Webs Creek Capital Management LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Webs Creek Capital Management LP reported 18 stock positions worth $465.6 million. Its top holding was Ovintiv (OVV) at 12.6% of the portfolio, followed by Permian Resources Class A (PR, 11.5%) and Eqt (EQT, 10.2%). Compared with Q1 2025, it opened 5 new positions, sold out of 4, added to 6 and reduced 7. The biggest buy was a new position in Weatherford International PL (WFRD) and the biggest sale an exit from Matador Resources (MTDR).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001825309
- Portfolio Value
- $465.6M (Q2 2025)
- SEC Filing
- 0001825309-25-000008 ↗ filed Aug 14, 2025
Holdings Value
Holdings 18 stocks · $465.6M
| OVV Ovintiv Inc. | 12.60% | 1,541,366 | $58.6M | Add +85.5% |
| PR Permian Resources Corp. Class A | 11.51% | 3,934,571 | $53.6M | Add +9.5% |
| EQT Eqt Corp. | 10.21% | 814,912 | $47.5M | Reduce -9.1% |
| WFRD Weatherford International PL | 9.73% | 900,351 | $45.3M | New |
| WTTR Select Water Solutions Inc. | 8.12% | 4,374,324 | $37.8M | Add +75.5% |
| FTI Technipfmc PLC | 7.63% | 1,032,064 | $35.5M | Reduce -19.1% |
| VIST Vista Energy Sab DE CV | 7.59% | 739,024 | $35.3M | Add +23.1% |
| RRC Range Resources Corp. | 7.26% | 830,651 | $33.8M | Reduce -15.7% |
| EXE Expand Energy Corp. | 6.57% | 261,524 | $30.6M | New |
| PWR Quanta Services Inc. | 5.57% | 68,615 | $25.9M | Reduce -17.5% |
| INR Infinity Natural Resour Class A | 4.23% | 1,075,718 | $19.7M | Reduce -4.1% |
| XPRO Expro Group Holdings NV | 4.20% | 2,278,928 | $19.6M | Add +793.7% |
| KNTK Kinetik Holdings Inc. | 1.66% | 175,000 | $7.7M | New |
| TALO Talos Energy Inc. | 1.64% | 900,000 | $7.6M | New |
| CRGY Crescent Energy Inc. Class A | 0.52% | 280,000 | $2.4M | New |
| NEXT Nextdecade Corp. | 0.41% | 213,894 | $1.9M | Reduce -7.0% |
| TE T1 Energy Inc. | 0.39% | 1,486,631 | $1.8M | Add +28.5% |
| GFR Greenfire Resources Ltd. | 0.17% | 177,344 | $791K | Reduce -57.1% |
Portfolio Sells Q1 2025 → Q2 2025
| MTDR Matador Resources Co. | Sold out | 0.00% | −11.21 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −8.99 |
| PTEN Patterson-Uti Energy Inc. | Sold out | 0.00% | −4.46 |
| HP Helmerich & Payne | Sold out | 0.00% | −3.48 |
| RRC Range Resources Corp. | Reduce -15.7% | 7.26% | −1.65 |
| FTI Technipfmc PLC | Reduce -19.1% | 7.63% | −1.52 |
| EQT Eqt Corp. | Reduce -9.1% | 10.21% | −0.63 |
| INR Infinity Natural Resour Class A | Reduce -4.1% | 4.23% | −0.53 |
| GFR Greenfire Resources Ltd. | Reduce -57.1% | 0.17% | −0.38 |
| NEXT Nextdecade Corp. | Reduce -7.0% | 0.41% | +0.00 |
| PWR Quanta Services Inc. | Reduce -17.5% | 5.57% | +0.79 |
Portfolio Buys Q1 2025 → Q2 2025
| WFRD Weatherford International PL | New | 9.73% | +9.73 |
| EXE Expand Energy Corp. | New | 6.57% | +6.57 |
| OVV Ovintiv Inc. | Add +85.5% | 12.60% | +4.55 |
| XPRO Expro Group Holdings NV | Add +793.7% | 4.20% | +3.63 |
| WTTR Select Water Solutions Inc. | Add +75.5% | 8.12% | +2.19 |
| KNTK Kinetik Holdings Inc. | New | 1.66% | +1.66 |
| TALO Talos Energy Inc. | New | 1.64% | +1.64 |
| VIST Vista Energy Sab DE CV | Add +23.1% | 7.59% | +1.26 |
| CRGY Crescent Energy Inc. Class A | New | 0.52% | +0.52 |
| PR Permian Resources Corp. Class A | Add +9.5% | 11.51% | +0.24 |
| TE T1 Energy Inc. | Add +28.5% | 0.39% | +0.06 |
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 |