Webs Creek Capital Management LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Webs Creek Capital Management LP reported 17 stock positions worth $441.8 million. Its top holding was Permian Resources Class A (PR) at 11.3% of the portfolio, followed by Matador Resources (MTDR, 11.2%) and Eqt (EQT, 10.8%). Compared with Q4 2024, it opened 7 new positions, sold out of 4, added to 5 and reduced 5. The biggest buy was a new position in Devon Energy (DVN) and the biggest sale an exit from Antero Resources (AR).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001825309
- Portfolio Value
- $441.8M (Q1 2025)
- SEC Filing
- 0001825309-25-000004 ↗ filed May 15, 2025
Holdings Value
Holdings 17 stocks · $441.8M
| PR Permian Resources Corp. Class A | 11.27% | 3,593,968 | $49.8M | Reduce -3.6% |
| MTDR Matador Resources Co. | 11.21% | 969,377 | $49.5M | Add +43.9% |
| EQT Eqt Corp. | 10.84% | 896,196 | $47.9M | Reduce -3.4% |
| FTI Technipfmc PLC | 9.15% | 1,275,919 | $40.4M | Reduce -4.9% |
| DVN Devon Energy Corp. | 8.99% | 1,062,546 | $39.7M | New |
| RRC Range Resources Corp. | 8.90% | 985,364 | $39.3M | New |
| OVV Ovintiv Inc. | 8.05% | 830,768 | $35.6M | Reduce -37.8% |
| VIST Vista Energy Sab DE CV | 6.33% | 600,460 | $28.0M | Add +10.4% |
| WTTR Select Water Solutions Inc. | 5.92% | 2,492,972 | $26.2M | Add +5.9% |
| PWR Quanta Services Inc. | 4.79% | 83,184 | $21.1M | New |
| INR Infinity Natural Resour Class A | 4.76% | 1,121,927 | $21.0M | New |
| PTEN Patterson-Uti Energy Inc. | 4.46% | 2,395,939 | $19.7M | New |
| HP Helmerich & Payne | 3.48% | 587,968 | $15.4M | New |
| XPRO Expro Group Holdings NV | 0.57% | 255,000 | $2.5M | New |
| GFR Greenfire Resources Ltd. | 0.55% | 413,627 | $2.4M | Add +16.5% |
| NEXT Nextdecade Corp. | 0.41% | 230,000 | $1.8M | Reduce -19.3% |
| TE T1 Energy Inc. | 0.33% | 1,157,300 | $1.5M | Add +44.7% |
Portfolio Sells Q4 2024 → Q1 2025
| AR Antero Resources Corp. | Sold out | 0.00% | −10.73 |
| SDRL Seadrill Limited | Sold out | 0.00% | −8.37 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −6.24 |
| OVV Ovintiv Inc. | Reduce -37.8% | 8.05% | −4.99 |
| FLNC Fluence Energy Inc. | Sold out | 0.00% | −3.64 |
| PR Permian Resources Corp. Class A | Reduce -3.6% | 11.27% | −1.66 |
| FTI Technipfmc PLC | Reduce -4.9% | 9.15% | −0.21 |
| NEXT Nextdecade Corp. | Reduce -19.3% | 0.41% | −0.12 |
| EQT Eqt Corp. | Reduce -3.4% | 10.84% | +0.53 |
Portfolio Buys Q4 2024 → Q1 2025
| DVN Devon Energy Corp. | New | 8.99% | +8.99 |
| RRC Range Resources Corp. | New | 8.90% | +8.90 |
| PWR Quanta Services Inc. | New | 4.79% | +4.79 |
| INR Infinity Natural Resour Class A | New | 4.76% | +4.76 |
| PTEN Patterson-Uti Energy Inc. | New | 4.46% | +4.46 |
| HP Helmerich & Payne | New | 3.48% | +3.48 |
| MTDR Matador Resources Co. | Add +43.9% | 11.21% | +2.07 |
| XPRO Expro Group Holdings NV | New | 0.57% | +0.57 |
| GFR Greenfire Resources Ltd. | Add +16.5% | 0.55% | −0.05 |
| TE T1 Energy Inc. | Add +44.7% | 0.33% | −0.17 |
| VIST Vista Energy Sab DE CV | Add +10.4% | 6.33% | −0.77 |
| WTTR Select Water Solutions Inc. | Add +5.9% | 5.92% | −1.59 |
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 |