Webs Creek Capital Management LP
13F Reported Value
ⓘ$528.0M
Holdings
13
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Webs Creek Capital Management LP disclosed 13 positions worth $528.0M in its Form 13F-HR for Q2 2026, led by $PTEN (PATTERSON UTI ENERGY INC) at 10.2% of the equity portfolio, followed by $SM and $BTE. During the quarter the fund opened 1 new position and exited 2 — including a new stake in $AESI and a full exit from $OVV. The portfolio is most concentrated in Energy (94.0% of disclosed assets). All figures are sourced directly from Webs Creek Capital Management LP’s Form 13F-HR filing with the SEC under CIK 1825309.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 49.7#1,642
Quality
$53.7M5,852,934 sh - 79.0#49
Quality
$53.3M2,040,529 sh - —
Quality
$51.1M12,771,506 sh - —
Quality
$49.4M1,305,349 sh - 75.4
Quality
$47.0M1,336,461 sh - $41.7M2,826,437 sh
- 42.9
Quality
$40.3M2,015,969 sh - 79.5
Quality
$39.0M2,117,933 sh - 37.5
Quality
$35.0M2,104,940 sh - 51.9
Quality
$31.5M215,518 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 PATTERSON UTI ENERGY INC$PTEN | 49.7#1,642 | $53.7M | 5,852,934 |
 SM Energy Co$SM | 79.0#49 | $53.3M | 2,040,529 |
 BAYTEX ENERGY CORP.$BTE | — | $51.1M | 12,771,506 |
 SEADRILL Ltd$SDRL | — | $49.4M | 1,305,349 |
 ANTERO RESOURCES Corp$AR | 75.4 | $47.0M | 1,336,461 |
 EXPRO GROUP HOLDINGS N.V.$XPRO.R1575828 | — | $41.7M | 2,826,437 |
 Select Water Solutions, Inc.$WTTR | 42.9 | $40.3M | 2,015,969 |
 Permian Resources Corp$PR | 79.5 | $39.0M | 2,117,933 |
 Atlas Energy Solutions Inc.$AESI | 37.5 | $35.0M | 2,104,940 |
 NRG ENERGY, INC.$NRG | 51.9 | $31.5M | 215,518 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Webs Creek Capital Management LP's 13 positions.
Showing top 10 of 13 holdings.
Sector Allocation
Energy
$496.5M
Utilities
$31.5M
Full Holdings — Webs Creek Capital Management LP (Q2 2026)
All 13 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $PTEN | PATTERSON UTI ENERGY INC | $53.7M | 10.2% | +34% | 49.7 |
| 2 | $SM | SM Energy Co | $53.3M | 10.1% | +59% | 79 |
| 3 | $BTE | BAYTEX ENERGY CORP. | $51.1M | 9.7% | +38% | — |
| 4 | $SDRL | SEADRILL Ltd | $49.4M | 9.3% | +46% | — |
| 5 | $AR | ANTERO RESOURCES Corp | $47.0M | 8.9% | +47% | 75.4 |
| 6 | $XPRO.R1575828 | EXPRO GROUP HOLDINGS N.V. | $41.7M | 7.9% | +91% | — |
| 7 | $WTTR | Select Water Solutions, Inc. | $40.3M | 7.6% | -22% | 42.9 |
| 8 | $PR | Permian Resources Corp | $39.0M | 7.4% | -14% | 79.5 |
| 9 | $AESI | Atlas Energy Solutions Inc. | $35.0M | 6.6% | NEW | 37.5 |
| 10 | $NRG | NRG ENERGY, INC. | $31.5M | 6.0% | +21% | 51.9 |
| 11 |  $WFRD | Weatherford International plc | $29.9M | 5.7% | -35% | — |
| 12 |  $MTZ | MASTEC INC | $29.2M | 5.5% | -31% | 58.8 |
| 13 |  $TALO | TALOS ENERGY INC. | $27.0M | 5.1% | -31% | 47.7 |
New Positions (1)
$AESI Atlas Energy Solutions Inc.$35.0M
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