Webs Creek Capital Management LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Webs Creek Capital Management LP reported 14 stock positions worth $414.8 million. Its top holding was Ovintiv (OVV) at 13.0% of the portfolio, followed by Permian Resources Class A (PR, 12.9%) and Antero Resources (AR, 10.7%). Compared with Q3 2024, it opened 5 new positions, sold out of 4, added to 7 and reduced 2. The biggest buy was a new position in Ovintiv (OVV) and the biggest sale an exit from Veren (VRN).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001825309
- Portfolio Value
- $414.8M (Q4 2024)
- SEC Filing
- 0001825309-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 14 stocks · $414.8M
| OVV Ovintiv Inc. | 13.04% | 1,335,460 | $54.1M | New |
| PR Permian Resources Corp. Class A | 12.93% | 3,729,646 | $53.6M | Add +44.5% |
| AR Antero Resources Corp. | 10.73% | 1,270,317 | $44.5M | New |
| EQT Eqt Corp. | 10.31% | 927,728 | $42.8M | Add +0.1% |
| FTI Technipfmc PLC | 9.36% | 1,342,177 | $38.8M | Reduce -0.8% |
| MTDR Matador Resources Co. | 9.13% | 673,546 | $37.9M | New |
| SDRL Seadrill Limited | 8.37% | 892,061 | $34.7M | Add +22.2% |
| WTTR Select Water Solutions Inc. | 7.52% | 2,354,742 | $31.2M | Add +5.4% |
| VIST Vista Energy Sab DE CV | 7.10% | 543,966 | $29.4M | Reduce -9.4% |
| GEV GE Vernova Inc. | 6.24% | 78,640 | $25.9M | Add +34.3% |
| FLNC Fluence Energy Inc. | 3.64% | 951,988 | $15.1M | New |
| GFR Greenfire Resources Ltd. | 0.60% | 355,000 | $2.5M | Add +255.0% |
| NEXT Nextdecade Corp. | 0.53% | 285,000 | $2.2M | Add +137.5% |
| TE T1 Energy Inc. filed as FREYR BATTERY INC | 0.50% | 800,000 | $2.1M | New |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| OVV Ovintiv Inc. | New | 13.04% | +13.04 |
| AR Antero Resources Corp. | New | 10.73% | +10.73 |
| MTDR Matador Resources Co. | New | 9.13% | +9.13 |
| FLNC Fluence Energy Inc. | New | 3.64% | +3.64 |
| GEV GE Vernova Inc. | Add +34.3% | 6.24% | +0.92 |
| TE T1 Energy Inc. | New | 0.50% | +0.50 |
| PR Permian Resources Corp. Class A | Add +44.5% | 12.93% | +0.42 |
| GFR Greenfire Resources Ltd. | Add +255.0% | 0.60% | +0.34 |
| NEXT Nextdecade Corp. | Add +137.5% | 0.53% | +0.33 |
| WTTR Select Water Solutions Inc. | Add +5.4% | 7.52% | −1.33 |
| EQT Eqt Corp. | Add +0.1% | 10.31% | −1.78 |
| SDRL Seadrill Limited | Add +22.2% | 8.37% | −1.96 |
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 |