Webs Creek Capital Management LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Webs Creek Capital Management LP reported 21 stock positions worth $558.7 million. Its top holding was Cactus Class A (WHD) at 10.3% of the portfolio, followed by Antero Resources (AR, 9.3%) and Ovintiv (OVV, 9.1%). Compared with Q3 2025, it opened 4 new positions, sold out of 1, added to 6 and reduced 10. The biggest buy was a new position in Cactus Class A (WHD) and the biggest sale Viper Energy Class A (VNOM, shares −82%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001825309
- Portfolio Value
- $558.7M (Q4 2025)
- SEC Filing
- 0001825309-26-000003 ↗ filed Feb 17, 2026
Holdings Value
Holdings 21 stocks · $558.7M
| WHD Cactus Inc. Class A | 10.33% | 1,263,873 | $57.7M | New |
| AR Antero Resources Corp. | 9.28% | 1,503,951 | $51.8M | New |
| OVV Ovintiv Inc. | 9.14% | 1,303,259 | $51.1M | Reduce -12.4% |
| WFRD Weatherford International PL | 8.82% | 629,975 | $49.3M | Reduce -9.8% |
| MTZ Mastec Inc. | 7.85% | 201,864 | $43.9M | Add +257.9% |
| PR Permian Resources Corp. Class A | 7.15% | 2,845,130 | $39.9M | Reduce -26.4% |
| TALO Talos Energy Inc. | 6.52% | 3,303,875 | $36.4M | Reduce -6.2% |
| WTTR Select Water Solutions Inc. | 5.91% | 3,137,215 | $33.0M | No change |
| FTI Technipfmc PLC | 5.88% | 737,816 | $32.9M | Reduce -29.0% |
| BTE Baytex Energy Corp. | 5.85% | 10,117,718 | $32.7M | Reduce -8.3% |
| SDRL Seadrill Limited | 5.42% | 875,147 | $30.3M | Add +68.4% |
| LBRT Liberty Energy Inc. | 5.02% | 1,518,300 | $28.0M | New |
| XPRO Expro Group Holdings NV | 4.00% | 1,673,329 | $22.3M | Reduce -47.2% |
| KGS Kodiak Gas Services Inc. | 3.86% | 576,000 | $21.5M | New |
| VNOM Viper Energy Inc. Class A | 1.87% | 270,923 | $10.5M | Reduce -82.5% |
| INR Infinity Natural Resour Class A | 0.83% | 314,509 | $4.6M | Reduce -72.2% |
| CRGY Crescent Energy Inc. Class A | 0.62% | 415,348 | $3.5M | Add +38.3% |
| TE T1 Energy Inc. | 0.59% | 495,000 | $3.3M | Reduce -23.9% |
| NEXT Nextdecade Corp. | 0.51% | 544,726 | $2.9M | Add +118.1% |
| ACDC Profrac Holding Corp. Class A | 0.35% | 502,961 | $2.0M | Add +25.7% |
| GFR Greenfire Resources Ltd. | 0.19% | 222,271 | $1.1M | Add +28.6% |
Portfolio Sells Q3 2025 → Q4 2025
| VNOM Viper Energy Inc. Class A | Reduce -82.5% | 1.87% | −10.43 |
| BKR Baker Hughes Co. | Sold out | 0.00% | −8.52 |
| XPRO Expro Group Holdings NV | Reduce -47.2% | 4.00% | −3.85 |
| OVV Ovintiv Inc. | Reduce -12.4% | 9.14% | −3.38 |
| PR Permian Resources Corp. Class A | Reduce -26.4% | 7.15% | −3.17 |
| FTI Technipfmc PLC | Reduce -29.0% | 5.88% | −2.66 |
| INR Infinity Natural Resour Class A | Reduce -72.2% | 0.83% | −2.26 |
| WFRD Weatherford International PL | Reduce -9.8% | 8.82% | −1.14 |
| TALO Talos Energy Inc. | Reduce -6.2% | 6.52% | −0.53 |
| TE T1 Energy Inc. | Reduce -23.9% | 0.59% | +0.30 |
| BTE Baytex Energy Corp. | Reduce -8.3% | 5.85% | +0.46 |
Portfolio Buys Q3 2025 → Q4 2025
| WHD Cactus Inc. Class A | New | 10.33% | +10.33 |
| AR Antero Resources Corp. | New | 9.28% | +9.28 |
| MTZ Mastec Inc. | Add +257.9% | 7.85% | +5.35 |
| LBRT Liberty Energy Inc. | New | 5.02% | +5.02 |
| KGS Kodiak Gas Services Inc. | New | 3.86% | +3.86 |
| SDRL Seadrill Limited | Add +68.4% | 5.42% | +2.15 |
| NEXT Nextdecade Corp. | Add +118.1% | 0.51% | +0.16 |
| CRGY Crescent Energy Inc. Class A | Add +38.3% | 0.62% | +0.07 |
| ACDC Profrac Holding Corp. Class A | Add +25.7% | 0.35% | +0.04 |
| GFR Greenfire Resources Ltd. | Add +28.6% | 0.19% | +0.02 |
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 |