# Webs Creek Capital Management LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1825309. Source: https://holderbook.com/funds/1825309-webs-creek-capital-management-lp/

- Reported value: $528.0M
- Positions: 13
- Weight of the ten largest: 83.7%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| PATTERSON-UTI ENERGY INC | [PTEN](https://holderbook.com/stocks/PTEN/) | $53.7M | 5,852,934 | 10.2% | 2 |
| SM ENERGY COMPANY | [SM](https://holderbook.com/stocks/SM/) | $53.3M | 2,040,529 | 10.1% | 2 |
| BAYTEX ENERGY CORP | [BTE](https://holderbook.com/stocks/BTE/) | $51.1M | 12,771,506 | 9.7% | 4 |
| SEADRILL LTD | [SDRL](https://holderbook.com/stocks/SDRL/) | $49.4M | 1,305,349 | 9.4% | 4 |
| ANTERO RESOURCES CORP | [AR](https://holderbook.com/stocks/AR/) | $47.0M | 1,336,461 | 8.9% | 3 |
| EXPRO GROUP HOLDINGS NV | [XPRO](https://holderbook.com/stocks/XPRO/) | $41.7M | 2,826,437 | 7.9% | 6 |
| SELECT WATER SOLUTIONS INC | [WTTR](https://holderbook.com/stocks/WTTR/) | $40.3M | 2,015,969 | 7.6% | 11 |
| PERMIAN RESOURCES CORP | [PR](https://holderbook.com/stocks/PR/) | $39.0M | 2,117,933 | 7.4% | 15 |
| ATLAS ENERGY SOLUTIONS INC | [AESI](https://holderbook.com/stocks/AESI/) | $35.0M | 2,104,940 | 6.6% | 1 |
| NRG ENERGY INC | [NRG](https://holderbook.com/stocks/NRG/) | $31.5M | 215,518 | 6.0% | 2 |
| WEATHERFORD INTL PLC | [WFRD](https://holderbook.com/stocks/WFRD/) | $29.9M | 366,929 | 5.7% | 5 |
| MASTEC INC | [MTZ](https://holderbook.com/stocks/MTZ/) | $29.2M | 70,080 | 5.5% | 4 |
| TALOS ENERGY INC | [TALO](https://holderbook.com/stocks/TALO/) | $27.0M | 2,094,452 | 5.1% | 5 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | -6.7% | +14.8% | -21.5% | 100% |
| Q1 2026 | +36.7% | -4.6% | +41.3% | 100% |
| Q4 2025 | +8.1% | +2.4% | +5.8% | 100% |
| Q3 2025 | +4.0% | +7.8% | -3.8% | 100% |
| Q2 2025 | -2.7% | +10.5% | -13.2% | 100% |
| Q1 2025 | -5.3% | -4.6% | -0.7% | 100% |
| Q4 2024 | +7.3% | +2.1% | +5.2% | 100% |
| Q3 2024 | -13.0% | +5.4% | -18.4% | 92% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $528.0M | 13 |
| Q1 2026 | $577.5M | 14 |
| Q4 2025 | $558.7M | 21 |
| Q3 2025 | $479.6M | 18 |
| Q2 2025 | $465.6M | 18 |
| Q1 2025 | $441.8M | 17 |
| Q4 2024 | $414.8M | 14 |
| Q3 2024 | $280.9M | 13 |
| Q2 2024 | $294.6M | 14 |
| Q1 2024 | $247.4M | 11 |
| Q4 2023 | $217.4M | 11 |
| Q3 2023 | $224.5M | 10 |