Webs Creek Capital Management LP
DALLAS, TX
$528m in 13 US stocks at the end of 30 June 2026. The top 10 are 83.7% of the money. It changed about 24.5% of the portfolio this quarter.
Value
$528m
Stocks
13
Top 10 share
83.7%
Turnover
24.5%
What changed this quarter
New
Bought for the first time this quarter.
- Atlas Energy SolutionsAESI6.6% of the fund
Added
Bought more of a stock they already held.
- Patterson UTI EnergyPTEN10.2% of the fund+34%
- SM EnergySM10.1% of the fund+59%
- Baytex EnergyBTE9.7% of the fund+38%
- SeadrillSDRL9.4% of the fund+46%
- Antero ResourcesAR8.9% of the fund+47%
- ExproXPRO7.9% of the fund+91%
- NRG EnergyNRG6.0% of the fund+21%
Cut
Sold some of their stake.
- Select Water SolutionsWTTR7.6% of the fund-22%
- Permian ResourcesPR7.4% of the fund-14%
- Weatherford InternationalWFRD5.7% of the fund-35%
- MastecMTZ5.5% of the fund-31%
- Talos EnergyTALO5.1% of the fund-31%
Sold out
Sold their entire stake.
- OvintivOVV-100%
- CactusWHD-100%
Holdings
- Baytex EnergyBTE
- Share
- 9.7%
- Value
- $51m
- Shares
- 12,771,506
+38%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Patterson UTI EnergyPTEN | 10.2% | $54m | 5,852,934 | +34% |
| SM EnergySM | 10.1% | $53m | 2,040,529 | +59% |
| Baytex EnergyBTE | 9.7% | $51m | 12,771,506 | +38% |
| SeadrillSDRL | 9.4% | $49m | 1,305,349 | +46% |
| Antero ResourcesAR | 8.9% | $47m | 1,336,461 | +47% |
| ExproXPRO | 7.9% | $42m | 2,826,437 | +91% |
| Select Water SolutionsWTTR | 7.6% | $40m | 2,015,969 | -22% |
| Permian ResourcesPR | 7.4% | $39m | 2,117,933 | -14% |
| Atlas Energy SolutionsAESI | 6.6% | $35m | 2,104,940 | New |
| NRG EnergyNRG | 6.0% | $31m | 215,518 | +21% |
| Weatherford InternationalWFRD | 5.7% | $30m | 366,929 | -35% |
| MastecMTZ | 5.5% | $29m | 70,080 | -31% |
| Talos EnergyTALO | 5.1% | $27m | 2,094,452 | -31% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 13.4% since 30 June 2025.
Where the money is
Energy88.5%
Utilities6.0%
Industrials5.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.