Webs Creek Capital Management LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Webs Creek Capital Management LP reported 14 stock positions worth $577.5 million. Its top holding was Weatherford International PL (WFRD) at 9.3% of the portfolio, followed by Permian Resources Class A (PR, 9.1%) and Talos Energy (TALO, 8.3%). Compared with Q4 2025, it opened 3 new positions, sold out of 10, added to 1 and reduced 10. The biggest buy was a new position in Patterson-Uti Energy (PTEN) and the biggest sale an exit from Technipfmc (FTI).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001825309
- Portfolio Value
- $577.5M (Q1 2026)
- SEC Filing
- 0001825309-26-000005 ↗ filed May 15, 2026
Holdings Value
Holdings 14 stocks · $577.5M
| WFRD Weatherford International PL | 9.27% | 566,009 | $53.5M | Reduce -10.2% |
| PR Permian Resources Corp. Class A | 9.11% | 2,466,941 | $52.6M | Reduce -13.3% |
| TALO Talos Energy Inc. | 8.28% | 3,032,692 | $47.8M | Reduce -8.2% |
| PTEN Patterson-Uti Energy Inc. | 8.21% | 4,379,658 | $47.4M | New |
| OVV Ovintiv Inc. | 7.97% | 775,200 | $46.0M | Reduce -40.5% |
| WHD Cactus Inc. Class A | 7.87% | 959,218 | $45.4M | Reduce -24.1% |
| BTE Baytex Energy Corp. | 7.16% | 9,245,458 | $41.3M | Reduce -8.6% |
| SDRL Seadrill Limited | 7.07% | 896,939 | $40.8M | Add +2.5% |
| SM SM Energy Co. | 6.94% | 1,285,300 | $40.1M | New |
| WTTR Select Water Solutions Inc. | 6.83% | 2,578,390 | $39.4M | Reduce -17.8% |
| AR Antero Resources Corp. | 6.66% | 906,328 | $38.5M | Reduce -39.7% |
| MTZ Mastec Inc. | 5.66% | 101,590 | $32.7M | Reduce -49.7% |
| NRG NRG Energy Inc. | 4.52% | 178,722 | $26.1M | New |
| XPRO Expro Group Holdings NV | 4.46% | 1,480,974 | $25.8M | Reduce -11.5% |
Portfolio Sells Q4 2025 → Q1 2026
| FTI Technipfmc PLC | Sold out | 0.00% | −5.88 |
| LBRT Liberty Energy Inc. | Sold out | 0.00% | −5.02 |
| KGS Kodiak Gas Services Inc. | Sold out | 0.00% | −3.86 |
| AR Antero Resources Corp. | Reduce -39.7% | 6.66% | −2.62 |
| WHD Cactus Inc. Class A | Reduce -24.1% | 7.87% | −2.47 |
| MTZ Mastec Inc. | Reduce -49.7% | 5.66% | −2.19 |
| VNOM Viper Energy Inc. Class A | Sold out | 0.00% | −1.87 |
| OVV Ovintiv Inc. | Reduce -40.5% | 7.97% | −1.17 |
| INR Infinity Natural Resour Class A | Sold out | 0.00% | −0.83 |
| CRGY Crescent Energy Inc. Class A | Sold out | 0.00% | −0.62 |
| TE T1 Energy Inc. | Sold out | 0.00% | −0.59 |
| NEXT Nextdecade Corp. | Sold out | 0.00% | −0.51 |
| ACDC Profrac Holding Corp. Class A | Sold out | 0.00% | −0.35 |
| GFR Greenfire Resources Ltd. | Sold out | 0.00% | −0.19 |
| WFRD Weatherford International PL | Reduce -10.2% | 9.27% | +0.44 |
| XPRO Expro Group Holdings NV | Reduce -11.5% | 4.46% | +0.47 |
| WTTR Select Water Solutions Inc. | Reduce -17.8% | 6.83% | +0.92 |
| BTE Baytex Energy Corp. | Reduce -8.6% | 7.16% | +1.31 |
| TALO Talos Energy Inc. | Reduce -8.2% | 8.28% | +1.76 |
| PR Permian Resources Corp. Class A | Reduce -13.3% | 9.11% | +1.96 |
Portfolio Buys Q4 2025 → Q1 2026
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 |