% | −3.88 |
| VRN Veren Inc. | Reduce -5.1% | 10.31% | −2.96 |
| TDW Tidewater Inc. | Sold out | 0.00% | −2.76 |
| NEXT Nextdecade Corp. | Reduce -88.0% | 0.20% | −2.50 |
| GEV GE Vernova Inc. | Reduce -21.5% | 5.32% | +0.97 |
Portfolio Buys Q2 2024 → Q3 2024
| EQT Eqt Corp. | New | 12.09% | +12.09 |
| SDRL Seadrill Limited | New | 10.33% | +10.33 |
| VIST Vista Energy Sab DE CV | Add +197.8% | 9.44% | +6.33 |
| HOS Hornbeck Offshore Services I | New | 5.15% | +5.15 |
| EFXT Enerflex Ltd. | New | 3.19% | +3.19 |
| FTI Technipfmc PLC | Add +20.0% | 12.63% | +2.62 |
| WTTR Select Water Solutions Inc. | Add +7.5% | 8.85% | +1.30 |
| XPRO Expro Group Holdings NV | Add +45.0% | 9.71% | +1.18 |
| GFR Greenfire Resources Ltd. | New | 0.27% | +0.27 |
| PR Permian Resources Corp. Class A | Add +5.5% | 12.51% | −0.91 |
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 |