Webs Creek Capital Management LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Webs Creek Capital Management LP reported 18 stock positions worth $479.6 million. Its top holding was Ovintiv (OVV) at 12.5% of the portfolio, followed by Viper Energy Class A (VNOM, 12.3%) and Permian Resources Class A (PR, 10.3%). Compared with Q2 2025, it opened 6 new positions, sold out of 6, added to 6 and reduced 6. The biggest buy was a new position in Viper Energy Class A (VNOM) and the biggest sale an exit from Eqt (EQT).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001825309
- Portfolio Value
- $479.6M (Q3 2025)
- SEC Filing
- 0001825309-25-000010 ↗ filed Nov 14, 2025
Holdings Value
Holdings 18 stocks · $479.6M
| OVV Ovintiv Inc. | 12.53% | 1,487,937 | $60.1M | Reduce -3.5% |
| VNOM Viper Energy Inc. Class A | 12.30% | 1,544,132 | $59.0M | New |
| PR Permian Resources Corp. Class A | 10.32% | 3,866,559 | $49.5M | Reduce -1.7% |
| WFRD Weatherford International PL | 9.97% | 698,520 | $47.8M | Reduce -22.4% |
| FTI Technipfmc PLC | 8.54% | 1,038,881 | $41.0M | Add +0.7% |
| BKR Baker Hughes Co. | 8.52% | 839,177 | $40.9M | New |
| XPRO Expro Group Holdings NV | 7.85% | 3,167,596 | $37.6M | Add +39.0% |
| TALO Talos Energy Inc. | 7.04% | 3,522,614 | $33.8M | Add +291.4% |
| WTTR Select Water Solutions Inc. | 6.99% | 3,137,215 | $33.5M | Reduce -28.3% |
| BTE Baytex Energy Corp. | 5.39% | 11,037,772 | $25.8M | New |
| SDRL Seadrill Limited | 3.27% | 519,733 | $15.7M | New |
| INR Infinity Natural Resour Class A | 3.09% | 1,129,674 | $14.8M | Add +5.0% |
| MTZ Mastec Inc. | 2.50% | 56,400 | $12.0M | New |
| CRGY Crescent Energy Inc. Class A | 0.56% | 300,348 | $2.7M | Add +7.3% |
| NEXT Nextdecade Corp. | 0.35% | 249,726 | $1.7M | Add +16.8% |
| ACDC Profrac Holding Corp. Class A | 0.31% | 400,000 | $1.5M | New |
| TE T1 Energy Inc. | 0.30% | 650,000 | $1.4M | Reduce -56.3% |
| GFR Greenfire Resources Ltd. | 0.17% | 172,823 | $798K | Reduce -2.5% |
Portfolio Sells Q2 2025 → Q3 2025
| EQT Eqt Corp. | Sold out | 0.00% | −10.21 |
| VIST Vista Energy Sab DE CV | Sold out | 0.00% | −7.59 |
| RRC Range Resources Corp. | Sold out | 0.00% | −7.26 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −6.57 |
| PWR Quanta Services Inc. | Sold out | 0.00% | −5.57 |
| KNTK Kinetik Holdings Inc. | Sold out | 0.00% | −1.66 |
| PR Permian Resources Corp. Class A | Reduce -1.7% | 10.32% | −1.19 |
| WTTR Select Water Solutions Inc. | Reduce -28.3% | 6.99% | −1.13 |
| TE T1 Energy Inc. | Reduce -56.3% | 0.30% | −0.10 |
| OVV Ovintiv Inc. | Reduce -3.5% | 12.53% | −0.07 |
| GFR Greenfire Resources Ltd. | Reduce -2.5% | 0.17% | −0.00 |
| WFRD Weatherford International PL | Reduce -22.4% | 9.97% | +0.24 |
Portfolio Buys Q2 2025 → Q3 2025
| VNOM Viper Energy Inc. Class A | New | 12.30% | +12.30 |
| BKR Baker Hughes Co. | New | 8.52% | +8.52 |
| TALO Talos Energy Inc. | Add +291.4% | 7.04% | +5.40 |
| BTE Baytex Energy Corp. | New | 5.39% | +5.39 |
| XPRO Expro Group Holdings NV | Add +39.0% | 7.85% | +3.64 |
| SDRL Seadrill Limited | New | 3.27% | +3.27 |
| MTZ Mastec Inc. | New | 2.50% | +2.50 |
| FTI Technipfmc PLC | Add +0.7% | 8.54% | +0.91 |
| ACDC Profrac Holding Corp. Class A | New | 0.31% | +0.31 |
| CRGY Crescent Energy Inc. Class A | Add +7.3% | 0.56% | +0.04 |
| NEXT Nextdecade Corp. | Add +16.8% | 0.35% | −0.06 |
| INR Infinity Natural Resour Class A | Add +5.0% | 3.09% | −1.14 |
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 |