Webs Creek Capital Management LP
Webs Creek Capital Management LP reported 13 US-listed holdings worth $528.0 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Patterson-UTI Energy, Inc. (10.2%), SM Energy Co. (10.1%) and Baytex Energy Corp. (9.7%). Against the quarter before, it opened 1 position, added to 7, trimmed 5 and sold out of 2.
The 13 largest of its 13 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +41.9% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Atlas Energy Solutions Inc. AESI$35.0 million
Added to 7
- Expro Group Holdings NV XPRO+1.3 million shares · +91%
- SM Energy Co. SM+755,229 shares · +59%
- Seadrill 2021 Ltd SDRL+408,410 shares · +46%
- Antero Resources Corp. AR+430,133 shares · +47%
- Baytex Energy Corp. BTE+3.5 million shares · +38%
- Patterson-UTI Energy, Inc. PTEN+1.5 million shares · +34%
- NRG Energy, Inc. NRG+36,796 shares · +21%
Trimmed 5
- Weatherford International plc WFRD-199,080 shares · -35%
- Mastec Inc. MTZ-31,510 shares · -31%
- Talos Energy Inc. TALO-938,240 shares · -31%
- Select Water Solutions Inc. WTTR-562,421 shares · -22%
- Permian Resources Corp. PR-349,008 shares · -14%
Sold out of 2
- Ovintiv Inc. OVV$46.0 million last quarter
- Cactus, Inc. WHD$45.4 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Patterson-UTI Energy, Inc. PTEN | 5.9M | $53.7 million | 10.18% | +1.5M |
| SM Energy Co. SM | 2.0M | $53.3 million | 10.09% | +755.2K |
| Baytex Energy Corp. BTE | 12.8M | $51.1 million | 9.68% | +3.5M |
| Seadrill 2021 Ltd SDRL | 1.3M | $49.4 million | 9.35% | +408.4K |
| Antero Resources Corp. AR | 1.3M | $47.0 million | 8.90% | +430.1K |
| Expro Group Holdings NV XPRO | 2.8M | $41.7 million | 7.91% | +1.3M |
| Select Water Solutions Inc. WTTR | 2.0M | $40.3 million | 7.63% | -562.4K |
| Permian Resources Corp. PR | 2.1M | $39.0 million | 7.39% | -349.0K |
| Atlas Energy Solutions Inc. AESI | 2.1M | $35.0 million | 6.62% | new |
| NRG Energy, Inc. NRG | 215.5K | $31.5 million | 5.96% | +36.8K |
| Weatherford International plc WFRD | 366.9K | $29.9 million | 5.66% | -199.1K |
| Mastec Inc. MTZ | 70.1K | $29.2 million | 5.52% | -31.5K |
| Talos Energy Inc. TALO | 2.1M | $27.0 million | 5.12% | -938.2K |