Webs Creek Capital Management LP reported 13 positions worth $527.97M for the quarter ended Jun 30, 2026, down 8.6% on the prior quarter. It opened 1 new position, added to 7, trimmed 5 and exited 2. Its largest holding is Patterson Uti Energy Inc at 10.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AESI Atlas Energy Solutions Inc. | +2.10M | – | $34.96M | 6.62% |
| XPRO Expro Ltd | +1.35M | +90.8% | $19.87M | 7.91% |
| SM SM Energy Co | +755.2K | +58.8% | $19.71M | 10.09% |
| SDRL SEADRILL Ltd | +408.4K | +45.5% | $15.45M | 9.35% |
| AR ANTERO RESOURCES Corp | +430.1K | +47.5% | $15.11M | 8.9% |
| BTE Baytex Energy Corp. | +3.53M | +38.1% | $14.10M | 9.68% |
| PTEN Patterson Uti Energy Inc | +1.47M | +33.6% | $13.52M | 10.18% |
| NRG Nrg Energy, Inc. | +36.8K | +20.6% | $5.37M | 5.96% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| OVV Ovintiv Inc. | -775.2K | -100.0% | $46.02M | Exited |
| WHD Cactus, Inc. | -959.2K | -100.0% | $45.44M | Exited |
| WFRD Weatherford International plc | -199.1K | -35.2% | $16.23M | 5.66% |
| MTZ Mastec Inc | -31.5K | -31.0% | $13.11M | 5.52% |
| TALO Talos Energy Inc. | -938.2K | -30.9% | $12.11M | 5.12% |
| WTTR Select Water Solutions, Inc. | -562.4K | -21.8% | $11.24M | 7.63% |
| PR Permian Resources Corp | -349.0K | -14.1% | $6.43M | 7.39% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AESI Atlas Energy Solutions Inc. | +2.10M | $34.96M | 6.62% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PTEN Patterson Uti Energy Inc | Energy | 5.85M | $53.73M | 10.18% | +1.47M | +33.6% | Added | 1.53% |
| 2 | SM SM Energy Co | Energy | 2.04M | $53.26M | 10.09% | +755.2K | +58.8% | Added | 0.85% |
| 3 | BTE Baytex Energy Corp. | Energy | 12.77M | $51.09M | 9.68% | +3.53M | +38.1% | Added | 1.66% |
| 4 | SDRL SEADRILL Ltd | Energy | 1.31M | $49.37M | 9.35% | +408.4K | +45.5% | Added | 2.09% |
| 5 | AR ANTERO RESOURCES Corp | Energy | 1.34M | $46.96M | 8.9% | +430.1K | +47.5% | Added | 0.43% |
| 6 | XPRO Expro Ltd | Energy | 2.83M | $41.75M | 7.91% | +1.35M | +90.8% | Added | 2.5% |
| 7 | WTTR Select Water Solutions, Inc. | Energy | 2.02M | $40.28M | 7.63% | -562.4K | -21.8% | Reduced | 1.59% |
| 8 | PR Permian Resources Corp | Energy | 2.12M | $38.99M | 7.39% | -349.0K | -14.1% | Reduced | 0.25% |
| 9 | AESI Atlas Energy Solutions Inc. | Basic Materials | 2.10M | $34.96M | 6.62% | +2.10M | – | New | 1.68% |
| 10 | NRG Nrg Energy, Inc. | Utilities | 215.5K | $31.48M | 5.96% | +36.8K | +20.6% | Added | 0.1% |
| 11 | WFRD Weatherford International plc | Energy | 366.9K | $29.90M | 5.66% | -199.1K | -35.2% | Reduced | 0.51% |
| 12 | MTZ Mastec Inc | Industrials | 70.1K | $29.16M | 5.52% | -31.5K | -31.0% | Reduced | 0.09% |
| 13 | TALO Talos Energy Inc. | Energy | 2.09M | $27.04M | 5.12% | -938.2K | -30.9% | Reduced | 1.25% |
Tip. Select a row to see that position’s full history at Webs Creek Capital Management.
As of its Q2 2026 13F filing, Webs Creek Capital Management LP’s five largest positions were Patterson Uti Energy Inc (PTEN) at 10.2%, SM Energy Co (SM) at 10.1%, Baytex Energy Corp. (BTE) at 9.7%, SEADRILL Ltd (SDRL) at 9.4%, ANTERO RESOURCES Corp (AR) at 8.9% of the reported portfolio.
Webs Creek Capital Management LP reported a 13F portfolio worth $527.97M across 13 positions for Q2 2026. That is down 8.6% from the previous quarter.
Its largest purchases by value were Atlas Energy Solutions Inc. ($34.96M), Expro Ltd ($19.87M), SM Energy Co ($19.71M). It opened 1 new positions.
Its largest sales by value were Ovintiv Inc. ($46.02M), Cactus, Inc. ($45.44M), Weatherford International plc ($16.23M). It exited 2 positions entirely.
From the Form 13F-HR reports Webs Creek Capital Management LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.